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Catenda Power BI Connector

Written by Sjaak Velthoven

Note: The installation file for this application can be found here

 

In this article we will explain how the Catenda HUB database can be linked with PowerBI.

By linking direct access to the data on Catenda HUB can be obtained in PowerBI. This data can then be used to evaluate tasks, documents or, for example, team members.

 

The following topics are described in this article:

 

 

1. Installation

When the Catenda Desktop Connector is installed on Windows its installation files will appear in the following folder.

 

C:\Users\<Username>\Documents\Power BI Desktop\Custom connectors

 

1.1 Uninstalling

To uninstall the plugin go to the installation folder and run the following file:

 

uninstall.exe

 

If the folder has been deleted and the plugin is still active, please re-install the plugin and uninstall it with the uninstall file that has been created.

 

 

2. Get data and connect

To create a connection from PowerBI to the Catenda HUB database, proceed as follows:

Open PowerBI and click on "Get data from another source" in the middle of the screen or use the Get data action in the home menu of the top ribbon. The ribbon might have to be expanded to see the action.

 

 

Select the target source under Other --> Catenda.

Use "Connect" to establish the connection to the database.

Signing in to Catenda, and what to do when the sign-in fails, are described in Sign in to Catenda from Power BI.

 

 

 

3. Load data

A navigator opens in which all projects you have access to are listed.

Select the corresponding project and the table to be linked.

In our example we would like to evaluate topics in PowerBI.

Click on "Load" to load the dataset.

 

 

The following tables can be loaded:

 

Table

Contents

Documents

The documents in the project.

Documents Label

The labels on each document.

Label

The labels used in the project.

Member

The members of the project.

Model

The models in the project.

Model Revision

The revisions of each model.

Products

The objects in the models.

Team

The teams in the project.

Team members

The members of each team.

Token

A viewer token for the project.

Topic

The topics in the project.

Topic Board

The topic boards in the project.

Topic Label

The labels on each topic.

Topic Status

The statuses used on the topic boards.

Topic Type

The topic types used on the topic boards.

 

After clicking on Load the PowerBI connector will start fetching the topic data from the API.

 

 

The data is then displayed it on the right-hand side.

Select the appropriate data field and create your analysis.

 

 

Note: Load different data sets and link them together. With this you will be able to make interactive dashboards that give you a complete overview.

 

Depending on what data is present in your project and what data you load, different relations will be made automatically.

 

 

4. Table view

This is what the topic data can look like in table view:

 

 

 

5. Model view

Here is a map of what the connections look like in model view when all information is present in your project and you have loaded all project data:

 

 

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