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

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 Microsoft Project data for visualizations, dashboards, and more. This article shows how to use CData Connect to create a live connection to Microsoft Project, connect to Microsoft Project data from Power BI and then create reports on Microsoft Project data in Power BI.

Configure Microsoft Project Connectivity for Power BI

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

1. Log into Connect AI, click Sources, and then click Add Connection
👁 Adding a Connection

2. Select "Microsoft Project" from the Add Connection panel
👁 Selecting a data source

3. Enter the necessary authentication properties to connect to Microsoft Project.

   The User and Password properties, under the Authentication section, must be set to valid Microsoft Project user credentials. In addition, specify a URL to a valid Microsoft Project server organization root or Microsoft Project services file.

   👁 Configuring a connection (Salesforce is shown)
   
4. Click Save & Test
5. Navigate to the Permissions tab in the Add Microsoft Project Connection page and update the User-based permissions. 👁 Updating permissions
   

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

Query Microsoft Project Tables

Follow the steps below to build a query to pull Microsoft Project 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 👁 Authenticating with Connect AI
   
3. After signing in, click "Connect" 👁 Connecting to Connect AI
   
4. Select tables in the Navigator dialog 👁 The available tables. (Salesforce tables are shown)
   
5. Click Load to establish the connection to your Microsoft Project data from Power BI

Create Microsoft Project 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.

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

Live Access to Microsoft Project Data from Data Applications

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

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