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ActivTrak for Schedule Adherence Power BI Template Setup Guide

The Schedule Adherence Power BI template delivers real-time visibility into your organization's attendance patterns and compliance trends. This dynamic dashboard helps leaders quickly identify scheduling gaps, monitor shift adherence, and spot emerging attendance issues before they impact productivity. Make data-driven decisions about staffing allocations while ensuring accountability and operational continuity.

ActivConnect is available as an add-on to customers on a paid subscription plan. Learn more about ActivConnect here.

Contents

Template access requirements

Before you begin, ensure you have:

  • An ActivTrak paid subscription plan and the ActivConnect Add-on
  • Your ActivConnect username ([account_number]@activtrak.us) and password. Your account number is in the Account Information menu in ActivTrak; access it via the circle icon in the top right corner.
  • An active Power BI license

Access the template

Validate your ActivConnect credentials

1. Navigate to Google Cloud Console

2. Log in with your ActivConnect username ([accountnumber]@activtrak.us) and password

Install the template

1. Within the ActivTrak app, navigate to API & Integrations > ActivConnect API.

2. Find the Schedule Adherence card and click the Get it from Microsoft AppSource icon.

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3. The Microsoft AppSource ActivTrak for Schedule Adherence page will open - click the Get it now button

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4. Power BI will open, and a pop-up window will appear - click the Install button

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5. The template will load with sample data

6. In the yellow notice bar at the top, click Connect your data

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7. Enter your ActivTrak Account ID and your Account Time Zone. Note: Your account number is in the Account Information menu in ActivTrak; access it via the circle icon in the top right corner.

8. Click the Next button

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9. A Connect to ActivTrak for Schedule Adherence window will appear - click the Sign in and connect button

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10. A Sign in with Google window will appear - select your ActivConnect credentials (the same credentials from the Validate your ActivConnect credentials step)

11. On the Power BI Desktop wants to access your Google Account window, click the Allow button

12. The data refreshment may take a few minutes.

Download the Power BI Desktop File (Optional)

1. Click the pencil icon in the top right corner of the Power BI application and click the Yes, go to workspace button if prompted

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2. Select the ActivTrak for Schedule Adherence Report file

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3. From the File menu, click Download this file

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Learn more

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