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  • Step 1: Configure your OData feed (just like you configure a Form or Case Export)

  • Step 2: Copy the OData feed/s 

  • Step 3: On Power BI / Tableau Desktop, select OData Feed/OData as your connection type. 

  • Step 4: Enter your OData feed/s, and login using your CommCare credentials (Note: If you are using 2FA or SSO, specify your API key as the password. Your API Key can be found under your My Account Settings.) 

    • Power BI Desktop: Use Basic Authentication

    • Tableau Desktop: Use authentication type 'Username and Password'

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