Power BI Report Packs

Download and deploy pre-built PowerBI report packs for your OnePlan solution.

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  • Power BI Report Pack Gallery

    Explore OnePlan's collection of ready-to-use Power BI report packs designed to inspire, accelerate development, and showcase best practices in data visualization.

    • Dashboards vs. Summaries: Choosing the Right Power BI Report in OnePlan

      When exploring OnePlan’s pre-built Power BI Report Packs, you’ll notice that reports are grouped into two main types: Dashboards and Summaries. Understanding the difference between them can help you choose the right repor...

    • Account Dashboard

      This article provides a preview of the pre-build Account Dashboard report. Get a full picture of your Professional Services performance with the Account Dashboard. This report shows key metrics like contract amounts, cost...

    • Applications Dashboard

      This article provides a preview of the pre-build Applications Dashboard report. Get a high-level view of your organization’s applications — including budgets, actual spending, benefits, and return on investment (ROI). Thi...

    • Business Capabilities Dashboard

      This article provides a preview of the pre-built Business Capabilities Dashboard report. Get a visual overview of your organization’s business capabilities with the Business Capabilities Dashboard. This report shows how c...

    • Innovation Dashboard

      This article provides a preview of the pre-build Innovation Dashboard report. See how ideas and requests are performing with the Innovation Summary report. It shows estimated budgets, expected benefits, and ROI for each p...

    • Portfolio Dashboard

      This article provides a preview of the pre-built Portfolio Dashboard report. Get a big-picture view of your organization’s entire portfolio with the Portfolio Dashboard report. It shows key metrics like budget, benefits, ...

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  • Power BI Report Pack Templates

    Download pre-built Power BI report templates tailored for your OnePlan Solution to help you get started quickly and visualize your data effectively.

  • Power BI Report Deployment

    Explore step-by-step guides and helpful resources for deploying Power BI reports in your OnePlan solution.

    • Power BI Desktop Minimum Technical Requirements

      This article describes the minimum technical requirements needed to successfully run Power BI Desktop on your machine. Operating System: Windows 8.1 / Windows Server 2012 R2, or later.NET 4.6.2 or later Note Power BI ...

    • Deploy OnePlan reports

      This article explains how to deploy the PRE-BUILT OnePlan reports. OnePlan pre-built/configured reports align to the tables & general reporting elements of the OnePlan environments. Generally, to deploy, you'll need to u...

    • View data refresh history for Power BI reports

      This article explains how to view the data refresh history for Power BI reports. You will need access to Power BI online to access the refresh history. For more information on Power BI data refreshing, see Data refresh i...

    • Set up OnePlan OData Reporting

      This article explains how to gather the necessary information for your OnePlan group's reporting OData feed and authentication key. Get an Authentication Key Go to the Admin page > Integrations. Click Add Key to...

    • OData Table Dictionary

      This article explains what data tables are available in the OnePlan OData feed, along with some best practices when working with this data. The information in this article is designed to get you familiar with the data in...

    • OData Filters

      This article explains the OData filters to help improve OnePlan performance. Tips for Building OData Filters General Guidance When building filters, you need to use backend name of the field, not the name of the OData ...

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