Improvements Add-on example: Filter data by Portfolio

This topic describes an example of how you can extract the Incident details filtered by Portfolio Name.

Before you start Use the steps in Query using Microsoft Excel to create a spreadsheet mapped to the Incident data.

1. Open the Microsoft Excel file you have saved and open the Power Query Editor.

2. In the Queries column, right-click Reporting API OData > Duplicate.

3. Right-click Reporting API OData (2) > Rename, and type Incidents.

4. In the tables list, click the Table link for the Incident table row. If prompted, click Continue. The Incident table data will be displayed.
5. In the Queries column, right-click Reporting API OData > Duplicate.
6. Right-click Reporting API OData (2) > Rename,and then type IncidentsbyPortfolio.
7. In the displayed columns, scroll to the PortfolioName column.
8. Click the drop-down list next to the column name, select the required filters and click OK.
9. Click Close & Load > Close & Load. A new worksheet is added to the Microsoft Excel file and the query is displayed in the Workbook Queries column on the right.
10. Right-click on the worksheet tab and rename.
11. Click Data > Refresh All to load the latest data.