Se connecter à Power BI Desktop

Ce guide couvre les étapes d’établissement de nouvelles connexions de données et d’utilisation des modèles Power BI.

• Téléchargez le lot zippé à partir de l’outil Analytics niveau Entreprise (via Analytics > Mise en route > Options de connexion > PowerBI) dans Procore.

• Pour plus d’informations sur la connexion d’Analytics à Power BI Bureau, consultez l’article de Microsoft Se connecter aux sources de données dans Power BI Bureau.

• Connect New Data

• Connect to an Existing Template

1. Open your Power BI Desktop.

2. Click Get Data and select More.

3. In the search bar, type 'Delta Sharing'.

4. Select Delta Sharing, then click Connect.

5. Type or paste the Delta Sharing Server URL you received from Procore.

6. Click Okay.

7. If this is the first time you are connecting to this source, you will be prompted to provide your Delta Sharing Bearer Token.

8. Click Connect.

9. After authentication, select the Analytics tables you want to bring into your Power BI report.
   Note: During your initial connection, you must select and load all the tables you intend to use. Depending on the volume of data in your account, this initial load can take several hours (or even days) to complete. Once this first load is finished, you will only need to repeat this process when new tables are released.

10. Select Load to view your report or select Transform Data to make more transformations in Power Query.

1. Open Power BI Desktop.

2. Click the Transform Data drop-down and select Data Source settings.

3. Select Edit Permissions.

4. Click Edit.

5. Enter the token you received from Analytics 2.0.

6. Click Refresh.

7. Your custom budget columns will now appear in the Budget and BudgetSnapshots tables.