Abraxio API - PowerBI Tutorial
Connect your data to Abraxio example files
Step 1
- Download one of the models attached to this article (at the bottom of the page): DemoFinance_v2.pbit, DemoFinanceBasic_v1.pbit or DemoPortefeuilles_v1.pbit
- DemoFinance_v2.1: If you were already using our previous model "v1", this new version allows you to also use the project/activity analytical axes (available in the model and in the "Budget Analysis" example tab)
- DemoFinanceBasic_v1.1: Example without data transformation, with a model very close to the one exposed by our APIs
Step 2
- When opening the model, the Abraxio API URL is already populated, you still have to fill in the authentication elements specific to your environment ( click here to access the documentation on authentication at (API):
To use these files, your API access must have at least the dataset.finance.read and dataset.portfolios.read scopes
- Choose Anonymous access:
Step 3
- When loading the data, you will need to check the box "Ignore privacy level controls for this file":
Error loading data
If you encounter the above error message when loading data, you must modify the confidentiality parameters in your file in the following configuration:
DemoFinance Model
This file loads and transforms the data retrieved from the Abraxio APIs to feed a model that allows advanced reporting (comparisons between financial years, closings and archives).
Example reports
Budget analysis
This report presents KPIs on your budget (build/run distribution, opex/capex, projects/activities) and the budget distribution by category of the CIGREF reference.
The available filters are:
- Choice of a budget year or an archive/decree
- The first 2 personalized analytical axes of the Finance module
- The first 2 personalized analytical axes of the Portfolios module
Budget breakdown
If you use one or more analytical axes broken down as a percentage on your budget lines, this report allows you to choose the financial year and select the analytical axis on which the report relates.
The report presents quality analysis KPIs (percentage of total budget allocated) and a detailed table of the breakdown by projects/activities.
Comparisons
This report allows you to compare budget indicators (budget, OPEX, CAPEX, consumed) between your budgetary exercises and their archives/decisions. The selection of budgets to compare is done on the left (selection of exercises, archives, decisions).
Monthly comparisons
This report allows you to compare your € and JxH budgets between different financial years to be selected on the left.
Description of the sample file data model
Here is the schema of the data model that powers the reports described above:
- Projects: List of projects with their qualifiers. These projects are linked to the financial years and archives/orders, so we find in this table one occurrence of project per financial year, archive or order containing it.
- ProjectsDimensionsValues: Detail of the values of the analytical axes of the projects
- ProjectsDimensionsDescription: Description of the analytical axes of the projects
- Budgets: List of budgetary years
- Snapshots: List of archives/orders, as well as an entry named "Budget" corresponding to the "current" budget of each financial year in order to build the advanced financial year/archive/orders selector in the "Comparisons" report example
- Lines: List of budget lines (which come from the budget for a financial year, from a decree, or from an archive)
- LinesSchedules: Monthly schedule associated with a budget line
- LinesDimensionsValues: Detail of the values of the analytical axes of a budget line
- BudgetDimensionsDescription: Description of the configuration of the analytical axes of a budget line
Update September 2024: the v2 template loads the details of the values of the analytical axes of the projects and offers filters on the first two axes configured in the "Budget Analysis" example.
DemoFinanceBasic Model
This file loads a "raw" model (similar to the one exposed by the APIs) from the Abraxio APIs and provides some example reports.
Example reports
Budget analysis
This report presents KPIs on your budget (build/run distribution, OPEX/CAPEX, projects/activities) and the budget distribution by category of the CIGREF reference.
The available filters are:
- Choosing a budget year
- The first 2 personalized analytical axes of the Finance module
- The first 2 personalized analytical axes of the Portfolios module
Budget breakdown
If you use one or more analytical axes broken down as a percentage on your budget lines, this report allows you to choose the financial year and select the analytical axis on which the report relates.The report presents quality analysis KPIs (percentage of total budget allocated) and a detailed table of the breakdown by projects/activities.Monthly comparisons
This report allows you to compare your € and JxH budgets between different financial years to be selected on the left.
Analysis stopped
This report presents the same graphs as the budget analysis, but focuses on decrees/archives.
Budget approved and broken down
This report is the same as the budget breakdown, but covers the orders/archives.
