FAQ: Can risk assessment data be used in Power BI?

Applies to: Risk Assessment Platform (RAP)

Question

• Can Power BI generate reports and graphs from my risk assessments?
• Does the Risk Assessment Platform integrate with Power BI?

Answer

Yes. Follow the instructions below to use Power BI with your risk assessment data.

Overview:

1. Configure the Risk Assessment Platform (RAP)
2. Test the RAP API Key using Postman or similar (optional)
3. Configure Power BI Desktop edition
4. Configure Power BI Web

RAP Configuration

You must have a company admin role to perform these steps in RAP.

1. Create an API Security Key
   1. Go to Settings > API Security Key
   2. Generate a new API Key by pressing New API Key.
      Note: this will invalidate any previous keys
   3. Copy the API key from the popup by pressing Copy.

(Optional) Postman Test

Test the API key can retrieve data from your risk assessments by adding the API Key and your Company ID into Postman (or a similar tool).

Power BI Configuration

1. Open the Power BI Desktop version
2. Go to Get Data and select "Web".
   
3. Choose the Advanced mode. This is required because as headers are needed.
4. Start with the available data sources (https://app.risk-platform.com/api/analyticsdata/datasourcelist)
5. Add headers for the RAP API Key and Company ID from the 'RAP Configuration' step. Press OK.
   
6. The 'Power Query Editor' will appear, showing the available data sources.
   
7. For each data source to be imported into Power BI, complete these steps:

   1. Select New Source

   2. Retrieve the data source by adding the data source name to the end of the URL
      For example, https://app.risk-platform.com/api/analyticsdata/datasource/ becomes https://app.risk-platform.com/api/analyticsdata/datasource/assessments
   3. Add headers as shown in step 5 above.
   4. Repeat for each data source.
8. When all data sources are imported, select Close & Apply.
   
9. Furthermore, relationships can be added between data sources (for Power BI users)
   

Power BI Web

1. Create a workspace
   
2. Upload the Power BI file from the desktop - choose Upload and find the file.
   
3. The contents are available on the web application.