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Power BI Modules

Last update: Thu Nov 21 2024 00:00:00 GMT+0000 (Coordinated Universal Time)

CREATED FOR:

  • User

Power BI is an application that allows you to visualize and present data to your stakeholders. It can take data from a variety of sources.

NOTE
Workfront Fusion is not a data source. While Workfront Fusion can create and use data sources, it does not store your data.

Access requirements

You must have the following access to use the functionality in this article:

ÃÛ¶¹ÊÓƵ Workfront plan*
Pro or higher
ÃÛ¶¹ÊÓƵ Workfront license*
Plan, Work
ÃÛ¶¹ÊÓƵ Workfront Fusion license**

Current license requirement: No Workfront Fusion license requirement.

Or

Legacy license requirement: Workfront Fusion for Work Automation and Integration

Product

Current product requirement: If you have the Select or Prime ÃÛ¶¹ÊÓƵ Workfront plan, your organization must purchase ÃÛ¶¹ÊÓƵ Workfront Fusion as well as ÃÛ¶¹ÊÓƵ Workfront to use functionality described in this article. Workfront Fusion is included in the Ultimate Workfront plan.

Or

Legacy product requirement: Your organization must purchase ÃÛ¶¹ÊÓƵ Workfront Fusion as well as ÃÛ¶¹ÊÓƵ Workfront to use functionality described in this article.

*To find out what plan, license type, or access you have, contact your Workfront administrator.

**For information on ÃÛ¶¹ÊÓƵ Workfront Fusion licenses, see ÃÛ¶¹ÊÓƵ Workfront Fusion licenses

Microsoft Power BI API information

The Microsoft Power BI connector uses the following:

Base URL
https://api.powerbi.com/v1.0
API version
v1.0
API tag
v1.0.2

Power BI modules and their fields

When you configure Power BI, Workfront Fusion displays the fields listed below. Along with these, additional fields might display, depending on factors such as your access level in the app or service. A bold title in a module indicates a required field.

If you see the map button above a field or function, you can use it to set variables and functions for that field. For more information, see Map information from one module to another in ÃÛ¶¹ÊÓƵ Workfront Fusion.

Dashboards

Create a Dashboard

This action module creates a new dashboard.

Connection
For instructions about connecting your Power BI account to Workfront Fusion, see Create a connection to ÃÛ¶¹ÊÓƵ Workfront Fusion - Basic instructions
Name
Enter or map a name for the Dashboard.
Group ID
Select or map the ID of the Group that will own the new Dashboard.

Get a Dashboard

This action module retrieves metadata of a specified dashboard.

Connection
For instructions about connecting your Power BI account to Workfront Fusion, see Create a connection to ÃÛ¶¹ÊÓƵ Workfront Fusion - Basic instructions
Enter a Dashboard ID
Select or map the option to choose the dashboard that you want to retrieve metadata for.
Dashboard ID
Enter or map the ID of the dashboard that you want to retrieve metadata for.
Group ID
Select or map the ID of the Group that owns the dashboardsthat you want to retrieve metadata for.

Get a Dashboard Tile

This action module retrieves metadata of a specified dashboard tile.

Connection
For instructions about connecting your Power BI account to Workfront Fusion, see Create a connection to ÃÛ¶¹ÊÓƵ Workfront Fusion - Basic instructions
Enter a Dashboard ID
Select or map the option to choose the dashboard details you want to retrieve.
Dashboard ID
Enter or map the ID of the dashboard that you want to retrieve details for.
Tile ID
Enter or map the ID of the Power BI tile you want to retrieve details for.
Group ID
Select or map the ID of the Group that owns the tile you want to retrieve.

List Dashboard Tiles

This search module retrieves a list of dashboard tiles.

Connection
For instructions about connecting your Power BI account to Workfront Fusion, see Create a connection to ÃÛ¶¹ÊÓƵ Workfront Fusion - Basic instructions
Enter a Dashboard ID
Select or map the option to choose the dashboard whose tiles you want to list.
Dashboard ID
Enter or map the ID of the dashboard that contains the tiles you want to list.
Group ID
Select or map the ID of the Group that owns the dashboards that contains the tiles you want to list.
Limit
Enter or map the maximum number of records you want the module to return during each scenario execution cycle.

List Dashboards

This search module retrieves a list of dashboards.

Connection
For instructions about connecting your Power BI account to Workfront Fusion, see Create a connection to ÃÛ¶¹ÊÓƵ Workfront Fusion - Basic instructions
Group ID
Select or map the ID of the Group that owns the dashboards you want to list.
Limit
Enter or map the maximum number of records you want the module to return during each scenario execution cycle.

Reports

Copy a Report

This action module copies an existing report.

