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ActivTrak's Microsoft Power BI Template Setup Guide

Unlock powerful data visualization with ActivTrak's Microsoft Power BI template. This guide walks you through the simple setup process of connecting your ActivTrak data to Microsoft Power BI through ActivConnect. Access, analyze, and visualize millions of rows of data using familiar tools like formulas, charts, and pivot tables while keeping your data current through scheduled refreshes.

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

Note: While this template is designed to work with all ActivTrak subscription plans, the data available for each report will vary based on your specific subscription plan type. Reports containing the Premium or Professional label on the report title indicate that the necessary data for those reports is only available to those license tiers.

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 Power BI

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

2. Find the Customizable ActivTrak Reports card and click the Get it from Microsoft AppSource icon.

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3. The Microsoft AppSource ActivTrak for Power BI 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 Healthy Device Threshold (in number of days). 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 Power BI 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 PBI 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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