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Configure a Power BI Report for Project Filtering in Procore

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Background

For a Power BI report to be automatically filtered by the selected project in Procore, it must contain a specific table and column used by the Procore Analytics Embedded app. The required naming convention is:

  • Table Name: projects
  • Column Name: project_id

Older versions of Procore Analytics 2.0 reports or custom reports often use different names, such as Project for the table and id for the column. Use the steps below to rename them to match Procore's requirements.

Steps

Follow these steps to update the necessary fields in your Power BI report:

  1. Open your report in Power BI desktop.
  2. Rename the table:
    1. Right-click the table name and select Rename (or double-click it).
    2. Change the name to projects.
  3. Rename the column:
    1. Right-click the column name and select Rename (or double-click it).
    2. Change the name to project_id.
  4. Save the report.
  5. Proceed to Retrieve a Report's Embed URL from the Power BI Service.