Getting Started with Power BI Reporting
Last updated
Last updated
Things to know before you get started:
You will need the Desktop Power BI application downloaded onto your device.
You must be a Project Admin to set up the integration.
The integration is unavailable for teams on the Starter Plan.
In addition to our built in reporting app, Aphex Insight we also provide an integration with Power BI so that teams can customise their reports and hunt for insight.
In this guide we will go through the key steps to start analysing your data in Power BI. Where necessary we will include links to more advanced features throughout.
The Power BI Integration is enabled at a project level so that every team has control over who can access their data. To start, head to your project in Aphex Planner and locate the Integrations page.
From here, enable the integration and take note of the unique Project API URL endpoint.
In order to protect your data, the URL endpoint will not execute your request unless it also receives a valid Token.
Once the Integration is enabled, you are able to generate a secret Token. The token will only be displayed once, so be sure to copy it to your clipboard before moving on. If you do forgot your token or it expires, you can simply generate a new one.
With your URL and Secret Token in hand, we can head over to Power BI.
If data models, Power Query and DAX are not your idea of a good time, then you will want to start by downloading a pre-made Power BI Template file. These are made by the team at AphexHQ or the Aphex Community and allow you to simply connect your data and go.
If you do prefer to build you own you report from scratch, then you will probably want to jump over to the Power BI API reference doc which covers Authentication and Data Models in more detail.
Once your template is opened in Power BI, the application will ask you to input the following:
Project API URL
Token
Project Name
Note: if you receive a warning about installing the latest version of Power BI Desktop you can most likely continue on without issue (although updating your software is usually a good idea!)
Next, paste in the values we secured in the previous step and select "Load". Power BI will securely request your project data and load it into the report. Now that your report is loaded you are free to customise it to suit your project.
Got a great report template? Why not give back to the Aphex Community and share it with us [email protected]
Download a Power BI Template
