ℹ️ Only available on Supreme.
Perdoo offers a two-way integration with Power BI.
Integrate Perdoo with Power BI for the ability to push data from Perdoo into Power BI. Or integrate Power BI with Perdoo for the ability to let datasets in PowerBI automatically update progress for your goals in Perdoo.
Power BI → Perdoo
ℹ️ Currently available in beta. Request access.
Let any dataset in Power BI automatically update progress for your goals in Perdoo, by connecting your Power BI account to Perdoo.
Connect Power BI to your Perdoo account
Click 'Enable integration'
Authenticate your Power BI account. Please note: Anyone in Perdoo will have access to the data and be able to write queries for the connected account.
Integrate a goal with a dataset from Power BI
Open any goal in Perdoo.
Select Integrations on the right and choose Power BI.
Select the Dataset and enter your DAX query.
That's all! The integration will run once a day.
How to generate a DAX Query
Navigate to the report in Power BI Desktop where you’d like to get data from.
Go to the Optimize tab.
Click Performance Analyzer and start recording.
Select the cards where you’d like to take the DAX query from.
Click “Analyze this visual.”
Copy the query
Perdoo → Power BI
Our simple script allows you to pull data on your most important goals from Perdoo to enrich your PowerBI reports.*
The Open API is really powerful, but does require some technical knowledge to build the connections you desire. You'll be able to customize the script to define what you want to pull in, and add your own credentials.
If you require a JWT token and have strict SSO enabled, please contact us below for further instructions.
FAQs
Do you have an extended example of the Power BI script with additional data to allow more detailed insights?
It's easy to add extra properties in the script, you just need to add them in the queryText variable. What this uses under the hood is our GraphQL API which you can explore in more detail (incl. all field names) here.
Is there any unique identifier of an Objective available to build a better data model?
Yes, there's a field called
idfor this. You can query it for both the Objective itself, as well as its parent.
Is it possible to get an URL of an Objective or Key Result to use it as "Show details in Perdoo" button?
You can't query the URL directly, but it's easy to build using the
idmentioned above. For Objectives: https://web.perdoo.com/#/reports/custom/objectives/s/objective/[id of the objective]/summary and for Results: https://web.perdoo.com/#/reports/custom/results/s/objective/[id of the objective the result belongs to]/summary/kr/[id of the result].
What role do I need to have in order to use the integration?
You're limited to the goals you can access to goals that are visible to you in Perdoo. If you can see them in Perdoo, you can access them through the integration.
Want to know all the apps we can integrate with?
Here's a full list of apps that Perdoo integrates with.
Contact our Support team (support@perdoo.com, or via the in-app chat) to see how we can help you automate updates to KPIs, Key Results, and Initiatives.