Documentation
OData feed: address, tables and options
Authentication, the six tables, $select, $filter, $orderby, paging and limits.
Files
Power BI reports on your project plans
Connect Power BI to a read-only OData feed: projects, tasks, milestones, dependencies and assignments, refreshed with the plan.
- Available
- Free, included in every account
What it does
Live data in Power BI and Excel
An OData feed in read-only mode: Power BI and Excel load your plans as tables and refresh them when you want, with no file to export.
Where it helps
- A portfolio dashboard with progress, delays and milestones of every project.
- Weekly status in Excel, updated with one click.
- Work per person, combined with timesheets or budget data.
From Planitude to Microsoft Power BI
- Projects with dates, progress, variance and task counts → Projects table, From Planitude to Microsoft Power BI
- Tasks with WBS, dates, durations, progress, critical path and baseline → Tasks table, From Planitude to Microsoft Power BI
- Milestones with date, baseline date and variance → Milestones table, From Planitude to Microsoft Power BI
- Dependencies FS, SS, FF and SF with lag → Dependencies table, From Planitude to Microsoft Power BI
- Assigned people and work per task → Resources and Assignments tables, From Planitude to Microsoft Power BI
Setup
Connect it in three steps
Copy the feed URL
In the project, open Export › Power BI / Excel: copy the URL of the project or of every project you can see in the workspace.
Create a read-only key
One click creates a personal key that can only read, limited to the workspace and valid for one year. It is shown once: you can revoke it in Profile › API keys.
Connect and refresh
In Power BI choose Get data › OData feed, in Excel Data › Get Data › From Other Sources › From OData Feed. Paste the URL, choose Basic with the key as password, select the tables and load them.
Requirements
- Plan
- Free. Every integration is included in every Planitude account.
- Who can connect it
- Anyone with access to the project: the feed shows only what that person can see.
- What you need
- Power BI Desktop or the Power BI service, or Excel for Windows or Mac with Get Data.
Good to know
- Read-only: no report can change the plan.
- You only see the projects you can open in Planitude; a key limited to a workspace cannot read the others.
- Filters, sorting and paging are applied by the feed: Power BI and Excel load only what they ask for.
Guides and documentation
Frequently asked questions about Microsoft Power BI
Does the data refresh on its own?
The data follows the plan every time you refresh. In Excel you can refresh on open or at intervals; in the Power BI service you can schedule refreshes with the same key.
Can I use the feed with other tools?
Yes. It is a standard OData v4 feed, with its $metadata: any client that reads OData can use it. The technical details are in the developer documentation.
Do the integrations cost anything?
No. Every integration is included in Planitude, which is free. You only need your own access to the other tool (for example a Jira, Slack or Microsoft 365 account) under its own terms.
How do I disconnect an integration?
From the app's page in the project, with Disconnect, at any time. Nothing is deleted: tasks stay in Planitude, issues and messages stay in the other tool. Connected AI apps are revoked from Profile → API keys.
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