How to connect Power BI to any Phone System

August 17th, 2020
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How to connect Power BI to any Phone System

Power BI is a business analytics service offered by Microsoft. The service aims at providing interactive visualizations and business intelligence capabilities with a simplified interface that is easy enough for end-users to create their reports and dashboards.

Due to its utility and simplicity, many organizations use Power BI to centralize all dashboards, and the reports generated from all data sources range from bank transactions, to CRM, and even online services.

You can find more info about Microsoft PowerBI here

https://powerbi.microsoft.com/en-us/

PBXDom, on the other hand, is a comprehensive call analytics and reporting tool that provides the dashboards, reports, alerts, and call expense management service for most phone systems. With the power of PBXDom tools, you can easily monitor and understand your organization’s phone communications easily.

Moreover, PBXDom provides full restful API for end-users, which means they can fetch data with API and import or use them in any software. With PBXDom API, you can have access to all the data in your PBXDom account and create any type of report or dashboards you want in any platform or programming language.

In the following article, I will explain a step-by-step method to connect your PBXDom account to your Power BI as a data source and create any type of dashboard or customized report on your Power BI cloud or desktop.

If you are here and looking for a solution to have your phone communication dashboard in PowerBI, regardless of which phone system you are using, you are in exactly the right place. PBXDom supports more than 160 different models of phone systems in more than 20 brands, ranging from Cisco, Avaya to open-source phone systems like Asterisk and FreePBX.

Step 1: Start Power BI, click on the “Get Data” button, and then select “Web.”

Connection Phone system to PowerBI, Cisco Call Manager

Step 2: To use the PBXDom API, you need the API key. You can get your API key from your PBXDom account settings section. First, make sure your current account has an API access feature. Once you have your API key, you have to add it to the URL. You can find more information about PBXDom API on the following page:

https://doc.pbxdom.com/

As an example, with the following params, we can get all incoming calls information for a specific date:

Connect PowerBI to Phone system step 1-2

When you find the right params for the report you want from your phone system, copy the full URL to the URL address and click on the OK button.

The final URL should look like this:

https://api.pbxdom.com/Calls?sortType=asc&sortBy=callDateTime&fromDate=2020-08-14+00:00:00&toDate=2020-08-14+13:39:00&rptType=1&rptId=1&limit=10000&start=0&reporttype=1&sortcoldef=0&access_token=FA2lr1jCYe4kOZ……..

Connect PowerBI to Cisco Call Manager

Step 3: If your API key is correct and your PBXDom account has an API call feature, you should see a window appear as shown in the following image:

Connecting PowerBI to PBXDom API restful

Finally, if everything is correct, you should see the following window, which means the PowerBI is successfully connected to your PBXDom account API:

PBXDom Restful API result in PowerBI query

Step 4: In the right side window, you can see the results from API because we need the call data. You have to click on the “List” to view the records list as shown in the following image:

PowerBI convert API Json to record list

Step 5: To convert the records to columns, click on the “To Table” button on the top left and then click on the “OK button.

PowerBI convert API result to table

Step 6: You should see the following window but you need to complete the additional steps to see all columns. To add columns, click on the icon on the right side of Column1 with two arrows.

PowerBI convert column to field list

Step 7: Then select the columns from API and click on “OK” to extract the columns. If you are not sure about the column name, you can add all of them.

PowerBI API result field list

After the columns have been successfully extracted, you should see a table as shown in the following image:

PBXDom API fields list in PowerBI

Click on the “Name” field on the right side and change the name to “PBXDom” and then click on the “Close & Apply” button (top left) to save the data source.

PowerBI change the query name to PBXDom

If everything is correct, after clicking the “Close & Apply” button, Power BI will try to retrieve data from the API as shown in the following image:

Connect PBXDom API to PowerBI, Create phone system Dashboard

Step 8: Now you have your phone data as a new query, you can make any type of report or chart, filter them based on the conditions you choose, and finally, you can publish and share them with your team.

Phone system KPI on PowerBI

As mentioned before, you have to know which type of data you want to visualize in your dashboard or reports in PowerBI from your phone system, then find the right parameters for PBXDom API for retrieving them, and then finally make the reports or KPIs.

In conclusion, I hope you found this article useful for learning integration between PowerBI and PBXDom. Perhaps you are looking for a solution to get your phone communication data into your PowerBI, and yes, the easiest way is PBXDom.

If you faced any problem during the integration or need help for API parameters, submit a ticket and our support team will help you as soon as they can.

Reza Mousavi
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