Our Reporting API makes customization easy and offers visualization options outside of traditional pivot reports. This technology lets you connect to a multitude of reporting tools including Tableau, Power BI, Google Looker Studio, Excel, Qlik Sense and others. All you need to establish a connection between Meisterplan data and the BI software tool of your choice is an API token from your Meisterplan system and a BI software license. Learn how to generate an API token for a report here.
Using our Reporting API with another reporting tool is a great option when you want more flexibility in how the reports are constructed and what data they display. The Reporting API also allows you to report on additional data points, like milestones, that are not available in the integrated reports. With multiple API connections, you can also report on Meisterplan data alongside data from other tools like time tracking and billing software.
Google Looker Studio (or Google Data Studio)
The newest addition to our Reporting API options, Google Looker Studio, has one feature that drastically distinguishes it from other Business Intelligence solutions: Google Looker Studio is completely free! You heard that right. All you need to create a Google Looker Studio report is a Google account, making this option virtually accessible to everyone in your organization. With a variety of charts, tables and visuals readily available and the ability to create your own visuals via code, Google Looker Studio has countless options for data visualization. You can find Meisterplan templates for reporting with Google Looker Studio in our Help Center. Google also provides report templates for a wide range of topics that may be relevant to your context. You can check out these templates here.
A Microsoft product, Power BI is one of the most popular reporting tools used with our Reporting API, and for a good reason. Power BI is relatively inexpensive, easy to learn, and robust in capabilities.
Power BI offers 27 standard visualization options with the ability to download additional 3rd party visuals. Power BI is also intuitive to learn, with a vast library of educational content to ensure you know how to use the product to its full potential. Before I joined the marketing team, I worked with many Meisterplan customers on their Power BI dashboards. As someone new to complex report building, I learned everything I know about Power BI via free online sources, from how to create relationships between data sources to transforming data formats. If you are also new to Power BI, I recommend checking out the following learning modules:
While Power BI does require a paid license to download and create reports, this license is often included in Office 365 subscriptions. Before expensing a license yourself, check in with your IT team to see if one is already available to you.
To get you quickly working with your data, Meisterplan offers several Power BI templates in our Help Center. Our most used Power BI template is the Portfolio Report Template. This template provides visualizations for a complete view of the status of your portfolio and resource allocations.
We also offer two different templates for scenarios comparisons in Power BI. These reports can help you see changes in allocations and project planning between scenarios so you can make informed decisions. You can download all our Power BI templates here.
Tableau is a comprehensive Business Intelligence solution that is often used in educational and corporate environments. This solution has many of the same capabilities as Power BI, a wide selection of visualization options and an intuitive user interface that makes adoption easy. However, Tableau is often a better choice for data analysts over Power BI as they have heavily invested in integrations to make reporting easy between platforms.
Positioned as an enterprise tool, Tableau is priced as such with a significantly higher subscription price than Google Looker Studio and Power BI and a tiered access structure. If you are in the education space, however, Tableau offers a discounted pricing structure with free licenses for students.
Tableau report templates for Meisterplan are also available to get you quickly started using your data. Download the Strategic Project Portfolio Bubble Chart or Project Pipeline Analysis by Financial Value templates via our help center our Meisterplan Tableau profile.