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Setup Guide: ActivTrak for Power BI - Schedule Adherence

ActivTrak for Power BI - Schedule Adherence delivers real-time visibility into your organization's attendance patterns and compliance trends. This dynamic dashboard enables leaders to quickly identify scheduling gaps, monitor shift adherence, and detect 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 for customers on a paid plan. Learn more about ActivConnect here.

Contents

Template access requirements

Before you begin, ensure you have:

  • An ActivTrak paid plan and the ActivConnect API (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 ([account_number]@activtrak.us) and password.

Install the template

  1. Within the ActivTrak app, navigate to APIs & Integrations > ActivConnect & BI.
  2. Find the Schedule Adherence card and click the Get it from Microsoft AppSource icon.

 

  1. The Microsoft AppSource ActivTrak for Schedule Adherence page will open - click the Get it now button.
Screenshot 2025-04-08 at 10.15.02 AM.png

 

  1. Power BI will open, and a pop-up window will appear - click the Install button.
Screenshot 2025-04-08 at 10.15.47 AM.png

 

  1. The template will load with sample data.
  2. In the yellow notice bar at the top, click Connect your data.
Screenshot 2025-04-08 at 10.21.11 AM.png

 

  1. Enter your ActivTrak account number and your Account Time Zone. Your account number is in the Account Information menu in ActivTrak; access it via the circle icon in the top right corner. Note: Google BigQuery requires the IANA (Internet Assigned Numbers Authority) time zone format.
  2. Click the Next button.
Screenshot 2025-04-08 at 10.24.27 AM.png

 

  1. A Connect to ActivTrak for Schedule Adherence window will appear - click the Sign in and connect button.
Screenshot 2025-04-08 at 10.26.26 AM.png

 

  1. A Sign in with Google window will appear - select your ActivConnect credentials (the same credentials from the Validate your ActivConnect credentials step).
  2. In the Power BI Desktop window that wants to access your Google Account, click the Allow button.
  3. 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.
Screenshot 2025-04-08 at 10.32.22 AM.png

 

  1. Select the ActivTrak for Schedule Adherence file.
Screenshot 2025-04-08 at 10.34.18 AM.png

 

  1. From the File menu, click Download this file.
Screenshot 2025-04-08 at 10.36.03 AM.png

Learn more

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