Adding custom fields to Insights (PowerBI + Odata)

In several places in the Fortes Change Cloud, PowerBI is available as a reporting tool. By default, it is set up with sample reports based on the standard fields in the Fortes Change Cloud.

It is possible to create your own fields in the Fortes Change Cloud in which mostly organization-specific information is stored: e.g., a field ‘Department’ that records for which department the project is executed.

The standard data set used to create reports in PowerBI can be expanded with these custom fields. So this is not about creating the custom fields, because that is done by a system administrator, but about adding the already created and, thus in use, custom fields to the data set.

How to add custom fields to the PowerBI report data set:

1. Open the PowerBI reporting in the Fortes Change Cloud
2. Hold the mouse pointer in the PowerBI screen on the button: ‘Set data fields’ > a pull-down drop-down menu appears
3. In these pull-downs, choose which object in the data set should have its own field added to it:
   1. Portfolio: fields with information about the portfolio
   2. Portfolio item: fields with information about the portfolio items / projects
   3. Risk: fields with information about the risks captured on the portfolio items or reported from the projects
   4. Issue: fields containing information about the issues captured on the portfolio items or reported from the projects.
   5. Planning item: fields containing information about the planning items recorded on the portfolio items. In the case of using Agile programs, this is information about the features associated with an Epic.
4. Once the object is selected, a screen appears with the fields not yet included in the data set on the left and the fields already included in the data set on the right. See image below:
   1. You can search by the name of the field
   2. Check the field you want to add to the data set
   3. Press the ‘> Add to data fields’ button to add the selected fields to the data set
   4. At the bottom of the screen, press the “Set Data Fields” button to save the modified data set.