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Connecting Power BI Desktop to The Layer API

Information on hooking up The Layer with Power BI

R
Written by Raymond Carrel
Updated over a month ago

Follow the steps below to connect Power BI Desktop (free) to The Layer API for data analysis and reporting.

Step 1: Download Power BI Desktop

Download and install Power BI Desktop from the official Microsoft site:
👉 Download Power BI Desktop

Step 2: Set Up the Power BI API Application in The Layer

  1. In The Layer, go to:
    Settings → Application Management

  2. Create a new API Application:

    • Name: Power BI

    • Description: (Required — must not be empty)

⚠️ If the description is left blank, you will receive an error.

Step 3: Locate Your API Tokens

  1. Go to:
    Settings → Token Management

  2. The tokens for your new application should be created automatically.

    • If not, click "Refresh Tokens" against the Power BI app entry.

🕐 Note: API tokens are valid for 1 year.

Step 4: Assign Required User Permissions

Ensure the user account you’ll be using to access the API has the following permission:

  • Go to: Settings → Users → Roles

  • Enable: Developer API → API – Access All Areas

🌐 Step 5: Choose the API URL You Want to Use

Identify the endpoint you want to connect to.
Example URL:

https://webapi.thelayer.com/api/Opportunity/ByTenant?createdStart=01/01/2021&createdEnd=17/06/2021

You may need to include filters such as:

  • showOnlyOpen=true

  • createdStart

  • createdEnd

📘 Full API Documentation:
👉 https://webapi.thelayer.com/swagger/ui/index

📥 Step 6: Connect to The Layer API from Power BI

  1. Open Power BI Desktop.

  2. Click Get Data → Web.

  3. Choose Advanced mode.

  4. In the URL parts field, enter your final API URL.

  5. Add the following parameter to the end of the URL:
    RawJsonResponse=true

Example Final API URL

rubyCopyEdithttps://webapi.thelayer.com/api/Opportunity/ByTenant?showOnlyOpen=true&createdStart=01-01-2021&createdEnd=01-06-2021&RawJsonResponse=true

🧾 Step 7: Add API Tokens to the Request Headers

In the Power BI request:

  • Add Token1 and Token2 from Step 3 as header parameters.

  • Then click OK to establish the connection.


📊 Step 8: Load and Format Your Data

  • Power BI will parse the response and load it as a table.

  • Click Close & Apply to finish loading.

  • You can now start building and formatting Power BI reports using your Layer data!

  • API application tokens will automatically be created in the Settings - Token Management area (if they are not select ‘refresh tokens’ against the application and they should appear).

  • Note: Tokens are valid for 1 year.

  • Ensure the user you are using to access the API has the ‘API – Access All Areas’ Developer API option selected in Settings – Users – Roles.

  • Note: You may need to add parameters to the URL such as showOnlyOpen, createdStart and createdEnd dates as in this example.

  • Open Power BI desktop, create a new file and select ‘Get data – Web’ to connect to the Layer API.

  • Choose ‘Advanced and then enter your API URL in the URL parts field.

  • Due to the way Power BI parses this data you need to add an extra parameter onto the query string of this URL before it's ready to go; RawJsonResponse=true

  • So our final API URI would be:

  • Copy both Token1 and Token 2 (from step 3) into the form request header parameters and select ‘Ok’.

  • Once the connection has been established the data will be loaded and automatically converted into a table.

  • Select ‘Close & apply’ from the menu to finish loading the data.

  • You can now start formatting the data into Power BI reports.

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