Power BI is data visualisation software from Microsoft which allows you to create customised dashboards and reports. This integration allows you to create a live data link to WeTrack which can be updated at regularly scheduled intervals.
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.
Setting 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
Note: Data feeds can only be created by users with Account Admin permissions. Please ask the WeTrack Administrator in your organisation for help if you do not have permission.
In the settings area go to Account & Configuration -> Power BI Integrations, then click "Add Power BI Feed"
This will open a modal which will allow you to select the data you want to include in your new feed. The filter types available will depend on the type of data to be included.
Setup steps:
Give the feed a name
In the second row, select the type of data to include in the feed (Projects, Tasks, Incidents (including logs), or Run Sheets. 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 you want to use for your data feed. If you leave a filter empty the data feed will be unfiltered and will include all items of that type
Click Save when done. Don't worry, you can always come back and update these settings later.
Tip: Use filters to create a restricted data feed for specific users where they 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.
Linking WeTrack to Power BI
Once you have set up the data feed you can complete the connection between WeTrack and Power BI.
If not open already, click on "Show Credentials" for the feed which you have created. This will open the screen shown below.
Next, open Power BI, then click on "Get Data" and then "Web"
Click on the Advanced tab
From here we will copy and paste the data in the WeTrack Power BI Integration Details Page into Power BI
Copy/paste the "URL" into the "URL Parts" field
Copy/paste the "Authorisation" key into the key value for the header
Copy/paste the authorisation header value into the value field
Click "Add Header"
Click OK
After clicking OK, the system may pop up a window titled "Access Web Content" saying "Use anonymous access for this Web content."
Click "Connect" on this screen.
The system will show a "Connecting" screen. This 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 visualisations within Power BI from your WeTrack data.
