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Project Analysis with Power BI


To analyze individual files from buildagil (e.g., PDF, CSV, or IFC), you can alternatively use Power Query in Excel or Power BI: Data Analysis with Power Query.


Establishing a Connection

The buildagil Power BI Connector is required to connect to Power BI. It allows you to analyze and visualize project data directly in Power BI.


Download Power BI Connector


The file "buildagil Power BI Connector.mez" must be copied to the following directory: Documents\Power BI Desktop\Custom Connectors. If the folder does not exist, it can be created manually.



Next, launch Power BI Desktop. You can download Power BI Desktop using the following link: ( Download Power BI Desktop)


Open the options in the "File" menu and under "Options and Settings."



In the "Security" division, you must enable the following option: "Load all extensions without verification or warning." Then close Power BI Desktop and restart it.



On the home screen, click "Get Data."



Type "buildagil" in the search field and select "Connect."



Enter the following URL and confirm: https://api.buildagil.com/bcf/3.0/projects


Note on using Planned updates using the on-premises data gateway: API calls should always use the base URL "https://api.buildagil.com/" and a relative path (e.g., bcf/3.0/...). This ensures that Power BI recognizes only one data source, which is required for stable gateway-based refreshes.



When connecting for the first time, click "Sign In" and log in with the appropriate Microsoft account.



Importing Data

The following section describes how to retrieve data from buildagil and display it in Power BI. The buildagil API is used for the import. As an example, we’ll retrieve the data for all tasks in a project. To do this, we’ll use the link for the “GET request” to “Topics” from the API documentation: https://app.swaggerhub.com/apis-docs/buildagil/openCDE-API/1.0



The project ID required for the query can be copied from the URL of the respective project.



The full URL, including the project ID, is then pasted into the "Power Query Editor."



The retrieved data can now be converted into a table.



The desired columns are selected to limit the display to relevant information.



The data for all tasks in the selected project is displayed in the table and can be edited further.



Imported data can be updated at any time with the latest data from buildagil. Any transformations and rules that have been applied are automatically applied to new or changed data. To update, click "Update Preview."



Additional information on how to edit data, define rules, and visualize data is available in the Power BI documentation. If you have any questions about the Power BI topic, please feel free to contact buildagil Support.


Microsoft Power BI Documentation: Https://learn.microsoft.com/de-ch/power-bi/


Power BI, data import, API, tasks, project analysis

Approval and Embedding Reports

Power BI reports can be embedded in buildagil to make project metrics visible directly within the context. Approval is done via Power BI Desktop and enables a centralized view of relevant data.


Access to published Power BI dashboards is granted only to people in the same tenant. External users can access them only after their account has been added as a guest in the tenant. For more information, see the following Microsoft Power BI documentation: Sharing Power BI Dashboards and Reports


In Power BI Desktop, click "Start" and then "Publish."



Open the published report in the Power BI service. Under "File," click "Embed Report," and then click "Website or Portal."



Copy the first link, and then open buildagil.



Insert the copied link Project settings into the navigation as a new entry.



Example of an embedded project evaluation:



Power BI, Embedding, Approval, Project Settings, Dashboard, Analysis

Setting Up a Scheduled Update

To ensure that Power BI reports display up-to-date data, they can be automatically synchronized with the data sources at regular intervals. For information on setting up a scheduled refresh for a Power BI dashboard, see the following article: Power BI: Setting Up a Scheduled Refresh.


Examples

Predefined dashboard templates are available to help you get started with Power BI. These serve as a structured starting point and allow you to quickly get your bearings when creating your own reports. The templates can be downloaded via the following links:


The company overview loads all tasks and topics, as well as the associated employees, for a specified company: Power BI template: Company Overview
The Multi-Project Overview loads all tasks and topics, as well as the respective responsible individuals, from all of the user's projects: Power BI template: Multi-Project Overview
The project overview loads all tasks and topics, as well as the employees involved in a single project: Power BI template: Project Overview


These templates provide a foundation for custom dashboards. Support cannot assist with custom dashboards. In this case, we recommend consulting a Power BI specialist.


To ensure that the tasks can be loaded completely, you must verify that the user opening the template has access to Administrator Rights in all relevant projects.
Once the Connection to the buildagil PowerBI Connector has been set up, all you need to do is open the template. The data will then be automatically loaded into the dashboard based on the user's view permissions.


Project Overview
In the following example, data from all tasks and users in a project was used to create a comprehensive overview of the project's progress. This overview is organized by the companies involved to provide a clear picture.



In this scenario, clicking on a specific company or applying filters to it displays detailed information about the company's open and completed tasks.



As an additional example, the following page lists the tasks by user and displays them filtered by company.



Company Overview
In the following example, data from all of a company's projects was consolidated and filtered by the company's own employees to provide an overview of the employees' current tasks.



In addition, a page was created that shows the progress of the company's individual projects.



Power BI interface, data analysis, tables, project progress, Power BI, dashboard templates, buildagil Connector, project overview, multi-project overview, company overview, admin rights

Troubleshooting


If the following troubleshooting steps do not resolve the issue, please feel free to contact Support.


If the Custom Connector does not appear in the list of data sources, the following steps may help.
The connector should be saved in the following directory:


C:\Users\username\Documents\Power BI Desktop\Custom Connectors\buildagil PowerBI Connector.mez


The file must be recognized as a MEZ file type.


If the connector cannot be found, you can also try these alternative paths:


C:\Users\username\OneDrive\Documents\Power BI Desktop\Custom Connectors


C:\Users\username\OneDrive - XXXX\Documents\Power BI Desktop\Custom Connectors


In some cases, the folder name "Power BI Desktop" may also be "Microsoft Power BI Desktop."

Updated on: 16/07/2026