Accessing Planview OKR Data with OData
Overview
You can use OData as a data source for getting objective and key result (OKR) data from Planview OKRs, Planview Portfolios, and Planview AgilePlace to create reports with Microsoft Power BI. You can use the OKR OData service with Power BI by using one of the following methods:
- With a Power BI report server: You can upload a Planview template with predefined dimensions, models, and relationships to the report service and build reports in Power BI Desktop. This method requires Planview Portfolios.
- With the Power BI Service: You can use the Planview OKR connector, which uploads predefined dimensions you can use to build reports on the cloud-based Power BI service at powerbi.com. This method is best for AgilePlace customers that do not also have Planview Portfolios.
NOTE
Both methods require Planview Admin.