Connect to Power BI Desktop
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
- Open your Power BI Desktop.
- Click Get Data and select More.
- In the search bar, type 'Delta Sharing'.
- Select Delta Sharing, then click Connect.
- Type or paste the Delta Sharing Server URL you received from Procore.
- Click Okay.
- If this is the first time you are connecting to this source, you will be prompted to provide your Delta Sharing Bearer Token.
- Click Connect.
- After authentication, select the Procore Analytics tables you want to bring into your Power BI report.
- Select Load to view your report or select Transform Data to make more transformations in Power Query.
Connect to an Existing Template
- Open Power BI Desktop.
- Click the Transform Data drop-down and select Data Source settings.
- Select Edit Permissions.
- Click Edit.
- Enter the token you received from Analytics 2.0.
- Click Refresh.
- You custom budget columns will now appear in the Budget and BudgetSnapshots tables.