Power BI Data extension

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Power BI Data extension

Overview

Power BI is a platform that let you analyze your business information, specialized in the visual representation of your data.  It provides insight into how your company is working, helping you in the decision-making process. Power BI can interact with your data stored in Bizagi using a Data extension. This article explains how to connect Power BI to your Bizagi Projects.

 

Bizagi Configuration

This Data extension interacts with Bizagi using the OData layer. The access to this layer is linked to a user, letting you control which information is available for your reports. The selected user must have permissions to see the information you want to use in Power BI. Before launching the connector, you need to create an OAuth Application in Bizagi. Follow these steps to generate it.

 

1.Go to your Work Portal and in the Administration menu, click the OAuth2 Applications option.

 

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1.Click the plus sign at the bottom of the module to create a new OAuth2 Application.

 

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2.Give the Application a name and select Client Credentials as its Grant type.

 

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3.Select the API and ODATA QUERY checkboxes.

 

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4.Select the user associated with the token and a lifetime. You can give your token a description (Optional).

 

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5.Click Save

 

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7. You now can see this token's Client Secret and Client ID from the OAuth2 Applications module.

 

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With this, you have finished the needed set up process in Bizagi, and you can go to Power BI and configure the Data extension.

 

Installing the Bizagi Data extension

To send data from Bizagi to Power BI, you need to install the Bizagi Data extension. You can find the Data extension at https://resources.bizagi.com/docs/BizagiBI.mez as a .mez file.

 

Follow these steps to install your Bizagi Data extension in Power BI:

1.Download the .mez file from https://resources.bizagi.com/docs/BizagiBI.mez and save it in the folder C:\Users\YOUR_USER\Documents\Power BI Desktop\Custom Connectors. If any of the folders don't exist, create the full path manually.

 

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2.Open Power BI go to File>Options and then to settings>Options

 

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3.On the Security tab, under the Data extension section check the (Not Recommended) Allow any extension to load without validation or warning option.

 

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With this, you can now use the Bizagi Data extension to retrieve information of your process.

 

Using the Data extension

To use the Bizagi data extension follow these steps:

1.Go to Get Data>More.

 

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2.In the Other section find Bizagi, select it and click connect

 

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3.In the next window, type your environment URL.

 

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4.Now power BI will ask for the client Id and client Secret generated in Bizagi. Once you've copied them click connect.

 

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5.Wait for some seconds. A new window appears where you can select the entity you want to obtain, along with the desired XPaths to retrieve. You need to specify at least one XPath of the entity.

 

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If you select a Process entity, you can select some particular attributes related to the process execution.

@ProcessId: Unique ID of the process.

@CaseNumber: Number of the case.

@CreationDate: Creation date of the case.

@EstimatedSolutionDate: Estimated solution date of the case.

@SolutionDate: Actual solution date of the case.

@Closed: Whether the case is closed.

 

If you use one of these parameters, a new window will ask you to select the process from which you want to retrieve the information.

 

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6.After you click Invoke a preview of your data appears.

 

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7.Click the Close & Apply button to bring your Data into Power BI.

 

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Considerations

You can only access up to two layers of XPaths.

You can't retrieve information of your collections.