What can we help you with?

e.g. Gantt chart, Creating tasks, Sharing folders

Connecting Wrike's API with MS Excel and Power BI

Pinned

25 comments

  • Spot On! 👍 Innovative Approach 💡 Stellar Advice 💪
    Avatar
    David Topf

    Hi Pavel,

    Great post! Im trying to get a query to show me the project ID's in one column and the task ID's in the other, but can find no way to associate between the projects and the tasks (other than individually by putting the projectID in the query).

    Cheers,

    David

    Is this helpful? 0
  • Spot On! 👍 Innovative Approach 💡 Stellar Advice 💪
    Avatar
    Pavel M

    Hi David! Thank you! 

    If I understood you correctly, you would like to have a sort of 'joint' table, there it would be possible to see the attributes for both tasks and projects related to them.

    It might be useful to try merging queries in this case. Let's say you will have the 1st query related to /tasks endpoint. I will need to make a 2nd one, to /folders. Combining queries is quite easy, please take a look at this tutorial by MS. If the 'base' table would be the one with tasks, I would advise to use 'parentIds' parameter from /tasks to match with 'id' from folders/projects.


    Once you combine the queries you will have a joint table with data on tasks + projects / folders related to them.

    Please let me know if that was helpful!

    Pavel M Community Team at Wrike 🌎Discover... Wrike Discover and become a Wrike expert. Click here to learn more

    Is this helpful? 1
  • Spot On! 👍 Innovative Approach 💡 Stellar Advice 💪
    Avatar
    David Topf

    Hi Pavel,

    Great, I did not see the optional field "parentIds", now its working!

    As a side note: To get it to work I had to use the following for the source:

    Source = Web.Contents("https://www.wrike.com/api/v3/tasks?fields=[""parentIds""]"

    Note the double quotation marks "" in order to get around the quotation marks not being recognised :)

    Cheers,

    David

     

    Is this helpful? 1
  • Spot On! 👍 Innovative Approach 💡 Stellar Advice 💪
    Avatar
    Pavel M

    David, that's awesome! 

    Curious about the syntax for the fields - you opted to include the parameter in URL and it looks like a great tip to make them work from there!

    My solution was to add them using the Query option, should be working as well:

    Query=[#"fields"="[parentIds]"]

    Would your way work with multiple parameters in a single query?

    Pavel M Community Team at Wrike 🌎Discover... Wrike Discover and become a Wrike expert. Click here to learn more

    Is this helpful? 0
  • Spot On! 👍 Innovative Approach 💡 Stellar Advice 💪
    Avatar
    Sahil Hira

    Hi Pavel,
    Thanks for the information.
    I am trying to sync Excel with one of my reports in Wrike. I am using PowerQuery code (in advance query option). The code that I used is

    let
        Source = Web.Contents("https://www.wrike.com/workspace.htm#path=reports-new&reportId=18709213",
    [Headers=[#"Authorization"="bearer <My_Wrike_Permanent_API_Access_Token>"]]),
    convertToJson = Json.Document(Source)
    in
        convertToJson

    The error that I am getting is: -

    Expression.Error: The 'Authorization' header is only supported when connecting anonymously. These headers can be used with all authentication types: Accept, Accept-Charset, Accept-Encoding, Accept-Language, Cache-Control, If-Modified-Since, Prefer, Referer.

    Kindly suggest, what to do.

    Regards,
    Sahil 

    Is this helpful? 0
  • Spot On! 👍 Innovative Approach 💡 Stellar Advice 💪
    Avatar
    Pavel M

    Hi Sahil! I replied in your new thread here

    Pavel M Community Team at Wrike 🌎Discover... Wrike Discover and become a Wrike expert. Click here to learn more

    Is this helpful? 0
  • Spot On! 👍 Innovative Approach 💡 Stellar Advice 💪
    Avatar
    Sahil Hira

    Hi Pavel,

    I am able to connect wrike directly with excel desktop and power BI desktop. But its not getting refresh directly on Excel browser and power BI online.
    Any suggestions, would be appreciated.

