How Can I Use the Power BI Service in Planview Enterprise One – PRM?
| Source: | DataSource |
|---|---|
| Language: | English |
| Topic: | Planview |
| SubTopic: | Portfolio Management |
| Last Edit By: | DochyJP |
| LastEdit: | 2022-03-07 |
| Document type: | User Guide |
| Status: | Active |
| Access: | free |
With the Microsoft Power BI service, you can use the cloud-based business analytics service to visualize and analyze data by performing the following tasks:
- View reports and dashboards in Power BI from a Planview content pack
- Create and modify Power BI reports for yourself using datasets from a Planview content pack, which you can also use in private Power BI tiles
- Create and modify Power BI reports for yourself using datasets that you exported from Planview Enterprise One – PRM, which you can also in private Power BI tiles
- Create and modify Power BI reports for yourself using datasets that were created in Microsoft Power BI Desktop, which you can also use in private Power BI tiles
- Create and modify Power BI dashboards for yourself
To use the Power BI service with Planview Enterprise One – PRM, you need a Microsoft Power BI account, a Single-Sign On (SSO) authentication token or your Planview Enterprise One – PRM user name and password, and the Use Analytics and Reporting feature on your user role.
NOTE If you want to create your own dataset or use data that is not in the cloud (for example, data that is behind a firewall), use [[Using Power BI Desktop|Power BI Desktop]].
Signing in to the Power BI Service
NOTE
If you want to create your own dataset or use data that is not in the cloud (for example, data that is behind a firewall), use Power BI Desktop.
To use an OData feed, see Accessing Planview Enterprise One Data with OData.
To sign in to the Power BI service:
- Go to powerbi.com.
- Click Sign in.
- Enter your authentication token or Power BI user name and password.
- Click Sign in.
After signing in, you can view Power BI reports and dashboards in your workspace, connect to a Planview content pack, connect to a content pack published by others in your organization, import data from a file, or connect to live data in a database. For more information, see Microsoft's Power BI website.