This is the second post for the Project Online reporting with Power BI intro I created earlier this week. If you missed it, a link to the post can be found below:
In this post we will look at creating new reports using the Power BI Desktop tool then adding these to Power BI.
Firstly if you haven’t already, download the Power BI Desktop: https://powerbi.microsoft.com/desktop.
Once launched you will see a getting started type page:
Close this and you will see a blank canvas:
The first thing we need to do is get the data, to do this click the Get Data button on the ribbon then OData feed:
In the next window, paste in your Project Online OData feed, in this example I am using:
Click OK and you will see your data:
At this point you can click OK to load the data but I would Edit the data to only select the fields you want. So in this example I will click the Edit button to load the query editor. The Query editor is very similar to the Power Query editor you see in Excel:
I only want certain columns so I will select the columns I want then remove the others. To select the columns just click the first one and hold down the Ctrl key then click the rest:
Or use the Choose Columns button on the ribbon:
Once all selected, click the Remove Columns > Remove Other Columns:
Notice in the Query Settings pane you see the Applied Steps, so you can easily undo a step if required:
That is the project data loaded, now I want to load the task data. In the Query Editor click New Source > OData feed:
Paste in the URL for the Tasks feed:
Click OK to add the new source. I then selected the columns I wanted and named the query:
There is also an advanced editor that I used to filter out the summary tasks by modifying the URL:
The advanced editor can be used to type the code to manipulate the data but use the UI where possible.
Now we have two individual datasets / queries, we need to merge the queries to create the join, click the Merge Queries button:
Chose the columns and table to join then the join type:
Once you are happy with the data click Close & Load > Close & Load:
This will load the dataset to the report, see the fields pane:
Then add your visualisations on, the first one I added is the Treemap:
Then drag the fields to the visualisation settings on the pane, in this example I use Project Name for the group property and % complete in the values property:
Add the other visualisations you need, the example I created looks like this:
I then added another page to visualise some task information:
A very basic report but that gives you the idea how easy it is to create visualisations of your Project Online data using the Power BI Desktop.
The next stage is to add this to Power BI. To do this I can either publish the report using the Publish button or from the Power BI site, upload the file. For this example I clicked the Publish button:
The report will then be available in Power BI. The manual way from the Power BI portal site is to click the Get Data button:
Then chose the type of data, for this example I will use Files:
Then click local file:
Locate the Power BI file (or can be Excel etc. but this was a Power BI file) and add the file:
Once loaded, Power BI will create the dataset, the report and create a dashboard with a link to the report (note, I removed everything from my Power BI portal so that is was clean for the screen shots :))
Clicking the link under the Reports heading will load my report:
Clicking on an element from a visualisation will filter the data in the other visualisations:
The first thing to do is set up the dataset to refresh, to do this click the ellipsis next to the dataset then click Schedule Refresh button on the fly out menu:
Expand Manage Data Sources:
Enter the credentials for both sources, click the Edit Credentials link, select the oAuth2 for the Authentication Method and click Sign in:
Enter the credentials for the Project Online tenant and click sign in. Repeat for the other data source.
Now expand the Schedule Refresh section and turn on the “Keep your data up-to-date”:
Click Apply. The data sources will update Daily now but you can also update it on demand using the Refresh Now option:
When the data is refreshing you will see a spinning icon next to the dataset:
Now lets look at the dashboard. I will create a new Dashboard called “Dashboard Example” using the + button next to the Dashboards heading:
Once created you will see a blank canvas:
Now I can pin visualisations to this dashboard. To start with access the report previous loaded, hover over a visualisation and click the pin icon:
Navigate back to the dashboard and you will see the visualisation:
Repeat this process until you have the dashboard you need, for example:
You can also create new visualisations from the dashboard using the natural language query “Ask a question…” field, start typing a question about the data, for example “show project work” will create a visualisation for the total project work in the dashboard:
This visualisation can then be pined using the pin too. You can also change the default visualisation for the data returned using the visualisation pane, see the example below for a different query:
Once finished, the visualisations can be been seen on the dashboard:
The properties of the tiles can be edited using the pencil icon:
This loads the Tile detail pane:
Clicking on a visualisation that was added from a report will navigate you to that report directly.
You can then share your dashboard out to other people in your organisation using the Share Dashboard option, this loads the following window:
Enter the email addresses and click Share.
This is just touching the surface of what you can do with Power BI, take a look today – it will be your favourite reporting tool!