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Planview Customer Success Center

OData/Power BI Desktop Custom Reports


Power BI Desktop can connect to Planview IdeaPlace data for reporting using an OData service that is provided as part of the IdeaPlace licensing package. Brings full flexibility in model and metric-building to a data insights approach, helping to easily demonstrate value.


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OData/Power BI Desktop Custom Reports example



Business Outcomes

  • Coming soon



Supporting Capabilities

  • Coming soon



Report Details

In order to authenticate to the Web Data Connector, each user must be assigned the External Report Author role within their IdeaPlace instance. This role is not available by default and will require a customer care ticket to be submitted in order for it to appear in your user management section of Power BI Desktop.



This feature requires the October 2020 version of Power BI Desktop.