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Steps for downloading pbit file #8

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swonge opened this issue Oct 10, 2019 · 8 comments
Closed

Steps for downloading pbit file #8

swonge opened this issue Oct 10, 2019 · 8 comments
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question Further information is requested wontfix This will not be worked on

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@swonge
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swonge commented Oct 10, 2019

Hi,
I'm new to both Azure DevOps (Cloud) and PowerBI Desktop. I'm trying to follow the steps on this site for Prerequisites setup. However, I'm a bit lost on the step 3 part which mention

"Download the .pbit files based on your Azure DevOps template (Scrum or Agile - inherited processes also work fine)"

Can you elaborate the step that needs to be down here? Thanks

@nbrown02
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Hey @swonge first you need to check what process template you're using (see prerequisites) - this link is handy. Whatever work item types are in your project that map to the process template in that link, then that's the process you're using. So you should download the .pbit files based on your Azure DevOps process template.

Happy to have a call if easier to work through :)

@swonge
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swonge commented Oct 10, 2019

Thanks for your prompt response.
I tired to open Visual Studio (2019), then choose "Team" > "Team Project Collection Settings" > "Process Template Manager". It brings me to the Azure DevOps Portal's Process page, and I can't go any further as there's no Export option for the template that my company uses.

@nbrown02
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nbrown02 commented Oct 10, 2019 via email

@swonge
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swonge commented Oct 10, 2019

problem resolved. The issue happened in VS 2019 which I used. After switch to VS 2017. the "Process Template Manager" selection windows pop up

https://docs.microsoft.com/en-us/azure/devops/boards/work-items/guidance/manage-process-templates?view=azure-devops

@swonge swonge closed this as completed Oct 10, 2019
@xjussix
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xjussix commented May 27, 2020

Sorry for commenting a closed issue, but I have the same issue. Is VS2017 really the solution then? No other options?

@nbrown02
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nbrown02 commented May 27, 2020

Not a problem - I'm not sure on VS2017 as a solution to be honest :/

The first link provides guidance on what different process templates there are.

Another way is to go to dev.azure.com/[Your Organisation Name]/[Your Project Name]/_settings/ and then your process template name will be in the middle of your page (as a hyperlink) - if you click it then it will show you the work item types on your project :)

@xjussix
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xjussix commented May 27, 2020

Thanks for the swift reply. I am fully aware of the process template name, just like you describe, I'm just totally at a loss what to do with that information. According to the instructions I'm supposed to download a .pbit file but I have no idea how to do that, even if I know the process template name.

@nbrown02
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nbrown02 commented May 27, 2020

Can you download from the repo?
There are two template files there, the filenames should point towards the right template to download

@nbrown02 nbrown02 added question Further information is requested wontfix This will not be worked on labels Aug 17, 2020
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