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How to Visualize Flowsite Data in Power BI

Learn how to connect your Flowsite integration file to Power BI and start visualizing your Dashpivot data in live dashboards and reports.

Written by Nina Yang

Once your flow is set up in Flowsite, the next step is connecting your Power BI integration file and building dashboards that bring your Dashpivot data to life.

Power BI lets you turn your Dashpivot form data into visual reports — charts, graphs, KPI cards, and filtered dashboards — that update automatically each time Flowsite runs. This guide covers how to connect your file, refresh your data, and reset your credentials if needed.

Prerequisites

  • Plan: All Plan Types

  • Permission: Flowsite Org Controller

  • Skills Required: Workflow Automation

  • Device Type: Computer/Browser

  • Subscription: Dashpivot, Flowsite, Microsoft Power BI

Step-by-Step Instructions

Step 1 — Connect your Power BI integration file to Flowsite

  1. Open your Power BI integration file

  2. Go to the Home tab in the menu bar

  3. Click Refresh

  4. When the Access Web Content window appears, select Basic

  5. In the Select which level to apply these settings to dropdown, select the URL containing "nod"

  6. Enter your Flowsite credentials and click Connect

  7. Wait for the status at the bottom left to change from Running background query to Ready

  8. Your Power BI file is now connected and ready to use

Step 2 — Build your dashboard

  1. In the Visualizations pane, select the chart or visual type you want to add (bar chart, line chart, table, card, etc.)

  2. In the Fields pane, drag the relevant Dashpivot data fields into your visual

  3. Use Filters to let users drill down by project, date range, category, or any other field available in your data

  4. Add KPI cards to surface key metrics at a glance — such as totals, averages, or completion rates

  5. Repeat for each visual you want on the dashboard, then arrange and resize them to fit your layout

  6. Save the file when done

Notes

  • Make sure the credentials you enter match the Flowsite flow URL for your integration. Mismatched credentials will cause a connection error.

  • If the credentials window does not appear after clicking Refresh, your credentials are already saved and the data will update automatically.

  • Power BI does not support manual data entry directly. If you need to include data that is not captured in Dashpivot forms (such as budget targets or reference values), store it in a separate Excel file and connect that file as an additional data source.

  • The charts, KPIs, filters, and layout of your dashboard are fully customizable to match the reporting needs of each project or team.

FAQs

How do I reset my Flowsite credentials in Power BI?
Go to Home > Get Data (dropdown) > Data Source Settings, select the URL, click Clear Permissions, then close the window and click Refresh to reconnect. See How to Reset Flowsite Credentials on Power BI Integration Files for the full steps.

What types of visuals can I create in Power BI with Dashpivot data?
You can build bar charts, line charts, pie charts, tables, KPI cards, scatter plots, and more. The visuals available depend on the data fields in your Dashpivot templates. Common use cases include planned vs. actual comparisons, safety trend charts, timesheet summaries, and inspection pass/fail rates.

Can I show Actions data in my Power BI dashboard?
Yes. When you use the Actions source in your Flowsite flow, the data includes the Action Status field (open or closed). You can use this to filter or group your visuals by action status in Power BI.

How do I get the latest data into my dashboard?
Flowsite updates your data automatically on the schedule set in your flow. To get the latest data immediately, trigger the flow manually in Flowsite and then click Refresh in Power BI. See How to Manually Refresh a Flow for Flowsite Data in Power BI for the full steps.

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