Description of the sample file data model
Here is the schema of the data model that powers the reports described above:
- Budgets: List of budgetary years
- Snapshots: List of archives/orders of a financial year
The model is then similar to detail the entire budget for a financial year or an archive/decree with the following tables (prefixed with Snapshots for the archives/decrees):
- Projects: List of projects with their qualifiers. These projects are linked to the exercises.
- ProjectsDimensionsValues: Detail of the values of the analytical axes of the projects
- ProjectsDimensionsDescription: Description of the configuration of the analytical axes of the projects
- BudgetLines: List of budget lines
- BudgetLinesSchedules: Monthly schedule associated with a budget line
- BudgetLinesDimensions: Detail of the values of the analytical axes of a budget line
- BudgetDimensionsDescription: Description of the configuration of the analytical axes of a budget line
For more details on the content of the data exposed by the Abraxio Finance APIs, find the dedicated article here
DemoPortefeuilles Model
This file loads data from the Portfolios module via the Abraxio APIs and provides functional example reports.
Example reports
Portfolios Overview
This report presents key global KPIs on your portfolios:
- Distribution of projects and activities by stage/status
- Weather of the latest flash reports published for each project/activity
- Delayed milestones on your GANTT schedules
- Open major and critical risks
- Comparison of budget vs actual consumption (in your currency or in MH - man-hours) by portfolio
Portfolios Budget
This report provides a budget view of your portfolios with details per project/activity.
It displays the budget, OPEX, and CAPEX for each month.
Portfolios Gantt
This report offers a GANTT schedule view of all your projects/activities.
For each project/activity, the timeline between its start and end dates is displayed.
Risks
This report provides a global overview of risks, including:
- A matrix showing the distribution of risks by probability and severity
- Total number of risks
- Number of risks with an overdue or empty review date
- Distribution of risks by criticality level
- A summary table listing all risks
Portfolios Evolution
This report allows you to track various trends within the portfolios:
- Monthly trend of project statuses based on the latest report published each month
- Monthly trend of risks by their occurrence date, with a visual breakdown by criticality
- Monthly evolution of budget vs actual consumption (in your currency and in MH)
Project Evolution
This report complements the previous one by focusing at the project/activity level. It includes:
- Monthly evolution of reference budget vs actual consumption (in your currency and in MH)
- Evolution of the number of delayed milestones
- Monthly evolution of risks by occurrence date, with a visual breakdown by criticality
You will also see:
- Total number of major risks
- Number of delayed milestones
- Total amount of actual consumption (in your currency and in MH)
- Distribution of time spent per stage, measured in days
Description of the data model for the sample file
Below is the schema of the data model powering the reports previously described:
Information retrieved via APIs
- Projects: list of projects/activities
- ProjectsBudgetSchedules: monthly schedule associated with a project
- ProjectsDimensionsDescription: description of the analytical dimensions of a project/activity
- ProjectsDimensionsValues: details of the values for the analytical dimensions of a project/activity
- ProjectsMilestones: milestones of a project/activity
- ProjectsReports: list of flash reports for a project/activity
- ProjectsReportsBudgetSchedules: monthly schedule associated with a flash report
- ProjectsReportsMilestones: list of milestones recorded when capturing the data (generally at publication time) of a flash report for a project/activity
- ProjectsReportsRisks: list of risks recorded when capturing the data (generally at publication time) of a flash report for a project/activity
- ProjectsRisks: list of risks for a project/activity
- ProjectsRisksDimensionsDescription: description of the analytical dimensions of project/activity risks
- ProjectsRisksDimensionsValues: values of the analytical dimensions of a risk
- ProjectsStatusHistory: list of status changes for a project
Tables not retrievable via APIs
These are technical tables, and you won’t be able to access them through our APIs.
- AmountDisplay: technical table enabling the display of monetary indicators in excl. tax / incl. tax
- Calendar: date table allowing centralized filtering on all dates in the model
- MesureMode: technical table enabling the display of monetary indicators in cumulative or raw values
- RiskProbabilities: technical table containing different probability values and their scores for generating the risk matrix
- RiskSeverities: technical table containing different severity values and their scores for generating the risk matrix
Tables built from multiple other tables
These are derived tables created from other tables, which you also won’t be able to retrieve through our APIs.
- Matrice Risques: risk matrix generated from the RiskSeverities and RiskProbabilities tables
- ProjectWeather: monthly project weather history. This table is generated by combining several sub-tables to obtain the latest weather per project per month (SourceMonthlyReports, SourceMaxSnapshotDateByProjectAndMonth)
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