Power BI is data visualization software from Microsoft which allows you to create customized dashboards and reports. This integration allows you to create a live data link to WeTrack which can be updated at regularly scheduled intervals.
In PowerBI feeds, we return the feed as a list of objects. Because of this, no two objects can have the same name else the feed will not populate. For example, having an event called "Event" as well as a tag group named "Event" will cause issues with the feed.
Important: When integrating WeTrack with Power BI, please note that some of your data will leave the WeTrack hosting environment. WeTrack cannot assume responsibility for its privacy and security. We advise consulting with your data protection officer to ensure compliance with privacy regulations and safeguards.
In this article:
Set up a Data Feed
WeTrack allows you to set up multiple data feeds to Power BI. Each data feed can be custom filtered to provide a discrete data set to the end user. Data feeds can be established for:
- Incidents and Logs from the Control Module
- Projects and Tasks/Milestones from the Planning Module
- Run Sheet Data from the Run Sheets Module
- Jobs Checklist Items from the Control Module
- Indicator Updates and their associated attributes from the Sustainability Module
- Risks and associated actions from the Risk Module
Data feeds can only be created by users with Account Admin permissions. Please ask the WeTrack Administrator in your organization for help if you do not have permission.
To set up a PowerBI data feed:
- In the lower-left corner, click Profile and select Settings > Account & Configuration > PowerBI Integrations.
- Click Add PowerBI Feed.
- In the Title field, name the feed.
- The second field will default to Incidents. Click in the field to select a different type of data. You can only include one type of data in a single feed. To integrate multiple data types you will need to create multiple feeds.
- Select any filters for the data feed. If you leave a filter empty, the data feed will be unfiltered and will include all items of that type. Filters will update based on the type of data selected in step four.
- You can use filters to create a restricted data feed for specific users who do not need access to all items. If you are creating a dashboard that uses data across multiple functions, you may find it easier to create an unfiltered data feed, then use the filtering options inside Power BI.
- Click Save when all information is complete.
Link WeTrack to Power BI
Once you have set up the data feed, you can complete the connection between WeTrack and Power BI.
- In the list of PowerBI feeds, click Show Credentials for the feed you would like to connect.
- The details for the PowerBI feed will display. Keep this open while you proceed to the next step.
- Go to PowerBI and go to Get Data > Web.
- Click on the Advanced tab.
- Copy and paste the WeTrack PowerBI Integration Details from step two into PowerBI:
- Copy/paste the URL into the URL Parts field.
- Copy/paste Authorization into the HTTP request header parameters field.
- Copy/paste the authorization header credentials into the value field.
- Click Add Header.
- Click OK.
- A window titled Access Web Content may appear, asking to confirm use of anonymous access. Click Connect.
- A pop-up will appear showing that PowerBI is connecting to WeTrack. The connection may take 10-20 seconds to establish. You can just wait here and let the system work.
- When this closes, the link between WeTrack and Power BI has been established. You can now create data visualizations within Power BI from your WeTrack data.