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URL: https://www.cdata.com/kb/tech/asana-cloud-powerbi.rst

⇱ Visualize Live Asana Data in Power BI (via CData Connect AI)


Visualize Live Asana Data in Power BI (via CData Connect AI)

πŸ‘ Jerod Johnson
Jerod Johnson
Director, Technology Evangelism
Use the CData Power BI Connector and CData Connect AI to integrate live Asana data into custom reports in Power BI.

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 use CData Connect to create a live connection to Asana, connect to Asana data from Power BI and then create reports on Asana data in Power BI.

Configure Asana Connectivity for Power BI

Connectivity to Asana from Power BI is made possible through CData Connect AI. To work with Asana data from Power BI, we start by creating and configuring a Asana connection.

  1. Log into Connect AI, click Sources, and then click Add Connection
  2. πŸ‘ Adding a Connection
  3. Select "Asana" from the Add Connection panel
  4. πŸ‘ Selecting a data source
  5. 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.

    πŸ‘ Configuring a connection (Salesforce is shown)
  6. Click Save & Test
  7. Navigate to the Permissions tab in the Add Asana Connection page and update the User-based permissions. πŸ‘ Updating permissions

With the connection configured, you are ready to connect to Asana data from Power BI.

Query Asana Tables

Follow the steps below to build a query to pull Asana data into the report:

  1. Open Power BI Desktop and click Get Data -> Online Services -> CData Connect AI and click "Connect"
  2. Click "Sign in" and authenticate with your CData Connect AI account πŸ‘ Authenticating with Connect AI
  3. After signing in, click "Connect" πŸ‘ Connecting to Connect AI
  4. Select tables in the Navigator dialog πŸ‘ The available tables. (Salesforce tables are shown)
  5. Click Load to establish the connection to your Asana data from Power BI

Create Asana Data Visualizations

After connecting to the data into Power BI, you can create data visualizations in the Report view by dragging fields from the Fields pane onto the canvas. Select the dimensions and measures you wish to visualize along with the chart type.

πŸ‘ Visualizing data in Power BI (Salesforce data is shown)

Click Refresh to synchronize your report with any changes to the data.

Live Access to Asana Data from Data Applications

With CData Connect AI you have a direct connection to Asana data from Power BI. You can import more data, create new visualizations, build reports, and more β€” all without replicating Asana data.

To get SQL data access to hundreds of SaaS, Big Data, and NoSQL sources (including Asana) directly from your on-premise BI, reporting, ETL and other data applications, visit the CData Connect AI page and start a free trial.