T12/ MS Project - Tutorial: Connecting the MS project with Power BI

In this MS Project tutorial, you will learn how to connect your project schedule with a Power BI using an export of an excel file as a connection gateway.

👉 Discover the full training program

To get started, go to the View tab, then click on Table and choose More Tables . Select the 'Export' table from the drop-down menu, then click Edit . A new window will open, allowing you to choose the columns you want to export. Remove the columns that are not needed for the analysis and add the ones that are essential . Name your table and click OK , then click Apply to verify your export table.

To revert to the old table, click Table and select the old one. Then go to the File tab , click Export , and then choose Save As . Save the file as Excel, give it an appropriate name, and click Save .

A window will open to map the fields to export. Select "Selected data" , create a new mapping, and click Next . Choose "Tasks", then click Next again . Then choose "From tables" and select the Power BI display table. Make sure all columns are mapped correctly. Click Next , save your mapping, and click Finish . Your export file is now created.

Now, open Power BI, click Connect , choose Excel Files , select your exported Excel file, check the fields, and click Load . Your exported data is now connected to Power BI.

When you update your project, remember to re-export the file, overwriting the old file, so that the data is updated using the mapping we created.

Now let's say we want to add the Resource column to our export to analyze it in Power BI. To do this, go back to Microsoft Project, click View , click Table , click More Tables , and then edit the Export table we created. Add the Resources column . Click OK , and then click Apply to verify.

To return to the old table, click Table , then click Enter . Now we'll export this table again. Follow all the export steps again, making sure to select the updated table and verifying that the Resources column is present.

Once the export is complete, go back to Power BI and refresh.

Your report is up to date now. Thanks for following this tutorial!