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#PULL DATA FROM URL INTO PUG TEMPLATE HOW TO#
#PULL DATA FROM URL INTO PUG TEMPLATE CODE#
#PULL DATA FROM URL INTO PUG TEMPLATE DOWNLOAD#

GetProjectSiteListData custom function.

#PULL DATA FROM URL INTO PUG TEMPLATE CODE#

Extra code was required to drill into a person record to extract the name (as opposed to their phone number, department, etc)Ī screenshot of the table and the sample query code is shown below.

Person fields return a record instead of a name when querying list data.

Whether the target column is a Person field.

The columns that should be returned from each specified list.

RequiredColumnsOnTargetList custom table.

The following extra components were added to what is already found in the Microsoft Project Online Power BI Pack. I developed the solution using the Power BI Desktop app and as a base, I used the Microsoft Project Online Power BI Pack released last in 2017. Power Query Editor can be found in both Excel and Power BI Desktop app. He provided a quick demo of his blog during one of his presentations and I quickly realized that this technique surely could be adapted to fetch data from Project Online. He was a guest speaker at the Sydney PUG (Power BI User Group) last November. Approachįirstly, I must thank Reza Rad for providing some insights into the power of Power Query Editor or (M Functions).

#PULL DATA FROM URL INTO PUG TEMPLATE HOW TO#

Ideally, it should be relatively obvious on how to add a new column to a list or add a new target list. One or more specified columns are not present on a list that has been configured to be queriedĪlso, the solution should allow for relatively easy maintenance.

One or more project sites doesn’t contain a list that has been configured to be queried.

Considerationsįor the Power BI reporting solution to be robust, the following scenarios need to be handled gracefully so as not to cause the solution to fail: snapshotting becomes plausible), it incurs extra cost and often isn’t in line with the desire to “migrate to the cloud” philosophy. While this is a viable and powerful solution (e.g.

#PULL DATA FROM URL INTO PUG TEMPLATE DOWNLOAD#

I have seen many reporting solutions for Project Online that first requires the download of data to an on-premise database using tools such as SSIS. This blog discusses how to use Power BI (or Power Query Editor within Excel for that matter) to retrieve information from custom lists across the portfolio of projects in Project Online, without the need to employ a custom solution that firstly retrieves data from Project Online and stores it in a custom SQL database. With all this valuable information being stored in many different project sites, there is now a real challenge to have a reporting solution that can retrieve this information. are not available via the Project oData service. Also, any other new custom lists, such as Decisions, Benefits, etc. However, if you were to add new custom columns to the Risk and Issues lists, then you won’t find that information available using the Project oData Service. If there are 100 projects, you may have 100 separate locations (project sites) of where Issues, for example, are stored.įor Risks and Issues, Project Online contains a special solution which synchronizes pre-defined columns from these list to the “project database”, which allows for easy retrieval of this data, across all projects, using the Project oData Service. Typically, you can expect to find lists (aka registers) for things like managing Risks, Issues, Assumptions, Decisions, Benefits, etc. Project Online encourages project collaboration via the use of a dedicated SharePoint site for each project. Project Online is an app that leverages SharePoint Online it is effectively a very complex “app” for SharePoint Online. Microsoft Project Online is a great platform to manage a programme/portfolio of projects. Posted by: Peter Williams on JanuBackground