Connect Microsoft Power BI and Portfolio Manager
Integrate Microsoft Power BI with Portfolio Manager to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Create an Event in LiquidPlanner Classic when New Dataset in Microsoft-power-bi
Create Folder in LiquidPlanner Classic when New Dataset in Microsoft-power-bi
Add Comment to an Item in Liquid-planner-classic when New Dataset in Microsoft-power-bi
Create a Milestone in LiquidPlanner Classic when New Dataset in Microsoft-power-bi
Create a Note for an Item in Liquid-planner-classic when New Dataset in Microsoft-power-bi
Popular Microsoft Power BI + Portfolio Manager flows
Start from a real workflow other teams are already running.
Choose a trigger
Microsoft Power BI
When this happens...
New Dataset
Choose an action
Portfolio Manager
Automatically do this!
Create an Event
Create Folder
Add Comment to an Item
Create a Milestone
Create a Note for an Item
Create a Link for an Item
Create a Package
Create Checklist Item for a Task
Update a Link
Send Item Move After Command
Send Start Timer
Send Stop Timer
Create partial day event
Update Milestone
Create an Estimate for a Task
Create Dependency
Send Clear Timer
Send Item Move Before Command
Create a Project
Create a Task
Trigger Accept Timesheet
Update Event
Trigger Submit Timesheet
Trigger Un-Accept Timesheet
Trigger Un-Submit Timesheet
Update a Task
Create an Event in LiquidPlanner Classic when New Dataset in Microsoft-power-bi
Use this flowCreate Folder in LiquidPlanner Classic when New Dataset in Microsoft-power-bi
Use this flowAdd Comment to an Item in Liquid-planner-classic when New Dataset in Microsoft-power-bi
Use this flowCreate a Milestone in LiquidPlanner Classic when New Dataset in Microsoft-power-bi
Use this flowCreate a Note for an Item in Liquid-planner-classic when New Dataset in Microsoft-power-bi
Use this flowCreate a Link for an Item in Liquid-planner-classic when New Dataset in Microsoft-power-bi
Use this flowCreate a Package in LiquidPlanner Classic when New Dataset in Microsoft-power-bi
Use this flowCreate Checklist Item for a Task in Liquid-planner-classic when New Dataset in Microsoft-power-bi
Use this flowUpdate a Link in Liquid-planner-classic when New Dataset in Microsoft-power-bi
Use this flowSend Item Move After Command in Liquid-planner-classic when New Dataset in Microsoft-power-bi
Use this flowSupported Triggers & Actions
Everything you can automate between Microsoft Power BI and Portfolio Manager.
When this happensTriggers
A trigger is an event that starts a workflow.
New Dataset
Triggered when a new dataset is created in Power BI.
New or Changed Comment
Triggers when a comment is added or edited in your LiquidPlanner Classic workspace.
New or Changed Task
Triggers when a task is created or updated in your LiquidPlanner Classic workspace.
New or Changed Project
Triggers when a project is created or updated in LiquidPlanner Classic.
New or Changed Package
Fires when a package is created or updated in your LiquidPlanner Classic workspace.
Do thisActions
Action is the task that follows automatically within your Microsoft Power BI integrations.
Get all Reports
Get all existing reports.
Trigger Dataset Refresh
Trigger a dataset refresh
Delete a Dataset
Delete an existing dataset
Create an Event
Create a new event in a LiquidPlanner workspace with title, dates, owner, project/package, effort, and optional description or alerts.
Create Folder
Create a new folder in the selected LiquidPlanner workspace and set its owner, parent, description, dates, and alerts.
Add Comment to an Item
Create a comment on a specified item in a LiquidPlanner workspace.
Learn how to build your first workflow
Follow a simple walkthrough to create, test, and launch your first automation.
- 1
Connect your apps
Link the apps you want to automate.
- 2
Configure your workflow
Set up triggers, actions, and map your data.
- 3
Test & publish
Test your workflow and publish it.
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Step-by-step video tutorials to help you connect apps, automate workflows, and save time.
Learn how to automate Microsoft Power BI and Portfolio Manager workflows.
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About Microsoft Power BI
Microsoft Power BI is a powerful business analytics tool that enables users to visualize and share insights from their data. It provides interactive dashboards and reports, allowing organizations to make data-driven decisions efficiently.
Learn moreSimilar apps
About Portfolio Manager
LiquidPlanner Classic, online project management with predictive scheduling that updates automatically when things change.
Learn moreSimilar apps
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Microsoft Power BI and Portfolio Manager accounts. From there, pick a trigger in one app and an action in the other. Your first workflow can be live in under five minutes.
Yes. viaSocket uses instant triggers where available, so data moves between Microsoft Power BI and Portfolio Manager as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.
Yes. You can map specific fields, apply filters to skip records that do not match your conditions, and transform values before they reach Portfolio Manager. No coding required.
Yes. You can set up a workflow where Microsoft Power BI triggers actions in Portfolio Manager, and a separate workflow where Portfolio Manager triggers actions in Microsoft Power BI. Both run independently and in real time.
viaSocket logs every run so you can see exactly what succeeded and what failed. Failed tasks can be retried from the dashboard without re-configuring the workflow.
Yes, there is a free plan that covers basic workflows between Microsoft Power BI and Portfolio Manager. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Microsoft Power BI and Portfolio Manager integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
