How to Digitize Compliance Checklists
Caroline Eisner
Jun 23, 2022
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Contents
Overview
Benefits
- Remove silos by syncing your maintenance data to Power BI in real time
- Give collaborators access to maintenance and operations data in Power BI
- Turn your maintenance, financial, and other critical data in Power BI into actionable insights
- Create custom reporting dashboards and share them with stakeholders
Key features
- Sync your data from MaintainX to Power BI — such as work orders, parts, time, costs, purchase orders, assets, locations, meters, and more
- Centralize your maintenance data from multiple sites into Power BI for analysis
- Dive deeper into your data with Power BI’s interactive reporting, modeling, and visualization tools
- Keep your data up to date with automated refreshes
How it works
STEP 1:
Connect with your dedicated account representative to understand your existing workflows and objectives for integrating MaintainX and Microsoft Power BI.
STEP 2:
Identify members of your team that will be part of the integration process — such as members of your Operations, Finance, and IT teams.
STEP 3:
MaintainX will give your IT/Developer resource or third-party integration service provider access to Power BI-specific instructions and our API documentation to configure this integration.
STEP 4:
Test the integration with your team. Start developing internal training material to set your users up for success.
STEP 5:
MaintainX and Power BI are now in sync. You can make data-driven decisions based on inputs from the shop floor, keep stakeholders informed, and streamline your operations from a single source of truth.
Requirements
- Must have a Microsoft Power BI plan.
- Must have the Power BI Desktop app installed (compatible with Windows Operating Systems only).
- Must have MaintainX's Premium or Enterprise Plan.
FAQ
How do I set up the Microsoft Power BI integration?
To use Power BI with MaintainX, you will need to generate a Report Token in order to connect different data sources for your reports. MaintainX will equip your IT/Developer resource or third-party integration service provider with detailed instructions and our API documentation to build this integration.
About
Microsoft Power BI
Power BI enables you to create rich, interactive data visualizations from multiple data sources and share important business insights that drive success.
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Visualize data and drive continuous improvement with MaintainX and Power BI.
Easily visualize data from your frontline teams by integrating MaintainX and Power BI. Keep a pulse on work orders, asset health, and costs, and make data-driven decisions to streamline your operations.
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