Connect to Power BI Desktop

This guide covers the steps for establishing new data connections and utilizing Power BI templates.

• Download the zipped package from the company level Analytics tool (via Analytics > Getting Started > Connection Options > PowerBI) in Procore.

• For details on connecting Analytics to Power BI Desktop, see Microsoft's Connect to data sources in Power BI Desktop article.

• 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.