Part One: Setting Up a HubSpot Connector in Tugger


This process presumes you have registered for Tugger and have signed in. (Sign Up Here)


After the signup process, navigate to My Connectors if you do not see the following; My Connectors will display all available options, until you have added those you require - failing that, select: Connectors.



Select the HubSpot Connectors> 'Add Connector'.


At the next screen, you will need to enter information so Tugger knows what to call your Connector, as well as how much data (the date you wish to Tug data from) and how often it will be pulled (Tugged).



1. The name of HubSpot Connector, whatever makes sense to you.

2. How far back you wish to sync data from; note, the further back the more rows you will store.

3. How often you want to update your data.

4. As the image above shows, this is optional, but will provide additional functionality within the report.


Once you are happy with your entries, Authorise Access to HubSpot.


If you are not signed into HubSpot, you will be required to enter the log-in details; if you are already signed into HubSpot in the same browser as your Tugger account, then this step will be skipped.


Note: Admin rights are required on your HubSpot account.


After signing in to HubSpot, as above (presuming you needed to), you should see a request to choose the account, which (to continue) you will need to do.


Select the account, then click on the Choose Account.


Note: If you chose to include the optional data (at the 'Add Your HubSpot Connector' stage above) the obscured numbers above will be required later, when importing your data into Power BI Desktop; this number is also available in your HubSpot URL.


The following screen, when it appears, only remains visible for a moment; should it require a response (to continue) you need to click on the 'tick' option.



Once done you should be returned to Tugger.



Which after a few moments should update to advise that it's Tugging.



Note: As the first sync of data can take anything from minutes to hours, depending on the size of your data-set, it is fine if you need to close the tab.


Once the data from your HubSpot account has been synced over, on the Summary page (highlighted below) the Tug Successful, will show: Yes; in addition, the Tug Status will also update.


Note: You will not be able to continue until this has completed.



You will notice that the time to next sync is 48 minutes, which is dependent on what you selected earlier. If you wish to change how often the syncing occurs, select the Settings shown above.



To continue with importing a report template into Power BI Desktop, please read on.




Part Two: Import your HubSpot data into Power BI Desktop


Pre-requisites for this part of the process are:

   - Tugger: A Connector created, and your data transferred. 

   - Power BI .pbit template(s): download from (see image below).

   - Signed in to your Microsoft Account within Power BI Desktop, which is required to publish to their Service .

 


Download the HubSpot Report Template indicated in the image above, if you haven't already.


The easiest method is to open the template after it has downloaded from the browser, or to navigate to your downloads folder. A Power BI Template has the '.pbit' extension.


The following steps demonstrate where in Power BI Desktop the various screens to import are, when Power BI Desktop is open.


Initial import of template and data

 

On opening Power BI desktop for the first time, the following splash screen is displayed; subsequent opening, may have additional information presented, related to saved reports.

(You will notice that the top right of the image below states I am not signed in; as previously stated, this is required to publish; the splash screen also shows me as signed in.)

 


… Close the Splash Screen.

 


Navigate to File > Import > Select: Power BI Template

 

Locate the report templates (.pbit extension) previously downloaded.


… Select one, and open.



Tugger’s Analytics Setup Page (displayed again for clarity)


 

  1. The OData URL.
  2. The User name.
  3. The Password.


Regardless of what method you use to import the template, you will be presented with the following screen, once it has loaded/imported.


From the Analytics Setup page above, copy the OData URL (1 in the above image) into the Tugger URL in the image below. 




2. If the report you are loading displays this, as discussed earlier, the number can be obtained from your HubSpot URL (once logged in; see the Cut-Out section in the image above).


It should be noted that not all reports will have this option.


... And Load when ready.


A Refresh pop-up dialogue appears:



This will update with values for the tables: bytes, Kbytes and Mbytes are usual, but will depend on the amount of data you have.


… After a few moments, an OData feed dialogue appears.



If this is the first time you are importing into Power BI Desktop (or if you have Regenerated the Credentials, the how-to is here, but is not needed for this installation and setup) the OData feed dialogue will pop up.


