This integration allows you to automate Key Results and KPIs by utilizing already queried and modeled data in your Power BI workspace.
Before you can automate Key Results and KPIs with Power BI, there are a few prerequisites you need to meet:
Access to the Workspace: To create a Power BI connection, you need to have access to the Workspace where your reports, dashboards, and datasets are stored. This is where you'll be getting the data to automate your Key Results and KPIs.
DAX query: To automate a KPI or Key Result, you'll need to provide a DAX query. This query can be taken from Power BI Desktop. It requires some degree of technical skillset and familiarity with Power BI administration.
Power BI Desktop can only be installed on a Windows machine.
How to connect
In Quantive, navigate to the Settings> Data Sources screen
On the Data Sources Page click the Select data source button
From the Choose a connector dialog, select the BI and Analytics tab and then Power BI
Input the exact name of your Power BI workspace. The field is case-sensitive and will be used as an authenticator for the connection. Simply copy and paste it from Power BI.
After that, you will be prompted to select a dataset to sync. Datasets are the source of the data that is displayed in your reports. Please select the dataset that is most relevant to your needs.
The selected dataset will become a data source in Quantive. We recommend that you leave the name of the dataset as it is prefilled so that you can easily identify which datasets are synced. On this screen, you can also set the data source syncing cadence.
After adding your data source, you should be able to see it under the Power BI Connection. In case you want to add another data source, click the meatball menu next to your connection name and select Add data source.
Automate Key Results or KPIs with Power BI data
Create a Key Result or a KPI
Select to track the progress automatically
Select Power BI
Select "Automate it yourself"
A Power BI modal will ask you to select Workspace and Dataset and to paste a DAX Query (for more information on how to generate a DAX query, click here)
After pasting the DAX query into the designated field, you will see a prompt asking you to confirm the number If the report card you are syncing is a single number
If the report card is not a single number (graph, chart, etc.), then you will be given the opportunity to filter the exact number from the visualization to be synced.
Generate a DAX Query
Open Power BI Desktop and navigate to the report you’d like to get data from.
In order to find the DAX query, go to the Optimize tab.
Click Performance Analyzer and start recording.
Select any of the cards you’d like to take the DAX query from.
Click “Analyze this visual.”
Now, when you expand the result you got in the righthand column, you have the ability to copy the query