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Three types of connectors are available for connecting to your Replicon data using Microsoft Power BI, where you can view and build charts based on that data.
Refer to Gaining business intelligence using your Replicon data for more information on these connection options, and about other methods of analyzing your data.
All of these options are supported for use with the desktop version of Power BI. They should also work with other editions of Power BI, though their use with other editions hasn’t yet been tested.
When you use a connector, users only see data that they have permission to view in the rest of the Replicon application.
Refer to https://powerbi.microsoft.com/en-us/learning for details on using Power BI.
To help you get started with analyzing your data, we’ve set up a demo dashboard in Microsoft Power BI you can use. It can give you an idea of what you can do with Replicon data using Power BI.
Currently, we offer a dashboard for project analytics, called the ProjectTime dashboard. It shows sample time tracking, utilization, productivity, project, and time off charts, and can be used with any Replicon instance with project functionality.
Each sample dashboard is designed for certain products and product combinations. If you aren’t licensed for the products a dashboard is designed for, you may see errors.
To view a demo dashboard:
This lower security setting is required to open dashboard files, since they are not certified connections. You can switch this setting back later, if desired.
Power BI will re-launch, with the dashboard workbook open, displaying a tab for each type of visualization.
Use template dashboards to see the sample charts from the demo dashboards populated with your organization’s Replicon data. You can use these charts as they are, or use them as a starting point for your own custom graphs.
To use your Replicon data in the charts:
A. Download connector file and save it to the designated location
%USERPROFILE%\Documents\Power BI Desktop\Custom Connectors\
B. Download and launch the sample data file
C. Authenticate to gain access to your Replicon data
The data will now refresh. This could take a while, depending on the size of your database.
Once the refresh is complete, you’ll see your Replicon data populating the analytics charts.
D. Refresh and save dashboards
This version will retain the Replicon credentials used in the template file, so you can refresh and view updates with it.
Reusing the template file
If you use the template file more than once, you’ll remain authenticated on subsequent uses. If you want to authenticate using different credentials, you’ll need to download the file again, or delete the Replicon source in the template file you’ve used.
To delete the Replicon source:
The sample data charts are optimized for the sample data source. Therefore, when you switch to using your own data, some of the charts may not look quite right. Common causes for this include:
If you see an error in place of a chart (for example, Error: Unknown table ‘CostItem’), this means you don’t have access to the data needed to populate that chart.
For instance, you may not have the necessary products assigned, or you may not have permission to view that data.
When you use our native connector to connect to Microsoft Power BI, your data source is our Replicon API for BI Services.
Once connected, you’ll be able to access most Replicon data tables, and create visual representations of that data from scratch using Power BI.
To connect:
A. Set Power BI security settings to allow connection
Then select Security, and in the Data Extensions section enable the (Not Recommended) Allow any extension to load without validation or warning option, and click OK.
This lower security setting is required to open dashboard files, since they are not certified connections. You can switch this setting back later, if desired.
B. Download connector file and save it to the designated location
%USERPROFILE%\Documents\Power BI Desktop\Custom Connectors\
C. Launch the connector
The file name should display in the search results on the right-hand side of the dialog.
You’ll see a message indicating this is a beta connector.
D. Authenticate to gain access to your Replicon data.
Click Allow in the dialog that displays.
A Navigator page displays. The names of the data sets available to you display in the left column.
E. Import your Replicon data into Power BI
We recommend choosing the Import option, which will move all data at once, rather than by queries. This option is sufficient for most customers.
Your Replicon data will be imported into Power BI.
There are a couple of ways to share dashboards:
In this case, the user will log in using their personal Replicon credentials, and will only be able to view data they have permission to view in Replicon.
In this case, team members' data access won’t be restricted by their Replicon permissions. Each team member will have access to all data the account holder who authenticated with Replicon has access to.