How can I pull reports data from Resource Management connect to Power BI?

I'm not a developer and my knowledge of APIs are limited.

I'm working on getting data from the resource management tool to power bi. I was able to pull all data, except for reports. I know I have to do a POST request, which I'm trying for the first time. I did run this query and I'm still getting errors.

I'm getting this message "We couldn't authenticate with the credentials provided." my credentials are set anonymous.

What am I doing wrong?

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Aseel Hawi

another attempt, another error

let

apiUrl = "https://api.rm.smartsheet.com/api/v1/reports/rows",

apiToken = "XXXXXX", // Replace with your Smartsheet API token

headers = [

#"Content-Type"="application/json",

#"auth"=apiToken

queryParams = [

view = "time_fees_hours",

time_frame = "this_week",

group_by = {"project_id"},

today = DateTime.ToText(DateTime.LocalNow(), "yyyy-MM-dd"),

calc_incurred_using = "confirmed-unconfirmed"

response = Json.Document(Web.Contents(apiUrl, [Headers=headers, Query=queryParams])),

data = response

data

Hamza1

Hi @Aseel Hawi,

I see that you’ve opened a Support ticket. The integration between Power BI and Resource Management by Smartsheet is currently not supported in Smartsheet. When you have a moment, please submit your feature request to the Product team by creating an Idea post in the Smartsheet Product Feedback and Ideas topic.

Cheers,

Hamza

HCarullo

Hi @Aseel Hawi,

I know this post is from a year ago, were you able to solve the issue? I'm encountering the same and hoping you have found the solution.

felixharrisondavid

To pull data from Resource Management into Power BI, you need to establish a connection between the two platforms. Start by exporting data from Resource Management in a format compatible with Power BI, such as Excel, CSV, or through an API if available. If Resource Management provides an API, configure the API connection in Power BI using Power Query.

HCarullo

Have reached out to directly to Smartsheet support and they confirmed that there is currently no API available to connect Resource Management (RM) and Power BI. We are manually exporting reports from RM and feeding them to Power BI.

RM recently released the Advanced Reports which automatically extracts data from RM to SS. We could potentially leverage the Advanced Reports since there is already an API for Smartsheet to Power BI. However, we are dealing with huge data from RM and as of writing, Advanced Report is unable to handle such volume.

laradario

Thanks for sharing this solution! I’m facing the same issue with pulling data from Resource Management and connecting it to Power BI. I’ve tried several approaches, including using the API and exporting reports manually, but nothing seems to work smoothly for automated reporting. Your explanation helped clarify a few steps I was missing, and I’m going to test it in my workflow. It’s really reassuring to see others running into the same problem and finding ways to work around it. Hopefully, with some trial and error, we can get a reliable connection set up.

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