PrerequisitesSetting up Global EnvironmentsSYNCHRO Control PermissionsUsing ConnectorTable RelationshipsSetting a TemplateEmbed Reports in SYNCHRO Control
You will need Power BI Desktop (free BI tool) available from Microsoft at the below link:
Download the SYNCHRO Power BI Data Connector file below -Synchro4DConnector.mez
Copy the downloaded .mez file to the following folder: %USERPROFILE%\Documents\Power BI Desktop\Custom Connectors\
Note: If the above folder does not exist, it will need to be created.Note: If your Documents folder is synced to Microsoft OneDrive then the Connector may not appear in Power BI Desktop, this is a known Power BI Desktop issue.
Open Power BI Desktop
Navigate to File > Options and Settings > Options >Security > Data Extensions and 'Allow any extension to load without validation or warning'. This is necessary to allow the use of the external connector.
To connect and download the data from the tables the user connecting from Power BI Desktop will need the appropriate permissions in the SYNCHRO Control hosted project by going to the project in Control; from under Administration > Manage your team.
A user’s role must have the following permissions selected -
Access > Control
iModel > Read iModel (Default permission in SYNCHRO Control that cannot be removed)
4D Scheduling > Schedule (Minimum “Read” permission)
For Connector to read User Field data, enable the following settings under SYNCHRO Control > Administration > Manage iModels > Edit > SYNCHRO Sync Settings -
In order to cross-reference data between the tables, you will need to create relationships between them, primarily connecting GUIDs from relevant tables.
You can do so by going to Modeling ribbon > Manage relationships -
This is an example of what the the tables should look like -
Most relationships will have the Cardinality automatically set, but change the Cross filter direction to Both -
You can also use the Model tab to graphically create/review these relationships.
Task and Resource relationships
Resource and Resource Group relationships
Resource and Resource Status relationshipsUser Field relationships
It is possible to set an existing Power BI report as a template, which can be reused with data from any other Control project, by creating an editable Parameter.
Go to Transform data to open Query Editor -
Go to Home ribbon > Manage Parameters > New Parameter -
Create ProjectID parameter as below -
Replace the GUID with ProjectID for all the tables in Query Editor, then click Close & Apply -
Now you can update the ProjectID with any other SYNCHRO Control GUID to update the data on existing visuals and reports.