Teams using Aphex to build and coordinate their lookahead planning generate meaningful data that can be harnessed to drive better performance.

At Aphex, we are passionate about providing teams tools to get the most out of their data. 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.

💡 Heads up that to set up this integration you will need two things; Project Admin rights in your Aphex project and Power BI Desktop application (download for free)

Enable in Source Project

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, you can enable the integration and reveal a unique Project API URL endpoint.

Copy this URL and put it somewhere nearby.

Generate a secret Token

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.

🎓 Want a more detailed guide? Check out the Authentication section of the full Power BI API doc here

Start from a Template

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 doc which covers Authentication and Data Models in more detail.

Connect to Aphex

Once your template is opened in Power BI, the application will ask you to input your Project API URL, Token and 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!)

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 hello@aphex.co

As a final step, you can automate your weekly project reporting by understanding the Publishing and Refreshing features in Power BI.

Publishing

While reports authored in Power BI Desktop can certainly be exported to PDF and shared to your team, Power BI also has the ability to Publish your reports to Power BI Online. This essentially makes the report you have created accessible on the web.

Once Published to Power BI, you can control the sharing of your report in much the same way as you would with any file in Microsoft Sharepoint.

Learn more with this guide here.

Refreshing

Both Power BI Desktop and Power BI Online can be used to request the latest project data from Aphex. This is referred to as Refreshing in Power BI.

On Refresh, Aphex will continue to return up to the five most recent Publications of data.

💡 Once your reporting is up and running, Power BI can be used to both schedule refresh and incrementally refresh the dataset to maintain historical data in your reports

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