How to add your Power BI Dashboard to your BIM 360 Project Home Dashboard

Hello there, Allan Cantos here. I hope you are all well.

As a pre-requisite to this tutorial, I assumed you already have built your Power BI Dashboard that you would like to link to your BIM 360 Project Home Dashboard. If not yet, I would advise you to build one first then come back to this tutorial.

Alright, let’s get started.

Here is what we are trying to achieve:

Before you can do modifications to the “Project Home” page, you must have as admin rights.

You can access the “Project Admin” page by clicking the “9-dots” located at the upper left-hand corner (just below the Autodesk BIM 360 logo).

And, once again, before you can modify the “Project Home” page, you must have a “Project Admin” rights.

Now, go back to the “Project Home” page and click the “Customize” setting icon that you’ll find at the upper right-hand side of your dashboard.

An now you are ready to add a new visualisation card. Click on Card Library.

And from the “Card Library”, scroll down until you find the “Power BI”.

Select it and then click “Add Card”.

Click “Configure”

Next, log in to your Power BI account on your Chrome browser and open the Power BI report.

After that, select “File” and from the drop-down list, select “Publish to web”.

And this will give you the “Embed code”. Select the link highlighted in yellow below and hit CTRL-C to copy.

Go back to your BIM 360

Give your Power BI “Card Title” a name then paste (CTRL-V) the link copied from the previous step to “Partner URL”. Make sure to delete the texts before https and the texts about frame border at the end of the pasted URL.

Click the “Save” button and you’ll now be able to see your Power BI dashboard from you BIM 360 Project Home page.

I hope you find this tutorial helpful. If you have any questions, please let me know by leaving your comments.

Have a great day!

Cheers!

How to Edit Revit Element Owned by Someone who is now on holiday?

Have you ever been in a situation wherein you wanted to edit an element in Revit but you can’t do so because it was owned by another user who is working in the same project? Sometimes even if the other user has synced their model back to the central file, for whatever reason, they still own the elements. What if the other user is on holiday? There is no way he can open the Revit model and sync it to clear his ownership.

You don’t have to worry much if you encounter this problem in the future. There is a quick way on how to resolve this issue by following the procedure below.

  1. All you need to do is to keep a record of the user name (covered in orange fill) that will pop-up asking you to “Place Request”.
  2. Sync your model to central.
  3. Close the model.
  4. Go to “File/Options” menu. An “Options” pop-up window will appear.
  5. Under the “General” tab, look for the “Username”(see image below) and replace it with the one in step 1.
  6. Then create a new local copy of the model. This time it will be under the new username from step 1.
  7. Sync the model. This will clear any pending request assigned to the username in question.
  8. Close the model.
  9. Go to “File/Options” menu. An “Options” pop-up window will appear.
  10. Under the “General” tab, look for the “Username” and replace it with your username.
  11. Create your new local copy.
  12. Sync the model. Once syncing is done, you can now edit the element you wish to modify.

I hope you find this helpful.

Have a great day.

Cheers.

Power BI Tricks

Hello there, Allan Cantos here. Apologies if I’ve been so quiet last month as lots of things happened in my personal life, however, nothing to worry, all were good ones.

Today, I’d like to share to you a trick or perhaps it’s not a trick but rather a remedy if you happen to encounter the same issue I encountered while working with Power BI.

I was working in Power BI Desktop finalizing my dashboard before publishing it and when I am ready to publish it, to my surprise, the “Multi-row card Title” filter that I applied didn’t show up in the published version.

Did you notice the difference between the two versions in the yellow-green background cards?

I did some test and found a solution and I am more than happy to share this with you. We all learn from each other anyway. If you happen to have other solutions to the problem I encountered, please do share it by adding your comments below.

Ok, here’s what I did. First I turn-off the “Title” filter of my Multi-row card.

Next, I published my dashboard and replace the dataset.

After that, I went back to my Power BI desktop and turn-back-on the
“Title” filter of my Multi-row card. Publish again and replace the dataset and your published version will now be the same as the one you have in Power BI Desktop.

Next time, I’m going to teach you how to duplicate your page and use your next data for the next stage without breaking the link to the selection filter.

As before, if you find it helpful, don’t forget to leave a comment. Thanks and have a great day.

Cheers.