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FloQast Analytics APIs - Connect to Power BI

The FloQast Analytics APIs are a series of endpoints that allow you to pull down a comprehensive view of your Reconciliation and Checklist data. This data includes but is not limited to, sign-offs, activity timestamps, review notes, assigned preparers/reviewers, status, entity, and much more. Some popular use cases for the FloQast Analytics APIs are customizable reporting, data centralization across multiple applications, and operational optimization.

In this article, we will look at how to pull our data into Power BI using the FloQast Analytics APIs. Once FloQast Analytics APIs have been enabled for your account, you must create an API key. Information on API key generation can be found HERE. Armed with your API key, you can begin following the below steps.

Create a Power BI API Connection

  1. Within PowerBI, Open PowerQuery by selecting the “Transform Data” option below:

 

  1. Select the “New Source” drop-down and then the “Web” option:



To fill out the details in this modal, we must utilize the documentation provided in our FQ Developer Portal. For this guide, we will utilize the Analytics Reconciliations endpoint, but the same configuration will work for other Analytics endpoints.

  1. Select the “Advanced” version of the modal:


  1. Copy the base API resource on the right-hand panel of our Developer Portal and paste it into the first line of URL parts.
    NOTE: The US, EMEA, and APAC servers have different paths.

    Next, we will fill in the query parameters we want to use. Query parameters are effectively filters upon our data request. It is likely overkill to pull down lifetime data with each API request. Query parameters allow us to avoid this problem by returning more targeted data. Our query parameters are also available within the FQ Developer Portal. When adding query parameters, always start with a “?” and, if you have multiple parameters, concatenate each with ampersands “&”.  For this guide, we will use [month] and [year]. Another popular query parameter is [modifiedSince], which only returns records that have changed since a certain date. 
  2.  Update the month and YEAR values below, then copy and paste the whole string into the second line of URL parts.
?filter[month]=month&filter[year]=YEAR

  1. Insert your API key as an HTTP request header parameter named “x-api-key”.
    • The API key is essentially a long encrypted password that lets FloQast know who is trying to access data, and what data they should be able to access.
  2. Click OK, and voila!

Power BI will make a request to the FloQast API, and, provided the configuration was done correctly, your analytics reconciliation data will be available in a tabular format within PowerQuery.

Congratulations! You now have full, unfettered access to your Reconciliations (or other business objects) through FQ Analytics APIs. This data gives you, as the user, the power to create any report, dashboard, analysis, workflow, etc. that your business requires.

  • You can repeat these steps but insert the Checklist endpoints to pull additional FQ data.
  • If you have additional questions about functionality or implementation, contact your Accounting Success Manager or support@floqast.com.

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