Overview

The PowerBI (PBI) Data connector for WorkBoard allows you to pull data directly from the PBI dataset using a DAX Query to automatically update progress of a Key Result. Key Results in WorkBoard will be updated on the next data pull specified by the update cadence. You also have the option of manually completing a real-time data sync. 

Requirements

• The IT admin for your organization may need to approve the connector for the first time if the App is configured to require approval.

Frequently Asked Questions

How do I grant tenant-wide admin consent (Azure AD)?

Refer to this help document from Microsoft to grant admin consent to an application in Azure Active Directory (Azure AD). 

What if a valid DAX query doesn't work for me?

Check if the right dataset is selected, and that your account has access to the right dataset.

What time does Power BI update each day?

Between 8am PST and 830 am PST. 

Add a Power BI Key Result

1. Hover over your Objective and select the Kebab.
2. Select Edit Settings.
3. Select Add another Key Result.
4. Select Advanced Options.
5. Choose Pull data from external applications.
6. Pick Power BI from the list of integrations.
7. Log in to Power BI.
   
   
8. Click on the Workspace URL dropdown to select a Workspace.
   • Note:The Workspace URL dropdown will ONLY display Workspaces you've Viewed.
9. Choose a Dataset from the dropdown.
10. Input the DAX query for the data point you are attempting to pull into WorkBoard.
    • Note: Please refer to the "Generating a DAX Query" section below for instructions on how to create a query from the Power BI Desktop app. 
11. The Verify Data Source button pulls data from the selected Power BI dataset and feed in real-time; this allows the user to cross reference with the data in Power BI to make sure that they have mapped the right data field to the KR.
12. Click Connect.
13. Fill out the remaining Key Result details such as Starting Value, Result Value, Target Value, Committed Result, Unit of Measurement and how toCalculate Overall Progress. 
14. Choose your Update Cadence, which determines when or how often WorkBoard will sync with Power BI to pull the latest value for your Key Result.
    
    • Note: Update cadence has the same options you would find for Key Results updated by a person (i.e., Daily, Weekly, Monthly, and Quarterly).
      
      
15. Select Save.

Generate a DAX Query 

To generate a DAX query, you need to create a "card" for the data in the Power BI Desktop app.

From the Desktop app, select the following in order: 

1. View
2. Performance Analyzer
3. Start Recording
4. Refresh Visuals
5. Expand Card 
6. Copy Query

Once this has been completed, you'll have the DAX query on your clipboard which can be pasted into the DAX Query field in the WorkBoard pop up. 

Synchronize Data from Power BI

WorkBoard will pull data for the KR directly from Power BI following the cadence specified.  The Business Result Owner also has the ability to “sync data now” to pull data in real-time.

There are two ways to sync data for your Key Results.

Force a Sync on a Single Power BI Key Result:

1. Click on the Key Result to go to the Key Results Details page.
2. Click on the Kebab menu in the upper right-hand corner.
3. Select Sync Integration Data.
   

Force a Sync for all Key Result Integrations:

1. From the My Objectives Page, click the Kebab icon in the upper right-hand corner.
2. Select Sync Integration Data.