connect Power BI to Projector data |
This help page teaches you how to connect Projector report data to a Power BI Data model. It will also show you how to edit and maintain the data. |
You'll first need to create a report in Projector so that you have data to pull into Excel.
Follow these steps to connect Power BI to the Projector report. This section assumes you have your CSV URL already.
Set Line Breaks to Ignore quoted line breaks and click OK
Why this step? Projector encloses any text field in double quotes. When that quoted field contains line breaks, we need Excel to treat it as a single entry and not try to create a new row of data. |
You can schedule your Projector reports to run on a schedule and the Excel spreadsheet to refresh with the new data.
Two ways to manually update table.
You can configure the connection to refresh on open of the Excel file or at set intervals.
If you alter the Projector report by adding or removing columns, you should make sure you update your Excel spreadsheet too.
On the second line, edit Columns and set the proper number of columns.
Source = Csv.Document(Web.Contents("https://app.projectorpsa.com/report/code/mycode?format=csv&UserName=tom@revcorp.tcs&AccountCode=revcorp-tcs&AuthToken=abc"),[Delimiter=",", Columns=6, Encoding=1252, QuoteStyle=QuoteStyle.None]), |
On the third line, edit to remove columns that will no longer be imported or add columns that will be imported. You may need to get the column name from the Projector report. Make sure you set the correct column type (text, datetime, Int64.Type, etc).
#"Changed Type" = Table.TransformColumnTypes(#"Promoted Headers",{{"Month", type datetime}, {"Engagement Code", type text}, {"Project Code", type text}, {"Resource Display Name", type text}, {"Person Hours", Int64.Type}, {"Data Type", type text}}) |
Click Done
Click Close & Apply