Planview Enterprise One – PRM
Are you struggling to connect to the Planview Enterprise One – PRM data source from inside Power BI? If so, you’re not alone. Many users face this challenge, but fortunately, there is a solution that can make the process easier and more efficient. In this article, we’ll explore the Power Query M Language Code for connecting to the Planview Enterprise One – PRM data source from inside Power BI.
What is Power Query?
Power Query is a data connection technology that enables users to discover, connect, combine, and refine data from various sources to meet their business needs. It provides a powerful and intuitive interface for accessing and manipulating data, making it an essential tool for data analysts and business intelligence professionals.
What is Planview Enterprise One – PRM?
Planview Enterprise One – PRM is a project portfolio management software that helps organizations manage their projects, resources, and portfolios. It provides a centralized platform for project management, resource management, portfolio management, and collaborative work management.
Connecting to Planview Enterprise One – PRM Data Source from Inside Power BI
To connect to the Planview Enterprise One – PRM data source from inside Power BI, you’ll need to use the Power Query M Language Code. Here’s how to do it.
1. Open Power BI and click on the “Get Data” button located in the Home tab.
2. In the “Get Data” window, search for “Web” and select “Web” from the options.
3. In the “From Web” window, enter the URL of your Planview Enterprise One – PRM data source.
4. Click on the “OK” button to load the data.
5. In the “Navigator” window, select the tables you want to load into Power BI.
6. Click on the “Edit” button to open the Power Query Editor.
7. In the Power Query Editor, click on the “Advanced Editor” button located in the “View” tab.
8. In the Advanced Editor, replace the existing code with the following Power Query M Language Code:
let Source = Json.Document(Web.Contents(“YOUR_URL_HERE”, [Headers=[#”Authorization”=”Bearer YOUR_ACCESS_TOKEN_HERE”]])),
data = Source[items],
#”Converted to Table” = Table.FromList(data, Splitter.SplitByNothing(), null, null, ExtraValues.Error),
#”Expanded Column1″ = Table.ExpandRecordColumn(#”Converted to Table”, “Column1”, {“id”, “name”, “status”, “owner”, “start_date”, “due_date”, “completed_date”, “planned_duration”, “actual_duration”, “percent_complete”, “priority”, “description”, “category”, “sub_category”, “type”, “stage”, “complexity”, “location”, “team”, “tags”, “custom_fields”}, {“Column1.id”, “Column1.name”, “Column1.status”, “Column1.owner”, “Column1.start_date”, “Column1.due_date”, “Column1.completed_date”, “Column1.planned_duration”, “Column1.actual_duration”, “Column1.percent_complete”, “Column1.priority”, “Column1.description”, “Column1.category”, “Column1.sub_category”, “Column1.type”, “Column1.stage”, “Column1.complexity”, “Column1.location”, “Column1.team”, “Column1.tags”, “Column1.custom_fields”})
in
#”Expanded Column1″
9. Replace “YOUR_URL_HERE” with the URL of your Planview Enterprise One – PRM data source.
10. Replace “YOUR_ACCESS_TOKEN_HERE” with your access token. If you don’t have an access token, you can get one by following the instructions provided by Planview Enterprise One – PRM.
11. Click on the “Done” button to save your changes.
12. Click on the “Close & Apply” button to load the data into Power BI.
Conclusion
In conclusion, connecting to the Planview Enterprise One – PRM data source from inside Power BI can be a challenge, but by using the Power Query M Language Code, you can make the process more efficient and effective. By following the steps outlined in this article, you can connect to your Planview Enterprise One – PRM data source and start analyzing your data in Power BI.
