Installation Guide
Power BI Template for Personio
Learn how to seamlessly install and configure the Power BI App for Personio, enabling efficient data integration and insightful reporting for your HR processes.
Prerequisites - Personio
Follow the steps below to configure the Power BI Template using the credentials obtained from Personio::
- Log in as an Administrator to your Personio instance and navigate to Settings > Integrations > API credentials.
- On the API credentials page, click Create custom integration, then enter a name for the integration (e.g., Power BI Integration) and click Next.
- Under Configure access rights, select the following modules:
- Employees
- Attendance
- Time off
Then, in the Readable employee attributes section, select the following attributes, and click Create integration:- Last name (legal)
- First name (legal)
- Gender
- Absence entitlement
- Contract ends
- Department
- Fixed salary
- Hire dtae
- Workplace
- Position
- Team
- Weekly hours
- Name (preferred)
- Birth datew
- Public holidays
- On the View credentials page, copy the Client ID and API Secret. You’ll need these to connect Personio with Power BI.
Power BI Template Installation & Configuration
Ensure that the “Integration” section is properly configured in your Personio instance before proceeding with the Power BI App installation:
- Locate the Power BI for Personio – Template – V2.0.pbix file on your computer and open it.
- In the navigation bar, click on Home and then select Transform data.
- On the next page, click Manage Parameters and select Edit Parameters and enter following values:
- ClientId – Personio ClientId
- ClientSecret – Personio Client secret
- StartDate – Start date for importing of Absence & Attendene (e.g. 2023-01-01)
- EndDate – End date for importing of Absence & Attendene (e.g. 2025-12-31)
- Language – Enter EN or DE based on your prefered language
- Click Close & Apply to load the data.
FAQ
Power BI Template for Personio
Power BI Template for Personio (.pbix) file includes predefined functions, queries, calculation groups, measures, and reports to connect to Personio data.
Yes, The Power BI Template for Personio gives you the possibility to customize the exisitng reports to fit your needs.
Yes! The Power BI App for Personio User Guide can be foubd here: https://sabanalytics.com/power-bi-app-for-personio-installation-guide
