Use Warnings Data for a Power BI Dashboard

In this topic we will demonstrate how the 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. A similar workflow is also available for use with Excel. The example files referenced below are available by request for Ideate Explorer subscribers: REQUEST DATASET. This workflow requires the April 2021 (or later) version of Microsoft Power BI.

File Setup

To begin, extract the contents of the file provided 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 IdeateExplorer-RevitWarnings.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 IdeateExplorer-RevitWarnings.pbit with Power BI. You will see a warning with the title “Refresh”, which you can close to continue opening the file.
  2. Go to File>Options and Settings > Data source settings to adjust the data locations.
  3. Select each of the two data sources then use the Change Source…button to browse to new file path.
  4. Click OK to close, then select the option at the top to Apply Changes.

Power BI Warnings Visualizations

At this point you should see two tabs within Power BI.: Single File and Multiple Files. See below for details on the purpose of each.

Single File

The Single 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.

Multiple Files

The Multiple Files tab contains two data visualization. The top chart, called Warnings Count, shows the number and rank for the warnings of each file in the list. Projects with the most warnings are likely to have the most performance problems, however, understanding the number of warnings in the context of the file size is generally understood to be the more important Revit health metric. For this reason we are also providing the bottom chart, called Warnings per MB. In this chart the number of warnings is scaled according the file size of the project and there is the addition of a red line which represents the Ideate Explorer warnings threshold, generally set at 1 warning per megabyte of file size.

Add New Project Data

You can create 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. Open the FileInformation.xlsx file and edit the existing table to add your Warnings Export File Names and related Revit File Sizes, in MB. You will need to manually gather the file name and file size, as this information is not exported as part of the Warnings Export. Note: Be sure to maintain the table format. Save and close the Excel file.
  3. 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 FileInformation.xlsx file and the Warnings Export folder, then you will need to update the paths in the Data source settings. Refer to the Review Data Sources section above for more information.
  4. Save your work as a Power BI file (*.pbix)

Publish to PowerBI (Optional)

If you want to share your Power BI data visualization via a URL, follow these optional steps:

  1. File>Publish>Publish to Power BI.
  2. Enter email address as needed. 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 is 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 Portal.
  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 icon.

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.