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T15/ Power BI - Tutorial: Create a Gantt report for your Planning Ms Project - Real-time update

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In this Microsoft Power BI tutorial, you will learn how to create a Gantt report for your Planning Ms project.

Create advanced reports to track your complex projects in real time.

To get started, open your Power BI project and go to the preview pane which is usually on the right side of the interface. This pane allows you to access various tools and graphics to customize your report.

Click on the 3 dots at the top of the pane to open the menu. Select the Get more charts option to access Power BI's library of additional charts. In the search bar, type 'Gantt' , then press enter. You will see several Gantt chart options appear.

Select the one that best suits your needs, then click 'add' to integrate it into your project. Once the Gantt chart is added to your project, click on it to embed it in your report .

Now it's time to add data to your chart. In the Field pane , select and drag the following fields onto your chart: task name, start date, due date. These fields are usually located in your data source.

Finally, add the 'project' field as a category on your chart. This will allow tasks to be grouped by project, providing better visibility and understanding of the progress of each project.

Drag the 'summary' field into the filter pane to filter non-summary tasks in the Gantt report. Make sure to check 'no' for this filter to include non-summary tasks.

To create a segment, head to the visualization pane and click on the 'segment' icon . Once you have added this visual to your report, select 'project name' as the segment value. This means that your data will be grouped based on the different project names you have in your database.

Then, go to the visualization pane and choose the 'format the visual' option . This will allow you to adjust the appearance of your segment so that it is visually appealing and easy to understand.

In the segment format settings , choose 'thumbnail' . This will make your segment look clean and organized with each project clearly defined by its own thumbnail.

Now let's add a segment to filter resources. The 'Assigned to' column is for resources linked with MS Project. This column is not populated if the resources do not have a Microsoft account as is the case in our project. So, we will create a new resource column and map it with SharePoint to display it in the report.

Go to MS Project and add a text column 'resources' , then record a macro to copy this column, because the formula field cannot be mapped. Remember to run this macro every time you make a change to update this column.

Now map this column with SharePoint . To do this, go to SharePoint and add this column to the default view .

Next, go back to your Power BI report and refresh it to show this column. And there you have it, the column is now visible!

Now move on to adding the 'Resources' segment. To do this, add a segment to the report and change the style setting to 'Thumbnail' .

Now test your report to make sure everything is working as expected. And there you have it, your Gantt report is ready!

Thank you for following us in this tutorial. Stay tuned for more Power BI tips and tricks!

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efficace

les étapes sont faciles à suivre, même pour les débutants !

Merci !

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