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Planview OKR (Beta)

  • Article

Summary

Item Description
Release State Preview
Products Power BI (Semantic models)
Power BI (Dataflows)
Fabric (Dataflow Gen2)
Authentication Types Supported Planview Admin account

Prerequisites

Before you can sign in to Planview OKR, you must have a Planview Admin account.

Capabilities Supported

  • Import

Connect to Planview OKR data

To connect to Planview OKR data:

  1. Select Get Data from the Home ribbon in Power BI Desktop. Select Online Services from the categories on the left, select Planview OKR (Beta), and then select Connect.

    Screenshot of Online Services category and the Planview OKR connector highlighted.

  2. If you're getting data through the Planview OKR connector for the first time, a preview connector notice is displayed. Select Don't warn me again with this connector if you don't want this message to be displayed again, and then select Continue.

  3. Enter the Planview OKR OData URL location that you want to access, and then select OK.

    Screenshot with the Planview OKR URL location filled out and ready to select OK.

  4. To sign in to your Planview Admin account, select Sign in.

    Screenshot of the Planview OKR account highlighted, and showing the sign in button.

  5. In the Planview OKR window that appears, provide your credentials to sign in to your Planview OKR account.

    Screenshot of the sign in screen to Planview OKR.

  6. Select Sign in.

  7. Once you've successfully signed in, select Connect.

    Screenshot of the user signed in and ready to connect.

  8. In Navigator, select the information you want, then either select Load to load the data or Transform Data to continue transforming the data in the Power Query editor.

Load data from Planview OKR in Power Query Online

To load data from Planview OKR in Power Query Online:

  1. Select the Planview OKR (Beta) option in the connector selection.

  2. In the dialog that appears, enter the Planview OKR URL location in the text box. Fill in the rest of the details as shown in the following screenshot.

    Screenshot of the details for Power Query Online.

  3. If you're connecting using Planview OKR for the first time, you need to sign in into your Planview Admin account.

    ./media/planview-okr/planview-okr-sign-in.png.

  4. After you sign in, select Next.

  5. In Navigator, select the data you require, then select Transform data to transform the data in the Power Query editor.