I have released a solution starter report pack for Project Roadmap, this follows on from a mini series of blog posts on the Roadmap backend CDS database / app. The final post in that series can be found here: https://pwmather.wordpress.com/2019/01/22/project-roadmap-cds-app-overview-ppm-projectmanagement-msproject-projectonline-office365-powerplatform-dynamics365-powerbi-part-3/
As mentioned in that post, I would release the Power BI report pack I created. This report pack can be downloaded from the link below:
This report pack consists of 3 reports for Project Roadmap, these reports can be seen below:
Roadmap Summary page:
Roadmap Detail page:
Roadmap Sync Admin page:
Once downloaded, the report pack CDS data source will need to be updated to point to your target Project Roadmap environment. To do this you will need the Power BI desktop tool which is a free download here: https://powerbi.microsoft.com/en-us/desktop
Open the downloaded PWMatherRoadmapReport.pbit template file in Power BI Desktop and follow the steps below to point the CDS data source to your Project Roadmap environment:
- When prompted, enter the correct CDS URL for the Project Roadmap environment:
- If you are unsure of the correct URL to use for the CDSUrl, please refer to this blog post about half way down: https://pwmather.wordpress.com/2019/01/07/project-roadmap-cds-app-overview-ppm-projectmanagement-msproject-projectonline-office365-powerplatform-dynamics365-part-2/
- Sign in when prompted – this account will need at least Read access at the business unit level to the Roadmap CDS entities used plus the other default roles a normal user is assigned to
- If the account used does not have the correct access you will see errors / exceptions like below or just empty datasets / tables:
- I created a new role in the Dynamics 365 instance where Roadmap is deployed – access the Dynamics 365 admin center from the Office 365 Admin center using the Global Admin account. Open the default Dynamics 365 instance (this is where Roadmap is deployed to) then click Settings > Security > Security Roles > New. I gave the new role Read access at the business unit level to the 4 Roadmap entities used in the report:
- I then accessed the user account from the Dynamics Security admin in the Users page then assigned the new role to this account using the Manage Roles option. Other roles and role assignments are as per the default settings:
- Now the report will be able to access and load the data.
- The report will update with the data from your Project Roadmap environment – this might take a few minutes.
- Save the report.
- Publish the report to the Power BI service and distribute / share as required.
Your Office 365 administrator / Dynamics 365 administrator will be able to help you out with the correct user account to use as they will probably have a preferred approach to granting access that might be different to the way I have done it here. Or they might want to set up this report, publish to Power BI and give you access via the Power BI service.
This does use the Power BI Common Data Service for Apps (Beta) connector – so this connector could change when released and the report might require some re-work.
I hope you like it and find it useful.