Connecting to a Planview Content Pack for Power BI

Connecting to a Planview Content Pack for Power BI

Source:	DataSource
Language:	English
Topic:	Planview
SubTopic:	Power BI
Last Edit By:	DochyJP
LastEdit:	2022-03-07
Document type:	User Guide
Status:	Active
Access:	free

With Microsoft Power BI, you can connect to the Planview Enterprise One – PRM, Planview Projectplace, and Planview Enterprise One – Capability and Technology Management content packs, which provide fixed datasets you can use to visualize and analyze data. You need the following sign-in information:

• To use the cloud-based Power BI service, you need a Power BI account. See Microsoft's Power BI website for more information.

Note: You do not need a Power BI account if you are using Power BI Desktop to connect to a content pack but are not connecting to the Power BI service.

• To use the Planview Enterprise One – PRM content pack, you need your Planview Single Sign-On (SSO) authentication token or your Planview Enterprise One – PRM user name and password.
• To use the Projectplace content pack, you do not need any additional information; your SSO service should sign you in automatically.
• To use the Planview Enterprise One – CTM content pack, you need your Planview Enterprise One – CTM user name and password or your Planview SSO authentication token.

Note: To customize data sources and create or modify datasets, you must use the Power BI Desktop application.

To connect to a Planview content pack using the Power BI service

Connect to Power BI as follows

• To connect using the cloud-based Power BI service*

1. Sign in to the Power BI service at powerbi.com
2. At the bottom of the left navigation pane, click Get Data

   Note: If the left navigation pane is minimized, the Get Data button is represented by an arrow pointing up and to the right.

3. In the Services box, click Get
4. On the screen that appears, find Planview Enterprise One - PRM, Planview Enterprise One - CTM, or Projectplace by Planview and click Get it now for that content pack.

• To connect using the Power BI Desktop application*

1. Launch Power BI Desktop.
2. Click Get Data.
3. On the Get Data screen, click Planview Enterprise One - PRM, Planview Enterprise One - CTM, or Planview Projectplace.
4. Click Connect.

• Perform one of the following steps*

1. For Planview Enterprise One – PRM, enter the URL in the Enterprise One - Portfolio and Resource Management... box and the Database name for your Planview Enterprise One – PRM data.
2. For Projectplace, enter the OData Feed URL for your Projectplace data.
3. For Planview Enterprise One – CTM, enter the OData Feed URL for your Planview Enterprise One – CTM data.

Note: If you do not know which URL to use, contact Planview Customer Care.

• Click Next
• In the Authentication Method list, select Basic for Planview Enterprise One – PRM or Planview Enterprise One – CTM or OAuth for Projectplace.
• For Planview Enterprise One – PRM or Planview Enterprise One – CTM, perform one of the following steps:
  

Enter your Username and Password.

Enter your authentication token for Planview Enterprise One – PRM or your authentication token for Planview Enterprise One – CTM in the Username box; leave the Password box blank.

Click Sign In.

Power BI imports your data into the dashboard. The data may take some time to load.