> ## Documentation Index
> Fetch the complete documentation index at: https://docs.valiyou.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Connect Valiyou to Power BI with API

> Complete guide to integrating Valiyou API with Microsoft Power BI for automated sponsorship dashboards, real-time metrics, and scheduled data refresh.

# Connect Valiyou to Power BI with API

**Build automated sponsorship dashboards in Power BI with live data from Valiyou API.** This guide covers API key creation, Power BI connector configuration, data transformation, and scheduled refresh setup for real-time sponsorship analytics.

<Note>
  **Time Required**: 60-90 minutes (first-time setup) **Prerequisites**: Microsoft Power BI Desktop
  installed, Professional/Enterprise Valiyou plan **Permissions Required**: API permission or Admin
  access **Technical Level**: Intermediate (basic Power Query knowledge helpful)
</Note>

## Why Power BI Integration?

**Benefits**:

* 📊 **Custom Dashboards**: Build sponsor-facing dashboards with your branding
* ⚡ **Real-Time Data**: Auto-refresh keeps dashboards current
* 📈 **Advanced Analytics**: Combine Valiyou data with other sources
* 🎯 **Self-Service**: Sponsors can explore data without asking for reports
* 💰 **Scalability**: One dashboard template for all sponsors

***

## Integration Architecture

```mermaid theme={null}
graph LR
    A[Valiyou API] -->|HTTPS GET| B[Power BI Web Connector]
    B -->|Transform| C[Power Query]
    C -->|Load| D[Power BI Dataset]
    D -->|Visualize| E[Dashboard]
    E -->|Schedule| F[Auto-Refresh]
    F -.->|Every Hour| A
```

***

## Part 1: Create API Key in Valiyou

**Navigate to Platform → API**

### Step 1: Create Read-Only API Key

1. Click **"Create API Key"** button

2. Fill in form:
   * **Key Name**: `Power BI Integration`
   * **Description**: `Read-only access for Power BI dashboards`
   * **Scopes**: Select what data you need
     * ☑ Valuations (for metrics)
     * ☑ Player Sales (if tracking transfers)
     * ☑ Clubs (for organization info)
   * **Operations**: ☑ GET only (read-only)

3. Click **"Create API Key"**

4. **IMPORTANT**: Copy API key immediately
   * Format: `vly_abc123def456...`
   * Store in password manager
   * You cannot view it again!

<Warning>
  **Security**: Use header-based authentication (recommended) or query parameter. Never commit API
  keys to version control or share publicly.
</Warning>

**Related Documentation**: [API Keys Guide](/platform/api)

***

## Part 2: Configure Power BI Connection

### Step 1: Open Power BI Desktop

1. Launch **Power BI Desktop**
2. Click **Get Data** (Home ribbon)
3. Search for **"Web"**
4. Select **"Web"** connector
5. Click **Connect**

### Step 2: Enter API Endpoint URL

**Web Dialog Opens:**

1. Select **Advanced** option (not Basic)
2. Enter API endpoint in **URL parts**:

**For Valuations**:

```
https://valiyou.io/api/v1/valuations
```

3. Add **URL Parameters**:

**Option A: Header Authentication (Recommended)**:

* Skip URL parameters
* Click **OK**
* In next dialog, select **"Web API"** authentication
* Add custom header:
  * **Key**: `Authorization`
  * **Value**: `Bearer vly_YOUR_API_KEY_HERE`

**Option B: Query Parameter Authentication**:

* Add parameter: `club_id` = `YOUR_CLUB_ID`
* Add parameter: `api_key` = `vly_YOUR_API_KEY_HERE`
* Click **OK**

<Tip>
  **Finding Club ID**: Your club ID is in Valiyou URL when logged in:
  `valiyou.io/dashboard?club=YOUR_CLUB_ID` or ask support for it.
</Tip>

### Step 3: Preview and Transform Data

**Power Query Editor Opens:**

1. You'll see JSON data preview

2. Click **"To Table"** button (Transform ribbon)

3. Click **"Expand"** icon (double arrows) next to `Column1` header

4. Select fields to include:
   * ☑ valuation\_date
   * ☑ final\_total\_value
   * ☑ calculated\_sales\_value
   * ☑ calculated\_media\_value
   * ☑ tv\_viewers
   * ☑ social\_impressions
   * ☑ attendance
   * (select all fields you need)

5. Click **OK**

**Related Documentation**: [API Endpoints](/platform/api#api-endpoints)

***

## Part 3: Transform and Clean Data

### Step 1: Set Data Types

Power BI may not auto-detect types correctly:

1. For each numeric column:
   * Right-click column header
   * **Change Type** → **Decimal Number** (for valuations)
   * **Change Type** → **Whole Number** (for counts like viewers)

