Power BI connectors enable Power BI, Microsoft's business analytics service, to connect with various data sources. To support the integration of Revizto projects with Power BI, we have created custom Revizto connectors. Using the connector simplifies the process of connecting Revizto and Power BI without needing to write API requests. These connectors enable you to easily extract information about your projects, teams, and issue history from Revizto, allowing you to use Revizto data to create custom reports and dashboards with powerful visuals.

Note: Access to the API and connecting to Power BI requires a Revizto+ license.

Currently, the connectors must be added manually using one of the connector .mez files available for download at the bottom of this article. Each connector file corresponds to a region as shown in the table under Download connector files. Before setting up the Revizto connector, confirm which region hosts your Revizto project to select the correct connector file.

Note: You can check your host region in the drop-down menu under your name in the Revizto application or listed next to your name in the Revizto Workspace toolbar.

• Adding a Revizto connector
• Clearing a Revizto account from a connector
• Configuring scheduled refresh
• Download connector files

Adding a Revizto connector

To add a Revizto connector to Power BI, follow the steps below:

1. Open your Power BI desktop application, then open a new report.
2. From the File menu in the upper-left corner of the report, go to Options and Settings. 
3. Select Options to open the Options menu.

4. From the Options menu, select Security.
5. Under the Data Extensions section, select the option (Not Recommended) Allow any extension to load without validation or warning. This will allow you to load an external connector.

6. In the Change Requires Restart dialog box, select OK, then close the Power BI desktop application.
7. In your computer's Documents folder, find the Power BI Desktop > Custom Connectors folder. 

Note: If you do not see the folder, you can add it yourself. Ensure the file path matches [Documents]\Power BI Desktop\Custom Connectors. This is a fixed path used by Power BI. 

8. Download the <location>.mez.zip file that corresponds to your project's region from the files attached under Download connector files. A table shows which file is used for each host region.
9. Extract the <location>.mez file from the zip file and place it in the Custom Connectors folder identified in step 7.
10. Reopen the Power BI desktop application. 
11. Open a new report and click Get data from another source. This will open the Get Data window.
12. In the search bar in the upper-left corner, search for Revizto. This will show the connector you just added, named "Revizto <location> (Beta) (Custom)".
13. Select the Revizto connector and then Connect.

14. In the Connecting to a third-party service dialog box, select Continue.
15. In the RevCon window that opens, select Sign in to sign in to your Revizto account.
16. A Revizto sign-in window will open. Input your Revizto account credentials and select Sign in. After successfully signing in to your Revizto account, you will be returned to the RevCon window.
17. Select Connect. The Navigator window will open, showing your available licenses and projects. 
18. Select the tables that you would like to use to create your dashboard or visualization. The available tables are:

• • Issues (all issues in the project)
  • Issue diffs (issue field updates)
  • Project info (basic project details)
  • Team (team members in the project)

Note: You can select more than one table.

19. Select Load. You will be taken to your new report with the data from the tables you chose available for use under the Data panel on the right. 

You will now be able to create dashboards and visualizations as needed with data from your project. Since the Power BI report is connected to Revizto, you will be able to refresh the data being pulled into the report as updates are made in your Revizto project.

Clearing a Revizto account from a connector

If you would like to clear the permissions of the Revizto account signed in to the connector, follow the steps below:

1. From the Power BI desktop application homepage, go to Options and settings.
2. Select Data source settings.
3. In the Data source settings window, select RevCon.
4. Select Clear Permissions at the bottom of the window. 
5. In the Clear Permissions window, select Delete. You will be signed out of Revizto in the data source settings.

You can sign the connector back into a Revizto account as described under Adding a Revizto connector beginning at step 11.

Configuring scheduled refresh

Scheduled refresh, which is automatic updates to data being used in Power BI, is available with Revizto connectors. To configure scheduled refresh, you will need to set up an On-premises data gateway then establish a data refresh schedule.

• Setting up On-premises data gateway
• Setting up scheduled refresh

Setting up On-premises data gateway

To set up the On-premises data gateway, follow the steps below:

1. Install the On-premises data gateway application from Microsoft's Download Center, then configure the gateway as instructed during installation (including providing an email, gateway name, and creating a recovery key).
2. Search for "On-premises data gateway" on your device and open the application. 
3. Click Sign in. In the next window, fill in the email address associated with the gateway then click Next and finish signing in.
4. In the status tab of the On-premises data gateway, confirm Power Apps, Power Automate is online. If it's online, it will say Ready.

5. On the left side of the window, open the Connectors tab. 
6. Confirm the folder listed is [Documents]\Power BI Desktop\Custom Connectors from Adding a Revizto connector step 7. 

• • If the correct folder is not listed, click browse to the left of the field and search for your Power BI > Custom Connectors folder. 
  • Click Apply. This may require you to restart the gateway, if so click Apply & Restart.

7. Open Power BI for web and go to Settings > Manage connections and gateways. 
8. Go to the On-premises data gateways tab.  
9. Confirm the gateway you configured is registered (listed), then click check status under Status to confirm the gateway is online.
   • If the gateway is not showing up correctly, click More actions > Settings and select both checkboxes under Power BI. Click Save.
10. Open either a new or existing report in the Power BI desktop application. 
    • If you are opening a new report, name and save the file.
11. At the top of the report, click Publish.
12. In the Publish to Power BI window, select the report's destination workspace then click Select.
13. Once the report is successfully published to Power BI, click Got it.

Once you've published the report, you can view both the report and semantic model from Power BI for web and explore their data. To configure scheduled refresh for the report, continue to Setting up scheduled refresh below.

Setting up scheduled refresh

To set up scheduled refresh:

1. Go to Power BI for web, then My workspace. 
2. In My workspace, hover over the semantic model for your project to highlight additional actions.
3. Click Schedule refresh .
4. Under the Semantic models tab, find and open the Refresh menu.
5. Under Configure a refresh schedule turn the switch to On.
6. Choose the Refresh frequency, Time zone, Time, and Send refresh failure notifications to settings.
7. Click Apply to save your scheduled refresh settings. 

The data will now update automatically on the schedule you set. The scheduled refresh settings can be changed at any time by returning to the Refresh menu. 

Download connector files