Overview
The PowerBI (PBI) Data connector for WorkBoard allows you to pull data directly from the Power BI to automatically update progress of a Key Result. You can automate results from:
PowerBI Reports
Constructing a Dax Query from a PowerBI dataset
Setting up a Key Result from PowerBI Automation from Power BI Reports
Select the report you are trying to get data from.
You'll see the option to select data elements from the reports and connect as a measure
Click "Next" to automate the data from the selected measure to connect
Supported Visualizations: The feature works through Power BI’s dataSelected event, which should theoretically work with most interactive visualisations that support data selection
Based on Our Testing has been provided list
Supported VISUALIZATIONSDifferent types of charts (Bar, Line, Pie, Donut etc)
Table visualizations
KPI Visuals (with numeric measures)
Unsupported Visualizations:
Matrix
Filter panels and controls
Slicer controls
Setting up a Key Result from PowerBI Using Dax Query
After completing the steps 1-3 above and logging into PowerBI, click on the Workspace URL dropdown to select a Workspace.
Please Note:The Workspace URL dropdown will ONLY display Workspaces you've Viewed.
Choose a Dataset from the dropdown.
Input the DAX query for the data point you are attempting to pull into WorkBoard.
Note: Please refer to the "Generating a DAX Query" section below for instructions on how to create a query from the Power BI Desktop app.
The Verify Data Source button pulls data from the selected Power BI dataset and feed in real-time; this allows the user to cross reference with the data in Power BI to make sure that they have mapped the right data field to the KR.
Click Connect.
Enter the remaining Key Result details, then select an Update Cadence to determine how often WorkBoard will sync to pull the latest value for your Key Result.
Note: Update cadence has the same options you would find for Key Results updated by a person (i.e., Daily, Weekly, Monthly, and Quarterly).When finished, select Save to lock in the settings for your Key Result, then Done to apply these changes to your Objective.
Generating a DAX Query
To generate a DAX query, you need to create a "card" for the data in the Power BI Desktop app.
From the Desktop app, select the following in order:
View
Performance Analyzer
Start Recording
Refresh Visuals
Expand Card
Copy Query
Once this has been completed, you'll have the DAX query on your clipboard which can be pasted into the DAX Query field in the WorkBoard pop up.
Synchronize Data from Power BI
WorkBoard will effortlessly sync Key Result updates directly from the data connector based on the specified update cadence. You can manually sync Key Result updates, if needed, in two ways:
Force a Sync on a Single Key Result:
Select Key Result to navigate to the Key Results Details page.
Click the kebab menu (3 dots) in the upper right-hand corner of the page.
Select Sync Integration Data.
Force a Sync for all Key Result Integrations:
From the My Objectives Page, select the kebab menu in the upper right-hand corner.
Select Sync Integration Data.
Frequently Asked Questions
Does the application use delegated or app-only access? The application uses delegated access. The application accesses the resource on behalf of the user.
How do I grant tenant-wide admin consent (Azure AD)? Refer to this help document from Microsoft to grant admin consent to an application in Azure Active Directory (Azure AD).
What if a valid DAX query doesn't work for me? Check if the right dataset is selected, and that your account has access to the right dataset.
What time does Power BI update each day? 9am PST and 9pm PST.