Skip to main content
Planview Customer Success Center

Connecting to the Daptiv Reporting Data Model with OData

If you want to use data from your Daptiv enterprise with PowerBI, you can do so by creating an OData connection to the data model. This article will walk you through the process of creating that connection. 

Creating a data set in Cognos Analytics 

Due to limitations with the OData connection, it is not possible to connect PowerBI to the entire Daptiv data model. Instead, you need to create a subset of data that contains what you need to create your report in PowerBI. 

You can find instructions to create a data set here

If the data set is too large, you will receive a timeout when importing the data set. Size is determined by multiple factors but comes down to number of rows of data and number of columns of data. The OData timeout is currently set at 100 seconds. 

If you encounter a timeout, break the data up into multiple data sets and create OData connections to each of them. We recommend that you limit the number of queries in a data set, columns being imported, or create filters on the data set to limit the amount of data. For example, if you add Project History to the data set, you can filter data to just the last two years to limit the size of the data set. 



We do not recommend that you use Planview's pre-built data sets to create an OData connection. These pre-built data sets were created for specific purposes and intended for use by all customers and therefore they do not contain enterprise-specific custom fields or the data model in its entirety. It is recommended that users create their own data sets using fields specific to the report that they are trying to create in PowerBI.


Creating the OData Connection to PowerBI 

Once the data set is created, you can use its ID to create an OData URL and use that URL to connect to the data set from PowerBI. 

To create an OData URL: 

  1. Open Analytics and locate the data set you created. 

  2. Open Team content in the left navigation menu. 

  3. Select your data package. 

  4. Select your data set. 

  5. Copy the data set ID. 

  6. Click … on the data set in the list. 

  7. Click Properties. 

  8. Expand Advanced properties and copy the ID. 

  9. Insert the data set ID into the URL. The URL you use will depend on the environment that you are connecting to. 
    US PROD:'<Data-Set_ID>') 
    EU PROD:'<Data-Set_ID>') 

Once you add the ID, your URL should look something like this example URL:' iE3A30AD2E6BD4DEAAC78EA96EBEBA2D8'). 

To create the OData connection: 

  1. Open Power BI and click Get data in the Ribbon. 

  1. Select OData feed from the menu. 

  1. In the dialog window, select Advanced and enter the data set URL. 

  1. Check the box to Include open type columns. 

  1. Click OK. 

  1. In the next window, select Basic on the left. 

  1. Enter your Daptiv username and password. 

  1. From the dropdown, select the specific data set URL that you entered on the previous window. 

  1. Click OK. 

  1. Click Transform Data. 

You can repeat this process for as many data sets as you need to have in PowerBI. 

To view the imported data: 

  1. Click Expand icon on the right of the currently visible column. 

  1. Check the following boxes: 

  • Select All Columns 

  • Use original column name as prefix 

  1. Click OK.