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

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

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To get started, open your Power BI project and head to the visualization pane , which is usually on the right side of the interface. This pane gives you access to various tools and charts to customize your report.

Click 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' and press enter. You will see several Gantt chart options appear.

Select the one that best suits your needs and then click 'add' to embed it into your project. Once the Gantt chart is added to your project, click on it to embed it into 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 group tasks by project providing better visibility and understanding of the progress of each project.

Drag the 'summary' field into the filter pane to filter out 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 over to the visualization pane and click on the 'segment' icon . Once you've 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.

Next, go to the preview pane and choose the 'format 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 give your segment a clean and organized appearance with each project clearly defined by its own thumbnail.

Now let's add a segment to filter the 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 to 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, since 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 to SharePoint . To do this, go to SharePoint and add this column to the default view .

Then go back to your Power BI report and refresh it to show that column. And voila, the column is now visible!

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

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

Thanks for following along with us in this tutorial. Stay tuned for more Power BI tips and tricks!