Connect Microsoft Power BI and Swell Investing to Build Intelligent Automations
Choose a Trigger
When this happens...
New Dataset
Choose an Action
Automatically do this!
- Request a new Action for Swell Investing
Enable Integrations or automations with these events of Microsoft Power BI and Swell Investing
Enable Integrations or automations with these events of Microsoft Power BI and Swell Investing
Triggers
New Dataset
Triggered when a new dataset is created in Power BI.
Actions
Get all Reports
Get all existing reports.
Refresh a Dataset
Refresh an existing dataset
Delete a Dataset
Delete an existing dataset
Know More About Microsoft Power Bi and Swell Investing Integrations
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Watch Integrations In Action
Frequently Asked Questions
To start, connect both your Microsoft Power BI and Swell Investing accounts to viaSocket. Once connected, you can set up a workflow where an event in Microsoft Power BI triggers actions in Swell Investing (or vice versa).
Absolutely. You can customize how Microsoft Power BI data is recorded in Swell Investing. This includes choosing which data fields go into which fields of Swell Investing, setting up custom formats, and filtering out unwanted information.
The data sync between Microsoft Power BI and Swell Investing typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between Microsoft Power BI and Swell Investing. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.
About Microsoft Power BI
Microsoft Power BI is a powerful business analytics tool that enables users to visualize and share insights from their data. It provides interactive dashboards and reports, allowing organizations to make data-driven decisions efficiently.
Learn MoreAbout Swell Investing
Swell Investing is a platform that allows individuals to invest in companies that are making a positive impact on the world. It focuses on sustainable and socially responsible investing, providing users with the opportunity to align their investment portfolios with their values. The platform offers a range of investment options in sectors such as renewable energy, clean water, and healthy living, aiming to generate both financial returns and positive social outcomes.
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