With the Preview of K2 SmartObject OData API, comes a powerful new way to use third-party reporting tools with both K2 process data as well as line-of-business data. K2 is pleased to provide Power BI templates to accelerate insights into your business processes.
Get data-driven decisions by seeing the performance of your processes and activities. Drill down into rich process activities for better analysis. Understand workload and identify any bottlenecks. See general usage trends for how K2 processes are being used.
The download includes the Power BI template as well as instructions for enabling OData SmartObject support.
For the Power BI K2 Process Template to work, you must first have SmartObject OData API enabled. To enable SmartObject OData API, go to K2 Management, Integration, APIs. To find out more about how to enable and configure SmartObject OData API, refer to the product documentation.
The following SmartObjects must be selected for the K2 Process Template to retrieve the appropriate data in the report. Alternatively, you may choose the "all SmartObjects" option.
SmartObject Display Name |
SmartObject System Name |
Category: Workflow Reports\Workflow Analytics |
|
Activity Instance |
com_K2_System_Reports_SmartObject_AnalyticsActivityInstance |
Activity Instance Destination |
com_K2_System_Reports_SmartObject_AnalyticsActivityInstanceDestination |
Process Instance* |
com_k2_System_Reports_SmartObject_AnalyticsProcessInstance |
Process Overview |
com_K2_System_Reports_SmartObject_AnalyticsProcessOverview |
Process Set** |
com_K2_System_Reports_SmartObject_AnalyticsProcessSet |
Task |
com_K2_System_Reports_SmartObject_AnalyticsTask |
Note there is a “Process Sets” (plural) SmartObject. You must select “Process Set” (single). Check for the correct system name and category location when selecting the SmartObject.
Open the .pbit file attached to this article. The .pbit it is the file extension for Power BI templates. When you open the template file, you will be prompted to provide your K2 OData URL. To find out how to enable and configure SmartObject OData API, refer to the documentation.
Example URL would be https://k2.denallix.com/api/odata/v3
Power BI will attempt to load the data into the report. Note that this may take some time depending on your environment. You will then be prompted that Anonymous access is not allowed for the endpoint.
Change the authentication type to “Basic” and provide the appropriate account to access the data. Note that because workflow data is security trimmed based on your process rights, this also applies to the workflow reporting OData endpoints.
Once complete, click Connect.
Power BI will then retrieve the data from the OData endpoint for the report. Please note this can take a short or long amount of time depending on the amount of data you are accessing.
Once the data has been loaded, you will see the items in the report populate with data. In Power BI desktop you may hit “refresh” at any point to update the report.
There are times you may have enter in the wrong credentials the first time you load the template or want to change the credentials at a later point in time. To update the OData URL or credentials used do the following.
From the main File menu, select “Options and Settings”. Then select “Data source settings”.
Select the Data Source you provided for the report, then select “Change source” for updating the OData url or “Edit Permissions” for updated the credentials used. Remember to use “Basic” for the authentication type.
Should you have issues loading the report check the following.
Clearing the Cache is sometimes needed when you publish new or update SmartObject definitions as Power BI may cache the metadata associated to the OData endpoint.