Help with Wrike Import to Power BI (Task/Folder Mapping)

Hello, I am getting started with connecting Wrike to PowerBI. I have used the Beta Wrike connector.

It has mostly gone smoothly, but I'm having an issue I can't resolve. I am sure the solution is simple but I can't figure it out.

I am trying to manage the relationship between tasks and folders. I have successfully established the relationship between timelog and task, so I can show time spent by task title, for example. I have similarly established the relationship between users (Contact) and timelogs, so I can show time entries by name instead of user ID, for example.

However I am not able to establish the relationship between the task and folder, so I can report on how much time is spent per folder/project.

Can someone point me in the right direction, including documentation if needed? I am new to PowerBI. So far I have made edits with the powerQuery, set up my own custom columns, and made relationship edits, but this one simple connection I cannot figure out. Thank you very much for your guidance here.

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Juan Muttoni

Hi @Amanda Stephens, thank you for creating this post! I've raised a ticket with our Support Team on your behalf and one of our experts will contact you shortly to assist you with this 👍

Amanda Stephens

Thanks Juan! I had figured it out in the meantime but the Wrike support team provided this answer which may be helpful to others:

Katsiaryna from Wrike Support is here.
Thank you for reaching out!

Please note that the account-wide table "All tasks" doesn't include details on the parent items. Instead, you would need to use the "All Tasks - 'Space name'" table under the Spaces:

Space-level tables contain "parentIds" column that includes IDs of parent items.

Juan Muttoni

Thank you for sharing the solution here @Amanda Stephens!

Isabelle Langevin

Hello @Amanda Stephens,

Do you have the pinnacle or enterprise licence? I am trying use the Beta Wrike connector instead of importing my dimensions tables & perhaps facts tables.

Thank you!

Isabelle

Amanda Stephens

Hi Isabelle, we are on Enterprise Pinnacle. Based on the note here the connector is visible for all plan levels but only usable by Enterprise Pinnacle plans.

What plan are you on?

https://help.wrike.com/hc/en-us/articles/14918588863895-Wrike-Power-BI-Connector

I probably only have 5% knowledge of how to use this but it was better than the 0% I had when I posted the comment so if there's any questions I can help answer I am happy to do so

Amanda Stephens

To anyone reading this thread...I am the furthest thing from an expert but I have made a lot of progress with our Wrike/PowerBI integration, and succeeded in modelling all kinds of things for our team. The setup to make the Wrike tables work with each other takes a lot of elbow grease and patience, but works smoothly once integrated (a quick example - if you want to show tasks with time entries by user, you need to build relationships between three separate tables).

If anyone ever wants to connect to discuss, reach out to me and I will help if I can!

I really struggled to find practical resources in this integration so it was a lot of trial & error, if you're in the same boat I'd like to save you some of the same pain if I can.

Overall though, grateful to Wrike for creating and maintaining an integration like this, it helps us make better decisions with data and integrate with other business-critical data sources.

AISHWARYA MAHESH PHALAK

Hi @Amanda Stephens - I am currently in the same boat, trying to figure out how to build relationships between project folders, project phases, tasks, sub-tasks in Power BI. After importing the data from Wrike to Power BI, everything falls under one single column. I was able to create a relationship between project phase and task, but not able to find a way to create one that would give me data in the same order that I am entering in Wrike e.g. Project folders --> project phases --> tasks --> sub-tasks. Have you already tried importing data with these many hierarchies?

Amanda Stephens

@AISHWARYA MAHESH PHALAK sorry for taking so long to reply. I don't have this exact setup but happy to take a look if I can? Could you send me screenshots of what you are trying to do or replicate from Wrike and/or PowerBI, you could send to my email amanda at seoplus.com if that is preferred!

Mahaveer Vijay Biraj

I am also in same boat.

Basudha Sakshyarika

Hi @Mahaveer Vijay Biraj 🙋🏻‍♀️

Please feel free to share your specific question so that other community members can take a look and offer solutions. If you’d like, I can also loop in our experts from the support team. Please let me know. 👍🏽

Mahaveer Vijay Biraj

Hi @Basudha Sakshyarika,

Values are not matching one of custom field after importing into power BI from wrike, below you can see example,

Wrike data:

After importing into power BI :

Mahaveer Vijay Biraj

Hi @Basudha Sakshyarika,

Any Update,

Basudha Sakshyarika

Hi @Mahaveer Vijay Biraj 🙋🏻‍♀️

Apologies for the delay. I'll create a ticket with our support team for you, and they will be better equipped to assist you with your question. You can expect them to reach out soon. Thank you! 👍🏽