About the Integration

Microsoft Power BI, the cloud-based business analytics service, has been integrated with the Asite platform.

Power BI reports can now be embedded into the Asite platform dashboard, enabling easy access to users' project data. The integration allows Asite users to aggregate, analyze, visualize, and share their data on Asite via Power BI reports. This data accessibility enables users to make more data-driven, informed decisions.

As part of the integration, Asite users can use up to three report dashboards: Common Data Environment, Defects, and Health & Safety.

Asite has created GET APIs to extract and present Asite data in Power BI. These reports can then be embedded seamlessly on the user's unique Asite dashboard, providing greater project visibility.

To ensure that Asite users get the most from the new integration, Asite has built Power BI Report Templates, which are premade reports that can be personalized and redesigned to meet user needs.

Users can swiftly generate project reports on the Asite platform using these templates. These reports can be updated up to eight times daily. It ensures users have access to the most accurate and current information. Moreover, reports can be filtered by single or multiple projects.

Asite users can use up to 3 different report dashboards, providing insights into the specific section of the project:

The powerful Common Data Environment (CDE) dashboard provides project teams with a portfolio view of all ongoing projects. It delivers information on the status of project deliverables, a breakdown of planned versus actual deliverables, key indicators, and S-Curves – a graphical report displaying the overall progress of a project. All information is represented in clear, accurate graphs.

The reports list all document information and corresponding placeholders by the contractual deliverables and status.

The Defects dashboard provides an overview of all site tasks (defects, snags, punch lists) across ongoing projects, enabling users to understand how site tasks in the selected project are trending at configurable intervals.

Defects are displayed in pie and line charts, categorized by location, time period, and status. Users can access the relevant defect form through embedded hyperlinks with just a few simple clicks and update the required information.

The Health and Safety dashboard provides project managers with an overview of the hazards and incidents within their businesses.
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Incident information is categorized by type, location, time, and status.

Similarly, to the Defects dashboard, corresponding forms can be accessed through embedded hyperlinks and updated accordingly.

The following sections cover all the configurations required to integrate your Asite and Microsoft Power BI accounts.

Users having API access on Asite can download the below zip file content to set up the Asite Power BI template from the link below:
​https://adoddleak.asite.com/lnk/xARA9ARsK4xrGEUz4qaE

Includes:

Click on the links below to access their detailed help:

The zip file provided by Asite for Microsoft Power BI Integration contains two types of files:

1. A file with extension '.PBIT' - This is a Power BI report template file

2. Help file for Asite and Power BI Integration

Below are the steps to start using the Power BI Template:

1. To use the Power BI Template, you need to open the Power BI Template file (.pbit) from the ZIP package provided by Asite.
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2. It will ask to select a ‘Base URL’ and enter the project names.

The ‘Base URL’ dropdown has 4 options:

For Asite Cloud, select the first option https://adoddleak.asite.com
For Asite US Gov Cloud, select the second option https://adoddleusgov.asite.com

For Asite UAE Cloud, select the third option https://adoddleuae.asite.com

For Asite KSA Cloud, select the fourth option https://adoddleksa.asite.com

For Asite Canada Cloud, select the fifth option https://adoddleh.asite.com

For Asite Hong Kong Cloud, select the sixth option https://adoddlehk.asite.com

Next, please enter the required project names. Multiple project names can be entered comma-separated (without space).

3. On the next screen, select the ‘Basic’ option on the left-hand side. You need to enter the required Credentials for each data set to load data into Power BI Desktop.

4. The data starts loading in Power BI Desktop.
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5. Once the data has loaded, save the file as a Power BI report, and click the 'Publish' button.

6. Once the report is published, we need to set the credentials into Power BI online services (e.g. https://app.powerbi.com) to put the schedule refresh so that we can see the latest data after refreshing.
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To set the credentials into Power BI online services, log in to Power BI online (https://app.powerbi.com/) à Go to the respective Workspace and click the 'Schedule Refresh' icon in the Dataset record.

7. Expand the Tab named Data source credentials and enter the Credentials.

8. After updating the credentials, expand the tab named 'Scheduled refresh', turn on 'Schedule Refresh', select 'Refresh Frequency', select 'Time zone', and click 'Add another Time' to set the time of the refresh and click the 'Apply' button.

Below are the steps to bind Power BI 'Embed URL' in Asite Dashboard:

1. Go to the report listing and click on the report.

2. It will show the report design. To get the report embedded URL, click the top bar 'File'->Embed report->Website or portal.

3. Click the 'Website or portal' menu. It will show the 'Secure embed code' window. Copy the 'https... ' URL from the embed content.

4. Go to the Asite platform and log in with your credentials.

5. Add a gadget for 'Business Analytics' to bind the Power BI embed URL.

6. Add gadget title and description.

7. Add the PowerBI embed URL and click update.

8. After all details are added to the gadget, it will ask for Power BI sign-in.

10. Once signed to Power BI, the report will load into the gadget based on the configuration.