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

使用 Planview Enterprise 內容套件,您可以全新的方式,直接在 Power BI 中視覺化資源和工作管理資料。With the Planview Enterprise content pack, you can visualize your resource and work management data in entirely new ways directly in Power BI. 請使用 Planview Enterprise 登入認證以互動方式查看投資組合的費用、了解超出預算及預算不足的部分,以及清楚專案如何配合公司的策略優先順序。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. 您也可以擴充立即可用的儀表板和報表,取得對您而言最重要的深入資訊。You can also extend the out-of-the box dashboard and reports to get the insights that are most important to you.

連接到 Power BI 的 Planview Enterprise 內容套件Connect to the Planview Enterprise content pack in Power BI

注意

若要將 Planview Enterprise 資料匯入 Power BI,您必須是啟用 Reporting 入口網站檢視器功能之角色的 Planview Enterprise 使用者。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. 請參閱下列其他需求。See additional requirements below.

如何連接How to connect

  1. 選取左側瀏覽窗格底部的 [取得資料] 。Select Get Data at the bottom of the left navigation pane.

  2. 在 [服務] 方塊中,選取 [取得] 。In the Services box, select Get.

  3. 在 Power BI 頁面上,選取 [Planview Enterprise],然後選取 [取得]:On the Power BI page, select Planview Enterprise, then select Get:
  4. 在 [Planview Enterprise URL] 文字方塊中,輸入您要使用的 Planview Enterprise 伺服器的 URL。In the Planview Enterprise URL text box, enter the URL for the Planview Enterprise server you want to use. 在 [Planview Enterprise 資料庫] 文字方塊中,輸入 Planview Enterprise 資料庫名稱,然後按一下 [下一步]。In the Planview Enterprise Database text box, enter the name of the Planview Enterprise database, then click Next.
  5. 在 [驗證方法] 清單中,如未選取請選取 [Basic] 。On the Authentication Method list, select Basic if it is not already selected. 輸入帳戶的 [使用者名稱] 和 [密碼] ,再選取 [登入] 。Enter the Username and Password for your account and select Sign In.
  6. 在左窗格中,從儀表板清單中選取 [Planview Enterprise]。On the left pane, select Planview Enterprise from the list of dashboards.
    Power BI 將 Planview Enterprise 資料匯入儀表板。Power BI imports Planview Enterprise data into the dashboard. 請注意,載入資料可能需要一些時間。Note that the data may take some time to load.

接下來呢?What now?

系統需求System requirements

若要將 Planview Enterprise 資料匯入 Power BI,您必須是啟用 Reporting 入口網站檢視器功能之角色的 Planview Enterprise 使用者。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. 請參閱下列其他需求。See additional requirements below.

這個程序假設您已使用 Power BI 帳戶登入 Microsoft Power BI 的首頁。This procedure assumes you have already signed in to the Microsoft Power BI home page with a Power BI account. 如果您還沒有 Power BI 帳戶,請在 Power BI 的首頁建立新的免費 Power BI 帳戶,然後按一下 [取得資料]。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.

後續步驟:Next steps:

開始使用 Power BIGet started with Power BI

取得 Power BI 的資料Get Data for Power BI