Power BI Settings

Data sets containing information from workflows, categories or cases can be automatically uploaded to Power BI according to a defined schedule. This data can then be used to create reports in Power BI which are dynamically updated.

Settings
Open the connection settings dialog.

Power BI maximum JSON size
Configure the maximum size of JSON files that can be uploaded to Power BI. The value has to be between 4MB and 2000MB. The default value is 4MB.

New Data Set
Create a new data set for uploading information.

Data Sets

Right-clicking a Power Bi data set brings up a context menu.

New Index Data Upload
Create a schedule for uploading index data from a category or case.

New Workflow Data Upload
Create a schedule for uploading workflow data from a category or case.

Rename
Rename the data set.

Delete
Delete the data set.

Index Data Upload

Category or case definition
The category or case from which index data should be uploaded.

Table name:
The name that will be given to the table in Power BI.

All fields will be listed in the table. Select the fields that should be uploaded.

Functions can be applied to date fields, as well as fields with numeric content like integer or money. For example, for money fields, it is possible to choose sum.

Time range
By default, all records are uploaded. If the category or case contains a date field, this can be selected and used to only upload records that fall within the period chosen (by default this is the last year).

Refresh schedule
How often the data should be uploaded and when it should start each day.

Modifying a category by deleting a field that was selected as part of an index data upload will cause the data set to not function properly.

Workflow Data Upload

Workflow
The workflow from which index data should be uploaded.

Table name
The name that will be given to the table in Power BI.

Report type
Select which type of report should be uploaded.

Process performance over time
This returns the number of processes, duration of processes, and whether they were overdue.

Process performance per task
This returns the number of tasks, duration of tasks, and whether they were overdue.

Task performance over time
This returns the duration of the task and whether it was overdue.

Task performance per user
This returns the duration of the task and whether it was overdue per user that participated in this task.

Task
If one of the task reports is chosen, the task needs to be defined.

Granularity
The report granularity defines the periods of time the report is broken down into.

Overdue status

Overdue
Only overdue processes/tasks will be uploaded.

In time
Only processes/tasks completed on time will be included.

Both
Overdue and on time process/tasks will be uploaded

Ignore
The overdue status is ignored.

Time range
The information to be uploaded can be defined using the current date minus a defined period.

Refresh schedule
How often the data should be uploaded and when it should start each day.