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Ivan Villa
Hey everyone, while we don’t have this on the roadmap yet, I still want to share a quick update from our team. From the comments, it looks like there’s a lot of interest and potential here.
To really move this forward, it would be super helpful if you could share some key use cases. You can think about this from two angles:
- Something you wanted to do with ClickUp dashboards but hit a wall, and you know Power BI could be the solution.
- Or existing BI solutions you use, and what data from ClickUp you’d want to bring in to solve a problem.
Thanks again, everyone!
A
Abe Georges
The ClickUp dashboards are quite limited. Power BI provides far more flexibility, a polished look, and allows us to integrate ClickUp data with our company KPIs. We switched from a competitor to ClickUp and having to create new dashboards without an automated feed would require unnecessary hours to recreate. It would be great if ClickUp could make this integration seamless and much easier to use.
Michał Pietrzyk
We're using PBI to create dashboards that include data from our CRM and other used solutions. ClickUp integration would allow us to save a lot of manual work of exporting views and dashboards to just import them into PBI.
Josh Rivera
We have several PowerBI dashboards showcasing enterprise metrics, having ClickUp data available in the same pbi dashboard would be tremendous.
We also have executive leadership staff that monitors these dashboards and do not necessarily log into ClickUp, as we use ClickUp for operational items, so this integration would allow for leadership to receive and monitor dashboards from one location. Sharing data would be easier
We also have collaborations with other institutions that use ClickUp, having their data integrated into our existing dashboards would improve collaborative efforts without needing access to their clickup space.
Willen Amstalden Libardi
ClickUp dashboards are quite limited. Power BI provides far more flexibility and allows us to integrate ClickUp data with our company data. While the ClickUp API already works with Power BI, connecting and extracting data is not straightforward. It would be great if ClickUp could make this integration native and much easier to use.
Harish GVNS
Hello Ivan, This is going to give the whole data in one place in most visually understandable format and also the calculated decision can be taken.
CF
Hi Ivan, I have a very lean team and they are working on multiple projects across a few workspace. Current dashboards does not allow me to track these resources utilisations and projects progress at one glance.
Chaim Weisberg
Ivan Villa We have a lot of projects and subtasks and we track time. We currently use PowerBI to get a snapshot and see how much time was spent for each project down to the subtask and how much each employee worked on each part. In PowerBI I can easily filter a specific list (we have hundreds) and get a detailed snapshot of whats going on in term of time spent on tasks and subtasks.
M
Mohammad Al Khatib
Hello,
We use ClickUp for QMS, project delivery, product lifecycle and HR. ClickUp is great for day-to-day execution, but fails when we need audit-ready QMS KPIs, portfolio rollups, product stage/ETA reporting or HR carry-over/forecasting. Power BI is required for historical snapshots, cross-space KPIs and governed distribution.
Ivan Villa
Hey everyone, while we don’t have this on the roadmap yet, I still want to share a quick update from our team. From the comments, it looks like there’s a lot of interest and potential here.
To really move this forward, it would be super helpful if you could share some key use cases. You can think about this from two angles:
- Something you wanted to do with ClickUp dashboards but hit a wall, and you know Power BI could be the solution.
- Or existing BI solutions you use, and what data from ClickUp you’d want to bring in to solve a problem.
Thanks again, everyone!
M
Mohammad Al Khatib
Ivan Villa We use ClickUp for QMS, project delivery, product lifecycle and HR. ClickUp is great for day-to-day execution, but fails when we need audit-ready QMS KPIs, portfolio rollups, product stage/ETA reporting or HR carry-over/forecasting. Power BI is required for historical snapshots, cross-space KPIs and governed distribution.
Briana van Tilburg
Ivan Villa thanks for the update. That's great to hear this is being seriously considered. A big thing is being able to marry data from ClickUp with that from other platforms, such as Xero. This doesn't necessarily need a warehouse solution (we aren't at the maturity stage for that), but to be able to consume ClickUp data (similar to what Mohammad has described) is essential to marry forecast to actual data (some of which does not live in ClickUp). I want to see billables (from Xero, related to projects) compared with fields I have configured in ClickUp projects for budget and related to timesheets. While I understand some of these views may be possible in ClickUp, the inbuilt configuration and calculation functions are not sufficient for this purpose. There needs to be a way through which PowerBi can consume the data model in ClickUp across its various components (timesheets, folders, projects, lists, etc). We could talk about specific use cases, but I suspect you're going to have high levels of variability between everyone's responses. Have you looked at how your competitors facilitate this?
James Wooldridge
Ivan Villa Thank you for the update. We have multiple data/project repositories with ClickUp being only one system amongst Jira, Monday, Trello, Confluence, MS Lists, Planner, and even Excel. To standardise reporting from all these sources, we’re pull in data in to OneLake (Fabric) and surface in Power BI dashboards.
M
Matt Garnett
Ivan Villa We use PBI for centralized reporting so reports for all of the platforms we use are in one place. We also mix data sources (ex, comparing time tracked on ClickUp tasks to time cards from our HRIS platform to evaluate labor efficiency).
Jose Batista
Ivan Villa
This is an example of a way it could integrate. Click up does not do a good job at breaking down how a lead time is done. I had to create my own measures and formulas to then download the data by API and create a usable dashboard that allows to tell me which group or step is struggling. Image below of a breakdown
Ryan MacAlmon (HPE)
Hi Ivan Villa thank you for the follow-up on this. We use ClickUp for mainly for HR project delivery. Due to the current limitation of ClickUp native dashboards,
📍not having Formula fields in Dashboard
📍not having cross filter/interactive filter in Dashboard -
📍the formula fields themselves needing significant work to make complexed IF, AND, OR for all field types
Exporting the data to Excel, Tableau and PowerBI make sense for us. However, as mentioned earlier "While the ClickUp API already works with Power BI, connecting and extracting data is not straightforward." Making this a native integration would be helpful.
Dawid Arent
Ivan Villa
Integrating CRM project data (visualized in PowerBI) with employee time tracking for specific project tasks, based on ClickUp Timesheet data.
David Hay
over 1000 voters for this and 5 1/2 years waiting! Adding my vote to this.
Tadej Jevsevar or someone, please let us know where this is on the roadmap!
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