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    Reporting and OData settings

    PPM Express provides more than 50 accurate and comprehensive Power BI reports with a graphical representation of PPM Express data. 

    If you plan to use PPM Express Power BI reports, it is required to enable the usage of External PPM Express Power BI Reports which can be done in the Report Settings menu. 

    Please note: A registered Power BI account in Power BI service is required to enable the usage of External PPM Express Power BI Reports.

    Also, if you are already using External Power BI Reports and there is a necessity to update PPM Express Power BI Pack, a new Pack can be downloaded from the Reporting page by clicking on the Download report template link.  


    Reporting

    To access the Reporting settings page click on the gear icon in the right upper corner of the page and choose Reporting

    This action is available only for PPM Express users with administrator permissions. PPM Express users permissions are managed via the People Management section.

    To enable external reports or update PPM Express Power BI Pack, follow these steps:

    1. Turn the Use external Power BI reports switch to On.

    2. Download the Power BI report file by clicking on the Download report template link.

    3. Follow the steps described in the External Power BI Reports Configuration article to publish reports to Power BI service and configure its dataset. 

    4. Navigate to the published PPM Express report in Power BI service, open its Home page and copy its URL excluding the /ReportSection part.

    5. Return to PPM Express Reports Management page, paste the report URL into the Home page report URL in the external Power BI field.

    6. Click Save URL


    OData Settings

    PPM Express has an open protocol that allows querying data - PPM Express OData. 

    Using PPM Express OData, users can use the full functionality of Power BI reports. For more details, please refer to the External Power BI Reports Configuration article.

    In the OData Settings you can find OData URL – this is a URL link to PPM Express instance OData that you can use to connect to PPM Express OData.

    In order to be able to create reports, a password is required. In PPM Express, you can create a token, that can be used as a password.

    Please note: Once the token is revoked, it cannot be restored.


    To create a token for external report perform the following actions:

    1. Click Create token under OData URL

    2. Specify the Token title

    3. Click Generate token

    4. Copy the token

    Please note: Make sure you copy the above token now. We don't store it and you will not be able to see it again.

    In case you wish to stop using the external reports and do not need the token that you have created, you can revoke it.

    To revoke the token, select the token and click Revoke Selected button. 

    Please note: Once the token is revoked, it cannot be restored.



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