Filter incoming data in Power BI

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When you use the Power BI Connector to import an Autodesk Data Exchange into Power BI, you can filter the incoming data.

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This allows you to customize the data set to meet your project requirements and can save loading time to help streamline your workflow.

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To filter the data imported from a Data Exchange, from the Power BI ribbon, Home tab, select Get Data, then click More.

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In the Get Data dialog, enter “Autodesk” in the search bar and then select Autodesk Data Connector for Power BI.

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Click Connect.

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Once the Autodesk Data Connector dialog appears, select Data Exchange from the Select Source Type drop-down.

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If you have a URL from the Autodesk Construction Cloud, paste it into the URL field.

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You can also specify units here.

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Now, expand the Use filters drop-down and click Yes.

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This is the option that allows you to specify which data is imported.

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Click OK.

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When the Navigator dialog opens, select the appropriate Data Exchange.

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Filter options display.

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Depending on the needs of your project, expand the Filter By drop-down.

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You can choose to filter by None to show all elements, or you can filter by Category, Family, or Type of elements.

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In this case, choose Category.

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If a filter option was selected, enter the required parameter values separated by commas.

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Here, enter “Walls, Rooms” to see all elements in the Walls and Rooms categories.

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You can also select the properties to filter by,

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but before proceeding, click Apply to create a preview of the information that will be included in this Data Exchange.

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Keep in mind that the data is truncated due to size limits and may not include all elements.

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In the preview, scroll to the right to see all the included properties.

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To focus on specific properties—in this case, the Volume for walls and rooms—in the Select Properties drop-down, select Volume.

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You can select multiple properties here, if needed.

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Click OK, then Apply to confirm your selection and update the preview.

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This reduces the visible properties in the preview to those selected

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and some additional properties always required by the Power BI connector.

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This includes element and Data Exchange IDs and names, and viewer information.

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Finally, click Load to import the filtered Data Exchange into Power BI with these properties.

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When loading a Data Exchange into Power BI,

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filtering the incoming data tailors the dataset to your project needs, reduces loading time, and streamlines your workflow.