Create a Power BI Dashboard
This help file outlines how to export model health data from a Revit file using Ideate Automation and display it in Power BI. This process will reduce the amount of hands-on time needed in order to ensure project stability and consistency across your Revit project files. The PowerBI template can be modified to suit your company’s needs.
Create the Ideate Automation task
Set the script variables
Start Automation task
Loading data into PowerBI
Customize Data Folder
Before you begin, check that your setup can meet these requirements:
- Power BI — October 2022 (or later)
- Ideate Automation 2.0 or later — download
- June 2022 (or later) versions of these solutions — download. Each must be installed and either licensed or in trial mode.
- Ideate BIMLink
- Ideate Explorer
- Complete the Open File task first, to ensure Automation is properly set up.
- Upon request, you will receive an email from Ideate Software support with a download link for the Power BI template and sample dataset
- Unpack the ZIP file into the root of C drive and place the .pbit template file onto your Desktop
- Data Folder — Unpacking the ZIP file creates the folder and places the sample Data files into C:\Ideate Health Check by default. Leave it as-is for now. Later you may change the data location if you wish. When setting up the task in Automation, the resulting Excel files should be set to save into the Data Folder.
- Sample Data (xlsx) Files. The zip file will place the sample files in the C:\Ideate Health Check folder. These files can be replaced with your company’s files.
- Metric.xlsx. Place it in the C:\ (root) directory. This file sets the threshold values that change visualizations from black to red. Metric.xlsx file must be located in the Data Folder.
- Ideate Dashboard.pbit — Power BI Dashboard Template. Place it onto your Desktop to start with. This Power BI template file references the exported Warnings data from Ideate Explorer and has the interactive dashboard visualizations. Important — the template file must be located in the Data Folder.
Create the Ideate Automation Task
- Launch Ideate Automation, which runs outside of Revit. The shortcut can be found on your Desktop after installation.
- Select Create to start a new task.
- From the Ideate Software Scripts folder, select the subfolder called “02 Health Check”, then pick the script on the right pane called “ISW-Health_Check-PowerBI”.
- Review the description of this task and note the product requirements, then pick Next.
Set the Script Variables
- Fill in the script variables:
- Revit Files — select one or more Revit files to process for a health check. Go to ‘Manage’ if you have not added the files into your Automation list yet.
- Export Location — browse for a location to save the Excel data files. It should be your Data Folder, per the details in the File Setup section above. You can save the results to your local drive or to BIM 360 / ACC as well.
- Select Next, then review all inputs on the Confirm Task Selections page and select Next again.
Start the Automation Task
- Check that Revit is not running. While it is OK to run Revit of a different year version than the one needed by the Automation task, this is not recommended, especially if you use a single display.
- Select Create and Run to start the task. Revit should open and the automated health check should begin. The process can take some time, especially on large and complex models.
- Once the task is complete, you will see ‘Completed’ in the task Status field (Ideate Automation Home Page)
- The result of this process is a uniquely named Excel file for each of the selected Revit files, located in the Data Folder.
Loading Data into Power BI
The .pbit file contains the dashboard visualizations and references the data found in the folder called Ideate Health Check. To ensure that this file can properly read the project data, review the data source setup by following these steps:
- Open the .pbit file with Power BI, either by double-clicking on the file or in Power BI, File>Open Report>Browse Reports. Be sure to change file type to Power BI template files (.pbit) when browsing for the template. After starting Power BI, a dialog appears:
- Select ‘Load’
- If you see a pending change to queries, select Apply Changes.
- It is a best practice to refresh the data in Power BI — Home Tab > Queries Panel > Refresh.
- Filters — File Name and Date are filters that are applied to the data visualizations. The underlying data is not affected.
- Thresholds — Metric.xlsx file is loaded in Power BI and is used to conditionally format the viz cards. You may modify the Metric.xlsx and the conditional formatting thresholds will change.
- Project Information — Revit Version, File Size, Total Warnings, and Warnings per File Size filtered by date and file.
- Model Groups — Sum of Model Groups on filtered date and filtered file.
- Views Not Sheets — Dependent and Independent Views not on sheets (primary views not calculated) on filtered date/file.
- Avg. Annotation Issues/Sheet — Issues (cropped annotations, annotation clashes, hidden annotations) divided by number of sheets on filtered date/file.
- CAD Imports — Sum of CAD Imports on filtered date/file. Control + Click “Details” button to see details, including Created By.
- In-Place Families — Sum of In-Place Families on filtered date/file. Control + Click “Details” button to see details, including Created By.
- Warnings Over Time — Information on warnings change over time.
- Revit Warning Descriptions — Filtered only High (Red) and Medium (Yellow) and filtered on date/file.
- Detail Information Tab — This tab gives detailed information about CAD Imports and In-Place Families including ‘Created By’.
Customize Data Folder
To change the Data Folder location (local hard drive or cloud/network location):
- Go to File > Options and Settings > Data source settings to adjust the data locations.
- Select the data source, then use the Change Source…button to browse to the new file path.
- Click OK to close, then select the option at the top to Apply Changes.
- It is best practice to go to Multiple Files tabs and pick some radio buttons for the data to refresh.
Related topic: Power BI — Publish to Autodesk Construction Cloud