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 Planning Ms project.
Create advanced reports to track your complex projects in real time.
To get started, open your Power BI project and head to the preview 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 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 in the filter pane to filter out non-summary tasks in the Gantt report. Be 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've added this visual to your report, select 'project name' as the segment value. This means that your data will be grouped according to the different project names you have in your database.
Then, 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 segment format settings , choose 'thumbnail' . This will give your segment a clean and organized look 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 does not populate if the resources do not have a Microsoft account as is the case in our project. So let's create a new resource column and map it to SharePoint to display in the report.
Go to MS Project and add a text column 'resources' , then record a macro to copy this column, as the formula field cannot be mapped. Remember to run this macro each 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 .
Then go back to your Power BI report and refresh it to show this column. Lo and behold, 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 'Vignette' .
Now test your report to make sure everything works as expected. There you go, 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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