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A big part of my work is thinking about how I complete tasks by what services I need to do in any given day in other words, Spot might need Service A, Service B, and Service C done, and I care about knowing what services I've already done and what I still need to do for Spot. A pet will not come back for more services again in the future, so it makes sense that we could consider "pet" to be the main unit of analysis (sorry, I'm a social scientist by training, forgive my lingo). The projects themselves occur at the pet level, since one human might come back multiple times with different pets, and all the services for a pet occur at once.
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Each human can have multiple pets, and each pet can have multiple services.
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I have (a) the human client, (b) their pet, and (c) the services that they want for their pet. You can find your table ID by navigating to a view of your table, and looking in your URL/address bar.For my small business, I have three levels of information I'm trying to manage. You can find your Base ID by navigating to the API documentation for your base. You can learn how to create, update, and delete PATs here. All of the parameter types will be set as text, and we'll set the Name and Current Value using the PAT/IDs identified below. For each parameter, we're going to set a Name, Type, and C urrent Value. Power BI's Query Parameters allow users to define variables to be used in a query. This is where you will create and define the parameters referenced in the template M Query. This will open the window where you can create and edit Power Query Parameters. In the toolbar of the Power Query Editor, select Manage Parameters. #"Expanded Column1" = Table.ExpandRecordColumn( Pagination, Splitter.SplitByNothing(), null, null, ExtraValues.Error), Json.Document(Web.Contents("", Headers=])),// retrieve results per call otherwise null, // determine the LastKey for the next execution let Pagination = List.Skip( List.Generate( () =>, // Start ValueĮach null, // Condition under which the next execution will happen After we set the parameters in the next steps, you should not need to modify the query directly. This query uses Query Parameters to define your Airtable BASE_ID, TABLE_ID, and PERSONAL_ACCESS_TOKEN as variables. We've developed the following template M Query that should help you get started bringing data from a table in an Airtable base to a Power BI Query. As an alternative to the table-based query shown below, the query for a specific view can be found here. Leveraging a specific view with filters and/or sorts can help to ensure that records missing data in certain fields are not the first record called by the API. If this is not the case, then that field will not appear in PowerBI. The first record in the table or view that is being integrated from Airtable should have a populated value in each field that you would like to visualize in Power BI. In this section, we'll cover how to use the Airtable API to connect to both. The process for connecting Airtable to Microsoft Power BI and Excel (Power Query) are very similar.