Adding New Fields and Reports to the Projector BI Data Model

This document describes how to add new fields and reports to the Projector BI data model. 

Adding Fields to ProjectorBI Datasets

You may find you need additional fields in your ProjectorBI environment. To do so you’ll first need to add them to the underlying Projector Reports.

Do this from the Projector reporting interface. You’ll need to sign in as whatever user owns the scheduled reports. PPSA recommends this be a generic user.

Open the report that needs additional fields and add the fields:

Customize Fields

The trick here is to remember how many fields you added. In this case I added one field.

Now go to PBI Desktop and Transform the data. Transform will open Power Query. Select your query or dataset and select Advanced Editor.

From the Advanced Editor you need to tell PBI to expect additional columns. Overwrite the hardcoded column count here by adding the fields you’ve just added with the existing fields. In this case my query has gone from 2 columns to 3 columns.

Advanced Editor

Save and Apply your changes.  This method can be used to add data fields or row fields to any Projector report.

Adding Additional Reports to ProjectorBI

You may also find that you need entirely new reports added to your dataset. To do this create the new report in Projector:

Create new report in Projector

Be sure to give the report a useful name and copy the authentication token from the other reports. You’ll also want to set up a schedule for this report that makes sense with your other ProjectorBI reports.

Once your is ready submit the report. On the completed report select “Show Output URL…”.

Show Output URL

From here copy the csv output url. This is the url that will point PowerBI to Projector’s web services to retrieve the report.

Copy CSV Output URL

Now in your PBI Desktop file select “Get Data” > “Web”:

Select get data from web

Drop the CSV URL in the following popup. Add the suffix "&IncludeEmpty=yes" to any reports that could hypothetically come back empty.

Paste the CSV URL in popup

PowerBI will show you a sample of your data. From here you’ll likely want to “Transform Data” to finish building out this dataset.

Common Troubleshooting

Commas in Project Descriptions

Sometimes a report will break because of duplicates in an unexpected data set (generally DIM_Project). This is caused by comma’s in the Project Description field. The simple fix here is to open the Data Source Settings, navigate to your report, and select “Change Source”:

Change Data Source Settings

In the setting change the “Line Breaks” drop down to “Ignore quoted line breaks”.

Select ignore quoted line breaks

Save and apply.