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Planview Customer Success Center

Accessing Planview Enterprise One Data with OData

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OData can be used as a data source for reporting with Power BI Desktop and ad-hoc analysis with Excel.

To use oData with Power BI Desktop:

  1. Generate an Authentication Token
  2. Open a new report in Power BI Desktop > select Get data.
  3. Select OData feed.
  4. Enter your Enterprise One URL and append "/odataservice/odataservice.svc" at the end.
  5. Select Basic in the left pane.
  6. In the User Name field, paste/enter the Authentication Token generated from Planview Enterprise One. In the Select which level to apply these settings to field, enter your Planview Enterprise One URL.
  7. Connect.

Figure 1: Using oData with Power BI

 

To use oData with Excel ad-hoc analysis:

  1. Generate an Authentication Token
  2. Open Excel > select Get Data.
  3. Select from Other Data Sources.
  4. Select from OData Feed.
  5. Enter your Enterprise One URL and append "/odataservice/odataservice.svc" at the end.
  6. Select Basic in the left pane.
  7. In the User Name field, paste/enter the Authentication Token generated from Planview Enterprise One. In the Select which level to apply these settings to field, enter your Planview Enterprise One URL.
  8. Connect.

Figure 2: Using oData with Excel Ad-Hoc Analysis