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Brady Pocock

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Office 365 Sharepoint dashboard list data source with managed metadata term store fields

I am creating a time tracking list and dashboard in Office 365 and can't get it to work right.

Step 1 is working and complete: Create Timesheet Custom List

Custom content type with the following site columns:

Title
Description
Date
Hours
Project (Managed Metadata from Term Store)
Month (calculated Value from Date)
Year (calculated Value from Date)

Step 2: Create Excel Dashboard

This is working but only in excel.

3 charts
Hours by month
Hours by resource
Hours by project

Slicers
Resource (Created By column)
Project (Managed Metadata from Term Store)
Date
Month
Year

-The excel file Dashboard created in excel 2013 using iqy file (export to excel) from timesheet custom list
-Published excel workbook to office 365 sharepoint site in site assets

Step 3: Using Excel Web Access Web Part to publish dashboard

Viewing Dashboard in SharePoint via web browser = Error: we were unable to refresh one or more data connections in this workbook. the following connections failed to refresh

Dashboard refreshes with excel on PC.

Some sites mention to use oauth connection to connect to list data but then the project field (consumed from term store) does not return proper value.

Am I spinning my wheels here or is there no way to create a dashboard that contains managed metadata?

Thanks in advance for any help on this.
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Brady Pocock

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