Configure Power BI to Link to Process Library

Access your Process Library data in Power BI

This guide describes how to configure Power BI Desktop with Process Library, it is applicable to the web version but some steps may differ.

We recommend you first review Microsoft's documentation on getting started with Power BI available here.

Please note this document focuses on enabling Process Library as a data source in Power BI and does not cover the full process of creating a report.

If you are still having trouble after completing this guide or have any additional questions, feel free to contact us via email at support@triaster.co.uk.

Start by opening Power BI and selecting the option to create a new, blank report.
Click Transform Data in the top ribbon to open the Power Query Editor.
Set Up Authentication Using Tokens.

Process Library uses tokens for authentication these uniquely identify your tenant, so keep them secure. Since tokens may expire, we recommend using Power BI parameters to simplify token management.

Click Manage Parameters in the top ribbon.
Select New and fill out the form with most values being default, however set the following details:
- Set title to 'Token'.
- Replace the Current Value with your token, found at: https://processlibrary.triaster.co.uk/Account/ViewTenantTokens
From the New Source dropdown, select Blank Query.
In the top ribbon, click on Advanced Editor and copy and paste the following code into the editor, replacing 'Token' with the parameter name you set earlier:

let
        url = "https://processlibrary.triaster.co.uk/odata/Processes",
        headers = [
            #"X-TenantToken" = Token
        ],
        Source = OData.Feed(url, headers)
    in
        Source

The example above is for accessing process data. To retrieve other data types, update the URL accordingly. A full list of available endpoints is provided at: https://processlibrary.triaster.co.uk/odata/$metadata.
Common endpoints include:
- Processes: https://processlibrary.triaster.co.uk/odata/Processes
- Master Processes: https://processlibrary.triaster.co.uk/odata/MasterProcesses
- Process Elements: https://processlibrary.triaster.co.uk/odata/ProcessElements
- Properties: https://processlibrary.triaster.co.uk/odata/Properties
- Process Properties: https://processlibrary.triaster.co.uk/odata/ProcessProperties
- Review Details: https://processlibrary.triaster.co.uk/odata/ReviewDetails
After entering the code, click Done.
If the data is correctly configured, a preview table should appear displaying your Library’s data.
If the data is accurate, click Close & Apply in the top-left corner to save the changes.
With these steps completed, your Process Library data is now available for reporting in Power BI. If you encounter any issues, ensure that your token is valid and review the endpoint URLs.