使用 Power BI 连接到 Planview EnterpriseConnect to Planview Enterprise with Power BI

通过 Planview Enterprise 内容包,你可以可视化你的资源,并以全新的方式直接在 Power BI 中使用管理数据。With the Planview Enterprise content pack, you can visualize your resource and work management data in entirely new ways directly in Power BI. 使用你的 Planview Enterprise 登录凭据以交互方式查看证券投资开销,了解你是否超出或低于预算,并知道你的项目如何很好地与公司战略重点保持一致。Use your Planview Enterprise sign-in credentials to interactively see your portfolio investment spend, understand where you are over and under budget, and know how well your projects align with your corporate strategic priorities. 你还可以扩展现成的仪表板和报表,以获取对你最重要的信息。You can also extend the out-of-the box dashboard and reports to get the insights that are most important to you.

连接到 Power BI 中的 Planview Enterprise 内容包Connect to the Planview Enterprise content pack in Power BI

备注

若要将 Planview Enterprise 数据导入 Power BI,你必须是 Planview Enterprise 用户,且已在角色上启用 Reporting Portal Viewer 功能。To import your Planview Enterprise data into Power BI, you must be a Planview Enterprise user with the Reporting Portal Viewer feature enabled on your role. 其他要求见下文。See additional requirements below.

如何连接How to connect

  1. 选择左侧导航窗格底部的获取数据Select Get Data at the bottom of the left navigation pane.

  2. 服务框中,选择获取In the Services box, select Get.

  3. 在 Power BI 页上,选择 Planview Enterprise,然后选择获取On the Power BI page, select Planview Enterprise, then select Get:
  4. 在 Planview Enterprise URL 文本框中,输入你想使用的 Planview Enterprise 服务器的 URL。In the Planview Enterprise URL text box, enter the URL for the Planview Enterprise server you want to use. 在 Planview Enterprise 数据库文本框中,输入 Planview Enterprise 数据库的名称,然后单击下一步。In the Planview Enterprise Database text box, enter the name of the Planview Enterprise database, then click Next.
  5. 在身份验证方法列表中,若未选择基本选项,则选择该项。On the Authentication Method list, select Basic if it is not already selected. 输入帐户的用户名密码,然后选择登录Enter the Username and Password for your account and select Sign In.
  6. 在左窗格中,从仪表板列表中选择 Planview Enterprise。On the left pane, select Planview Enterprise from the list of dashboards.
    Power BI 会将 Planview Enterprise 数据导入仪表板。Power BI imports Planview Enterprise data into the dashboard. 请注意,加载数据可能需要一些时间。Note that the data may take some time to load.

下一步?What now?

系统要求System requirements

若要将 Planview Enterprise 数据导入 Power BI,你必须是 Planview Enterprise 用户,且已在角色上启用 Reporting Portal Viewer 功能。To import your Planview Enterprise data into Power BI, you must be a Planview Enterprise user with the Reporting Portal Viewer feature enabled on your role. 其他要求见下文。See additional requirements below.

此过程假设你已使用 Power BI 帐户登录到 Microsoft Power BI 主页。This procedure assumes you have already signed in to the Microsoft Power BI home page with a Power BI account. 如果还没有 Power BI 帐户,请在 Power BI 主页上创建一个新的免费 Power BI 帐户,然后单击“获取数据”。If you do not have a Power BI account, create a new free Power BI account on the Power BI home page, and then click Get Data.

后续步骤:Next steps:

Power BI 入门Get started with Power BI

获取 Power BI 的数据Get Data for Power BI