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Advantage Platform Administration

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Conga Product Documentation

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Advantage Platform Administration

Conga Advantage Platform for Administrators

Enterprise Data Connector for Reporting

The Enterprise Data Connector allows organizations to use their preferred Business Intelligence (BI) tools, such as Power BI, to access and analyze their Conga Platform data directly. This connector provides a secure and scalable way for enterprise users to integrate Conga Platform data with their existing analytics environment.

The Enterprise Data Connector acts as an adaptor between the MySQL protocol and the Conga Platform's metadata and data APIs. It enables BI tools and SQL clients to connect to the Platform as if they were connecting to a standard MySQL database. This allows you to run SQL queries against Conga Platform data and generate custom reports and dashboards using familiar reporting tools.

Typical Use Case:

Administrators and data analysts can connect the Conga Platform to their organization's Power BI instance using the SQL Connector. Once connected, they can explore Conga Platform data entities, build custom queries, and create real-time reports and dashboards that reflect business metrics and operational trends.

Building Power BI Reports

  • You have Admin access to the Conga Platform.

  • An Integration user is created and a Client ID and Client Secret are generated. For more information on how to create an Integration User and generate the Client ID and Client Secret, see Adding a User.

  • The SQL Connector endpoint URL is available. Contact your Conga Account Executive to get the URL.

This task describes how to connect your Conga Platform data to Power BI using the Enterprise Data Connector. The connector uses the SQL Connector service to establish a secure MySQL-compatible connection so that you can query Platform data and build interactive reports and dashboards in Power BI.
  1. Open Power BI Desktop.
  2. Go to Home > Get Data > More...
  3. In the Get Data dialog, search for and select MySQL database as the data source.
  4. In the connection details:
    1. Server name: Enter the SQL Connector endpoint URL provided by your Account Executive.
    2. Database name: Enter the conga as the database name.
  5. Click OK.
  6. When prompted, choose Database authentication.
  7. Enter the following credentials:
    1. Username: Enter Client ID.
    2. Password: Enter Client Secret.
  8. Click Connect.
  9. After successful authentication, Power BI displays a list of available objects and fields.
  10. Select one or more entities you want to include in your report.
  11. Click Load to import the data into Power BI.
  12. In Power BI Desktop, use the Fields pane to drag and drop Platform fields into your visualizations.
  13. Create charts, tables, and KPIs as required.
  14. Save your report or publish it to Power BI Service (Cloud) for organization-wide access.
After publishing your report to Power BI Service (Cloud), you must update the connection for the semantic model for the report to refresh data using SQL Connector. For more information on how to update the connection, see Updating the Semantic Model Connection.

Updating the Semantic Model Connection

  • Power BI report is published to the Power BI Service (Cloud).

  • You have a valid Client ID and Client Secret.

  • The SQL Connector endpoint URL is available. Contact your Conga Account Executive to get the URL.

When you publish a Power BI report that uses the SQL Connector to Power BI Service (Cloud), you must update the semantic model connection to ensure the report can refresh Platform data. This task explains how to configure the connection and enable data refresh.
  1. Sign in to Power BI Service (Cloud).
  2. Navigate to the workspace where your report and semantic model is published.
  3. Select the semantic model settings.
  4. Go to the Cloud connections section.
  5. Click the dropdown menu and select Create a connection.
  6. In the connection details:
    1. Server name: Enter the SQL Connector endpoint URL provided by your Account Executive.
    2. Database name: Enter the conga as the database name.
    3. Username: Enter Client ID.
    4. Password: Enter Client Secret.
    5. Enable Encrypt connection for secure communication.
  7. Click Apply.

Your semantic model connection is updated in Power BI Service (Cloud). Reports published to the Cloud will now fetch live Platform data via the SQL Connector and refresh according to your configured schedule.

March 23, 2026