How to use the Power BI Connector

You can create custom dashboards and reports using your BuildingConnected and TradeTapp data in Microsoft Power BI using the BuildingConnected Connector.

This connector leverages the BuildingConnected & TradeTapp APIs on Autodesk Platform Services.

Requirements:

1. You must use most recent version of Power BI.
2. You must have a BuildingConnected account that has been linked to your Autodesk ID.
3. You do not need to pay extra to use the connector, but you will need one of these subscriptions.
   • Bid Board Pro for Opportunity data
   • BC Pro for bidding data
   • TradeTapp for qualifications & financials

          If you don’t yet have a subscription, request a demo.

To use the Power BI connector

1. In Power BI Desktop, select "Get Data" from the Home ribbon.
2. Select "Online Services" from the categories on the left.
3. Select "BuildingConnected & TradeTapp".
4. Select "Connect".
   
   
   
   
5. If you're getting data through the BuildingConnected & TradeTapp connector for the first time, a preview connector notice is displayed. Select "Don't warn me again with this connector" if you don't want this message to be displayed again, and then select "Continue".
6. Select "Sign in".
   
   
   
   
   
7. In the Autodesk window that appears, provide your Autodesk credentials to connect to your BuildlingConnected or TradeTapp account.
8. Once you successfully sign in, select "Connect". 
   
   
   
   
9. In the  Navigator, select the data type you want to load to see a preview in the right pane. You can then load or transform the data. It may take several minutes for all records to load depending on the number of objects.  
   
   Note: If you select "Load", all records are loaded in to the Power BI model.
   
   
   
   
10. (Optional) You can use the "Range Start" and "Range End" inputs on the BuildingConnected function to load data based on the updated "At query" parameter. This allows you to implement incremental refresh to load only updated data once the initial data load has been ingested.
    
    To use the input dialog for these dates:
          1. Select a table and transform it to load it in to Power Query.
          2. Select the gear to the right of the Source step. 
    
             
    
    
          3. "Range Start' and "Range End" are optional parameters. Using "Range Start " only provides all records updated on or after the provided "Range Start" date. Using "Range End" only provides all records updated on or before the provided Range End date. Providing both dates constrains to records updated between the two dates.
    
    
11. Some data types contain nested records and lists that might need to be expanded to see all data fields. Expand each Record and List items as needed to see all fields.