Power BI Pro is required to access the integrations.
Please contact your CSM or email support@cinode.com for more information.
Why Power BI Integration?
The integration between Cinode and Microsoft Power BI offers an efficient way to manage and analyze your company's Cinode data. Generate detailed reports and gain insights into project status, resource allocation, and historical occupancy forecasts.
PowerBI enables you to link your forecasting data with time sheet and invoicing data.
By integrating Cinode data into Power BI, users can obtain valuable analytics for better planning and forecasting.
How It Works
The integration allows Cinode data to flow directly into Power BI, providing users with access to reports, analytics, and historical insights on occupancy forecasts. These insights enable companies to track project status and forecast their capacity with ease.
The Power BI workspace is where data is stored and organized, allowing users to choose between existing datasets or automatically create new ones if needed. In addition, users can select specific data streams.
How to Get Started
Permissions that are required in Cinode when setting up the integrations are recruiters, partner managers, and managers (for security purposes). Read how to add permission level in Cinode.
The integration will create a Semantic Model (aka DataSet) and name it according to your choice when completing the configuration wizard, to get access to the wizard see bullet point 2 further down.
Data will be sent every 24 hrs and will provide the following Cinode data:
Customers
Projects & Roles
Tags
Teams
Pipelines & Stages
Employees
Utilization Forecast (work in progress)
Set up your Power BI workspace: Identify or create the group/workspace within Power BI where you want to connect the Cinode data.
Contact support@cinode.com for enabled access
Follow through the configuration wizard for the PowerBI integration
Build reports and analytics in PowerBI 📈