    Regards,
    Sahil

    Is this helpful? 0
  • Spot On! 👍 Innovative Approach 💡 Stellar Advice 💪
    Avatar
    Pavel M

    Sahil, sorry to hear that! Do you have any authentication errors for web version when trying to refresh?

    Pavel M Community Team at Wrike 🌎Discover... Wrike Discover and become a Wrike expert. Click here to learn more

    Is this helpful? 0
  • Spot On! 👍 Innovative Approach 💡 Stellar Advice 💪
    Avatar
    Sahil Hira

    Hi Pavel,

    I have created a personal gateway for power bi. It is giving error "Your data source can't be refreshed because the credentials are invalid". Data source credentials I am using are: -
    url - "wrike api path"
    Authentication method - "Anonymous" (used basic login method as well, where I entered my office 365 userid password using which I login wrike)
    but that gave the same error.
    Any help is appreciated, Thanks in advance.

    Regards,
    Sahil

    Is this helpful? 0
  • Spot On! 👍 Innovative Approach 💡 Stellar Advice 💪
    Avatar
    Pavel M

    Hi Sahil! I have created the ticket in Support  for you, I think it might be easier to help you by digging deeper into your case.

    Pavel M Community Team at Wrike 🌎Discover... Wrike Discover and become a Wrike expert. Click here to learn more

    Is this helpful? 0
  • Spot On! 👍 Innovative Approach 💡 Stellar Advice 💪
    Avatar
    Sahil Hira

    Thanks Pavel. Let me know if any details or information is required from my end.

    Is this helpful? 0
  • Spot On! 👍 Innovative Approach 💡 Stellar Advice 💪
    Avatar
    Syed Ali

    Hi Pavel,

    Nice article. Helped me a lot. I found the following when I use this:

    Source = Web.Contents("https://www.wrike.com/api/v3/timelogs?trackedDate={""start"":""2017-07-10"",""end"":""2017-07-17""}"

    It gives me time log from 10 July to 16 July. I tested the above with different end date and the result is always one day less than mention in "end".

    I successfully merged two queries so far to get username for timelog data.

    Good work and keep it up.

    Is this helpful? 0
  • Spot On! 👍 Innovative Approach 💡 Stellar Advice 💪
    Avatar
    Samson Kay

    Hello, 

    I was using the code you provided in for tasks below to connect with power BI. Is there a limit on how much data it can extract? I have two years worth of task data but only 800 lines came through to the query.

     

    let
        Source = Web.Contents
    (
    "https://www.wrike.com/api/v3/tasks",
    [
    Query=[#"fields"="[sharedIds,dependencyIds,briefDescription,parentIds,superParentIds,
    subTaskIds,responsibleIds,description,recurrent,authorIds,attachmentCount,hasAttachments,
    customFields,superTaskIds,metadata]"],
    Headers=[#"Authorization"="bearer <access_token>"]
    ]
    ),
    convertToJson = Json.Document(Source)
    in
    convertToJson

     

    Is this helpful? 0
  • Spot On! 👍 Innovative Approach 💡 Stellar Advice 💪
    Avatar
    bosh boston

    This is absolutely true that  Power BI has the same option of constructing your own Query, which was examined in this post, therefore, all things covered here are applicable to Power BI. Wrike offers an integration with Excel, windows 10 error code 0xc00000f helped me to get this.

    Is this helpful? 0
  • Spot On! 👍 Innovative Approach 💡 Stellar Advice 💪
    Avatar
    Hossein Noori

    I went through getting the token and pasting it in the advanced editor. Here is my code:

     

    let

        Source = Web.Contents("https://www.wrike.com/api/v3/timelogs",

    [Headers=[#"Authorization"="bearer <eyJ0d……W-B15Stg66Vfg>"]]),

    convertToJson = Json.Document(Source)

    in

        convertToJson

     

    I used anonymous as my credentials but keep receiving this error : "DataSource.Error: The underlying connection was closed: An unexpected error occurred on a send."

    I am not sure how to debug since this is my first API. Any help would be greatly appreciated.

