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. Click Options.

   

4. From the Options menu, click Security.

5. Under the Data Extensions section, select (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, click OK, then close the Power BI desktop application.

7. In your computer's Documents folder, find the Power BI Desktop > Custom Connectors folder. 

   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 file that corresponds to your project's region from the files attached under Connector files at the bottom of this article. A table shows which file is used for each server region.
9. Place the file in the Custom Connectors folder identified in step 7.
10. Reopen the Power BI desktop application.
11. Open a report and click either Get data from another source or Get data in the Home menu bar. 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 click Connect.

    

14. In the Connecting to a third-party service dialog box, click Continue.
15. In the window that opens, click Sign in to sign in to your Revizto account.
16. A Revizto sign-in window will open. Input your Revizto account credentials and click Sign in. After successfully signing in to your Revizto account, you will be returned to the previous window.
17. Click 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:
    • Clash groups (all clash groups in the project)
    • Clash tests (all clash tests in the project)
    • Clashes (all clashes in the project)
    • Issues (all issues in the project)
    • Issue Diffs (issue field updates)
    • ProjectInfo (basic project details)
    • Team (team members in the project)
19. Click 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.

1. From the Power BI desktop application homepage, go to Options and settings.
2. Click Data source settings.
3. In the Data source settings window, select the Revizto connector.
4. Click Clear Permissions at the bottom of the window.
5. In the Clear Permissions window, click 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.

1. Sign in to ws.revizto.com.
   • If you are a member of several licenses, ensure that the correct license is selected.

2. Open the Tools dropdown menu, then select My Project under Tools. 

   

3. Open your desired project. 

   It does not matter what project you open to download the Revizto standard templates. You will be able to connect any of your projects to the dashboard later.

4. Click Download standard templates in the Project Info tab, then select your language and measurement system. The zipped folder "<Measurement system>+Templates.zip" will be downloaded to your devic

   

   • The Revizto PM Dashboard template is in the Revizto+Templates > Misc+Templates > Power BI Templates folder.
   • The Codifying Coordination + Power BI dashboard template is in the Revizto+Templates > CodifyingCoordination+Templates > PowerBI folder.
5. Click the template file to open it in Power BI. 

1. Ensure your dashboard is linked to the correct connector and Revizto account.
   • To set up the data source, follow the steps under Adding a Revizto connector.
   • If your connector is already added and linked to your account, click Get Data in the Home menu bar and choose the connector and project tables as described in steps 11-19 under Adding a Revizto connector.
2. In the top menu bar, click Transform Data.
3. From the left-side Queries panel, click Select Region. In the Current Value dropdown menu, select your project's server region.
4. Assign the rest of the queries in the Project Selection folder to their corresponding project tables.
   • Click the query (Clash groups, Clash tests, Clashes, Issues, Issue Diffs, ProjectInfo, and Team) to open it and, in the right-side Query Settings panel, click the gear icon next to Navigation. This will open the Navigation panel showing the licenses and projects the dashboard has access to.
   • Find and expand your desired project folder, then click the table that corresponds to the query you're in (Issues (Project name), Issue Diffs (Project name), ProjectInfo (Project name), or Team (Project name)).
   • Click OK.
   • Repeat the steps above for each query and table combination.
5. When the Project Selection queries and tables have been matched up, click Close & Apply in the upper left corner of the window. 

Allow Power BI to refresh the dashboard with the data from your selected Revizto project. When everything has loaded, the tabs and charts will populate with your data and you can manipulate and save the updated dashboard. Once the dashboard is linked to your Revizto project, you will not need to set it up again. To fetch the latest project data, click Refresh in the Home menu bar at the top of the dashboard and the charts will automatically update.

1. Ensure your dashboard is linked to the correct connector and Revizto account. 
   • To set up the data source, follow the steps under Adding a Revizto connector.
   • If your connector is already added and linked to your account, click Get Data in the Home menu bar and choose the connector and project tables as described in steps 11-19 under Adding a Revizto connector.
2. In the left toolbar, open Model view .
3. Zoom out so you can see all the tables, then drag the imported tables closer to the template tables.

4. Assign each template table (Team Dashboard, Diffs Dashboard, Issues Dashboard) to your project.

   • Select the template table, and, in the properties bar at the top of the model view window, replace the listed project name with your project's name.

     For example: Change Team dashboard = 'Team (Codifying Coordination Training Demo)'  to Team Dashboard = 'Team (<your project name>)'.

   • The name of your linked project will be suggested when you begin typing in the properties bar.

   

5. In the Data panel on the right side, expand Issues Dashboard and change the Issue coordinate X, Issue coordinate Y, and Issue coordinate Z data types to Decimal number.
   • Select Issue coordinate X.
   • In the Properties panel, from the Data type dropdown menu, select Decimal Number, then select Yes to confirm if prompted.
   • Repeat the steps above for Issue coordinate Y and Issue coordinate Z.
6. In the Data panel, under the expanded Issues Dashboard, change the Date created data type to Date.
   • Select Date created.
   • In the Properties panel, from the Data type dropdown menu, select Date, then select Yes to confirm if prompted.
7. In the Data panel, under the expanded Issues Dashboard, change the Issue link data type to Web URL.
   • Select Issue link.
   • In the Properties panel, expand the Advanced section.
   • From the Data category dropdown menu, select Web URL.
8. If prompted, click Refresh now at the top of the tables.
9. Click Report view on the left toolbar to return to the dashboard.

Allow Power BI to refresh the dashboard with the data from your selected Revizto project. When everything has loaded, the charts will populate with your data and you can manipulate and save the updated dashboard. Once the dashboard is linked to your Revizto project, you will not need to set it up again. To fetch the latest project data, click Refresh in the Home menu bar at the top of the dashboard and the charts will automatically update.

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 right 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 configured gateway is registered (listed) and 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 set up scheduled refresh below.

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.