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Export a Custom Report to Microsoft Power BI

Objective

To export a custom report data in Procore for analysis in Microsoft Power BI using a unique and secure data query link. 

Background

The ability to export a custom report from Procore to Microsoft PowerBI gives you an easy way to connect your Power BI software to a secure, live web feed that links your Power BI workspace to your Procore custom report data. Both the Company level and Project level custom reports in Procore include a secure link that you can copy in Procore and then add to PowerBI.

Every tab in a Procore custom report generates a unique and secure Power BI query link. This allows you to connect each tab as a unique data source in Power BI.

EXAMPLE
If your custom report includes the Commitments and Submittals tabs, your report tab will have two (2) secure data sources in Power BI: one for the Commitments data and another for the Submittals data. 

Things to Consider

  • Required User Permission
    • 'Admin' level permission on the company's Reports tool. 
      OR
    • 'Admin' level permission on the project's Reports tool.
  • Requirements:
    • An active user account for Microsoft Power BI. 
  • Additional Information:
    • Every tab in a Procore custom report generates a unique and secure Power BI query link. This allows you to connect each tab as a unique data source in Power BI.
  • Limitations:
    • If you change the layout of your custom report (i.e., add or remove a column from a report tab), you will need to generate a new link data source using the Steps below. 

Steps

Complete both of these tasks for your Procore custom report:

Obtain the Power BI Query Link for the Procore Custom Report

  1. Navigate to your company's or a projects Reports tool.
    This reveals the Company Reports or Projects Reports page.
  2. Choose and existing report or create a new one:
    • If you are using the company Reports tool, see Create a Custom Company Report.
    • If you are using the project's Reports tool, see Create a Custom Project Report.
      Notes:
      • For best results when creating visualizations, include all of the desired columns of information.
      • If you choose to apply either Group By or Filter By options, those groupings and filters will affect how visualizations are rendered in Power BI).
  3. Select Export and click Power BI.
    This reveals the Procore to Power BI window.
  4. Click Copy Query for the tab of the report you want to copy.
    Notes:
    • This saves a copy of query link to your browser's clipboard.  
    • You may copy as many queries as you like.
    • After you copy a query link, the Copy Query button turns green.


       
  5. Continue with Add the Procore Custom Report as the Data Source in Power BI.

Add the Procore Custom Report as the Data Source in PowerBI

  1. Complete the steps in Obtain the Power BI Query Link for the Procore Custom Report
    Note: The query link that you copied in the previous above should still be in your browser's clipboard.
  2. Launch Power BI. 
  3. Click Get Data.


     
  4. Click Other.


     
  5. Select Blank Query.
    This opens the View editor.
  6. Click the Advanced Editor button.


     
  7. Paste the query link into the Advanced Editor window.


     
  8. Click Done.
    Note: You can set up a refresh to have a constant stream of data running from Procore to PowerBI.
  9. If desired, rename your query. 

  10. Continue to add queries for each tool by completing the steps above for each tool.
  11. Once you are done adding queries, click Close & Apply. Your queries will load and your data will be available in PowerBI.

     
    To learn how to create reports and manage data sources in Power BI, refer to Microsoft's Power BI Documentation.
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Last modified
10:06, 3 Aug 2017

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