Part One: Setting Up a HubSpot Tug in Tugger.


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


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



Select the HubSpot Tugger > 'Add This Tugger'.


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


Note: when selecting Sync Historical Data From date, the earlier this date is set to longer it will take for your first tug to complete; with the duration, depending on the size of your data.

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 and account, which (to continue) you will need to do.


Select the account, then click on the Choose Account.


The following screen, when it appears, only remains visible for a moment, unless it requires a 'tick' response or cancel; 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 its 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, the Tug Successful: will show Yes; in addition, the Tug Status will also update. The


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



You will notice that the time to next sync is 56 minutes, which is dependent on what you selected earlier. If you wish to change how often the syncing occurs, select the Settings highlighted 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 ‘Tug’ created, and your data transferred. 

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

 


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.

 

… Close the Splash Screen.

 

Navigate to File > Import > Select: Power BI Template

 

 

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

… select one, and open.


Tugger’s Analytics Setup Page (displayed for clarity)

 


  1. The OData URL from the Tugger Analytics Setup Page (see 1 above for reference).
  2. Load, once entered. 


A Refresh pop-up dialogue appears:


 

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

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

  1. Select Basic as show below.
  2. Enter, the Authentication Details from Tugger’s Analytics setup sage (show above) into the Username and Password.
  3. Change ‘Select level’ in 4 to match the details at the top of the dialogue. (After connecting multiply reports, you may find additional options in the dropdown, so be sure to select the correct one.)
  4. Click Connect when ready.

Note: If an error occurs after clicking Connect, see, Clear Data Source Settings in Power BI Desktop.

 

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).

 

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 for basic information relating to adding Workspaces and Users, including assigning the level of access users are allowed.

 

We do recommend setting up Workspaces beforehand as although the report can be saved to new  Work Space later, it doesn’t copy all the components (no dataset - compare 1 and 2 below) when published, only the report.

 




To publish:


Select Publish, 1 in the above image.

 

If you haven’t already saved, then 2 will appear.

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.
  2. Search for Workspace (optional).
  3. Select Workspace.
  4. Then click on Select.


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. After creating a Workspace: Publish again.

 

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 show in the image above.




Part Four: Navigating to 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 > Power BI Docs, as the image displays; the optional search feature is also indicated.

 

 

  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 (as 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.