Connection
For instructions about connecting your Power BI account to Workfront Fusion, see Create a connection to ÃÛ¶¹ÊÓƵ Workfront Fusion - Basic instructions
Enter a Report ID
Select or map the option to choose the report that you want to copy.
Report ID
Enter or map the ID of the report that you want to copy.
Group ID
Select or map the ID of the Group that owns the report that you want to copy.
New Copied Report Name
Enter or map a name for the new report.

Delete a Report

This action module deletes a report.

Connection
For instructions about connecting your Power BI account to Workfront Fusion, see Create a connection to ÃÛ¶¹ÊÓƵ Workfront Fusion - Basic instructions
Enter a Report ID
Select or map the option to choose the report that you want to delete.
Report ID
Enter or map the ID of the report that you want to delete.
Group ID
Select or map the ID of the Group that owns the report that you want to delete.

Get a Report

This action module retrieves metadata of a specified report.

Connection
For instructions about connecting your Power BI account to Workfront Fusion, see Create a connection to ÃÛ¶¹ÊÓƵ Workfront Fusion - Basic instructions
Enter a Report ID
Select or map the option to choose the report that you want to retrieve metadata for.
Report ID
Enter or map the ID of the report that you want to retrieve metadata for.
Group ID
Select or map the ID of the Group that owns the report that you want to retrieve metadata for.

List Reports

This search module retrieves a list of reports.

Connection
For instructions about connecting your Power BI account to Workfront Fusion, see Create a connection to ÃÛ¶¹ÊÓƵ Workfront Fusion - Basic instructions
Group ID
Select or map the ID of the Group that owns the reports you want to list.
Limit
Enter or map the maximum number of records you want the module to return during each scenario execution cycle.

Dataset

Add or Delete Rows in a Dataset Table

This action module adds or deletes rows of a specified push dataset table.

Connection
For instructions about connecting your Power BI account to Workfront Fusion, see Create a connection to ÃÛ¶¹ÊÓƵ Workfront Fusion - Basic instructions
Enter a table
Select or map the option to select the dataset that contains the table you want to adjust..
Dataset ID
Enter or map the ID of the dataset that contains the rows you want to add or delete.
Table Name
Enter or map the name of the table that contains the rows you want to add or delete.
Group ID
Enter or map the ID of the group that owns the dataset.
Select the Action

Select or map the action that you want to perform.

  • Add rows

  • Delete All Rows

Rows

Add the row fields.

  • Key

    Enter or map the key name.

  • Field Type

    Select or map the field type:

    • Boolean

    • Date

    • Text

    • Number

  • Value

    Enter or map the key value.

Create a Dataset

This action module creates a new dataset.

Connection
For instructions about connecting your Power BI account to Workfront Fusion, see Create a connection to ÃÛ¶¹ÊÓƵ Workfront Fusion - Basic instructions
Name
Enter or map a name for the dataset.
Group ID
Select or map the ID of the Group that will own the new dataset.
Default Mode

Select or map the default mode for the dataset:

  • As Azure: A dataset with a live connection to Azure Analysis Service

  • As on Prem: A dataset with a live connection to On-premise Analysis Service

  • Push: A dataset that allows programmatic access for pushing data into Power BI

  • Push Streaming: A dataset that supports data streaming and allows programmatic access for pushing data into Power BI

  • Streaming: A dataset that supports data streaming

Tables
Add tables to the dataset. For fields, see Table fields
Data sources
Add the data sources. For fields, see Data sources fields.
Default Retention Policy

Select or map the intentional policy for the dataset:

  • None

  • Basic FIFO

Table fields
Name
Enter or map a name for the table.
Columns

Add the columns:

  • Name

    Enter (map) a column name.

  • Data Type

    Select or map the data type:

    • String

    • Integer

    • Boolean

    • Date Time

  • Format String

    Enter (map) the format string.

Rows
Enter or map row details.
Measures
Add the measure for the tables.
Data sources fields
Database
Enter or map the database that you want to use.
Server
Enter or map the name of the server you want to use.
URL
Enter or map the URL that you want to use.
Data source ID
Enter or map the ID of the data source.
Data source Type
Select or map the data source type. Example: SQL.
Gateway ID
Enter or map the ID of the gateway you want to use.

Delete a Dataset

This action module deletes a dataset.

Connection
For instructions about connecting your Power BI account to Workfront Fusion, see Create a connection to ÃÛ¶¹ÊÓƵ Workfront Fusion - Basic instructions
Enter a Report ID
Select or map the option to choose the dataset that you want to delete.
Report ID
Enter or map the ID of the dataset that you want to delete.
Group ID
Select or map the ID of the Group that owns the dataset that you want to delete.

Get a Dataset

This action module retrieves metadata of a specified dataset.

