17966
Skip to product information
1 of 2

Digital Factory

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

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

Regular price €19,00
Regular price Sale price €19,00
Sale Sold out

Paid Tutorial: An access link will be sent to you after purchase.

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!

View full details
1 of 5

FAQs

How will I receive links to the videos?

Links to the videos will be sent to the email address you used to place your order. Be sure to check your inbox and spam folder.

Will I have unlimited access to videos?

Yes, you will have unlimited access to videos for life. You can watch them as many times as necessary to fully assimilate the content.

Are the videos downloadable?

No, the videos are not downloadable. They are only accessible online via the links provided after ordering.

Can I share video links with others?

No, video links are strictly personal and should not be shared. They are intended solely for the use of the buyer.

Is there support available if I have questions about the content of the videos?

Yes, if you have any questions about the content of the videos, you can contact us at [hello@digitalfactory.store]. We would be delighted to help you.

Customer Reviews

Based on 1 review
100%
(1)
0%
(0)
0%
(0)
0%
(0)
0%
(0)
C
C.
efficace

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

Merci !

Subscription offers

Subscription - Access to Excel project management templates

Free

0 €
  • Limited access to basic models
  • News and Updates
Subscribe

Annual Subscription

€199.00 /year
  • All the advantages of the monthly
  • Save 16% compared to monthly
Subscribe
  • Formation MS project en ligne

    How to Optimize Project Management with MS Project

    In an increasingly competitive and complex professional environment, mastery of project management is crucial for the success of a project. MS Project software proves to be an essential tool for...

    How to Optimize Project Management with MS Project

    In an increasingly competitive and complex professional environment, mastery of project management is crucial for the success of a project. MS Project software proves to be an essential tool for...

  • Réunion d'un équipe projet dans site industriel ou se déroule un chantier d'intégration de nouvelle machines

    Industrial project management: key steps and pr...

    Introduction Industrial project management plays a fundamental role in the success of major initiatives within industrial companies. It consists of planning, coordinating and controlling all activities related to the realization...

    Industrial project management: key steps and pr...

    Introduction Industrial project management plays a fundamental role in the success of major initiatives within industrial companies. It consists of planning, coordinating and controlling all activities related to the realization...

  • Tableau de bord excel montrant des graphiques croisés, segment et timeline

    Create an excel dashboard

    Table of Contents Introduction Step 1: Define the dashboard objectives Step 2: Collect and organize data Step 3: Use Pivot Tables Step 4: Create Charts and Visualizations Step 5: Formatting...

    1 comment

    Create an excel dashboard

    Table of Contents Introduction Step 1: Define the dashboard objectives Step 2: Collect and organize data Step 3: Use Pivot Tables Step 4: Create Charts and Visualizations Step 5: Formatting...

    1 comment
1 of 3