Create Trello Reporting using Power BI
Where I am consulting, they use Trello boards which enables them to keep track of what tasks are being done, getting done and how things are progressing.
An interesting question came up asking how much work has been done. And I thought this could be done via Trello and looking at the number of tasks in the boards that have gone from To Do to Completed.
Below are the steps of how I completed this.
Getting the Trello Key and Token
The first step is that I had to get the Trello Key and Token which will allow me to query the Trello API
- The first thing I did was log into Trello by going to https://trello.com/
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Next, I went to https://trello.com/app-key to get the developer key
- I made a note of the Developer API Key
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Now an important step which I initially missed was I had to click on Token
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I was then taken to another window and I saw the following below.
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I scrolled to the bottom and clicked on Allow
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I then got the Token. I then made a note of the Token
Finding the Trello Board Key
In order to report on the data, I had to find the Trello Board Key, I did it by doing the following below.
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In Trello I clicked on Boards
- Then navigated to the board where I wanted to complete my reporting on.
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I then got the Trello Board Key from the following part of the URL
- I made a note of foufGQgY which is the Trello Board Key
Importing the Trello data into Power BI
Below are the steps I completed to import the data into Power BI.
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I created the following Parameters
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TrelloAPIKey – Which I made a note of in the earlier steps
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TelloAPIToken – Which I made a note of in the earlier steps
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TrelloBoardKey – Which I made a note of in the earlier steps
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I then went through the steps to extract the Trello data. I also created another table which got the Trello lists. This was all merged into one final table called Trello Data
- There are a fair few steps here, but it allows for me to see all the data I required. Your reporting requirements might be different, and you can adjust it as required.
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These were the 2 tables that I created, with only Trello Data being loaded.
- I then loaded the data into the data model.
Creating the Power BI Trello Report
The next step is when I created the Trello report. For my reporting requirement was I wanted to display the data in the DOING board and COMPLETED Board.
- As shown below I created the 2 tables and filtered them by the Board Name
- And this is what my Report looked like.
Configuring the Power BI Gateway for the dataset to refresh
Of course, I wanted my data to be refreshed daily so I set it up using the Power BI On-Premise Gateway as shown below.
- I went to the Power BI Manage Gateways in the Power BI Service.
- I had to create 2 data sources, one for each of the tables I am connecting to in Trello.
Refreshing the data in Power Query
If you go back into Power Query and want to refresh the data you might be presented with the screen below, where it is asking for Edit Credentials.
Click on Edit Credentials and make sure that it is set to Anonymouse and click Connect as shown below.
The reason that Anonymous still works is because the API contains all the connection details already.
Summary
In this blog post I have shown how to connect to Trello data from Power BI, create the dataset and then the reporting.
Here is a link to the Power BI Template which you can use for your reporting: Trello Reporting.pbit
When opening the Power BI Template file, please put in the following Parameters as explained above.
As always thanks for reading and if you got any questions please let me know in the comments section below.
After many hours spent surfing internet and many tests excecuted I run into your website…and boom!!!
I found exactly what I need!
You are great my friend!
Thanks a lot!
Thanks for letting me know, glad to helped!!
This is very helpful! I am curious if you have any advice on an obstacle I’ve been having: I want to be able to integrate the comments left on Cards as part of my Power BI reports, which I am able to get through changing “cards” to “actions” in the URLs, but it is only providing 50 rows from actions, even though the json clearly has all of them (when you export the Trello board as a json) – I want to be able to have live data for these actions, so simply downloading that file and importing that isn’t really an option.
Do you know of a way I can get it to bring in more than just 50 rows? It seems to be able to bring in data for every card when it’s set to “cards”, but not “actions”.
Thank you!
Hi Brice, thanks for the comment.
I have not dug really deep into looking for more than 50 rows. It might be a limitation applied via the API.
I would suggest reaching out to the Trello API developers and see if that is a limitation?
Hey Brice,
I am facing the same issue. Did you reach out to Trello to get info about it? Please let me know
Hi Gilbert,
Could you please mention the steps for how did you import Trello data in Power BI after creating parameters? I created three parameters as you mentioned but I am not sure how to extract the data further.
Hi there
If you open and download the PBIT you can then see what I did with the parameters.
Hi Gilbert,
First of all, really nice work! Second, I would like to know which member is assigned each card. For now, I can only see their ID (from the value called Column 1.idMembers), but I would like to see the names instead. Is there a way to do so?
I’m pretty sure that it is part of the APIs. I don’t know off the top of my head
I’ve been looking and looking but I really cant find it. Do you know where I perhaps could?
Hi there
THis is the API call to get the members of the card
https://developer.atlassian.com/cloud/trello/rest/api-group-cards/#api-cards-id-members-get
Hi there thanks for the great post.
Would you be able to point me in the direction where you say ‘I then went through the steps to extract the Trello data.’
How do I go about doing this?
Thanks!
Hi Laraine, thanks for the kind words.
What I meant by that is once I had connected to the API I then used Power Query to extract the data using the Power Query steps.
Does that help?
Hola Gilbert,
Primero que todo muy buen post, es justo lo que necesitaba, pero me queda una duda, dentro del tablero de Trello tengo activo el Power Up Time In List, y me rastrea los tiempos que tiene una tarjeta entre otros, pero al momento de llevar la info a power bi, esta información en particular no se completa, sabes que puede estar sucediendo?
Hi Gilbert,
I downloaded your file and filled in the parameters with my trello board, but I receive this error: A web API key can only be specified when a web API key name is provided.
Where I have to specify this name?
Thank you
Regards,
Walter
Hi Walter
You should put this in the parameter to get it working?
And to confirm that you signed up and registered the API?
I don’t know, this is the error that I receive:
“A web API key can only be specified when a web API key name is provided.”
Hi Walter
Can you confirm that you have created the parameter and put it in your Power Query code?
Would you be able to confirm I can combine multiple board extracts with this method? Or can I only grab one board at a time?
Hi Bill,
You would need a list of Trello boards to then run the method on each Trello board.
Once I have the get the list I could run them in one job?
Yes you could create a function which would allow you to loop through the data.
It has been a while since I looked at this.
Thanks for all the help by the way. This is all great stuff for me.
Last question and then I’ll stop bothering you. When you say ‘I then went through the steps to extract the Trello data’ would you be able to elaborate on that a bit?
Hi Bill
What I mean by that is that I just expanded the columns and data to see all the data.
Hi Gilbert,
Do you have video tutorials to share with us? I am more excited to create this solution by own. It would be very much helpful in order to understand it step by step.
Hi Ajay,
Unfortunately I do not do much video’s and at the current time I do not have the capacity to create a video.
I do hope the blog post is good enough.
Fantastic work, I tried it on one of my boards and the data come out perfectly.
Wondering if its possible to connect to other boards into the same Power BI file?
Hi Harry,
Yes what you could do is to either copy the existing table, and replace the values in your second table with the Trello board values. And then you can append this table to your existing table?
Or you could create a function which would then use the parameter of the Trello Board Values. The function would then loop through the values and put it into a single table.