Projectmates Power BI integration is a powerful new tool to connect directly to the Projectmates database and allow our clients to model and visualize their data. Projectmates Power BI Integration enables clients to turn Projectmates data into powerful and actionable visualizations.
Helpful Hint: Power BI is a Microsoft product. Power BI Desktop is required, and can be purchased from Microsoft separately.
Learn how this agile business intelligence (BI) solution can help you:
Simplify big data analysis with intuitive tools.
- Streamline reporting with custom dashboards.
- Analyze data easily and deliver actionable insights.
- Use real-time data to improve collaboration.
- Bring multiple data sources together in one place.
- Combine data to tell a cohesive story.
- Do data cleanup, shaping and modeling.
- Create data visualizations and reports in no time.
Views Included in Service:
A view is a pre made request that includes the points of data inside of Projectmates that relate to that view (topic).
- Action Lists
- Approval Status
- Assets
- Budgets
- Buyout Packages
- Capital Projects
- Contracts
- Entity Data
- Funding Summary
- Invoices
- Projects
- Schedule Tasks
- Team Notes
- Users
Helpful Hints: Additional views will require an additional fee, based on the requirements. Integration includes 1 login, and up to 3 IP addresses (You will need static IP addresses that we can ‘Whitelist’ on your Projectmates connection.).
What’s Included in Setup:
- Includes activation and configuration of module
- Initial setup
- Technical services to assist with view setup (up to 10 consulting hours)
- The View Setup/consulting hours are to help you retrieve the views and answer questions regarding the field names (if necessary) – The actual setup and definition of your dashboard reporting within your own Power BI program or subscription will be conducted by your team of professionals.