Use Warnings Data for a Power BI Dashboard

The warnings data used with the Power BI template described below are extracted using Ideate Automation. For customers who currently do not have access to Ideate Automation subscription, please see the section about Power BI template — without Ideate Automation.

Power BI Template & Ideate Automation

In this topic we will demonstrate how the automatically exported warnings data from Ideate Explorer can be used with Power BI to visualize the relative severity of warnings across one or more Revit projects.

Ideate Explorer and Power BI Revit Warnings over Time

Prerequisites

Ideate Explore and Ideate Automation were both updated in September 2021 to support the Power BI workflows described in this topic. Review the requirements below before proceeding.

File Setup

To begin, extract the contents of the provided file to a new folder. In this example we will place the files within a new folder called Test Project. The files included in the zip file are:

    

Review Data Sources

The .pbit file contains the dashboard visualizations and references the warnings data found in the folder called Ideate Explorer Warnings Export. To ensure that this file can properly read the sample warnings data, review the data source setup by following these steps:

  1. 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:

    Click ‘Load’.
  2. You will see a warning with the title ‘Refresh’, which you can close to continue opening the file.
  3. Go to File>Options and Settings > Data source settings to adjust the data locations.
  4. Select the data source, then use the Change Source…button to browse to new file path (Ideate Explorer Warnings folder location).
  5. Click OK to close, then select the option at the top to Apply Changes (highlighted in yellow).
  6. After completion of steps above, it is best practice to go to Multiple Files tab, pick some radio buttons, for the data to refresh to your location.

Set Up Automation for Ideate Explorer

Review this Getting Started Guide.

To automate warnings in a Revit project:

  1. Launch Ideate Automation Queue
  2. Select Add Task
  3. Input>Script File: Select .\IEX-Export_Warnings
  4. Script Variables: make sure the the export folder path is pointing to the same location as the Power BI data source path from step 3 above
  5. Click ‘Create & Run’
  6. To refresh the data (required when new data is added), Click Home > Queries Panel > Refresh.

Power BI Warnings Visualizations

At this point you should see four tabs within Power BI.: 

Single File

The Single File tab allows the user to select from the list of sample files to drive a bar chart which shows the number of warnings per each of the specified Ideate Explorer warnings rankings. The focus for this tab would be in looking at the number of high rankings (red) per each file to assess which project might need the most help. Use the Date filer as appropriate.

Multiple Files

The Multiple Files tab contains two data visualizations. The top chart is called Warnings per MB. In this chart the number of warnings is scaled according to the size of the project and there is the addition of the red line representing the Ideate Explorer warnings threshold, generally set at 1 warning per megabyte of file size. This threshold can also be modified within Power BI.

The bottom chart, called Warnings Count, shows the number and rank for the warnings in each file on the list. Projects with the most warnings are likely to have the most performance problems. Use the Date and File Name filters as appropriate.

Top 10 Warnings

In the top right visualization this tab shows the description of the top 10 warnings for the selected files and dates. Individual descriptions can be selected and the files that have those warnings are listed on the bottom visualization called Files Containing Warnings. Use the Date and File Name filters as appropriate.

Warnings Over Time

The top right visualization on this tab provides information on how warnings change over time. The bottom right visualization gives information about the files selected in the filter. This information includes the Revit version, File Size, number of hidden warnings and Warnings per MB. There is a stoplight KPI which provides information about the relative severity of the Warnings per MB threshold. Use the Date and File Name filters as appropriate.

Ideate Explorer and Power BI Revit Warnings over Time

Manually Add New Project Data

You can add your own Ideate Explorer warnings data by exporting the data as described in this related Help topic: How Do I Export BIM Data? To include additional data files for use with the Power BI project, see below for detailed instructions.

If you wish to use your project data with the above template information, then follow these steps:

  1. Remove the provided sample Excel files from the Ideate Explorer Warnings Export folder.
  2. After completing the above steps, return to your Power BI template. Click Home > Queries Panel > Refresh to update the results.
    Note: If you move or change the locations of the Warnings Export folder, then you will need to update the path in the Data source settings. Refer to the Review Data Sources section above for more information.
  3. Save your work as a Power BI file (*.pbix)

Power BI Publish to Autodesk Construction Cloud (Optional)

Must have Power BI Pro to embed the report in ACC (formerly BIM 360).

If you want to share your Power BI data visualization with ACC:

  1. File>Publish>Publish to Power BI.
  2. Enter email address if required. You may have to wait a few moments for publish to complete.
  3. When dialog box “Publish to Power BI” appears, select a destination. It may be easiest to choose “My workspace”. Click Select.
  4. When complete – Click Got it. From a web browser of your choice, enter the following URL: https://powerbi.microsoft.com. At the top of the webpage, select Sign in.
  5. Login - Use your Office 365 credentials.
  6. At the top of the webpage, select Power BI service.
  7. On the left-hand panel, Click on “My Workspace”. Click on “Refreshed” header to sort by most recent. Click on the report you published. Reports are those with a blue bar chart icon.
  8. File>Embed report>Website or portal. Right-click on highlighted link >Copy

Autodesk Construction Cloud — Project Home Page

  1. Select the project where you want to embed the Power BI visualization. Go to Project Home Page.
  2. Select Customize (upper Right). Select Card Library.
  3. In the Search bar, type Power. Select the Power BI card. Select Add Card.
  4. In the Power BI card, select Configure (in blue)
  5. The Cared title is user configurable. In the Partner URL, paste the URL copied from Power BI.
  6. Click the Save button in the upper right corner of the ACC Project home page.

Power BI Template — without Ideate Automation

If your subscription does not include Ideate Automation you can use a modified version of the Power BI template and the manual data export from Ideate Explorer to visualize your Revit warnings. This method does not include the data required to generate the visualization called Warnings Over Time.

Prerequisites

Ideate Explorer and Ideate Automation were both updated in September 2021 to support the Power BI workflows described in this topic. Review the requirements below before proceeding.

Please follow the steps outlined in these sections:

  1. Review Data Sources
  2. Manually add project data
  3. Use the IdeateExplorer-Revit Warnings-v2.pbit template. It contains the following visualizations:

Submit feature or issue request for Ideate Software

Thank you for taking time to inform us about a bug or feature request.

By entering your data above and clicking ‘SUBMIT’ you are consenting to the collection and use of that data to respond to your comments and inquires, as described in our Privacy Policy. We may also transfer the data you submit in the ‘Email Us’ form to our VAR partners for the limited purpose of a sales follow-up. Please review our Privacy Policy for more details on how and when we collect data and what we use it for.