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Power BI Template

A Power BI template is provided to simplify the process of connecting to and using the OData API. The template can be downloaded at the bottom of this page.

After November 22, 2022 please download the Power BI Template named GimmalRecords - Power BI Template v2.pbit.

This template will automatically connect to primary data as well as the related tables.


  • Access to the Gimmal Records cloud service.

  • The user name and password to a Service Account in the Gimmal Records cloud service.

  • Gimmal Records Power BI template.

  • Knowledge of Power BI Desktop.

Opening the Power BI template

Once downloaded, open the template in Power BI Desktop. You will be prompted with the following window:

Enter the OData URL that is needed, which must included the /odata path at the end of the URL (for example, After entering the URL, click Load.

You should then be prompted with a new window to supply a set of credentials, like so:

Enter the Service User credentials under the Basic tab (as shown above) and click Connect. The data should load shortly afterwards.


Relationships have been pre-created to show the proper relationships between tables.

Report Pages

The Power BI template provides four pages, each described in this section.


The Dashboard shows several high-level visuals focused on the current state of records in the system. This dashboard uses the following tables:

  • records

  • legalholds

Additional columns were created in Power Query to aid in creating visuals:


How many days have expired since retention has expired on a record, or blank if retention has not expired


Parsed from PropertyBag, it contains the name of file


Parsed from PropertyBag, it contains the size, in bytes, of the file


Parsed from PropertyBag, it contains the repository a record exists in

Measures were created to help show some quick visual of records in the system:


Uses IsRecord to count the number of declared records in the system


Uses FileSize and RecordClassTitle to sum the size of records that are classified to a Record Class


Uses FileSize and RecordClassTitle to sum the size of records that are not classified to a Record Class


The Records page displays a table of records meeting the criteria of the dropdowns in the header. By default, only manually classified records are displayed, however, you can also choose Obsolete, Superseded, Permanent, and Vital records.

This table could grow very large depending on the values selected. Be cautious of your selections.

Trigger Impact

The Trigger Impact page displays several tables. Moving from left to right, you can select elements of the File Plan and see which records are impacted. By default, the table will now show any records as that list could be extremely large.

An additional Measure was created (TriggerRetentionLifecycle) to prevent records from showing in the table until a File Plan element was selected.

File Plan Exceptions

The File Plan Exceptions page displays several lists showing potential exceptions in the File Plan.

  • Record Classes without Classification Rules

  • Record Classes without Lifecycles

  • Triggers without Retentions

  • Retentions without Lifecycles


Here is the latest version of the Power BI Template:

Gimmal Records OData Power BI Template.pbit

If, for any reason, the previous template is needed, it can be downloaded here:

(OLD) GimmalRecords - Power BI Template (OLD).pbit

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