Unlocking Business Intelligence: Connecting Knack to Power BI for a US-Based Client

project

Project Overview:

A US-based client relied on Knack as their primary database but struggled to integrate it with any Business Intelligence (BI) tool for real-time analytics. Without a direct connection, their business development tracking lacked structure, limiting their ability to analyze client progress effectively.

I designed a solution leveraging API calls and Power Query (M Code) to seamlessly integrate Knack with Power BI, creating an interactive dashboard that transformed raw data into actionable insights.

Business Context & Approach:

The client faced significant data accessibility challenges, making it difficult to track key business development metrics across multiple clients. Their existing process involved manual data exports, leading to inefficiencies and fragmented reporting.

To address this, I implemented a custom Power BI solution that:

  • Connected Knack’s database to Power BI via API, automating data extraction.
  • Developed an interactive dashboard for systematic business development analysis.
  • Enabled real-time tracking of client progress, deal pipelines, and performance trends.

Technical Implementation:

  • API Integration: Used Power Query (M Code) to call Knack’s API and retrieve structured data.
  • Automated Data Refresh: Established scheduled refresh cycles to ensure up-to-date reporting.
  • Data Modelling & Transformation: Cleaned and structured Knack data for seamless analytics.
  • Custom DAX Measures: Built KPIs for client engagement, sales pipeline, and conversion rates.
  • User-Friendly Dashboard: Designed an intuitive, visually compelling report for quick insights and decision-making.

Results and Business Impact:

  • Seamless BI Integration: Enabled the client to connect Knack with Power BI, eliminating manual data handling.
  • Systematic Business Analysis: Provided structured insights into client engagement and development efforts.
  • Time Savings: Automated reporting reduced the time spent on data extraction and analysis.
  • Improved Decision-Making: Delivered real-time visibility into business performance trends.