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Padelman Frequent Visitor
Frequent Visitor

Multiple relations between Insightly table

Hi,

 

I using Power BI to show the results of our Insightly data.

In Insightly I have projects for each customer, and under each project include their own tasks.

 

Now I'm trying to show the User, Project, and Task, Status in Power BI, but the table projects do not include the tasks... and the table tasks... do not include the projects. May I stablish a relation? is there any way to do that?

 

Please help, thanks,

 

Albert

5 REPLIES 5
Moderator v-qiuyu-msft
Moderator

Re: Multiple relations between Insightly table

Hi @Padelman,

 

When you import projects table and tasks table into Power BI Desktop, it can autodetect the relationship and we can also create and manage relationship manually between those two tables like below:

 

q2.PNG

 

Reference:
Create and manage relationships in Power BI Desktop

 

Best Regards,
Qiuyun Yu

Community Support Team _ Qiuyun Yu
If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.
Padelman Frequent Visitor
Frequent Visitor

Re: Multiple relations between Insightly table

Dear all,

 

Thanks for your answer, but I'm using Power BI on a Mac... so just web based. Any alternative solution to Power BI Desktop?

Moderator v-qiuyu-msft
Moderator

Re: Multiple relations between Insightly table

Hi @Padelman,

 

In my original reply, the solution is for Power BI Desktop. In Power BI Service, we can't do much for data model. 

 

As the Power BI desktop can only run on the Windows system currently, you aren't able to mange the relationship on MAC. To workaround the issue, you can use one computer which supports Power BI Desktop to create relationships, then publish the report to Power BI Service. On MAC, you can logon the Power BI Service to view the report.

 

Best Regards,
Qiuyun Yu

Community Support Team _ Qiuyun Yu
If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.
ET Frequent Visitor
Frequent Visitor

Re: Multiple relations between Insightly table

Is there a way to get my Insightly data into Power BI Desktop on a windows PC?

 

It was really easy with the Power BI Online, but there is less functionality and I don't think your can transfer from Power BI Online to Power BI Desktop. I don't want to put too many hours into something that I may wish to 'upgrade' to Power BI Desktop later on.

Power BI Team Youssef
Power BI Team

Re: Multiple relations between Insightly table

Power BI Desktop doesn't offer a connector to Inisghtly's API yet. If you like, please go submit an idea here to help us prioritize adding that: https://ideas.powerbi.com/forums/265200-power-bi

 

 

Youssef Shoukry
Product Manager, Power BI

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