Source: https://manu-tests-all-orgs.docs-staging.pageloop.ai/integrations/other-integrations/powerbi

# PowerBI

# PowerBI

## Using Atomicwork data in Power BI reports

You can use Power BI’s powerful tools to create custom reports and dashboards from Atomicwork data. Once connected, your data is kept in sync in near real time, with a maximum delay of about 30 minutes. This ensures that every report you create stays automatically updated with the latest insights.

To set up the integration, [connect your PowerBI account with Atomicwork](https://support.atomicwork.com/en/articles/12284016).

### Creating a report

To create a custom report from Atomicwork data:

- Go to the default PowerBI workspace containing the semantic model named **Atomicwork Analytics Data**.
- Click **Create report** and select from the four available datasets.
- Choose the fields you want to display (e.g., subject, status, created date).
- Drag and drop visuals such as charts, tables, and graphs.
- Save the report to reuse and refresh automatically.

### Filter and refine data

You can narrow down your reports by applying filters that focus on the data most relevant to your teams and timelines. For example:

- Use **workspace filters** to analyze data for specific teams.
- Apply **date filters** with relative ranges (e.g., last 24 hours, last 7 days).
- Narrow results further using **request type or status**.

### Automate insights

Beyond manual reporting, Power BI makes it easy to automate delivery and monitoring of Atomicwork data. You can:

- **Schedule reports** to be emailed automatically to stakeholders.
- Create **KPI-based alerts** (e.g., “Notify me if open requests increase by more than 20%”).
- **Rename dataset fields** to match your organization’s terminology.

> \[!NOTE]
> **Row storage limits**
>
> Power BI stores up to **200,000 rows per table** using a First-In-First-Out (FIFO) policy. Older rows are automatically removed once the limit is reached.

This typically covers **5–10 months of ticket data**, assuming \~4,000 tickets a month with about 10 updates per ticket.

For longer retention, periodically export or sync your PowerBI data to a data lake.

---

## PowerBI: Permissions and setup

### Permissions

To connect your Atomicwork and PowerBI accounts, you need:

- **Atomicwork admin access**: You need org admin access in Atomicwork.
- **PowerBI license:** You need a valid **Power BI Pro** or **Power BI Premium Per User (PPU)** license. Free (Fabric) licenses are not supported.

The user connecting Power BI with Atomicwork must be granted the following delegated permissions:

| **Permission**          | **Purpose**                                |
| ----------------------- | ------------------------------------------ |
| User.Read               | To sign in and read the user’s profile.    |
| App.Read.All            | To view all Power BI apps.                 |
| Dashboard.ReadWrite.All | To read and write all Power BI dashboards. |
| Dataflow\.ReadWrite.All | To read and write all Power BI dataflows.  |
| Dataset.ReadWrite.All   | To read and write all Power BI datasets.   |
| Report.ReadWrite.All    | To read and write all Power BI reports.    |
| Warehouse.ReadWrite.All | To read and write all Power BI warehouses. |
| Workspace.ReadWrite.All | To read and write all Power BI workspaces. |

### Setup

- As an Atomicwork admin, navigate to **Settings > App Store > PowerBI,** and click on **Connect**.
- Click **Connect and sync** in the integration page and sign in with your Microsoft account. If you are already logged in, your active session will be picked up.
- Atomicwork will automatically sync the following datasets:
  - Requests
  - Users
  - Assets
  - Changes
- A **semantic model** named _Analytics Data_ is created by Atomicwork in your default Power BI workspace.
- Your reporting team can start creating reports in PowerBI with this data. Data syncs automatically with a maximum delay of **30 minutes**, depending on event size.

---

## PowerBI: Overview and capabilities

Integrate Atomicwork to PowerBI to give your team access to raw, real-time Atomicwork data directly in Power BI. You can use Power BI’s advanced analytics capabilities to design reports, track KPIs, and automate insights tailored to your business.

With this integration, you can:

- Access **four datasets** from Atomicwork: requests, users, assets, and changes.
- Build and customize reports to match your unique needs.
- Apply filters across **workspaces, request types, and date ranges**.
- Use relative time filters (for example, last 24 hours or last 7 days) to track trends.
- Create visuals such as graphs, tables, and KPIs in just minutes using Power BI templates.
- Schedule reports and deliver them via email to stakeholders.
- Configure alerts to be notified when KPIs cross thresholds.

> \[!NOTE]
> **Row storage limits**
>
> Power BI stores up to **200,000 rows per table** using a First-In-First-Out (FIFO) policy. Older rows are automatically removed once the limit is reached.

This typically covers **5–10 months of ticket data**, assuming \~4,000 tickets a month with about 10 updates per ticket.

For longer retention, periodically export or sync your PowerBI data to a data lake.

The integration is designed to work across **all workspaces** in Atomicwork, giving your reporting team a consolidated view of organizational performance.

---