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Implementing Microsoft Power BI with Stracl

Purpose 

This document provides a brief description of the benefits of integrating Stracl data into Power BI, initial set up, and updating the Power BI template.

Overview

Stracl is a cloud-based software to automate and accelerate change management. It is primarily used by Change Management Professionals, Project Managers, Instructional Designers, and Security Specialists to do the following tasks: 

  • Conduct Stakeholder Analysis  
  • Conduct Change Impact Analysis 
  • Analyze and mitigate Change Impacts  
  • Create and manage Communication and Engagement Plans  
  • Perform Training Analysis & Design and track Training Development  
  • Map future-state roles to security access and required training   
  • Access selected corporate Organizational Data to support projects

Benefits  

  • Analyze your Stracl data in Microsoft Power BI
  • Your company determines what can be seen. 
  • Each team can analyze the data the way they want.

When Microsoft Power BI accesses Stracl SaaS, your change impact data analysis improves. Your data requests are accurately and efficiently delivered to Microsoft Power BI because of changes in your company’s Org. Data are automatically synced by Stracl SaaS.

Set Up

  1. To get started, go to Stracl Admin Menu and click on Integrations. Click on 'Configure'.
  2. Click on 'Create API Key'.
  3. Below you will see the URLs for available data.

Connect

Download Microsoft Power BI, open, and click 'Get Data'. Click on 'Other' and then 'Web'. Choose 'Connect' and click 'Advanced'.

Paste the URLs listed on Stracl Admin Menu. Type 'authorization' under HTTP request header parameters and add your personal API key. Click 'OK' to connect.

Update Power BI Template

Open template and click on the 'Model View' on your left. Click on the 'Transform Data' dropdown and click 'Transform Data'.

In the new window, click on a query, select 'source' under 'Applied Steps'.

Paste your personal API Key between [Authorization="xxxxx"] and click on the checkmark to save your changes. Repeat with all queries.

Requirements 

Client needs to have Microsoft Power BI Desktop or other versions.

Starter Kit

Stracl will provide you with a fully configured example report where all data models are configured.

Authentication 

Stracl will provide you with a personal authentication key. 

Available Data 

The following data objects are available:  

  • Org. Data 
  • Stakeholder Group 
  • Stakeholder Group - Employee
  • Stakeholder Group - Change Impact Analysis
  • Stakeholder Analysis 
  • Change Impact Analysis 

Coming Soon...

  • Communications Data
  • Training Data
  • Mapping Data

Org. Data 

Field ID Type Description
Person_ID String
Employee_ID String
First_Name String
Last_Name String
Email String
Level_1_Manager String
Level_1_Manager_ID String
Approving_Manager_ID String
Country String
Location String
Title String
Login_ID String
Custom_Field_1 String
Custom_Field_2 String
Custom_Field_3 String
Custom_Field_4 String
Custom_Field_5 String
Custom_Field_6 String
Custom_Field_7 String
Status String A' for "Active" and 'I' for "Inactive"
Last_Modified_By String
Date_Last_Modified String

Stakeholder Group

Field ID Data Type
Stakeholder_Group_ID String
Stakeholder_Name String
Owner String
Team String
Add_Email_List String
Status String
Project_ID String
Project_Name String
Last_Modified_By String
Date_Last_Modified String

Stakeholder Group - Employee

Field ID Data Type
Stakeholder_Group_ID String
Person_ID String
Status String
Comments String
Custom_Field_1 String
Custom_Field_2 String
Custom_Field_3 String
Custom_Field_4 String
Custom_Field_5 String
Last_Modified_By String
Date_Last_Modified String

Stakeholder Group - Change Impact Analysis

Field ID Data Type
Stakeholder_Group_ID String
Change_Impact_ID String
Stakeholder_Category_ID String

Stakeholder Analysis

Field ID Data Type Description
Stakeholder_Analysis_ID String
Stakeholder_List_ID String
Stakeholder_Person_ID String
Stakeholder String
Stakeholder_Description String
Stakeholder_Category String
Stakeholder_Expectations String
Stakeholder_Concerns String
Stakeholder_Owner String
Type String
Analysis_Owner String
Analysis_Level String
Analysis_Status String
Suggestions String
Communication_Method String
Key_Messages String
Members String
Ranking_Power String
Ranking_Interest String
PI_Grid String
Ranking_1 String
Ranking_2 String
Ranking_3 String
Ranking_4 String
Custom_Field_1 String
Custom_Field_2 String
Project_ID String
Project_Name String
Last_Modified_By String
Date_Last_Modified String

Change Impact Analysis

Field ID Data Type Description
Change_Impact_ID String
Change_Impact String
Analysis_Owner String
Impact_Date String
Ranking_Impact String
Ranking_Probability String
Ranking_Risk String
Current_State String
Future_State String
Action_Required String
Change_Value String
Custom_Field_1 String
Custom_Field_2 String
Change_Filter_1 String
Change_Filter_2 String
Status String 'A' for "Active" and 'I' for "Inactive"
Project_ID String
Project_Name String
Last_Modified_By String
Date_Last_Modified String

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