Power BI integration
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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!
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Peter Jordan
We want track on time delivery percentage and leverage custom measures. Ability to display count of custom field properties that are marked "late" "on Time" etc. The dashboard of clickup is poor compared to power bi
Ivan Villa
marked this post as
future
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Tamia Grant
I’d love to see more form + document automation capabilities. A common use case for us would be creating a form in ClickUp, capturing the inputs, and then auto-generating a quote with fillable fields in something like Publisher or another document format. Not sure if this would be achievable through a BI integration, but having that data accessible and automate its export would be a big win.
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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 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.
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