ℹ️ For illustrative purposes, this example employs Microsoft Power BI as the selected business intelligence (BI) software.
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Software prerequisites
Microsoft Power BI or other business intelligence software
How to get the login information
Go to the Paperless Forms website.
In the menu on the left side of the page, hover over the Admin section and click on the BI Access subsection.
⚠️If you do not see the BI Access subsection, please contact Datahex support to activate it. |
All the information you will need for the next steps will be here.
You can copy the field by clicking on the button on the right.
Creating the MySQL connector
Click on Get Data, a new window will appear.
Enter MySQL database in the search bar and select this source.
Enter the Server and Database information detailed in the Paperless Forms website (Refer to How to get the login information).
Select Import, as your Connectivity mode.
Select Basic, as your Authentication kind.
Enter the Username and Password detailed in the Paperless Forms website (Refer to How to get the login information).
Ensure that the Use encrypted connection option is checked.
Click Next.
The list of all your forms from Paperless Forms will be shown and you will be able to check the ones you would like to use in your dashboards.
Enter the Name of the form you would like to load (NB: Do not enter any space or symbol) in the search bar.
Click the name of the form to preview the data.
Check the box on the left to select the form. You can load multiple forms at the same time.
Click Transform Data; the Power Query Editor will be launched for further data transformation.
