Install DocuWare Connector for Power BI

With the DocuWare Connector users can directly access and analyze Docuware data in Microsoft Power BI Desktop, which empowers organizations to create data-driven insights, comprehensive and visualizations.

For example, for an invoice approval workflow, it is trackable how many documents have been processed, who processed the documents or which decision is taken - approved or rejected.

Prerequisites

Installing the connector

  1. Install Microsoft Bower BI Desktop

  2. Download the Power BI Connector for DocuWare

  3. Follow Microsoft’s steps for installing the connector file that was downloaded. Installing Custom Connector

Using the connector

  • Open Power BI Desktop

  • Select Get data from other sources.

  • Select the DocuWare connector and click Connect.

  • Provide a URL from a DocuWare List, Result List, Task List or Workflow Analytics.

  • Open DocuWare Web Client. Copy the URL using one of the following methods, paste the URL into the connector and confirm with OK.  You will be prompted to authenticate with DocuWare. Tte connector will then download the data from the DocuWare into Power BI.

Obtaining URL from lists, result lists and task lists

Obtaining URL from Workflow Analytics

Make sure that Workflow Analytics is configured and you can make requests on the Workflow Analytics page. The request should be set to CSV format.

After creating a successful request copy the “Request URL” and paste it into the Power BI connector.

Example:

  • In Power BI, once you've connected to a data source and a preview of the data is displayed, you have two options: Load or Transform.

  • Load: This option imports the data directly into Power BI without any modifications. It’s suitable when your data is already clean and well-structured.

  • Transform: This option opens the Power Query Editor, allowing you to perform various data transformation tasks. You can clean the data, filter rows, transform columns, merge tables, and more. Transforming data ensures it is properly shaped and optimized for your analysis needs before being loaded into Power BI.  

Note: DocuWare Power BI is only available in Microsoft Power BI Desktop, not in Microsoft PowerBI Cloud. Microsoft is currently not certifying new connectors for Power BI Cloud.