Integrations Worksection Microsoft Power BI
Worksection + Microsoft Power BI

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Worksection

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Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

New Project

New Project

Triggers when a new project is created.

New Project Task

New Project Task

Retrieve tasks created within a recent time window for the selected project.

New Comment in Task

New Comment in Task

Detects new comments added to a selected task in a project and returns their details.

Task Completed in Project

Task Completed in Project

Return tasks from the selected project that were marked done within the specified recent time period.

New Dataset

New Dataset

Triggered when a new dataset is created in Power BI.

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Do thisActions

Action is the task that follows automatically within your Worksection integrations.

Create Project

Create Project

Adds a new project into your account.

Get all Reports

Get all Reports

Get all existing reports.

Refresh a Dataset

Refresh a Dataset

Refresh an existing dataset

Delete a Dataset

Delete a Dataset

Delete an existing dataset

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Step by step guides to integrate Worksection and Microsoft Power BI

Frequently Asked Questions

How do I start an integration between Worksection and Microsoft Power BI?

To start, connect both your Worksection and Microsoft Power BI accounts to viaSocket. Once connected, you can set up a workflow where an event in Worksection triggers actions in Microsoft Power BI (or vice versa).

Can we customize how data from Worksection is recorded in Microsoft Power BI?

Absolutely. You can customize how Worksection data is recorded in Microsoft Power BI. This includes choosing which data fields go into which fields of Microsoft Power BI, setting up custom formats, and filtering out unwanted information.

How often does the data sync between Worksection and Microsoft Power BI?

The data sync between Worksection and Microsoft Power BI typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from Worksection to Microsoft Power BI?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between Worksection and Microsoft Power BI?

Yes, you can set conditional logic to control the flow of data between Worksection and Microsoft Power BI. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.

Worksection

About Worksection

Worksection is project management tool. We help to manage projects, teams, communicate effectively, and control tasks online.

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Microsoft Power BI

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.

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