Power BI Integration

Overview

Power BI integration offers Asana users in a Business or Enterprise tier team the ability to report on key Asana data from within Power BI.

The Asana Power BI Connector enables Power BI to connect directly to Asana to retrieve data about your Tasks contained in a specified Project, Team or Portfolio.

Asana users should ensure the following is fully completed before synching data with Power BI:

  1. Standard Task details (Title, Assignee, due data, etc)
  2. Custom Fields on Tasks
  3. Parent Project data
  4. Tags (stored as a list object on each Task row)

Subtasks are not supported, unless they are multi-homed as a top-level Task in another Project in the specified Team or Portfolio

All of this can be shared with other Power BI Asana users within the organization.

Requirements for Installation

The Asana for Power BI integration is available to all Business and Enterprise customers.

The user should have access to Asana and Power BI Desktop or Power BI Online.

Power BI requirements:

  • Access to BI Desktop (Windows only) for full customization, dashboard creation and publishing
  • Access to Power BI Service (Online) to view data with template or published dashboards

If synching data from a team, the team needs to be on a Business or Enterprise tier in Asana

How to Connect

Connect from desktop

How to connect from Power BI Desktop:

  • Open Power BI Desktop
  • Click Get Data and choose Asana from Online Services
  • Click Connect
  • You’ll be prompted to enter a link, choose a valid Portfolio, Team or Project link
  • Click OK
  • You may be prompted to sign in to Asana and grant permission to Power BI to retrieve your data. Please sign in with a user that has access to your data

Create a dashboard from Tasks

How to create a dashboard from Tasks:

  • Click the checkbox for Tasks then click Load
  • You may choose to transform the retrieved data before using it to build a dashboard.
  • Your Task data should now be syncing with Power BI. This can take anywhere from a few seconds to 10 minutes, depending on the size of the Team or Portfolio you specified
  • Once the data is loaded, you’ll be able to start creating a dashboard using the available fields on the right.

You can choose to expand the custom field data and pivot the custom field values so that they show up as individual columns in your dataset

Key Features

The Asana Power BI Connector enables Power BI to connect directly to Asana to retrieve data about your Tasks then bring that data to life.

Power BI can:

  • Analyse task load to ensure teams are on track and meet their KPI’s
  • Connect disparate data sets and transform into a data model
  • Create charts or graphs to provide visuals of Asana data
  • Answer questions in real time through Power BI bespoke reporting that can aid forecasting

User Cases

Power BI amplifies your business insights and the value of your Asana data. From Power BI visuals to embedded analytics your team will gain insights, see opportunities and gain a competitive advantage. It gives much more of a complete picture.

For example If a Project Manager wants to add Asana data to internal BI reporting, they can add Asana as a data source to Power BI, to build reports that are more up to date and actually tell a story.

When asked to deliver key insights about a team using Asana, a team lead can filter and group data in Power BI, to build reports more tailored to the business that spots trends and make data-driven decisions.

How Asana Power BI connector gives perspective to teams:

It can give teams an overview of the business in one dashboard that allows for cross functional collaboration and ultimately better informed business decisions.

Visual Data

User’s can build custom, actionable dashboards based on Asana inputs like Custom Fields to get real-time insights into projects and workflows.

A Portfolio Lead who currently uses a simple spreadsheet to keep track of projects, could use the Power BI Asana connector for a more bespoke, visual tracking system of projects.

A Project Manager, can access task custom field data to build reports specific to company’s needs, using reusable data models moving forward that provides consistency across reporting.

Optimize Processes

It’s possible to track and analyze progress against team goals to identify project efficiencies and bottlenecks. It eliminates roadblocks and gives insight fast.

Create Shareable Reports

Users can also layer Asana data with insights from other mission-critical business tools to share a complete snapshot of team performance.

An EMEA Maketing lead might add Asana as a data source to Power BI on the web to build reports that are up to date, transparent, comprehensive and shareable in seconds.

You’ll need a Power BI license to view all reports. To build custom measures, you’ll need to use Power BI Desktop. Enter the URL to the Asana team or Portfolio you would like to analyze

Sample Dashboard

Power BI Asana overview

This example shows how work management data from Asana can provide insight to how your team is working.

Use the Asana for PowerBI Integration to access Asana including Tasks, custom fields, tags, Projects and more.

Combine Asana data with other datasets to take a holistic approach to your business

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Asana Lessons

Learn the Asana basics in less than 15 minutes with these quick lessons

Tasks

Tasks Lessons

Track all of your work

3 Minutes

My Tasks

My Tasks Lessons

Always know what to do next

3 Minutes

Projects

Projects Lessons

Work with teammates

3 Minutes

Inbox

Inbox Lessons

Communicate even faster

3 Minutes

You can use tasks to track, collaborate on, and organize all your work.

