- Basic familiarity with project management tools and concepts
Audience
- Project managers
- Technical staff
Power BI is a business analytics tool developed by Microsoft that allows users to visualize and analyze data from a variety of sources through interactive dashboards and reports. It provides users with the ability to connect to multiple data sources, transform and model data, and create compelling visual insights that help in decision-making.
This instructor-led, live training (online or onsite) is aimed at beginner-level project managers and technical staff who wish to learn how to design, automate, and utilize Power BI dashboards for effective project tracking, performance monitoring, and real-time reporting.
By the end of this training, participants will be able to:
- Understand Power BI’s components and its workflow specific to project management.
- Build customized dashboards for project tracking and key performance indicator (KPI) monitoring.
- Automate data flows from Planner 1 to Power BI for continuous project updates.
- Gain proficiency in sharing and collaborating on dashboards for real-time reporting.
Format of the Course
- Interactive lecture and discussion.
- Lots of exercises and practice.
- Hands-on implementation in a live-lab environment.
Course Customization Options
- To request a customized training for this course, please contact us to arrange.
Introduction
- Overview of the Power BI ecosystem and interface
- Key differences between Power BI and Excel for project management
Power BI Components
- Understanding dashboards, reports, and data sets
- Navigating Power BI’s interface and creating a basic project report
Data Preparation
- Importing and connecting data from Planner 1
- Data cleaning and transformation processes
Data Analysis Techniques
- Applying basic and advanced analysis functions for project data
- Preparing and cleaning data from Planner 1, and performing analysis to identify trends
Building Project Dashboards
- Creating Gantt charts for project timelines and task dependencies
- Customizing dashboards for specific project components
KPI Monitoring and Visualization
- Developing charts and visuals to track project KPIs
- Building a comprehensive project management dashboard with Gantt charts and KPIs
Automating Data Updates
- Integrating Planner 1 data into Power BI for automatic updates
- Ensuring data refreshes for real-time monitoring
Sharing and Collaborative Reporting
- Publishing dashboards for stakeholder access
- Setting permissions and enabling real-time collaboration
- Automating data flow from Planner 1 and sharing dashboards with mock stakeholders
Summary and Next Steps