2. For date columns:
   * Right-click `valuation_date`
   * **Change Type** → **Date**

### Step 2: Rename Columns

Make column names user-friendly:

1. Double-click `final_total_value` header
2. Rename to: `Total Valuation`
3. Repeat for other columns:
   * `calculated_sales_value` → `Sales Value`
   * `calculated_media_value` → `Media Value`
   * `tv_viewers` → `TV Viewers`
   * `social_impressions` → `Social Impressions`

### Step 3: Add Calculated Columns

**Example: ROI Calculation**

1. Click **Add Column** ribbon
2. Click **Custom Column**
3. Enter formula:

```
= [Total Valuation] / 500000
```

(Replace 500000 with actual sponsor investment)

4. Name column: `ROI Multiple`
5. Click **OK**

**Example: Quarter Column**

1. Click **Add Column** ribbon → **Custom Column**
2. Enter formula:

```
= "Q" & Number.ToText(Date.QuarterOfYear([valuation_date]))
```

3. Name: `Quarter`
4. Click **OK**

***

## Part 4: Load Data to Power BI

1. Review all transformations in **Applied Steps** (right panel)
2. Click **Close & Apply** (Home ribbon)
3. Data loads into Power BI model
4. Wait for load to complete (status bar shows progress)

***

## Part 5: Create Visualizations

### Dashboard Layout Suggestions:

**Top Row - Key Metrics**:

* **Card**: Total Valuation (latest quarter)
* **Card**: Quarter-over-Quarter Growth %
* **Card**: Total Reach (sum of all impressions)
* **Card**: ROI Multiple

**Middle Row - Trends**:

* **Line Chart**: Valuation over time (X=Date, Y=Total Valuation)
* **Stacked Bar Chart**: Sales vs. Media Value by Quarter
* **Area Chart**: Social Impressions trend

**Bottom Row - Breakdown**:

* **Pie Chart**: Media Value by Channel
* **Table**: Detailed metrics by date
* **Gauge**: YoY Growth %

### Example: Create Valuation Trend Line Chart

1. Click **Line Chart** icon (Visualizations panel)
2. Drag fields:
   * **X-Axis**: `valuation_date`
   * **Y-Axis**: `Total Valuation`
   * **Legend**: `Quarter` (optional)
3. Format chart:
   * Click **Format** (paint brush icon)
   * Set title: "Sponsorship Valuation Trend"
   * Enable data labels
   * Adjust colors to match branding

### Example: Create Media Breakdown Pie Chart

1. Click **Pie Chart** icon
2. Drag fields:
   * **Values**: `Media Value`
   * **Legend**: Create calculated column for channel
3. Show percentages in labels

<Tip>
  **Design Best Practice**: Use your brand colors for consistency. Go to View → Themes → Import
  Theme to add your brand palette.
</Tip>

***

## Part 6: Set Up Scheduled Refresh

### Option A: Power BI Service (Cloud)

1. Click **Publish** (Home ribbon)

2. Select workspace (or "My Workspace")

3. Click **Publish**

4. Open browser to [Power BI Service](https://app.powerbi.com)

5. Find your report in workspace

6. Click **⋯** (ellipsis) next to dataset

7. Select **Settings**

8. Configure **Scheduled refresh**:
   * **Frequency**: Daily or Hourly
   * **Time**: Set refresh times (e.g., 9 AM daily)
   * **Send failure notification**: Enable

9. Click **Apply**

<Warning>
  **Gateway Required**: For on-premises Power BI, you need Power BI Gateway installed. Cloud users
  can refresh directly.
</Warning>

### Option B: Manual Refresh

1. In Power BI Desktop: Click **Refresh** (Home ribbon)
2. Data updates from API
3. Republish to Power BI Service
4. Share updated dashboard

***

## Part 7: Share Dashboard with Sponsors

### Method 1: Embed in Web Page

1. Publish dashboard to Power BI Service
2. Click **File** → **Embed** → **Publish to Web**
3. Copy embed code
4. Add to sponsor portal website
5. Dashboard updates automatically with scheduled refresh

### Method 2: Direct Share Link

1. In Power BI Service, open dashboard
2. Click **Share** button (top right)
3. Enter sponsor email addresses
4. Set permissions:
   * ☑ Allow recipients to view (read-only)
   * ☐ Don't allow resharing
5. Click **Share**

Sponsor receives email with dashboard link.

