Using Data for a Power BI Dashboard

The data (warnings and annotation issues) 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 (Warnings only).

Power BI Template & Ideate Automation

In this topic we will describe how the automatically exported data from Ideate Explorer and Ideate BIMLink, can be used with Power BI, via Ideate Automation, to visualize project data.

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 Ideate Health Check. The files included in the zip file are:

PowerBI Dashboard Template —  \IdeateExplorer-RevitWarnings-v407.pbit : This Power BI template file references the exported Warnings data from Ideate Explorer and has the interactive dashboard visualizations.

It is important to keep the Revit Warnings and Annotation Issues that are exported into their respective subfolders.

Setting up Ideate Automation

Revit Warnings

  1. Start Ideate Automation
  2. Select Create Tab on left side bar
  3. Select — Library ...\Ideate Software Scripts > ...\02 Health Check.  Scripts: ISW-Health_Check-PowerBI. Click on Next button. 
  4. In Task Script Variables dialog box, choose which Revit files to include. Chose Export Location.  The automated export files must be placed in the \Ideate Health Check\Revit Warnings folder.  Click Next.
  5. Click on Save and Run button.

Annotation Issues

  1. Start Ideate Automation
  2. Select Create Tab on left side bar
  3. Select — Library ...\Ideate Software Scripts > ANN-Export_Issues. Click on Next button. 
  4. In Task Script Variables dialog box, choose which Revit files to include. Chose Export Location.  The automated export files must be placed in the \Ideate Health Check\Annotation Issues folder.  Click Next.
  5. Click on Save and Run button.

    

Review Data Sources

The .pbit file contains the dashboard visualizations and references the warnings 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:

  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. If you see a pending change to queries, select Apply Changes.
  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.
  7. Note:  The Warnings data and Annotation Issues data must be in separate subfolders (named ...\Revit Warnings and ...\Annotation Issues), that exist under the folder Ideate Health Check.

Power BI Warnings Visualizations

At this point you should see five visualization 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

Annotation Issues

Ideate Annotation searches Revit files with annotation issues (ie. cropped annotations, annotation clashes, hidden annotations, etc.).  The visualization will show annotation issues per sheet, annotation issues per view, and annotation issue types on sheets.  Also, the average number of issues per sheet is calculated.

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:

It is important to note that only warnings-based Excel files can be in the subdirectory (Ideate Explorer Warnings).  FileInformation.xlsx must be in a separate directory (not a subdirectory of the Warnings files).

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