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Connect to Power BI Desktop

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Connect to Power BI Desktop

Objective

To connect your data to a Power BI desktop.

Steps

 Note
These methods of connection are typically used by data professionals.

Connect New Data

  1. Open your Power BI Desktop.
  2. Click Get Data and select More. 
  3. In the search bar, type 'Delta Sharing'.
  4. Select Delta Sharing, then click Connect. 
  5. Type or paste the Delta Sharing Server URL you received from Procore.
  6. Click Okay. 
  7. If this is the first time you are connecting to this source, you will be prompted to provide your Delta Sharing Bearer Token.
  8. Click Connect.
  9. After authentication, select the Procore Analytics tables you want to bring into your Power BI report. 
  10. Select Load to view your report or select Transform Data to make more transformations in Power Query. 

Connect to an Existing Template

  1. Open Power BI Desktop.
  2. Click the Transform Data drop-down and select Data Source settings.
  3. Select Edit Permissions.
  4. Click Edit. 
  5. Enter the token you received from Analytics 2.0.
  6. Click Refresh.
  7. You custom budget columns will now appear in the Budget and BudgetSnapshots tables.