Connection
For instructions about connecting your Power BI account to Workfront Fusion, see Create a connection to ÃÛ¶¹ÊÓƵ Workfront Fusion - Basic instructions
Enter a Report ID
Select or map the option to choose the report that you want to retrieve metadata for.
Report ID
Enter or map the ID of the dataset that you want to retrieve metadata for.
Group ID
Select or map the ID of the Group that owns the dataset that you want to retrieve metadata for.

List Datasets

This search module retrieves a list of datasets.

Connection
For instructions about connecting your Power BI account to Workfront Fusion, see Create a connection to ÃÛ¶¹ÊÓƵ Workfront Fusion - Basic instructions
Group ID
Select or map the ID of the Group that owns the report that you want to retrieve metadata for.
Limit
Enter or map the maximum number of records you want the module to [action] during each scenario execution cycle.

Refresh a Dataset

This action module refreshes a specified dataset.

Connection
For instructions about connecting your Power BI account to Workfront Fusion, see Create a connection to ÃÛ¶¹ÊÓƵ Workfront Fusion - Basic instructions
Enter a dataset
Select or map the option to select the dataset that you want to refresh.
Dataset ID
Enter or map the ID of the dataset that you want to refresh.
Table Name
Enter or map the name of the table that contains the rows you want to add or delete.
Group ID
Enter or map the ID of the group that owns the dataset.
Notify Option

Select or map the option to notify:

  • Mail on Completion

  • Mail on Failure

  • No Notification

Apps

Get an App

This action module retrieves metadata of a specified app.

Connection
For instructions about connecting your Power BI account to Workfront Fusion, see Create a connection to ÃÛ¶¹ÊÓƵ Workfront Fusion - Basic instructions
App ID
Select or map the ID of the app you want to retrieve.

Get an App’s Dashboard

This action module retrieves metadata of a specified app’s dashboard.

Connection
For instructions about connecting your Power BI account to Workfront Fusion, see Create a connection to ÃÛ¶¹ÊÓƵ Workfront Fusion - Basic instructions
App ID
Select or map the ID of the app that contains the dashboard you want to retrieve.
Report ID
Select or map the ID of the dashboard you want to retreive.

Get an App’s Report

This action module retrieves metadata of a specified app’s report.

Connection
For instructions about connecting your Power BI account to Workfront Fusion, see Create a connection to ÃÛ¶¹ÊÓƵ Workfront Fusion - Basic instructions
App ID
Select or map the ID of the app that contains the report you want to retrieve.
Report ID
Select or map the ID of the report you want to retreive.

List Apps

This search module retrieves a list of all apps installed.

Connection
For instructions about connecting your Power BI account to Workfront Fusion, see Create a connection to ÃÛ¶¹ÊÓƵ Workfront Fusion - Basic instructions
Limit
Enter or map the maximum number of records you want the module to return during each scenario execution cycle.

List App’s Dashboards

This search module retrieves a list of dashboards from a specified app.

Connection
For instructions about connecting your Power BI account to Workfront Fusion, see Create a connection to ÃÛ¶¹ÊÓƵ Workfront Fusion - Basic instructions
App ID
Select or map the ID of the app that you want to list dashboards from.
Limit
Enter or map the maximum number of records you want the module to return during each scenario execution cycle.

List App’s Reports

This search module retrieves a list of all reports from the specified app.

Connection
For instructions about connecting your Power BI account to Workfront Fusion, see Create a connection to ÃÛ¶¹ÊÓƵ Workfront Fusion - Basic instructions
App ID
Select or map the ID of the app that you want to list reports from.
Limit
Enter or map the maximum number of records you want the module to return during each scenario execution cycle.

Watch Apps

This trigger module starts a scenario when an app is updated.

Connection
For instructions about connecting your Power BI account to Workfront Fusion, see Create a connection to ÃÛ¶¹ÊÓƵ Workfront Fusion - Basic instructions
Limit
Enter or map the maximum number of records you want the module to return during each scenario execution cycle.

Other

Make an API Call

This action module performs an API call to the Power BI API.

Connection
For instructions about connecting your Power BI account to Workfront Fusion, see Create a connection to ÃÛ¶¹ÊÓƵ Workfront Fusion - Basic instructions
Path
Enter a path relative to https://api.powerbi.com. Example: /v1.0/myorg/datasets.
Method
Select the HTTP request method you need to configure the API call. For more information, see HTTP request methods.
Headers

Add the headers of the request in the form of a standard JSON object.

For example, {"Content-type":"application/json"}

Workfront Fusion adds authorization headers and x-api-key headers automatically.

Query String
Enter the request query string.
Body

Add the body content for the API call in the form of a standard JSON object.

Note:

When using conditional statements such as if in your JSON, put the quotation marks outside of the conditional statement.

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