Smart Groups

Table of Contents
You are here:

Smart Groups Dashboard in Power BI

Similarly to Issues and Risks templates, our default Smart Groups template file will provide you with a comprehensive and organised project overview.
Establish a live link between your project in 3D Repo and Power BI dashboard.
From there onwards, you can customise it further and link additional information if necessary.

Download the Power BI application here: https://powerbi.microsoft.com/en-us/downloads/

Download the Template

  • Open your internet browser and go to the downloads section on our website
  • Click on the BIM Forensics tab
  • Scroll down to the Power BI section where you see Smart Groups Template and click Download

Open the Template

  • Open the downloaded ZIP folder
  • Copy-paste the template file to your local drive and open it
  • Follow the next few steps in this guide to connect it with 3D Repo

Setup your Query

When you open the Power BI template for the first time, ignore Access Web Content and Refresh windows and close them.
You will provide credentials later to connect to the Web source (3drepo.io)

Data source settings

  1. In the drop-down menu Transform Data, select Data source settings containing the API request for data stored in 3D Repo
  2. Click on the Change Source button
  3. Replace and provide the following information in the URL link
    TEAMSPACE  where the model is stored
    MODEL ID (model’s Unique ID number)
    The web browser’s address bar contains information about Teamspace & Model ID, which you can copy-paste to Power BI.
    Retrieve this information by going to 3drepo.io and open any model you want to query.
    API KEY for quick and easy authentication
    You can generate an API Key in your profile section. For more help watch the ‘Generate API Key’ video tutorial
  4. After pasting, click OK to submit changes
  5. In Data source settings, click Close to apply these changes

    Load Smart Groups Data

    Once you have successfully established your Web API Query using Data source settings, add the data to your table.
    You will need to connect with the credentials as below:

  6. Click on Transform Data
  7. A new window appears, click Edit Credentials to connect. This will establish the live link with your project in 3D Repo
  8. Click Connect
  9. Select Close & Apply in the top left corner of your toolbar
  10. Voila! Smart Groups data is loaded in Data section and you can visualise it when clicking the Report icon
  11. To start building your dashboard, have a play with different charts and variables in the Visualizations and Fields sections
  12. Save your Power BI file
  13. Next time you open the file, click on the Refresh button to retrieve the latest smart groups information from 3D Repo

For more information, check out the video tutorials page on how to create a smart group in 3D Repo.