How can I link to a specific action item from a Power BI report?

Turn your reports into action! Learn how to add URLs to your Power BI reports that open specific Action Items in Weever.

Reports are a catalyst for meaningful action. With Weever, you can create dynamic reports that not only visualize your data but also directly link to actionable items, empowering your team to track, manage, and execute tasks with precision.

In this article, we’ll show you how to build a report that connects to action items, ensuring every insight is tied to a clear next step. 

URL to action items

Note

Your form(s) need the "Save as open ticket" functionality enable for this to work

STEP 1 - Create a new URL column in Power BI

  • In Power BI desktop Tap "Transform Data" 
  • Tap the "Add Column" tab, then "Custom Column" 
Screenshot 2024-12-04 at 3.27.58 PM
  • Add a name for your new column in the "New column name" field
  • Paste the following code into "Custom column formula" field: 
    • "https://sitename.weeverapps.com/views/openTickets/%5B%22open%22,%22work-started%22%5D/?focus=just-me&editSubmissionId=" & [_id]
  • Replace the "sitename" part of the code with your unique Weever subdomain (this is your Weever URL) 

  • Tap
  • Then in the "Home" tab, tap "Close & Apply" 
Screenshot 2024-12-04 at 3.35.27 PM

STEP 2 - Convert your new column to a URL format

  • Navigate to the "Table View" of Power BI 

  • Scroll over to your new column and tap the header (in this example it's "URL"). Then tap "Column tools"
    Screenshot 2024-12-04 at 3.43.53 PM
  • Update the "Data category" to "Web URL"

STEP 3 - Configure the URL in your visualization 

  • Build a table visualization and add the new column (ie. the URL column from the example). Toggle the "URL icon" ON

Ad that's it!

Now your user can open their action items directly from Power BI reports!