Power BI by Microsoft is a collection of software services, apps, and connectors that work together to turn your unrelated sources of data into interactive insights. Using the Power BI Connector by Zendesk allows you to import your Zendesk data to Power BI.
This article covers the following topics:
- Overview of the Power BI Connector by Zendesk
- Signing in
- Using the Power Query M language to query data
Related articles:
Overview of the Power BI Connector by Zendesk
The existing Zendesk Power BI connector by Microsoft has a known issue where it can’t retrieve records for more than 1000 rows. For example, if an account has more than 1000 tickets, it returns the following 422 error:
Zendesk has developed a new Power BI connector that solves this issue and is currently in beta. The new connector uses Cursor Based Pagination (CBP) to retrieve data from the Zendesk API.
The new connector is named Zendesk Data (Beta). It will eventually replace the legacy connector, which is named Zendesk (Beta Legacy).
Signing in
The sign in experience is the same as the legacy connector.
After you sign in, you’ll see all existing endpoints are available in the new connector.
Using the Power Query M language to query data
If you are using the Power Query M language to query data, there’s a slight difference in the beginning part of the query. The legacy connector uses Zendesk.Tables() to initialize the Source:
let
Source = Zendesk.Tables("https://yoursubdomain.zendesk.com"),
views = Source{[Key="tickets"]}[Data]
in
views
The new connector uses ZendeskData.Contents() to initialize the Source:
let
Source = ZendeskData.Contents("https://yoursubdomain.zendesk.com", []),
Users = Source{[Name="Users"]}[Data]
in
Users
If you have existing queries using the legacy connector, change the Source initialization part and the rest of the code will work properly.
If you are using the Power BI connector in any other way, please contact Zendesk Customer Support, and we will provide a migration path.
40 comments
Justino Garcia
Hi, I was wondering when we will see the new PowerBI Zendesk connector (Beta) in Power BI Desktop client? I just checked on 3/18/2024 and have yet to see it. I have the February 2024 build of PBI Desktop.
2
JongHyuk Park
I couldn't find a new connector.
1
Alessandro Cermesoni
I also can't find the connector
1
Darenne
I hope you're doing great! Upon further checking, it appears here that you also reached out to us via ticket ID #12447566. One of the advocates mentioned that the new BI connector will be available on the Microsoft side. The Get Data option that you see in the screenshot is not on Zendesk's settings yet.
The new Power BI Connector will be included into Microsoft's April release, this is the reason why you're not able to see it yet as Microsoft will roll it out this month (April) first before you can use.
I hope this clarifies it. Have a lovely day!
1
Jin Huang
Since 10th April, the new Zendesk Power BI connector have been rolled out in Microsoft's April Power BI release. Please download the latest Power BI Desktop from Microsoft for version April 2024 Update (2.128.751.0).
1
St Online
Can we reduce the amount of importing tickets to last 7 days tickets only? Because we have lots of tickets and it takes lots of time to import
0
Tony
I hope you're doing well!
I just wanted to mention that you can actually use Power Query M language to query data, as stated in the article. Maybe it would be a good idea to take a look at their documentation to confirm this.
Have a great day!
-1
Faheem Raja
When connecting through the Power BI connector (Beta), the connector captures only 1 Group ID in the Tickets table. We have 5 ticket groups in our instance of Zendesk. What could be causing this
0
Keegan
When using the new Power BI connector, I'm only getting about 74,000+ rows for tickets and ticket metrics. Our zendesk instance has 1.5 million tickets. I think we get the correct number of rows in the user table though. Why would this be?
0
Victor Menezes
Darenne - I have the same question as Keegan above. Does the connector limit the scope of the tickets being pulled? If so, is there a way we can configure it to pull a certain subset of tickets?
0
Sam Weekley
Are there any plans to include templates for Data like the Microsoft Zendesk Connector had?
0
Jeslyn
Hi Darenne , I also facing the same issue as Keegan Victor Menezes, ay I know if you have any solution to solve this issue?
0
Michael
I was able to get this new connector setup with my Sandbox. It doesn't look like it supports OAuth yet?
https://learn.microsoft.com/en-us/power-query/connectors/zendesk-data
How can we get more info about the plans for this?
1
Michael Greer
This connector works fine on my local powerbi client but when publishing to the powerbi service so I can schedule refreshes it says it failed to test the connection to the data source. Only Oauth2 is listed as an authentication method in the dropdown. Trying to create a new connection results in this error message:
Unable to create connection for the following reason: Failed to login with OAuth token, please update the credential manually and retry.