### Method 3: Export PDF

1. Open dashboard in Power BI Service
2. Click **File** → **Export** → **PDF**
3. PDF downloads with current data
4. Email to sponsor

<Info>
  **Access Control**: Power BI Pro license required for each viewer. Alternatively, use Power BI
  Embedded or Premium capacity for external sharing without viewer licenses.
</Info>

***

## Advanced Tips

### Combine Multiple Endpoints

**Add Player Sales Data**:

1. In Power Query, click **New Source** → **Web**
2. Enter URL: `https://valiyou.io/api/v1/player-sales?api_key=...&club_id=...`
3. Transform and load
4. Create relationships between tables:
   * **Valuations** table: `valuation_id`
   * **Player Sales** table: `valuation_id`
5. Build cross-table visuals

### Parameter for Club ID

**Make dashboard reusable for multiple clubs**:

1. In Power Query: **Manage Parameters**
2. Create new parameter:
   * **Name**: `ClubID`
   * **Type**: Text
   * **Current Value**: `your-club-id`
3. Reference in API URL:
   ```
   = "https://valiyou.io/api/v1/valuations?club_id=" & ClubID & "&api_key=..."
   ```
4. Duplicate dashboard, change parameter for different club

### Add Benchmarks

**Show industry averages**:

1. Create manual table with benchmark data
2. Enter data → New Table
3. Input:
   ```
   Benchmarks = DATATABLE(
       "Metric", STRING,
       "Benchmark", DECIMAL,
       {
           {"TV CPM", 30},
           {"Social Impressions", 10000000},
           {"Attendance", 75000}
       }
   )
   ```
4. Use in visuals to compare actual vs. benchmark

***

## Troubleshooting

<AccordionGroup>
  <Accordion title="401 Unauthorized Error">
    **Cause**: Invalid API key or incorrect authentication

    **Fix**:

    1. Verify API key is active in Valiyou (Platform → API)
    2. Check key hasn't been revoked
    3. Ensure no extra spaces in key when pasting
    4. Confirm club\_id is correct
  </Accordion>

  <Accordion title="Empty Dataset / No Data Returned">
    **Cause**: Filters too restrictive or no valuations exist

    **Fix**:

    1. Remove date filters from API URL
    2. Verify valuations exist in Valiyou
    3. Test API URL in browser first
    4. Check API endpoint is correct (.io not .com)
  </Accordion>

  <Accordion title="Refresh Fails in Power BI Service">
    **Cause**: API key in query parameter, or gateway issue

    **Fix**:

    1. Use header-based auth instead of query param
    2. For on-premises: Install Power BI Gateway
    3. Check data source credentials in Power BI Service settings
    4. Verify firewall allows outbound HTTPS to valiyou.io
  </Accordion>

  <Accordion title="Data Types Show as Text">
    **Cause**: Power BI auto-detected wrong type

    **Fix**:

    1. In Power Query, change type for each column
    2. Numeric columns → Decimal Number or Whole Number
    3. Date columns → Date
    4. Close & Apply
  </Accordion>
</AccordionGroup>

***

## Dashboard Examples

**Sponsor Quarterly Review Dashboard**:

* KPIs: Total Valuation, ROI, Reach
* Trend: Valuation line chart (quarterly)
* Breakdown: Media channels pie chart
* Table: Detailed metrics

**Executive Summary Dashboard**:

* Cards: Current quarter valuation
* Gauge: YoY growth %
* Map: Geographic reach (if data available)
* Waterfall: Sales + Media = Total

**Social Media Performance Dashboard**:

* Line: Impressions trend
* Bar: Engagement by platform
* Table: Top posts (requires social API integration)

***

## Next Steps

<CardGroup cols="2">
  <Card title="Automate Reports" icon="calendar-check" href="/guides/quarterly-sponsor-report">
    Use Power BI dashboards for quarterly sponsor reports
  </Card>

  <Card title="Advanced Analytics" icon="chart-mixed">
    Combine with Google Analytics, CRM data for attribution modeling
  </Card>

  <Card title="API Documentation" icon="code" href="/platform/api">
    Explore all available API endpoints and parameters
  </Card>

  <Card title="Custom Calculations" icon="calculator">
    Build DAX measures for complex KPIs (ROAS, engagement rate, etc.)
  </Card>
</CardGroup>

***

## Related Guides

* **[Quarterly Sponsor Report](/guides/quarterly-sponsor-report)** - Manual reporting process
* **[API Keys Management](/platform/api)** - Full API documentation
* **[Close First Sponsorship](/guides/close-first-sponsorship)** - End-to-end deal flow

***

## Need Help?

<Card title="Contact Support" icon="headset">
  **Email**: [support@valiyou.com](mailto:support@valiyou.com)

  Our team can help with Power BI connector issues, DAX formulas, and dashboard design best practices.
</Card>

<Card title="Power BI Community" icon="users">
  **Forum**: [community.powerbi.com](https://community.powerbi.com)

  For Power BI-specific questions (not Valiyou API issues)
</Card>