This article describes how to use FluentPro Power BI Pack for the Planner Premium (formerly Project for the web).
Please note: Configuration and usage of the Power BI Report Pack for Planner Premium requires an active subscription or an active trial period. Please contact the FluentPro Sales Team for pricing or trial request at sales@fluentpro.com.
To install FluentPro Power BI Pack for Planner Premium, perform the following:
1. Install the Power BI report Pack for Planner Premium from AppSource by this Link.
2. As you click 'Get it now', provide the credentials you use to sign in to the Power BI service.
3. In the next window that appears, make sure that you are signed in with the correct account, review the terms of use and privacy policy, and click Continue to agree and proceed.
4. Next, click Install to install the Power BI report Pack for Planner Premium.
5. The application will appear on the Apps page in the Power BI service.
6. Click the ellipsis button next to the report and choose Edit.
In the pop-up window, click Yes, go to Workspace to open the workspace and connect the report to your Planner Premium, and review your data on the reports included in this pack.
If you would like to review the report on the demo data, you can open it first.
7. To connect the report to your data, click the "Connect your data" link in the warning message.
8. In the window that appears, provide the Data (Environment) URL, which should be copied from the Common Data Service (Power Platform).
Planner Premium data is stored in the Dynamics 365 Common Data Service (CDS). You need to enter the URL of the default CDS instance that you are using.
To get this URL, perform the following:
- Open the site: https://web.powerapps.com.
- Log in using your Office 365 account.
- On the PowerApps page, click on the gear button and select the Developer Resources option.
- Copy the Web API endpoint URL.
Paste the Environment URL you have copied into the Connect to Microsoft Planner Premium window.
Click Next.
9. Next, it is required to set the connection credentials. The OAuth 2.0 authentication method is already preselected to log in with your Microsoft account, leave it as is. Organizational privacy level is selected by default.
Click the Sign in and connect button.
Provide your Microsoft 365 credentials. We recommend signing in with an Admin account or an account that has access to the Planner Premium projects for which you would like to see data in the report.
10. Data synchronization will be launched at once.
We recommend scheduling an automatic data synchronization immediately to ensure you have the most recent data for your reports.
To set the scheduled synchronization, click the ellipsis button next to the report's Semantic model, then select Settings.
In the Refresh section, set Configure a refresh schedule to On, enter the refresh frequency and the time for the synchronization, then click Apply.