    Is this helpful? 0
  • Spot On! 👍 Innovative Approach 💡 Stellar Advice 💪
    Avatar
    Bill Eger

    Team,  Is there a similar tutorial for connecting through Google Sheets?

     

    Thanks

    Bill

     

    Is this helpful? 0
  • Spot On! 👍 Innovative Approach 💡 Stellar Advice 💪
    Avatar
    Ross Garrett

    I highly recommend Parabola for connecting Wrike and Google Sheets.  

    Is this helpful? 0
  • Spot On! 👍 Innovative Approach 💡 Stellar Advice 💪
    Avatar
    Bill Eger

    Excellent, thank you.  I'll try that.

    Bill

     

    Is this helpful? 0
  • Spot On! 👍 Innovative Approach 💡 Stellar Advice 💪
    Avatar
    Andrea Bernia

    (Edited )

    Hi! I need help to connect projects with tasks. We use PowerBi to build our reports. I have the following structure:

    When I want to relate task + project or task + folder + project, I am not managing to obtain for each task, to which project it belongs.
    I made the relationship with Tasks ParentIds (several) + Project Id (one) but for most of the tasks the project does not bring me, only for a few tasks. 

    Would someone be so kind to help me? I'd be really grateful!

    Is this helpful? 0
  • Spot On! 👍 Innovative Approach 💡 Stellar Advice 💪
    Avatar
    Stephen

    @all, excited to tell you about our new BI Export. I think everyone here will find this really interesting.

    Check it out here - BI Export and Tableau Connector (Enterprise) 👍

    Stephen Community Team at Wrike 🌎Discover... Wrike Discover and become a Wrike expert. Click here to learn more

    Is this helpful? 0
  • Spot On! 👍 Innovative Approach 💡 Stellar Advice 💪
    Avatar
    Bec Wood

    (Edited )

    Hi! Any idea on how I get subtasks to carry over as well into excel

    Is this helpful? 0
  • Spot On! 👍 Innovative Approach 💡 Stellar Advice 💪
    Avatar
    John Petty

    Any plans on getting Power BI (the Microsoft version) integration? 

    Is this helpful? 0
  • Spot On! 👍 Innovative Approach 💡 Stellar Advice 💪
    Avatar
    Stephen

    @Bec - Tasks and Subtasks are separate. Once your Subtasks are tagged to parent Folder/Projects, they should show up here - let me know if you're still having issues and I'll have our support team take a closer look for you 👍

    @John - no out of the box integration with Microsoft planned right now. However, you can use the BI Export to achieve integration with MS. Let me know if you need some helping doing this.

    Stephen Community Team at Wrike 🌎Discover... Wrike Discover and become a Wrike expert. Click here to learn more

    Is this helpful? 0
  • Spot On! 👍 Innovative Approach 💡 Stellar Advice 💪
    Avatar
    Bec Wood

    Hi Stephen, If you possibly could. They don't seem to be migrating across for us.

    Is this helpful? 0
  • Spot On! 👍 Innovative Approach 💡 Stellar Advice 💪
    Avatar
    Stephen

    I've raised a ticket for you now Bec, you'll receive an email confirmation of it soon.

    If you could come back after you speak to Support to update the thread with what the issue was, it might help others having the same problem.

    Thanks 🙂

    Stephen Community Team at Wrike 🌎Discover... Wrike Discover and become a Wrike expert. Click here to learn more

    Is this helpful? 0

Please sign in to leave a comment.

Folllowing List for Post: Connecting Wrike's API with MS Excel and Power BI
[this list is visible for admins and agents only]

Community

Welcome 🖖

Hi there! 🙂 Want to become a black belt Wrike Ninja? Here's how to earn a Wrike badge

Welcome 🖖 Have you checked out this week's Release Notes yet?

Hey! 👋 Curious about something? Visit How To to search and ask the Community for answers.

Welcome! 👋 Figured out a good tip or trick? Share it in Best Practices.

Want to connect your existing software to Wrike? Learn and ask how in the API section.