Details: [DataSource.Error] Web.Contents failed to get contents from 'https://xxx.zendesk.com/oauth/tokens' (400): Bad Request Please have this information handy if you choose to create a support ticket.
1
Ulises Marcelino
Hi There I am experiencing the same issue when trying to schedule a refresh on the PowerBi cloud published report.
Is there any workaround for this? We have critical reports in my company using this and having to refresh manually on the desktop to then publish it again to capture new data is not a sustainable process. This is happening on both the legacy beta and beta connectors
1
Micky Clutario
Hello,
I’ve successfully connected Zendesk with Power BI using the instructions provided in this guide.
URL: https://learn.microsoft.com/en-us/power-bi/connect-data/service-connect-to-zendesk#related-content
However, when I retrieve data from our Zendesk domain, I can’t find any brand-related information under tickets in Power BI. As a support ticket manager, I need data related to specific brands on our Zendesk account.
Since the Zendesk data source is connected to Power BI, I expected it to display tickets associated with specific brands.
Please advise why the brands are not in Power BI?
Thank you!
Micky
0
Jin Huang
Hi Micky,
There is brand_id field which is the id of the brand this ticket is associated with.
0
Jin Huang
Regarding the question of why Power BI is returning tickets than it should be, the Power BI connector is using the tickets api which doesn't include the archived tickets, that's why the tickets numbers might look like they are less than the total count from Support system.
1
Micky Clutario
Hi Jin,
I cannot see the brand_id in PowerBI
Please can you advise how you found the data set. I attempted to search for it but got no results.
0
Scott Tynan
I am having the same issue as others when publishing my reports to the PowerBi web service. I have never had this problem with any other data source. In my case, when I try to update the credentials it gives me no authentication method at all to pick from. I am using the brand new and current connector called “Zendesk (Beta)”. I have been troubleshooting this since July with our professional service contact Zai Wei Tan, but we have not been able to fix the issue. We have changed the authentication options for users to no avail.
Is anyone in the dev team working on this bug?
1
Scott Tynan
Is there any progress being made here?
0
Marketing
Hi Scott Tynan
I actually got the same problem and Zendesk support told me they doesn't provide support for power bi, I have to ask Microsoft.. Then I don't have any solution at the moment :(
Emeline
1
Scott Tynan
That's a cop-out response! They built the connector, they need to support it. You are;t asking for help building your query, measures or visuals you are trying to connect to their data source using their connector! Escalate to your account manager.
Also, I previously had Microsoft authentication as the only option for team members to log in. I changed this also to allow Zendesk login (very confusing for our team members), but it now allows the web service to refresh, but only on newly built reports; my old original ones still won't work, despite the advanced query editor content being identical.
Perhaps they recently updated the connector and just haven't told anyone.
0
Jin Huang
Hi Scott Tynan ,
Apologise for the late reply, we did contact Microsoft and report the issue, but they couldn't find the issue in their end. We tried to reproduce the issue in our end, but it's not reproducible for newly build report. I think the issue is only for old report that was build using the old PowerBI connector, for that case, the only option might be to rebuild the report using the new PowerBI connector.
For future queries, please create a ticket instead of reply in this thread, tickets are more actively monitored and responded. Thank you.
Kind Regards
Jin
0
Laura Maria Sampedro Hernandez
Hi, I am using the new Zendesk connector (Zendesk (Beta)) in Power BI. I am observing a problem of data loss for data created before may 2024. Is there any reason? maybe a loading issue? I double checked the tickets Id and, while we can find them in the app, there is no trace in the data we downloaded from the connector in power bi.
Thanks in advance
0
Jin Huang
Hi Laura Maria Sampedro Hernandez ,
The Power BI connector is using the list tickets api to pull tickets, this api doesn't retrieve archived tickets, that's the reason it appears like data loss.
Regards
Jin
-2
Scott Tynan
What is the correct endpoint to use to retrieve all tickets? Or alternatively to retrieve the archived ones?
1
Laura Maria Sampedro Hernandez
Thanks for the answer Jin!!
Regards
0
Jin Huang
Hi Scott Tynan ,
The Search api can return the archived tickets, but the current version of Power BI connector doesn't use this search api.
Regards
Jin
1
Scott Tynan
Isn't the search api limited to only 1000 results though?
0