(Once you have entered the Basic authentication details, you will not be asked again unless they are cleared from Power BI desktop - or refreshed in Tugger.) 


  1. Select Basic (1 in the image above).
  2. Enter the User name and Password from your Tugger Connector's Analytics Setup page (displayed previously, items 2 and 3 in the previously displayed image).
  3. Match the link in the dropdown to the link displayed at the top of the dialogue; if the levels don't match, then issues can develop later.
  4. click on Connect when ready.


After a few seconds the Refresh dialogue will re-appear and updates to the content will become apparent; this is to be expected, and once complete the dialogue will disappear and the report should open (see below).


Note: If an error occurs after clicking Connect, see, Report Refresh Error.

 

 

There will be several tabs available...

 

 

… Highlighted at the bottom of the image is the open tab, and the tab-navigation buttons (forward and backward) for when there are tabs off-screen.

 

You may wish to just save the report at this stage, for example if you’re stopping now with a view to continuing later. It forms part of the Publishing Process, which follows this section, if you are continuing straight away, just give it a name that makes sense to you.

 

 

File > Save As

… Save to a directory of your choice.

 



Part Three: Publish your HubSpot Data to Power BI Service (online)

Pre-requisites for this part of the process are:

   - Power BI Service: setup (ideally, Workspaces and Access (permissions) added for Users as appropriate). 

   - Power BI Desktop report imported.

Please see the Power BI Online Workspaces and Users article for basic information relating to adding Workspaces and Users, including assigning the level of access users need.

 

We do recommend setting up Workspaces beforehand as although the report can be saved to a new Work Space later, it doesn’t copy all the components (no dataset - compare 1 and 2 below) when published, only the report. Not only this, but reports added to the default Workspaces level cannot be shared via assigning Access.

 


This may not be an issue, but those assigned to a Workspace without a Dataset cannot refresh it, and will have to rely on the automated refresh, unless they can get it manually refreshed by another user.



To publish:


Select Publish, 1 in the above image.

 

If you haven’t already saved, then 2 will appear (and can even after saving).


Click Save.

 

… Save (3) to a directory of your choice.



If you have already saved, after clicking ‘Publish’, the Publish to Power BI dialogue should appear, otherwise it appears after saving.

 

 

The steps are:

  1. Publishing and Saving (detailed previously).
  2. Search for Workspace (optional).
  3. Select My Workspace if you haven't created your own (not recommended).
  4. Or, select the Workspace created.
  5. Then click on Select (highlighted).


Note: If the only Workspace is called My Workspace (which is the default and always available) you may wish to Cancel instead of clicking Select. You could then create a Workspace - perhaps configuring access for Users at the same time (Available here: Power BI Online Workspaces and Users.). After creating a Workspace: Publish again to the newly created Workspace.

 


Once the report has been published, the following should be displayed.

 

 

 

Navigate to Power BI online to find your report or click on the link available in the dialogue show in the image above. 




Part Four: Navigating to a Published Document in Power BI Online


After logging into Power BI Online, to navigate to your previously published report: see image below.

 

In the example here: Workspaces > HubSpot, as the image displays; the optional search feature is also indicated.


 

 

The next image offers a brief explanation of what is offered:

  1. This is the report (previously viewed in Power BI desktop before publishing); there is an opportunity to share this report, by hovering and selecting as appropriate.
  2. The main use – at least initially – is setting up how often your data from our secure data warehouse is refreshed. Click on the refresh icon, where you may need to enter login details, authorising Power BI to access said data. The mini-tutorial for this can be viewed in Setting up Automatic Refresh in Power BI Online.

 

 

 

After selecting the report, or if following the link from Power BI desktop, the report (example shown below) is displayed. 

 


The view for the reports are presented in a different manner to what Power BI desktop displayed; instead of the multiple tabs, there are the Pages for the reports; the selected page is indicated.


Note: this report contains only limited dummy data.


This concludes the HubSpot Installation guide.