View all of your product development information alongside other business data — integrate Aha! Roadmaps with Microsoft Power BI. This one-way integration allows you to bring key product information from Aha! Roadmaps into the tool you use to report on business performance. Once you have set up the integration and have moved data into Power BI, create reports and visualizations that you can share with stakeholders. For example, add product development KPIs to a dashboard that tracks business goals, combine initiative delivery estimates with cost data to monitor budgets, or report on the status of key development programs.
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Prerequisites
Integration type |
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Aha! Roadmaps level |
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Power BI requirements |
Access to:
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Required user permissions: Use integration |
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Associated record types |
Aha! Roadmaps
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Set up the integration
In Aha! Roadmaps
This integration exports information from a list report in your Aha! account to Power BI. It does not require formal integration configuration.
Create a list report with all the records and fields you want to be available in Power BI.
Click the Export button and select Power BI.
Click the toggle next to Connect to Power BI. This will generate a link.
Click Copy link.
In Power BI Desktop
Use Power BI Desktop for a one-way, one time export of data from your Aha! account that you can visualize and analyze in Power BI.
From the Home screen, click Get data and select Web. The From Web window will open.
Past the report URL you copied from Aha! Roadmaps into the field and click OK.
Click Use sample data. The data from the Aha! Roadmaps list will display.
Click Load.
You will see all your data from Aha! Roadmaps in the Data menu on the right of your screen. Check the boxes next to each listed column to load it. Then create your reports or visualizations.
When you publish reports in Power BI Desktop that use Aha! Roadmaps data, that data will be visible to anyone with access to the Power BI workspace you published to.
In Power BI Server
User Power BI Server for a one-way synced export from your Aha! account. Power BI Server can refresh the data from your Aha! account on a schedule that you choose.
To keep the Aha! Roadmaps data synced in your Power BI reports, there are a few additional steps to take:
Open Power BI Server.
Access the Power BI workspace where you saved the report and ensure you are using Lineage view.
Find the report that you want to sync and click its More options menu. Then select Settings.
Click the toggle to enable Configure a refresh schedule. Then select how often you want to refresh data from the Refresh frequency menu.
Select a time you want data to refresh and click Apply.