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Technical Documentation for Planview and Power BI Server connection

  • Sep 25, 2025 9:10 AM UTC
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  • swka
  • Gold Active Participant

Hello everyone,

I'm looking for some technical documentation regarding the connection between Planview Portfolios and the Power BI Server when creating a Power BI Premium tile. I've checked the Planview Trust Center, but unfortunately, I haven't found any references to Power BI there.

Does anyone know where I can find documentation that explains how this integration works under the hood? Any help would be greatly appreciated.

Thanks in advance,

Anna 

Anna Szewczyk
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3 replies

pamela.sargent
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  • pamela.sargent
  • Platinum Knowledge Guru
  • Sep 25, 2025 12:21 PM UTC

​@swka - do these pages within this section help you at all, https://success.planview.com/Planview_Portfolios/Analytics_and_Reporting/Power_BI, or maybe not technical enough?

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  • swka
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  • Sep 25, 2025 12:28 PM UTC

​@pamela.sargent Thank you for the tip, but unfortunately, it's not sufficient.

Our Data Security Team needs to understand how the data is consumed, and the information provided here is not enough for them.

Anna Szewczyk
pamela.sargent
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  • pamela.sargent
  • Platinum Knowledge Guru
  • Sep 25, 2025 12:37 PM UTC

​@swka I understand, and agree that the CSC does not always have the in depth technical information that some customers need/want. When we have these types of questions we usually submit a RAS (Remote Advisory Service) request or a Customer Care ticket. But, this is definitely a good place to start as well. 

Best of luck

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