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Overview
The Teamflect Power BI Connector allows organizations to bring employee performance and engagement data — including Goals, Reviews, Feedback, Recognitions, and Tasks — directly into Power BI for advanced analytics and visualization. This connector uses API key authentication and is available to all customers on the Professional Plan (with a free 30-day trial option).
Once connected, HR and leadership teams can build interactive dashboards to monitor performance trends, engagement patterns, and organizational development metrics in real time.
1. Authentication
This connector uses API Key authentication. Contact your Teamflect administrator to get your company-wide API Key. Your key will be securely stored by Power BI and passed in each request.
2. Installation Instructions
Pre-requisites
Power BI Desktop (latest version recommended)
An API Key from Teamflect (Generated at https://admin.teamflect.com/#/integrationsandapi/apikeys by a Teamflect admin)
The connector .mez file (Teamflect.mez)
Installation Steps
Download the Teamflect.mez file from the Integrations Page in the Admin Panel.
Locate your Power BI custom connectors folder:
- Default location: Documents\Power BI Desktop\Custom Connectors
- If it doesn’t exist, create the folder manually.
Copy the Teamflect .mez file into that folder.
Open Power BI Desktop.
Go to File > Options and Settings > Options:
Under Security, enable "Allow any extension to load without validation or warning".
Restart Power BI Desktop.
Go to Home > Get Data > More > Other:
You should see "Teamflect" in the list.
Select Teamflect and click Connect.
Enter your Teamflect API Key when prompted.
3. Available Tables
The connector provides access to the following data. Future updates will enhance this list with more tables.
Table Name | Description |
Goals | Goals, status, progress values |
GoalOwners | Users assigned as owners of each goal |
GoalLabels | Labels attached to goals |
Tasks | Tasks and their assigners |
TaskAssignedTo | Users assigned as owners of each task |
Reviews | Performance reviews conducted |
ReviewRatingResults | Ratings given in result section |
ReviewQuestionSets | Question sets, types and answers for reviews |
ReviewMultipleSectionResults | Custom evaluations in result section |
Recognitions | Peer recognitions sent by users, with badge info |
RecognitionRecipients | Recipients of each recognition |
Feedback | Peer feedback requests |
FeedbackQuestions | Feedback question and answer details |
Note: You can always get these queries from Query Editor first (via Transform Data button) in case you need additional transformations/aggregations from raw data.
4. Relationships Between Tables
Main tables (app modules) always have relationships with their additional tables. For instance, Goals.id is the same column as GoalOwners.goalid, therefore, these 2 columns can be put in a relationship on the model view. The type of relationship may vary based on your data structure.
The full list of relationships is as follows:
Goals.id <–> GoalOwners.goalid
Goals.id <–> GoalLabels.goalid
Reviews.id <–> ReviewRatingResults.reviewid
Reviews.id <–> ReviewQuestionSets.reviewid
Reviews.id <–> ReviewMultipleSectionResults.reviewid
Recognitions.id <–> RecognitionRecipients.recognitionid
Feedback.id <–> FeedbackQuestions.feedbackid
Tasks.id <-> TaskAssignedto.taskid
Tasks.id <-> TaskLabels.taskid
5. Error Handling
If your data source returns no records, you will see a fallback placeholder table with a column named "NoData". This is normal and may happen when:
The section is not used in your Teamflect App
No data has been created yet
6. Maintenance & Updates
To update the connector, replace the .mez file with the new version. New version will be announced and put on the previously shared URL.
Always restart Power BI after replacing the file.
7. Version History
Version | Date | Notes |
1.0.0 | 2025-04 | The initial release of Teamflect Power BI Connector |
1.0.1 | 2025-05 | Addition of recognition tables. |
HR Use Cases
Performance Analytics Dashboard
Build a Power BI dashboard tracking goal completion rates, recognition frequency, and review outcomes to assess organizational performance at a glance.Engagement & Recognition Insights
Visualize patterns in peer recognitions and feedback over time to identify highly engaged teams or departments needing support.Data-Driven Leadership Reports
Export Power BI visuals for leadership presentations, using live Teamflect data to highlight achievements, review progress, or alignment with company objectives.
Final Thoughts
The Teamflect Power BI Connector empowers HR and leadership teams to move beyond static reports and into real-time, data-driven decision-making.
With secure authentication, modular access, and flexible customization, it transforms Teamflect’s data into actionable insights — helping you measure performance, engagement, and organizational impact more effectively.