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Guide 4 · data

Field data into GIS and Power BI

Open this example in Plotlay → The same project, ready to explore. Nothing to install.

In a large organisation, the people who audit assets and the people who build dashboards are rarely the same team, and a GIS licence is often the thing in between. Plotlay's exports are plain tables with coordinates, so field results go straight into the BI and GIS tools you already have.

What's in the export

A real excerpt from the example audit (guide 3):

idlatitudelongitudeaudit_statusposition_sourcegps_accuracy_mmoved_m
BEN-0938.889998-77.0486959Verifiedgps3.11.6
BEN-0838.8900646-77.0485992Not foundimport
BEN-0738.8901714-77.0483349import
DF-05

Plus name, group, condition, audit_notes, audited_at, audited_by, photos, level, elevation_m, extra_points, parent_id and every column from your original list. Extra points come as a separate table keyed on item_id.

Power BI

  1. Export → Data → Excel workbook (sheets: Items, Extra points, Shapes, Overlays, Control points) or Items CSV.
  2. Power BI Desktop → Get data → Excel workbook (or Text/CSV). Load Items.
  3. Set latitude and longitude to the Latitude and Longitude data categories (Column tools).
  4. Add a Map or Azure Maps visual: latitude/longitude to their fields, audit_status to Legend (Verified green, Not found red), id to Tooltips.
  5. Add slicers for group, level and audited_by, and a card for % verified.
  6. Refresh: save each new export to the same SharePoint or OneDrive file and the report refreshes from it.

Areas and outlines (rooms, slabs, paddocks) work too: export Shapes as GeoJSON for a shape-map or ArcGIS for Power BI visual, or use the Shapes table's area and perimeter columns as plain numbers.

Tableau, Excel and GIS

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