Getting Started With Analytics 2.0

Procore Analytics 2.0 has 3 guiding pillars of value today and in the future to make a user-friendly product that gives access to all of your data, with business intelligence included. Ultimately, this allows you to quickly access any Procore data you need and gain value from it to make informed, data-driven decisions. 

Key benefits include: User-Friendly Self-Serviceable - Manage Procore Analytics like any other Procore tool Cross Company Access - Easily tie together multiple Procore instances of data with one password New Onboarding - A guided onboarding experience that helps you connect to and use Procore Analytics Easy Data Exploration - Learn about the data that’s available and interact with it live Integrated with Procore - A unified experience in Procore for managing Procore Analytics All Your Data Connectability - Connect to your data across multiple sources, with out-of-the-box PA connectors Data Availability (Coming Soon) - Everything you have in Procore, you can pull out of Procore Purpose Built Model - A business semantic model built by domain for reporting and analytics Bulk Data Extract - All your data is extracted quickly, you choose when you pull it Data Reliability - Your data is monitored for accuracy and completeness Business Intelligence Intelligence Included - New data tables and fields that turn data into information you can act on Predictive Analytics Included - Understand what is likely to happen in the future Power BI Reports Included - Power BI Reports with data relationships, KPIs, measures, and visuals

You must make sure the appropriate permissions are assigned to generate an access token so you can begin connecting your Procore data to your BI solution. Access to Procore Analytics is linked to your Procore login credentials, which allows you to generate a single access token. The access token is a string of digits you will enter in your BI system to access data. 

Typically, users who need access tokens are data engineers or Power BI developers.  If you have access to Procore Analytics in several companies, your token will allow you to pull data from all of them. The token is tied to you, not to a specific company, so it remains the same across all companies you have access to.

Company and Project Admins will be granted an Admin role by default. The following user access levels are permitted for the Procore Analytics tool:

• None: No access to Procore Analytics data.
• Admin: Has full access permissions to data for all tools and projects (except certain data marked as private such as correspondence data).

To start accessing your Procore data, you must generate an access token. The access token is a string of digits you will enter in your BI system to access data. 

1. Navigate to Procore Analytics from your Company Tools menu.
2. Go to the Getting Started section.
3. Under Power BI Files, select and download the available Power BI reports. 
   
4. Log in to the Power BI service using your Power BI login credentials.
5. Create a workspace where you want to store your company's Procore Analytics reports. See Microsoft's Power BI support documentation for more information.
   Notes: Licensing requirements may apply.
6. In the workspace, click Upload.
7. Now click Browse.
8. Select the report file from its location on your computer and click Open.
9. After uploading the file, click Filter and select Semantic Model.
10. Hover your cursor over the row with the report's name and click the vertical ellipsis  icon.
11. Click Settings.
12. On the settings page, click Data source credentials and then click Edit Credentials.
13. In the 'Configure [Report Name]' window that appears, complete the following:
    • Authentication Method: Select 'Key'. 
    • Account Key: Enter the token you received from the token generation page in Procore. 
    • Privacy level setting for this data source: Select the privacy level. We recommend selecting 'Private' or 'Organizational'. See Microsoft's Power BI support documentation for more information about the privacy levels.
14. Click Sign in.
15. Click Refresh and do the following:
    • Time zone: Select the time zone you want to use for scheduled data refreshes.
    • Under Configure a refresh schedule, turn the toggle to the ON position.
    • Refresh frequency: Select 'Daily'.
    • Time: Click Add another time and select 7:00 a.m.
      Note: You may add up to 8 refresh times.
    • Optional:
      • Mark the 'Send refresh failure notifications to the dataset owner' checkbox to send refresh failure notifications.
      • Enter the email addresses of any other colleagues you want the system to send refresh failure notifications to.
16. Click Apply.
17. To verify that the settings were configured correctly and that the report's data will refresh properly, return to the 'Filter and select Semantic Model' page and complete the following steps:
    • Hover your cursor over the row with the report's name and click the circular arrow icon to refresh the data manually.
    • Check the 'Refreshed' column to see if there is a warning icon.
      • If no warning icon displays, the report's data is successfully refreshed.
      • If a warning icon displays, an error has occurred. Click the warning icon to see more information about the error.
18. To delete the blank dashboard the Power BI service created automatically, complete the following steps:
    • Hover your cursor over the row with the dashboard's name. Click the ellipsis icon and click Delete.
19. To verify that the report renders properly, navigate to the 'All' or 'Content' page and click on the report's name to view the report in the Power BI service.

     Tip

    Reference the 'Type' column to ensure you click on the report instead of a different asset.
    
20. Repeat the steps above within Power BI for each Procore Analytics report file.

1. Open your Power BI Desktop.
2. From the Home page, click New to expand the section.
3. Click Report.
4. Click Get data from another source. 
5. In the search bar, type 'Delta Sharing'.
6. Select Delta Sharing, then click Connect. 
7. Type or paste the Delta Sharing Server URL you received from Procore. 
8. If this is the first time you are connecting to this source, you will be prompted to provide your Delta Sharing Bearer Token.
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. 

• Create Credentials File
• Run user_exp.py script
• Run as PySpark
• Run as Python
• Choose Your Own Method

1. Log in to your Databricks environment.
2. Navigate to the Catalog section.
3. Select Delta Sharing from the top menu.
4. Copy the Sharing Identifier provided for you on the right side.
5. Next, you will log in to the Procore web application.
6. Click the Account & Profile icon in the top-right area of the navigation bar.
   
7. Click My Profile Settings.  
8. Under Choose Your Connection with Procore Analytics, enter your 'Databricks Sharing Identifier.'
   
9. Click Connect.
10. Once the sharing identifier is added to Procore's system, the Procore Databricks connection will appear under the Share with me tab in your Databricks environment.
    Note: It may take up to 24 hours to see the data.
11. When your Procore Databricks connection becomes visible in the Share with me tab, click Create Catalog.
12. Enter your preferred name for the shared catalog and click Create.
13. Your shared catalog and tables will now show under the provided name in the Catalog Explorer.