Wrike Power BI Connector and Custom Field Access
We are currently starting down the path of exploring the use of the Wrike Power BI Connector. We connected to Power BI Desktop successfully, but we're having some trouble figuring out where all of the data lives. In particular, we can find a "customFields" option, but we are not able to find the custom fields and their content that we have created for our projects and tasks
We are quite new to this and Power BI. We appreciate any guidance on how we may be able to access the custom fields we have created so we may incorporate those into our dashboards. If there are other more comprehensive guides we can review, that would be great as well. We are not currently planning to use the API directly, and the Wrike Power BI Connector page does not provide the level of detail we'll need to understand the data structure.
Thanks!
Hi Chris Cashon, sorry for the delayed reply! I've opened a ticket with our Support Team on your behalf. One of our experts will contact you shortly to assist you with your case 👍
Is there an update or any feedback to provide? We are having a similar issue with being able to link Custom fields to tasks.
Hey Austin Needham, welcome to the forums 👋 Sure, our integrations experts will be happy to assist you, I've asked them to reach out to you separately.
Is there anything else I can help you with?
Lisa Community Team at Wrike Wrike Product Manager Become a Wrike expert with Wrike Discover
Lisa Wrike Team member Become a Wrike expert with Wrike Discover
Thanks Lisa. I was able to figure this out by drilling down in the specific site and pulling the tasks from there. This had the custom field IDs, which I was able to map.
Great to know Austin Needham 🙂
Lisa Community Team at Wrike Wrike Product Manager Become a Wrike expert with Wrike Discover
Lisa Wrike Team member Become a Wrike expert with Wrike Discover
Austin Needham can you help me out on how did you get custom fields data? and map them
Hey Rutik, welcome to the Wrike Community! 🙋🏻♀️
While we wait for Austin to share more details, I've raised a ticket with our support team to assist you. Thank you!
Basudha Sakshyarika Community Team at Wrike Wrike Product Manager Learn about Wrike’s killer features and best practices with our Online Training Webinars
Basudha Sakshyarika Wrike Team member Learn about Wrike’s killer features and best practices with our Online Training Webinars
Rutik Ambre when using the connector simply select the specific space/folder and then the tasks/custom items from that. Once you have that data you can map them accordingly to fit your needs.
Hi Austin Needham,
Even i am facing same issue, could you please explain me in little more detail.
Mahaveer Vijay Biraj when using the Wrike PowerBI datasource, drill down to the specific space and you will see options for custom fields.
Hi Austin Needham,
Yeah, got it, but i can load only one project custom fields, is there any all projects custom values, currently i can see projects as folder
Hi Austin Needham,
Do we need to create new query for each project or task in space
Mahaveer Vijay Biraj right here. You can then transform the data to your liking and create relationships within BI as you see fit.