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Accessing Planview Spigit Data with Power BI Desktop Using OData

Introduction 

Power BI Desktop can connect to Planview Spigit data for reporting using an OData service that is provided as part of the Spigit licensing package. This exciting development brings full flexibility in model and metric-building to your data insights approach, helping you to easily demonstrate value.

To accomplish this connection, the following steps are required:

Request Enablement of External Report Author Role

In order to authenticate to the Web Data Connector, each user must be assigned the External Report Author role within their Spigit 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.

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Figure 1 - External Report Author in the User Role Section

 

Grant the External Report Author Role

Once the Role has been added by the Customer Care team, you will need to assign the Role to the User that will be leveraging the OData connector. This new role, when granted, automatically registers the user for the connection and triggers an email to the nominated user, detailing their temporary authentication credentials for the connector. The credentials contain a username (Spigit email address) and temporary password.

These credentials should be used for the first-time login via the web connector. You will be asked to reset your password during that first login.  

           

NOTE

There is a limit to the number of users that can be added to the external report service each day. Therefore we ask that you only add a role to the profile of a user that will actually be creating and publishing reports using our OData connector.

           

 

Ensure that you are using the October 2020 version of Power BI Desktop

           

NOTE

Previous versions will not have the Spigit Connector

           

  1. Open Power BI Desktop and select Get Data > More...

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Figure 2 - Select Get Data > More...

 

  1. Search for Spigit (Beta) and click Connect.

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Figure 3 - Connect to Spigit (Beta)

 

  1. Enter the following URL when prompted for Spigit OData URL and click OK.

https://odata-us.spigit-techops.com/odata/v4/Spigit.svc

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Figure 4 - Enter Spigit OData URL

 

  1. Click Sign In and ensure that you apply settings to the most granular level (usually last and the one that includes the complete URL used).

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Figure 5 -  Click Sign in

 

  1. Sign in with the login and password sent by the Enablement Request.

           

NOTE

Copy-Pasting directly from the email could result in a password not being recognized. We suggest manually typing it in or copy-pasting to a notepad and then back to the Password field here.

           

 

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Figure 6 - Sign in with Username and Password

 

  1. You will be prompted to change the password immediately upon Sign in.

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Figure 7 - Change Password

 

If the login is successful, you will be taken to the Navigator to select which Tables you want to load.

  1. Select all tables that are applicable and click Load.

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Fig 8 - Select and Load Tables

 

Here's some additional, useful information about the Tableau connector: