Getting Started With Power BI for Project Online

Microsoft Power BI is a set of business analytics tools that connects hundreds of data sources and delivers powerful insights. It allows you to create beautiful reports and publish them for your organization to consume on the web and across mobile devices.
In this article, we will cover working with Power BI and Project Online together.

Getting started

1. The very first thing you need is to make sure you copy the URL that we’re going to use for the integration of your Project Online instance with Power BI.
The URL will look like this:

 

2. In your PWA, go to your App area in the upper left corner and click on the “Power BI” icon.

Log in when prompted.
3. Under the Content Pack Library, click the “Get” button in the Services section.

Then choose Microsoft Project Online and click “Get” again.

 

4. When the “Connect to Microsoft Project Online” dialogue window appears, enter your PWA URL copied earlier and hit “Next.”

 

5. In the next step, pick the “oAuth2” option in the drop-down menu under the Authentication method and click “Sign in.”

 

6. Log in with your Office 365 credentials.
7. Now the system starts importing your Project Online data into your Power BI.

Exploring Power BI

When Power BI launches, the first thing you see is the existing dashboards brought as a Content Pack into Power BI. Once the data import from your Project Online is complete, these dashboards will be populated with the information.

 

In the menu on the left-hand side, you will find options to view the data in different ways.

Datasets down in the bottom of this menu is the place where you can manage the information being brought over.

The Reports section shows us different reports that are being viewed in the dashboard for a particular project.

And Dashboards section is the view of all the available reports that we see when we first open Power BI. Its look and details can be adjusted very easily in a matter of seconds.

If you need to work with more than just one dataset, click on “Get Data” at the very bottom of this menu and connect to another source, just as we did for Microsoft Project Online.

Making fact-driven, confident decisions has always been essential for any organization. For this reason, we’ve decided to introduce our own Power BI products for easy reporting and simple PPM data visualization. And to complement the most recent Power BI content pack for Project Online, we’re releasing the following reports pack of our own.

General:

  • Portfolio Overview

Project-related:

  • Project Work Summary
  • Project Cost Summary
  • Project Variances Summary
  • Project Governance

Resource-related:

  • Resource Summary
  • Resource Utilization
  • Resource Allocation Analysis
  • Resource Governance
  • Resource Engagements vs. Assignments
  • Resource Timesheet Summary
  • Resource Timesheets Governance

Start connecting to Power BI and Project Online to get beautiful dashboards at hand and ready instantly. Have the right information available to you in time for confident, informed decisions.