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Planview Customer Success Center

Working with Custom Power BI Datasets

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Connecting to the CTM OData Feed

  1. Open Power BI Desktop.
  2. In the Home ribbon, click Get Data.
  1. In the Get Data window, select Planview Enterprise One - CTM (Beta) and click Connect.

  1. If the Preview Connector warning message appears, click Continue.
  2. Enter the OData feed URL for your CTM account and click OK. The OData Feed URL is typically https://<your_instance>.pvcloud.com.
  3. Enter your username and password.
  • If OAuth is enabled for the API, enter your username and application ID (OAuth authentication token). See Creating a Power BI Authentication Token for information on application IDs. 
  • If OAuth is not enabled for the API, enter your username and password.
  1. Click Connect.

Creating a Custom Table

  1. Complete steps 1-7 of Connecting to the CTM OData Feed.
  2. The Navigator window displays the default tables available from the OData feed. In the left pane, check the Custom box.
  3. Click Edit to launch the Query Editor.

Note
If you are already connected to the OData feed, launch the Query Editor by selecting Get Data > Blank Query from the Home ribbon.

Writing API Queries

  1. In the Formula Bar, enter a query using the following format:

    = Troux.CustomFeed ("<serverURL>", "<apiQuery>")

    This example query brings back all hardware product model records, along with their active attributes:

    = Troux.CustomFeed("https://staging01tr.pvcloud.com", "HardwareProductModel?select=*")

  1. Click  to send the query.
Note

If the Formula Bar is not displayed, select the Formula Bar checkbox on the View ribbon.

Selecting Table Columns

  1. In the Column1 heading, click  and select the columns you want to include in your table. 
  2. Click OK.

  1. If the values in any of the columns you selected are displayed as Lists:
    1. Click  and select Expand to New Rows.

      list expand to new rows.png

    2. The List expands to a Record. Click  again and select the columns you want to expand.
    3. Click OK.

  1. If the values in any of the columns you selected are displayed as Records: 
    1. Click  and select the columns you want to expand.
    2. Click OK.

  1. Click Close & Apply to return to the Report View.

  1. The custom table is available in the Report View.

Creating Relationships

  1. Switch to Relationship View by clicking  in the left sidebar.
  2. From the Home ribbon, click Manage Relationships.
  3. In the Manage Relationships window, click the New... button.

  1. In the first drop-down menu:
    1. Select the table that contains the column you want to use for the first side of the relationship.
    2. Select the appropriate column from the table.
  2. In the second drop-down menu:
    1. Select the table that contains the column you want to use for the second side of the relationship.
    2. Select the appropriate column from the table.
Note
Power BI Desktop automatically configures the relationship's cardinality and cross filter direction. For more information, see Understanding Advanced Options in the Power BI help system.
  1. Click OK.

  1. Repeat steps 3-8 to add additional relationships, or click Close.
  2. The new relationship is displayed in the Relationships View.

  1. Refresh the dataset by clicking the Refresh button on the Home ribbon.

Uploading a .PBIX File to PowerBI.com

From Power BI Desktop

  1. From the Home ribbon, click Publish.
  2. If prompted, sign into your account.
  3. Click the link to open your report in PowerBI.com.

From PowerBI.com

  1. In the left pane, click the Get Data button.
  2. Under Files, click the Get button.

  1. Select Local File.
  2. Select the .PBIX file and click Open.

Configuring a Data Refresh Schedule

  1. Access your PowerBI.com workspace.
  2. Click the ellipsis (...) next to your customized data set and select Schedule Refresh from the menu.

  1. In the Data source credentials section, click the Edit credentials link.

  1. Enter your username and password and click Sign In.
  • If OAuth is enabled for the API, enter your username and application ID (OAuth authentication token). See Creating a Power BI Authentication Token for information on application IDs. 
  • If OAuth is not enabled for the API, enter your username and password.
  1. In the Scheduled refresh section, click the switch to change it to the On position.
  2. Select your refresh frequency and click Apply.

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