Microsoft Project Online with PowerBI
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The document presents a guide on using Power BI for reporting with Project Online by Hari Prasad Thapliyal, detailing two methods for connecting to Project Online: on-premise and cloud. It emphasizes the necessity of having a Project Online account and provides step-by-step instructions for both connection methods, including the use of OData feeds and Power BI Pro accounts. The presentation also covers various types of out-of-the-box reports and dashboards available for users to create and customize.
Microsoft Project Online with PowerBI
- 1. PowerBI Enterprise Project Server 2016 and Project Online Reporting Presented by Hari Prasad Thapliyal Agilest & Project Management Trainer, Coach & Consultant (MBA, MCA, PGDOM, PGDFM, CIC, PMP, PMI-ACP, CSM, SCPO, SDC PRINCE2-Trainer, Scrum Certified Trainer, Microsoft Certified Trainer, ZED Master Trainer)
- 2. Although PowerBI can be used to connect to many kind of data stores and generate many kind of dashboard, reports and perform analysis. But in this presentation I am limiting myself to âProject Onlineâ
- 3. PowerBI can Connect to many database/store/serives
- 5. Two Solutions for Implementation: Cloud vs On-Premise
- 6. Method 1 to Connect to Project Online using PowerBI On Premise Power BI Using this Method You need to create all report, dashboard from start.
- 7. To connect to Project Online database you need to have Project Online account before you proceed ⢠Step 1: Download Power BI Desktop ⢠Download Power BI Desktop, then run the installer to get Power BI Desktop on your computer. ⢠Step 2: Connect to Project Online with OData ⢠Open Power BI Desktop. ⢠On the Welcome screen, select Get Data. ⢠Choose OData feed and select Connect. ⢠Enter the address for your OData feed in the URL box, and then click OK. URL Format: https://<tenantname>.sharepoint.com/sites/pwa/_api/Projectdata Example: https://contoso.sharepoint.com/sites/pwa/_api/Projectdata https://vedavit.sharepoint.com/sites/pwa/_api/Projectdata ⢠Power BI Desktop will prompt you to authenticate with your Office 365 account. Select Organizational account and then enter your credentials.
- 8. Connect to Project Online 1 2 3 4
- 9. Connect to Project Online You need to login here and authorize PowerBI on Project Online database to access the data. This is one time job. After login. Click on connect to get access to all your Project Online data Now you are connected to Project Online database. You can play around and create whatever report, chart, dashboard you want to create
- 10. Method 2 to Connect to Project Online using PowerBI Using this Method You get access to out of the box reports/dashboards Cloud Collaboration
- 11. Launch PowerBI to See Project Dashboard & Reports You need PowerBI Pro Account
- 12. Login into to Office365 Account to Authenticate PowerBI to get your data
- 13. Click Skip on this page
- 14. To Connect to Your Project Online Database Click âGET IT NOWâ
- 15. Enter your PWA URL Replace âVedavitâ with your name, whatever you used to create PWA When you purchase or get trial version of project, you need to register your details there. This name information is entered there.
- 16. It takes some time and refresh extract the data from Project Online
- 17. Dashboards 1
- 18. Reports
- 19. Dataset
- 20. Report Layout Screen (Out of the box) 2 1 5
- 21. Microsoft Project - Power BI Different type of charts and map you can use on reports and dashboard to present your data Various tables and fields you can select to create meaningful dashboard and reports
- 27. Shape and Field Formatter for Creating Attractive Dashboard and Reports