I am wanting to use Power BI to report on Project Level Data - These are fields that have been added at the Portfolio level and thus appear within the Project Details Custom Fields section.
I am able to successfully connect a Portfolio to Power BI, and import all the Task data, however I don’t need the Task level data for this reporting. I only need the Project Custom Fields data.
I can get this exact data if I export the Portfolio as a CSV file, however I need to collate the data from multiple Portfolios and would like the live connection that the Power BI integration provides.
Does anyone know how to connect a portfolio to Power BI and only retrieve the Project Level data fields?
Thanks Getz - we are looking into that too. It just seems strange that the export portfolio function is able to give me all the Project Custom fields that I am wanting to report on, yet the Power BI integration has to give me all the Tasks within the projects as well.
We just went with exporting the data via csv. The direct connections were too heavy and required too much configuration for it to be worthwhile. Also, we only needed to extract the data sporadically, so a continuous connection was not necessary.
Yeah same, a continuous connection is not necessary as of now but Asana should look into adding this as a new feature. Copy link at the project level or the task level