# PowerBI - User Guide

{% hint style="info" %}
![:warning:](https://a.slack-edge.com/production-standard-emoji-assets/14.0/apple-medium/26a0-fe0f@2x.png) Important: this is *just a user guide*. We don't provide consultancy or support for customer BI setups.
{% endhint %}

***

> This guide includes:
>
> * Step-by-step instructions
> * Images
> * One full tutorial video

{% stepper %}
{% step %}

### Step 1: Open Power BI

1. Go to **Get Data**
2. Select **Web**
3. Then choose **Advanced**

<figure><img src="/files/a9ARTQ8eBYTTHUhpKGNX" alt=""><figcaption></figcaption></figure>
{% endstep %}

{% step %}

### Step 2: Enter API details

In the **URL parts** section:

* Use the base URL from the AG5 API specification
* Add the endpoint you want to query (for example, `/groupings`)

In the **HTTP request header parameters** section, add:

* **X-API-Key** → `<your API key>`
* **Accept** → `*/*`

Click **OK**.

<figure><img src="/files/88L7D0YrXJcWj9iQ7Kft" alt=""><figcaption></figcaption></figure>
{% endstep %}

{% step %}

### Step 3: Authentication

When prompted, select **Anonymous** as the authentication method.
{% endstep %}

{% step %}

### Step 4: Pagination in Power BI

Some AG5 API endpoints include pagination fields, such as:

* `pagination.total`
* `pagination.nextCursor`
* `pagination.hasMore`

This means data may be split across multiple pages. Power BI’s **PowerQuery (M)** can be used to loop through the pages and retrieve all records.

<figure><img src="/files/qLQkgza4Qmrz4ck9oyD9" alt=""><figcaption></figcaption></figure>

If you only need the first page of results, no extra steps are needed.\
If you need all results, a PowerQuery script must be used. You may choose to build this script, use AI or ask your BI specialist for help.
{% endstep %}

{% step %}

### Step 5: Load Data

Click **Load** in Power BI to import the data.\
You can now use Power BI’s full range of reporting and visualization tools on your AG5 data.
{% endstep %}
{% endstepper %}

{% file src="/files/JJ4qawdF9Fvx53QDxnK9" %}
Here is our user guide in PDF format.
{% endfile %}

{% file src="/files/D9AGrbqACezUSTXu1oiS" %}
Here is our brief, tutorial video.
{% endfile %}


---

# Agent Instructions: Querying This Documentation

If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question.

Perform an HTTP GET request on the current page URL with the `ask` query parameter:

```
GET https://docs.ag5.com/ag5-api/powerbi-user-guide.md?ask=<question>
```

The question should be specific, self-contained, and written in natural language.
The response will contain a direct answer to the question and relevant excerpts and sources from the documentation.

Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.