Tasks can be to-dos, ideas, notes, or reminders.

Assign a task to yourself or a teammate.

Press Tab+M to quickly assign a task to yourself.

Add a due date so your deadline is clear.

Add instructions and expectations in the task description field.

Type @ to link to other tasks, people, conversations, or projects.

When you @mention someone, they’ll be added to your task as a follower.

Followers get notified when new comments or attachments are added.

Add anyone who needs to stay up to date on your task as a follower.

They can always unfollow to stop getting notifications on your task.

Add comments to ask questions or give followers updates.

Heart a comment to let followers know you’ve seen it.

Add relevant files or irrelevant GIFs as attachments.

You can also attach directly from Dropbox, Google Drive, or Box.

Create subtasks to break your task into smaller steps.

When you’ve added a subtask, press enter to add another.

Subtasks can contain all the same details as regular tasks.

Click the comment bubble to add comments or attachments to a subtask.

You can create tasks from any screen using your top bar.

Every Task has a unique URL to easily copy and share.

Congrats! Looks like you’re up to the task.

On to the next lesson!

Always know what to do next with My Tasks.

My Tasks is a list of every task assigned to you.

It makes managing your work simple.

Click on your My Tasks list and start typing to add tasks.

Like a text document, add a new line for each new task or paste in any list.

Forward to x@mail.asana.com to turn your emails into tasks.

Asana will translate your email into a task, including your attachments.

New tasks will appear at the top of your list in Recently Assigned.

Tasks you add to My Tasks are private to you.

Click Make Public to share them with your team.

Prioritize tasks as Today, Upcoming, or Later.

Click on the blue dot next to the task, to quickly sort it.

Mark the tasks you’ll have time for Today.

Teammates can view your My Tasks list to see what you’re up to.

They’ll only see tasks you’ve made public or shared in a project (more on projects later).

Mark tasks due within a week as Upcoming so you can see what will be due soon.

On its due date, your task will move from Upcoming to Today.

Just like magic.

Mark tasks due in more than a week for Later.

They’ll be out of your way until their due date approaches.

Your tasks will move from Later to Upcoming a week before they’re due.

Keep My Tasks prioritized to always know what to work on and what’s coming next.

Now you know how to track and plan your work!

Next, learn how to work with your team in Asana.

Work together on groups of tasks with projects.

Projects help you track and organize the steps in a process or initiative.

Like an event plan, product launch, or editorial calendar.

Like My Tasks, simply click and type to add tasks to your project.

If you have your steps in a document or email already, paste in that list.

Add tasks to your project from email.

View your project’s unique email address from the project dropdown menu.

Add your tasks to other related projects.

Tasks can be included in multiple projects.

Add sections to organize tasks in a list project.

Type Tab+N in any task row to create a new section.

Or, add columns to organize tasks in a boards project.

Drag and drop tasks between or within columns to reorder.

Assign your tasks and set due dates.

Never miss a deadline with your project calendar.

Drag and drop tasks on your calendar to change their due dates.

Add everyone who needs to stay updated on your project as members.

Project members will get notified of new conversations, statuses, and tasks.

Post conversations to make announcements or start discussions.

Your post will be sent to all project members.

Use Progress to see how your project is moving forward.

Set a project status to update your team on how it’s going.

The Project Owner will be reminded to set a status once a week.

Open and organize projects from your sidebar.

Favorite projects to pin them to the top of your sidebar.

Click the star button on the left of your project name to favorite it.

Create new projects from any screen using your top bar.

Now you can move projects forward with your team.

Just one more lesson before you dive in.

Communicate and coordinate faster with Inbox.

Check Inbox to quickly read and respond to your latest updates.

Inbox will notify you when you have a task due…

and when teammates update tasks, conversations, and projects you follow.

Open and respond to updates without leaving Inbox.

Click an update and you’ll have all the context you need to respond.

Archive updates you’re ready to dismiss.

Click the X that appears on the right of an update to archive it.

Open Archive to move dismissed updates back to your Inbox.

Click the arrow that appears on the right of an archived update to move it back to Inbox.

Unfollow tasks or projects to stop receiving updates about them.

In the end, you have control over the updates you receive (or choose not to receive)

When you’re ready, you can turn Asana’s Email notifications off.

Most communication with your team can be more easily managed from Inbox. Just remember to check it often.

Congratulations! Now you’re ready to have a great work day with Asana.