Power BI

Power BI is one of the most powerful business intelligence tools out there, allowing you to pull vast amounts of information from a wide variety of source, and turning it into advanced visualizations.  Accelo’s Power BI integration works to take advantage of that powerful visualization technology, pulling your Accelo account’s full range of data on upcoming and ongoing work into that BI system.

Contents

 

Supported Versions

Accelo’s Power BI integration works with all versions of the cloud-based, Office 365 edition of Power BI, including:

  • Power BI Free (Cloud Edition)
  • Power BI Pro
  • Power BI Premium

To use Accelo’s Power BI integration, you need to have a valid Office 365 account.  Accelo does not integrate with the desktop edition of Power BI. 

Further details on Power BI's licensing can be found at https://powerbi.microsoft.com/en-us/pricing/

 

Data Model

Power BI’s data model utilizes database tables to organize data on a single topic from multiple objects in Accelo.    In this model, the object (i.e. a Job) is represented as a row in the table, with each column identifying a different detail from the job’s title to its due date and manager. The table includes a separate row for each Job in your Accelo account, with additional columns being used to track additional details.  Because this information is pulled directly from your Accelo account, information is divided into separate tables based on how it’s stored in Accelo.  For example:

Job Information

ID

Title

Manager

Start Date

Due Date

1

Website Redesign

5

1509769111

1510201111

2

PPC

3

1510201111

1511410711

 

Activities

ID

Subject

Medium

Date Created (Unix)

Date Created

1043

Lunch Today?

Email

1510201111

11/8/2017

1044

Catchup Meeting

Meeting

1510201111

11/8/2017

1045

On-Site Troubleshooting

Note

1510201111

11/8/2017

Because this information is pulled directly from your Accelo account, some of that information will be displayed in a raw, database format.  Date and time amounts will be especially affected by this, being present in epoch/unix time and seconds.  As a result, many tables in Accelo will have two entries for dates and times included in them - the raw value from your Accelo account, and the formatted value for use in your reports, i.e. “Date Created (Unix)” and “Date Created”.

 

To begin creating your own, customized reports in Power BI, you’ll be adding columns from the Accelo app's dataset to visualizations in Power BI.



Accessing Accelo Through Power BI

To access Accelo’s Power BI integration, follow these easy steps to add the Accelo app to your Power BI account.

  1. Log in to Power BI at https://app.powerbi.com/groups/me/apps

  2. Click the “Apps” tab on the left, and click the yellow “Get Apps” button
    get apps

  3. Search for “Accelo”, and select the “Apps” results tab.  When you see the Accelo listing, click the “Get It Now” button
    search2

  4. You’ll then be prompted to enter your Accelo URL.  Your URL is the same URL which you log in to Accelo from, with the addition of “.api.”  For example, if your Accelo account was located at https://acme.accelo.com you would log in to Power BI using the URL https://acme.api.accelo.com
    URL
    It is important to enter the full URL, including the “https://” prefix.  Excluding this prefix or ".api" from the URL will result in an error.

  5. You’ll be prompted to confirm the login method; there are no options to be changed here.  Simply click Sign In
    oauth

  6. You’ll then see a popup with your Accelo account’s login page.  Log in to your Accelo account as you would normally log in (via Google, Microsoft, etc.)

When the app is first added, Power BI will begin downloading your entire Accelo account’s history.  This process can require up to an hour to complete, and there will not be a loading bar shown during this time.  Until the import has completed, Power BI will present you with a warning reporting that “Something went wrong” when attempting to load one of the app’s reports.



Accelo’s Built-In Reports

Accelo’s Power BI integration comes complete with several built-in reports, including:

  • Sales Pipeline: Offers a breakdown of your current sales by stage, including the total possible and weighted value differentiation

  • Sales Forecast: Identifies expected sales revenue from by month, based on sales' due date and weighted value

  • Won Sales: Tracks the statistics of sales which have been won by salesperson and type

  • Lost Sales: Tracks the statistics of sales which have been lost by salesperson and type

  • Billing Revenue: Track billed and outstanding revenue by client, type of work and time period.

  • Project Budget Monitor: Monitor your projects' service and material budgets.

  • Timesheet Report: Review your team's time entries by person, billing rate, billed status, type of work and date.

  • Open Tickets: Monitor your open tickets to target important and outstanding tickets.

  • Open Tasks: Track your team's open tasks by due date, assigne, work type and budget.



Creating Custom Reports Using Your Accelo Data

One of the most powerful aspects of the Power BI integration is the ability to create customized reports based on the data that’s pulled from your Accelo account.  To begin creating a custom report of your own, follow these steps:

 

  1. Create a new Workspace, by clicking the Workspaces -> Create App Workspace button.  This workspace will be used to create and store your custom reports and dashboards, and to share them with the rest of your team.
    create workspace

  2. Name your new workspace, and save.  You can add additional team members to the workspace later on, once you’ve created your reports.
    settings

  3. On the next page, you’ll be prompted to select the source for your new workspace’s data.  This is where we’ll connect it to Accelo. Click the “Service Content Packs” button located under at the bottom of the page
    service content pack

  4. In the resulting window, search for “Accelo”, and click the blue “Get it now” button to use Accelo as your workspace’s data source.
    app

  5. You’ll then be prompted to enter your Accelo URL.  Your URL is the same URL which you log in to Accelo from, with the addition of “.api.”  For example, if your Accelo account was located at https://acme.accelo.com you would log in to Power BI using the URL https://acme.api.accelo.com
    URL 1

  6. Log in to your Accelo account as you would normally log in to Accelo (via Google, Microsoft, etc.)

  7. You’ve now created a custom workspace using Accelo as the data source, and can use it to begin creating custom reports.  To create your first report, click the Workspaces button again, and select your new workspace. You’ll see a new set of options available for Dashboards, Reports and Datasets.  Select the Datasets tab, and click the Create Report button.
    create report

  8. You’ll now be presented with your Accelo account’s full array of data, organized by module table, on the right.  Under each table, you can find the individual fields which are available for that module. 
    tables
    To visualize your data, simply click a visualization icon,  then begin dragging fields from the FIELDS LIST into the visualization's variables.
    visualizations

 Interested in learning more about how to use Power BI?  Check out  Microsoft's guided learning tutorials and sample dashboards and reports

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