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How do I set up PowerBI report in the Resource Planner?

  • Updated

This article explains how to set up PowerBI reports for the Resourec Planner.

This requires the Resource Plan app to be installed. See How do I add apps? for more information.

Reporting Settings

On the Resource Plan settings page, expand the Reporting topic heading.

Link to a Power BI Report by entering the Report URL in the field.

Resource_Reporting.png

Access the Report in the Resource Plan

  1. Navigate back to the resource plan.

  2. Click the new Dashboard icon in the header to open the Power BI report. Login to Power BI if prompted.

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