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
• 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 C:\Users\<yourname>\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.

Download connector files