Home > Paul Mather, Work > #ProjectOnline #PPM #PowerBI Report Pack v2 #BI #Reporting #PowerQuery #DAX #Office365

#ProjectOnline #PPM #PowerBI Report Pack v2 #BI #Reporting #PowerQuery #DAX #Office365

Paul Mather
I am a Project Server and SharePoint consultant but my main focus currently is around Project Server.
I have been working with Project Server for nearly five years since 2007 for a Microsoft Gold Certified Partner in the UK, I have also been awared with the Microsoft Community Contributor Award 2011.
I am also a certified Prince2 Practitioner.

This article has been cross posted from pwmather.wordpress.com (original article)

Back in January this year I published my first Power BI report pack for Project Online, the post can be found here: http://bit.ly/2ivjxct I have now published the second version of my report pack for Project Online. This version can be download from the link below:

http://bit.ly/2iiH1zX

This report pack consists of 8 reports for Project Online, these reports can be seen below:

Portfolio Report page:

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Issues Report page:

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Risks Report page:

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Project Report page:

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Resource Demand Report page:

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Resource Report page:

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Timesheet Summary Report page:

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Timesheet Detail Report page:

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These reports only use default intrinsic fields so it should work for all Project Online deployments.

Once downloaded, the report pack data sources will need to be updated to point to your target Project Online PWA instance. To do this you will need the Power BI desktop tool which is a free download here: http://bit.ly/2gRjCoQ

Open the downloaded PWMatherProjectOnlinePowerBIReportPackv2.pbit template file in Power BI Desktop and follow the steps below to point the data sources to your Project Online PWA instance:

 

  • In the parameter window that opens, enter the full Project Online PWA URL
  • Click Load
  • The data will now start to load and you will be prompted to connect
  • On the OData feed window, click Organizational account and click Sign in and enter credentials as required
  • Click Connect
  • On the Privacy levels window set the privacy as required
  • Click Save
  • The data will load – this may take a few minutes depending on the dataset size in Project Online
  • Access the Project Report page and select a project from the project filter
  • Save the report

This file can either be emailed around to colleagues with details on how to update the credentials to their own or what would be better is to publish the report to your Power BI workspace can create an organisational content pack that others can add to their Power BI workspace. If the Power BI organisational content pack is the chosen option, you might want to create a Dashboard first. See a previous blog post on this: http://bit.ly/2l2u5kS

Enjoy, I hope you like it Smile

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