📊 Power BI Report with Auto-Updated Data from Planfix via a Custom-Built API

Power BI report available here...

The goal of this project is to build an automatically updating analytics dashboard in Power BI for monitoring the performance of a Marketing campaign using the data which is managed and continuously updated in Planfix.

The key challenge was integrating Power BI with the Planfix in a way that ensures:

• the report is always based on the most up-to-date data from Planfix
• the data is automatically retrieved and visualized without manual effort

To solve this, I developed a Flask-based API Planfix Report API and deployed it on a server to provide the most recent report data from Planfix in JSON format, which I used in Power BI as a data source.

Project Goals:

✅ Automate data extraction and updates from Planfix

✅ Eliminate manual export/import

✅ Develop and support analytic report in Power BI

✅ Enable up-to-date analytics in Power BI

✅ Refresh the report multiple times per day to reflect real-time activity

🔄 Project Overview

• The Planfix Report API connects to Planfix and fetches the list of saved reports.
• It determines the latest report based on the highest ID.
• It retrieves the data of this latest report via a secure HTTP request, structured it into a pandas.DataFrame and returned as a JSON response.
• Power BI accesses data via Web connector (using API endpoint) and uses the JSON as a data source.
• Performed data cleaning and transformation, created the data model, calculated necessary metrics.
• Created necessary visualizations and comprehensive analytical report in Power BI Desktop.
• Managed the refresh policy in Power BI Service.

Planfix Report API for Power BI Integration

This custom-built API Flask-based application provides an API that connects to the Planfix system and automatically fetches data from the latest saved report. It is used to power a real-time report in Power BI, ensuring that reporting is always based on the most up-to-date data from Planfix.

Planfix Report API Overview

Planfix Report API was designed to automate the process of collecting structured data from Planfix and visualizing it in Power BI without manual export/import steps.

• Automated updates from Planfix
• Hosted on a server as a Flask web app
• Connected to Power BI via web API
• Used to build dashboards for monitoring and analysis

Technologies Used

• Python 3.8+
• Flask
• httpx
• pandas
• dotenv
• Power BI – for dashboard visualization

🖥️ Deployment

This application is deployed on a remote server and exposed over HTTPS so that Power BI can access it as a web API. The endpoint is added to Power BI using Web connector.

🔒 Data Privacy Notice

This report is provided for demonstration and viewing purposes only. All sensitive or personal data has been anonymized to ensure compliance with privacy standards.