Power BI transforms your company's data into rich visuals for you to collect and organize so you can focus on what matters to you. When paired with CData Connect AI, you get access to Asana data for visualizations, dashboards, and more. This article shows how to connect to Asana in CData Connect AI, publish a dataset from Power BI Desktop to the Power BI Service and then create reports on Asana data in the Power BI service.
Configure Asana Connectivity for Power BI Service
Connectivity to Asana from Power BI Service is made possible through CData Connect AI. To work with Asana data from Power BI Service, we start by creating and configuring a Asana connection.
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Log into Connect AI, click Sources, and then click Add Connection
π Adding a Connection
- Select "Asana" from the Add Connection panel
π Selecting a data source
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Enter the necessary authentication properties to connect to Asana.
You can optionally set the following to refine the data returned from Asana.
- WorkspaceId: Set this to the globally unique identifier (gid) associated with your Asana Workspace to only return projects from the specified workspace. To get your workspace id, navigate to https://app.asana.com/api/1.0/workspaces while logged into Asana. This displays a JSON object containing your workspace name and Id.
- ProjectId: Set this to the globally unique identifier (gid) associated with your Asana Project to only return data mapped under the specified project. Project IDs can be found in the URL of your project's Overview page. This will be the numbers directly after /0/.
Connect Using OAuth Authentication
You must use OAuth to authenticate with Asana. OAuth requires the authenticating user to interact with Asana using the browser. See the "Getting Started" chapter of the help documentation for a guide to using OAuth.
π Configuring a connection (Salesforce is shown)
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Click Save & Test
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Navigate to the Permissions tab in the Add Asana Connection page and update the User-based permissions.
π Updating permissions
With the connection configured, you are ready to connect to Asana data from the Power BI service.
Publish a Dataset from Power BI Desktop
Once you connect to Asana in Connect AI, you can create a dataset in Power BI desktop and publish the dataset to the Power BI service.
- Open Power BI Desktop and click Get Data -> Online Services -> CData Connect AI and click "Connect"
- Click "Sign in" and authenticate with your CData Connect AI account
π Authenticating with Connect AI
- After signing in, click "Connect"
π Connecting to Connect AI
- Select tables in the Navigator dialog
π The available tables. (Salesforce tables are shown)
- Click Load to establish the connection to your Asana data from Power BI
- Define any relationships between the selected entities on the Relationships tab.
- Click Publish (from the Home menu) and select a Workspace.
Build Reports and Dashboards on Asana Data in the Power BI Service
Now that you have published a dataset to the Power BI service, you can create new reports and dashboards based on the published data:
- Log in to PowerBI.com.
- Click Workspaces and select a workspace.
- Click Create and select Report.
- Select the published dataset for the report.
π Select a dataset
- Choose fields and visualizations to add to your report.
π Visualizing Asana data in the Power BI service
Live Access to Asana Data from Cloud Applications
Now you have a direct connection to live Asana data from the Power BI service. You can create more data sources and new visualizations, build reports, and more β all without replicating Asana data.
To get live data access to hundreds of SaaS, Big Data, and NoSQL sources directly from your cloud applications, sign up for a free trial of CData Connect AI.