Planview Enterprise Architecture

Enterprise Architecture is crucial in the development and overall management of an organization’s IT infrastructure. Planview is a popular tool used to manage Enterprise Architecture data. Power BI, on the other hand, is a powerful data visualization tool that helps organizations make informed decisions based on data insights. Connecting to Planview Enterprise Architecture data source from inside Power BI can provide a more comprehensive view of data and help in making better business decisions. This article will discuss how to use Power Query M Language code to connect to the Planview Enterprise Architecture data source from inside Power BI.


Planview Enterprise Architecture

Before we dive into the details, there are a few prerequisites that need to be satisfied. These include:

– Have access to Planview Enterprise Architecture

– Have Power BI installed on your system

Step 1: Launch Power BI

The first step is to launch Power BI. Once Power BI is launched, click on “Get Data” from the Home menu.

Step 2: Select Database

Planview Enterprise Architecture

From the “Get Data” menu, select “SQL Server” from the list of available options. This will open a new window where you will be required to enter the database details.

Step 3: Enter Database Details

In the “SQL Server database” window, enter the server name, database name, and database credentials. Once you have entered the database details, click on “Connect” to proceed.

Step 4: Open Advanced Options

After clicking on “Connect”, a new window will open. In this window, click on the “Advanced Options” hyperlink located at the bottom of the page.

Step 5: Enter Power Query M Code

In the “Advanced Options” window, navigate to the “SQL statement” tab. Here, you will be required to enter the Power Query M language code that will connect to the Planview Enterprise Architecture data source. The code is as follows:


Source = Sql.Database(“PlanviewEnterpriseArchitectureServerName”, “PlanviewEnterpriseArchitectureDatabaseName”, [Query=”SELECT FROM dbo.Table”]),

dbo_Table = Source{[Schema=”dbo”,Item=”Table”]}[Data]



Replace “PlanviewEnterpriseArchitectureServerName” and “PlanviewEnterpriseArchitectureDatabaseName” with the actual server name and database name, respectively. Click on “OK” to proceed.

Step 6: Load Data

After clicking on “OK”, the Power Query Editor window will open. Here, you can choose which data to load. Once you have selected the data to load, click on “Close & Apply” to load the data into Power BI.


Connecting to the Planview Enterprise Architecture data source from inside Power BI can help provide better insights into an organization’s IT infrastructure. Using Power Query M language code to connect to the data source is an easy process that can be done by following the steps outlined above.

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