Share Orgvue insights seamlessly in Power BI via Orgvue APIs

A typical requirement is to share Orgvue-generated insights across extended stakeholder audiences.  Stakeholders are typically not Orgvue users and want to consume insights through the established visualization tools used for reporting business performance. 

Typical scenarios include:

• Agreeing the baseline size, cost, and structure of the organization at the start of a transformation project
• Sharing PMO status updates during a transformation project
• Gaining buy-in to the designed ‘to be’ organization, illustrating how this compares to the ‘as is’ baseline
• Monitoring the size, cost, and structure of the organization on an ongoing basis

A critical must-have is up-to-date data which refreshes automatically. A great way to this is by setting up a REST API connection to Orgvue data in Power BI, using Orgvue APIs.

Example dashboard built in Power BI using Orgvue data

How to configure the data connection

1 - Enable APIs in Orgvue and gather connection details

The first part of this process is to gather all relevant connection details in Orgvue. We will give a brief overview of the process. However, for a step-by-step guide, please read: https://orgvue.eu-west-1.concentra.io/app/docs/1.0.0/guide/setting_up_for_your_call/

To generate a bearer token, you first need to enable tokens for your admin user in the user management section of Orgvue.

Next, navigate to the token management page to get your token value. The token management page is specific to your environment; the base URL you need is the same as when you log into your orgvue tenant, for example https://orgvue.eu-west-1.concentra.io/ to which you add the suffix ‘tokens’, for example https://orgvue.eu-west-1.concentra.io/tokens.  Generate a token, copy its value and save it temporarily somewhere safe.

Finally, you will need the “dataset ID” for the orgvue dataset you want to connect to. The ID can be found in the Orgvue Settings application: select the dataset you wish to connect to and copy its “dataset ID”. You are now ready to construct the URL for the API connection to your orgvue data.

The base URL for the API connection should be the same as the page where you created your token and the same as when you log into orgvue. For example, it could be https://orgvue.eu-west-1.concentra.io. You then need your “Tenant ID”, again visible in your URL when you log into Orgvue, and the “dataset ID”. The URL is constructed as follows:
https://orgvue-.eu-west1.concentra.io/api/v1/TENANT_ID/datasets/DATASET_ID/items

You are now ready to set-up the API connection to the Orgvue dataset.

2 - Set-up the API connection in Power BI

Navigate to “Get Data” and select the “Web” data source.


A prompt will appear to provide the URL. Select the ‘Advanced’ option, then paste the URL you created as explained above.
Finally, add two headers at the bottom of the prompt window:

1. Content-Type with value: application/json; charset=UTF-8
2. Authorization with value a string constructed as follows; Bearer XXX where you need to replace XXX with the bearer token value you saved earlier.
3. Accept-Encoding with value: gzip

Select ‘OK’, and a second prompt window will appear.  Select the longest URL, which ends with ‘items’.


You are now ready to start building visualizations using your Orgvue data in Power BI.
You can build, publish, share and schedule refreshes to automate the insights from your Orgvue data!

References:

• Orgvue API documentation: https://orgvue.eu-west-1.concentra.io/app/docs/1.0.0/guide/setting_up_for_your_call/
• Data refresh in Power BI https://learn.microsoft.com/en-us/power-bi/connect-data/refresh-data