ℹ️ Available on Supreme.
Perdoo offers a two-way integration with Power BI.
Integrate Power BI with Perdoo for the ability to let datasets in PowerBI automatically update progress for your goals in Perdoo, or use our script for the ability to push data from Perdoo into Power BI.
Power BI → Perdoo
Let any dataset in Power BI automatically update progress for your goals (KPIs, Key Results, or Initiatives) in Perdoo, by connecting your Power BI account to Perdoo.
Connect Power BI to your Perdoo account
ℹ️ This requires Superadmin rights.
Click 'Enable'.
Click 'Connect'
Authenticate your Power BI account.
It's important that the connected user has access to the Semantic model.
Click Finish.
You can choose to keep the integration private or shared with everyone else under 'Settings'.
Integrate a goal with a dataset from Power BI
Open any goal (KPI, Key Result, or Initiative) in Perdoo.
Click Progress driver on the right side panel, select Integrations and choose Power BI.
Select Connection.
Select the Dataset and enter your DAX query.
Review Preview.
Click Save & Sync now.
How to write a DAX Query
DAX Query is unique to Power BI. It allows you to retrieve specific values or entire data sets. Learn more on how to write a DAX Query.
How to generate a DAX Query in Power BI
Navigate to the report in Power BI Desktop where you’d like to get data from.
Go to the Optimize tab.
Click Performance Analyzer and start recording.
Select the cards where you’d like to take the DAX query from.
Click “Analyze this visual.”
Copy the query.
Important notes
You'll find Datasets that you own in the dropdown menu. To access Datasets that have been shared with you, you can manually do so by adding their ID into Perdoo.
Perdoo will check once a day for any changes — between 12-1AM CET — and will update in Perdoo if there was a change in the value.
If you'd like to update the goal at anytime, you can click "Update progress" and the latest value will be fetched, or open the integration and click "Save & Sync now".
Perdoo → Power BI
Our script allows you to automatically get data from Perdoo into Power BI, allowing you to build your own reports and dashboards in PowerBI.
The script uses our powerful GraphQL API. You can customize the script to define what you want to pull in. Any data that our API supports can be included in this script. See our API documentation for more details.
If you require a JWT token and have strict SSO enabled, please contact us below for further instructions.
FAQs
Do you have an extended example of the Power BI script with additional data to allow more detailed insights?
It's easy to add extra properties in the script, you just need to add them in the queryText variable. What this uses under the hood is our GraphQL API which you can explore in more detail (incl. all field names) here.
Is there any unique identifier of an Objective available to build a better data model?
Yes, there's a field called
idfor this. You can query it for both the Objective itself, as well as its parent.
Is it possible to get an URL of an Objective or Key Result to use it as "Show details in Perdoo" button?
You can't query the URL directly, but it's easy to build using the
idmentioned above. For Objectives: https://web.perdoo.com/#/reports/custom/objectives/s/objective/[id of the objective]/summary and for Results: https://web.perdoo.com/#/reports/custom/results/s/objective/[id of the objective the result belongs to]/summary/kr/[id of the result].
What role do I need to have in order to use the integration?
You're limited to the goals you can access to goals that are visible to you in Perdoo. If you can see them in Perdoo, you can access them through the integration.
Need help?
Contact our friendly Support team via the in-app chat at the bottom-right of your screen, or email support@perdoo.com.