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Visualize Your Projectplace Data Using Power BI

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About Power BI for Projectplace

With the Planview Projectplace Power BI data sets, you can extract and visualize your Projectplace data directly in Microsoft Power BI. Use your Projectplace sign-in credentials to interactively view key statistics, find out who your most active and productive team members are, and identify at-risk cards and activities across workspaces in your Projectplace account. You can also extend the out-of-the box dashboard and reports to get insights that are most important to you.

Projectplace Power BI Data Sets

Our Projectplace Power BI datasets are specifically designed to simplify the creation of reports and align the naming of data elements to match the current naming within Projectplace.

The following datasets are available for use with Power BI for Desktop (November 2018 version or later), which is a free Microsoft application that you can install on your local computer. The Power BI for Desktop application allows you to connect to, transform, and visualize your workspace data. 

Dataset for Workspace Managers

This dataset contains data for all workspaces that you own or are an administrator of:

  • Activities, boards, cards, and their related data
  • Workspace members and card assignments (currently primary assignees only)
  • Estimated and reported time
  • Custom fields on cards and activities defined in your workspaces

Dataset for Portfolio Managers

This dataset contains data about all portfolios that you own or are a stakeholder of:

  • Portfolio name
  • Workspace name and related information (e.g. department, status, milestones etc.)
  • Status reports (i.e. all KPI data points reported on over time for that workspace)

Connect to a Data Set in Power BI for Desktop

To use a Projectplace dataset in Power BI for Desktop:

  1. Download Power BI for Desktop.
  2. Open Power BI for Desktop after the download has completed and select 'Get Data' and then 'Planview Projectplace (Beta)' from the list
  3. The OData URL to use for Workspace data is https://odata3.projectplace.com/pm
  4. The Odata URL to use for Portfolio data is  https://odata3.projectplace.com/portfolio
  5. Login to Projectplace.
  6. When prompted, allow Power BI to access your Projectplace information.
  7. Select what data to download from the available listed tables.
  8. Wait while the system loads the data. The activation process for Power BI is completed after the data has been loaded.

To help you get started, we've created a template that contains the basic relationships between the data set tables and some example graphs. Use the Get Started information to learn how to access your data with this template. Download the template file here.

Use a Legacy Data Set in the Power BI Web Service

Please be aware that we are planning to deprecate this dataset in favor of the new, more optimized, datasets that you will find above. This dataset is made up of a collection of the Projectplace APIs. Some of these APIs are no longer in use, and in that case, those elements in the dataset will be empty. This dataset contains data that you have access to in Projectplace today:

  • Activities
  • Boards
  • Cards and some related data

To activate Power BI for this dataset:

  1. Sign up for Power BI. Use the Self-Service signup for Power BI.
  2. Add the Projectplace content pack and select the Projectplace by Planview content pack for Power BIUse the OData URL.
  3. Login to Projectplace with your credentials so that Power BI can access your Projectplace information.
  4. Wait while the system loads the data. The activation process for Power BI is completed after the data has been loaded.
  5. Start using Power BI.

To learn more about how to use Power BI and work with the workspace data to create your own reports, please refer to the Microsoft Power BI help documentation.

 

 

 


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