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Enrich Power BI with Portfolio Data

Bring your portfolio into Power BI reports and connect actuals from your ERP and other systems with your planning in Meisterplan.

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Up and Running Fast with the Reporting API

We built Meisterplan’s Reporting API on the REST standard and tailored it to BI tools. That means your portfolio data connects to Power BI quickly and is ready to use right away.

  • Report-ready endpoints: Each endpoint returns its related fields in a single call, with no paging to work through.
  • Little manual cleanup: The data comes denormalized. Project and scenario names sit right on the row, so there's no need to resolve them from IDs.
  • A guided start: Our Power BI templates deliver results immediately, and the Help Center walks you through the entire setup.

What You Need for the Integration

Access
Step-1-zugangsrecht

A Meisterplan account with API permissions, plus Power BI Desktop.

An API Token
Step-2-API-Token

Created in Meisterplan under Manage Apps. The token controls which data the connection can see.

A Little Time
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Start with one of our templates or build your own report from scratch. The Help Center guides you through both options.

Build Power BI Reports That Only
Portfolio Data Make Possible

Most of your tools show you the current state in Power BI. Meisterplan shows you what was planned.
Together, they produce reports neither side can deliver on its own. Here are a few examples.

A Selection of Ready-Made Report Templates

Jamie Kruse with Elara.

Everyone started to see Meisterplan as the endpoint — the place where all data flows and where we make sense of everything. It gives us the executive view, the ability to plan, and the confidence to make decisions.

Jamie KruseDirector IT Programsopen_in_new
Elara

FAQ

Frequently asked questions about integrating Power BI and Meisterplan.

Which Meisterplan data is available in Power BI?
Can Power BI write data back to Meisterplan?
How is access secured and managed?
Does the Reporting API also work with our on-premises system?
How up-to-date is the data in Power BI?
Can we combine Meisterplan data with data from other systems?
Is the Reporting API included in every edition?
Can I use Meisterplan's report templates in the Power BI web version?
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Ready for the Next Step?


Connect your existing systems with Meisterplan in no time — and see the results for yourself.