Get Project Insight Data into Power BI using REST

The Project Insight REST API provides a direct method for retrieving Project Insight data in Microsoft Power BI. Follow the steps below to create an API token, connect Power BI to the API, and retrieve your data.

Create a REST API Token

You must be a Project Insight administrator to create a REST API token.

1. In Project Insight, open Add-Ons.

2. Search for REST and click configure on the REST API Access Add-On.

   

3. Note the REST API Base URL displayed on this page. You will need it later when configuring the connection in Power BI.'

   

4. Click Create REST API Token.
5. Select the User Context that should be used when retrieving data.

6. Click Create Token.

   

Important: Make sure the token is Web App Enabled. When creating the token, select Yes for the Web App Enabled option. This is required for the Power BI connection to work.

Connect Power BI to Project Insight

After creating your REST API token, you can configure Power BI to retrieve data from Project Insight.

• In Power BI Desktop, select Home → Get data → Web.
• If using Power BI in a browser, create a dataflow in a workspace and use the Web connector from Power Query.

Enter the REST API URL

Enter the API URL for the Project Insight data you want to retrieve.

Use the REST API Base URL noted earlier and append the REST API path for the type of item you want to retrieve.

You can reference the Project Insight Swagger API Documentation to find the appropriate GET path for the item.

For example, if you want to retrieve a list of all active projects, combine your REST API Base URL with the appropriate project REST API path and enter the complete URL in the URL Parts section in Power BI.

Add the API Token

The API token must be included as an HTTP request header.

1. In HTTP request header parameters, enter:

   api-token

2. In the value field to the right, paste the REST API token you created earlier.
3. Click OK.

Connect and Retrieve Data

When Power BI asks you to choose an authentication method:

1. Select Anonymous or Connect Anonymously as the connection type.
2. Connect to the API.
3. Power BI will retrieve the requested Project Insight item records.

The API token supplied in the HTTP request header handles authentication, so Power BI's Web connection itself should remain set to Anonymous.

Retrieve Additional Project Insight Data

To retrieve additional types of Project Insight data, repeat the Power BI connection process using the appropriate REST API endpoint for each item you want to access.

Each connection will require:

• The appropriate REST API URL
• The api-token HTTP request header
• Your REST API token
• Anonymous authentication in Power BI

Refer to the Swagger API Documentation to identify the appropriate GET endpoint for each Project Insight item type.