FluentPro Datamart is a ready-made solution for extracting data to an SQL Server database without using OData or SSIS packages.
The following data sources are supported:
- Office 365 Planner (for more details about the supported Plans, refer to this article: Supported plans for Microsoft Planner)
- Microsoft Project Server
- Microsoft Project Online.
You do not need to spend time and efforts on the development and maintenance of any SSIS/OData import packages – all data collection and synchronization is done on the background by FluentPro Datamart.
Datamart creates snapshots of your projects, tasks, resources, risks, and issues and provides an interface for Power BI to access this information.
Moreover, you can use our ready-made Power BI reporting packs for even better data analytics experience - FluentPro Power BI report packages.
Please note: FluentPro Datamart is now based on EPM Pulse technology and therefore it shares some parts of user interface with FluentPro EPM Pulse. However, the product is currently in the process of rebranding and afterwards Datamart will be available as a standalone product with its own interface.
FluentPro offers Power BI reporting pack that uses your Project Online or Planner data so that you can see all the progress indicators of your portfolio, resource usage, timelines in one place any time you need these insights.
DataMart for Project Online
FluentPro DataMart Connectivity
When the connection is made directly from Project Online to Power BI the following limitations exist:
- Users needs to manually configure connection and reports;
- There are no predefined reports available;
- There is no historical data available.
FluentPro Datamart is used as a middleware to enable Power BI reporting on MS Project Online data, as well as extend available Project Online OData interface. Along with Datamart connectivity, FluentPro offers Project Online Reports Pack for Power BI which can be used for reporting on Project Online data. The pack includes more than 25 pre-built Power BI reports on portfolio, resource, and project level.
Datamart connectivity provides the following benefits:
- Data snapshots & trending. Datamart creates data snapshots to provide historical data of daily snapshots of all the information you have in Project Online and SharePoint;
- Data normalization & optimization, such as normalizing fields, prefilling look up information tables, for better reporting. This option allows to provide data updates faster than Project Online OData;
- SharePoint data centralization. The data is being centralized automatically in one place for easy reporting and without any development required;
- Selective data sync (full or partial);
- Interface for Planner data;
- More than 25 pre-built Power BI reports on portfolio, resource, and project level.
FluentPro Power BI Pack for Project Online
FluentPro Power BI Pack for Project Online includes the following Reports (27 in general):
- Manage Portfolios (Portfolio Overview, Portfolio Summary, Portfolio Timeline, Portfolio Details, Portfolio Timephased , Portfolio Milestones, Portfolio Workflow);
- Manage Projects (Portfolio Details, Portfolio Milestones, Portfolio Tasks, Project Work, Project Status, Risks & Issues, Deliverables, Work & Cost History);
- Manage People (PM Utilization, Resource Utilization, Resource Allocation; Resource Work, Engagements and Assignments);
- Manage Time (Timesheet Compliance, Timesheet Details, Timesheet History; Billing Summary; Billing Details);
- Manage Quality (Portfolio Governance, Update History).
Please find an example of FluentPro Power BI Pack for Project Online by this link.
Prerequisites for setting up FluentPro Power BI Pack for Project Online
Please note: FluentPro Datamart is now based on EPM Pulse technology and therefore it shares some parts of user interface with FluentPro EPM Pulse. However, the product is currently in the process of rebranding and afterwards Datamart will be available as a standalone product with its own interface.
Basic authentication account
Power BI reports use Datamart/ EPM Pulse OData as data source. To establish connection between Power BI and Datamart/EPM Pulse OData it is required to provide login and password (Basic authentication).
Project Online prerequisites:
- Site Collection Administrator permissions for the account used to connect to Project Online. In case of SharePoint Permission Mode: it should be a member of Administrators for Project Web App group. In case of Project Server Permission Mode: it should be assigned to the Administrators security group.
- Project Online plan should be Project Online Professional or Project Online Premium
Power BI prerequisites
- Power BI Pro license (if a user needs to share content and collaborate with other Pro users).
More details on Power BI service features by license type can be found here.
DataMart for Planner
FluentPro DataMart Connectivity
It is not possible to establish connection from Microsoft Office 365 Planner to Power BI directly.
FluentPro Datamart is used as a middleware to enable Power BI reporting on Microsoft Office 365 Planner data. Along with Datamart connectivity, FluentPro offers Planner Reports Pack for Power BI which can be used for reporting on Microsoft Office 365 Planner data. The pack includes pre-built Power BI reports on portfolio, planner plans, users and assignments.
Datamart connectivity provides the following benefits:
- Full visibility of Planner data.
- Instant and beautiful dashboards of any kind.
- Real-time project data display.
- Ability to adjust reports in a matter of seconds.
- Selective data sync (full or partial).
- Interface for Planner data.
- Pre-built Power BI reports on portfolio, planner plans, users, and assignments.
FluentPro Power BI Pack for Microsoft Office 365 Planner
FluentPro Power BI Pack for Office 365 Planner includes the following Reports:
- Portfolio Overview (Plan Details, Schedule);
- Plan Overview (Plan Summary, Tasks by Progress, Tasks Assignments, Bucket Volume, Team and Progress);
- Tasks Overview by Plan (Tasks Progress, Tasks Assignments, Tasks Progress by Due Month, Plans);
- Assignments Overview (Assignments Progress, Assignments Progress by Due Month, User Tasks Timeline, User Assignments by Plan);
- Assignment Details (Tasks by Progress, Tasks Progress by Due Month, User Tasks Details);
- User Governance (Assignment Progress, Assignment Issues Summary, Unassigned Resources);
- User Calendar (Unassigned Resources, Assigned);
- Planner Data Quality (Plans w/o Tasks, Tasks w/o Plans, Tasks w/o Bucket, Duplicated Names, Plans without Tasks).
Please find an example of FluentPro Power BI Pack for Office 365 Planner by this link.
Prerequisites for setting up FluentPro Power BI Pack for Planner
Please note: FluentPro Datamart is now based on EPM Pulse technology and therefore it shares some parts of user interface with FluentPro EPM Pulse. However, the product is currently in the process of rebranding and afterwards Datamart will be available as a standalone product with its own interface.
Basic authentication account
Power BI reports will be using Datamart/ EPM Pulse OData as data source. To establish connection between Power BI and Datamart/EPM Pulse OData it is required to provide login and password (Basic authentication).
Office 365 Planner
- Tenant Global Administrator permissions.
- The account should have access to all Planner Groups, all Planner Users and be a member of Plans needed to be synchronized.
Power BI
- Power BI Pro license (if a user needs to share content and collaborate with other Pro users).
More details on Power BI service features by license type can be found here.
Please note: Unsupported browsers and operating systems for Data Mart:
- All browsers on Windows < Windows 7
- All browsers on Android < 4.4.2
- All browsers on Windows Phone < 8.1
- All browsers on OSX < 10.9
- All browsers on iOS < 6.0.1
- Internet Explorer < 11
- FireFox < 31
- Chrome < 49
- Safari < 6
- Edge < 15