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title description author ms.author ms.service ms.subservice ms.topic ms.date LocalizationGroup
Connect to the Power BI Release Plan report
How to get and install the Power BI Release Plan template app, and how to connect to data.
itsnotaboutthecell
alpowers
powerbi
powerbi-template-apps
how-to
01/07/2022
Connect to services

Connect to the Power BI Release Plan report

This article tells you how to install the template app for the Power BI Release Plan report, and how to connect to the data source.

:::image type="content" source="media/service-connect-to-power-bi-release-plan/power-bi-release-plan-title-screen.png" alt-text="Power BI Release Plan Report report.":::

For more detailed information, including disclaimers and archived release plans, see Dynamics 365 and Microsoft Power Platform release plans.

After you've installed the template app and connected to the data sources, you can customize the report as per your needs. You can then distribute it as an app to colleagues in your organization.

Install the app

  1. Select the following link to get to the app: Power BI Release Plan

  2. Once you're on the App's AppSource page, select GET IT NOW.

    :::image type="content" source="media/service-connect-to-power-bi-release-plan/power-bi-release-plan-appsource-icon.png" alt-text="Power BI Release Plan Report in AppSource.":::

  3. When prompted , select Install. Once the app has installed, you will see it on your Apps page.

    :::image type="content" source="media/service-connect-to-power-bi-release-plan/power-bi-release-plan-apps-page-icon.png" alt-text="Power BI Release Plan Report on App page.":::

Connect to data sources

  1. Select the icon on your Apps page to open the app. The app opens, showing sample data.

  2. Select the Connect your data link on the banner at the top of the page.

    :::image type="content" source="media/service-connect-to-power-bi-release-plan/power-bi-release-plan-connect-data.png" alt-text="Power BI Release Plan connect your data link.":::

  3. The parameters dialog will appear. There are no required parameters. select Next.

    :::image type="content" source="media/service-connect-to-power-bi-release-plan/power-bi-release-plan-parameters-dialog.png" alt-text="Screenshot of the Power BI Release Plan report parameters dialog.":::

  4. The authentication method dialog will appear. Recommended values are prepopulated as an Anonymous authentication method. select Sign in and continue.

    :::image type="content" source="media/service-connect-to-power-bi-release-plan/power-bi-release-plan-authentication-dialog.png" alt-text="Screenshot of the Power BI Release Plan report authentication dialog.":::

  5. The report will connect to the data sources and be populated with up-to-date data. During this time you will see sample data and that refresh is in progress.

    :::image type="content" source="media/service-connect-to-power-bi-release-plan/power-bi-release-plan-refresh-monitor.png" alt-text="Power BI Release Plan Report refresh in progress.":::

Schedule report refresh

When the data refresh has completed, you will be in the workspace associated with the app. Set up a refresh schedule to keep the report data up to date.

Customize and share

See Customize and share the app for details.

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