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Setting up Power BI reporting

How to set up Power BI reporting for Nialli Visual Planner

Nialli™ Visual Planner provides a template with a variety of comprehensive and flexible reports in Microsoft® Power BI. These reports give project teams various insights into the health of a project using information compiled simply as a by-product of day-to-day work and coordination. Included are extensive filtering and customization possibilities using Power BI tools.  

Each of these reports can be customized to suit the individual needs of an organization and new reports can be created using project data. Creating new reports requires some level of skill with Power BI.  

Requirements  

The desktop version of Microsoft Power BI must be installed on your computer. To download it, go to: https://www.microsoft.com/en-us/power-platform/products/power-bi/downloads 

Next, download the [ 🔴🔗 Power BI sample template]. Place it in the folder in which you’re filing the exported plan data. This will keep relevant files together and make it easier to manage and launch reports. 

Generate a Power BI report using the sample template 

  1. Open Power BI and under File, select Import.
  2. Select Power BI template from the menu. Browse to your folder and select the PBIT file that you have downloaded. It will open in Power BI.
  3. Select File and Options and settings.
  4. Select Data source settings. Click the radio button for Data sources in current file. Click the Change source… button and then browse and select the Excel® data file you exported from Visual Planner. The data will load into Power BI and you will be able to view the reports outlined below. 

Note: If you give the Excel export file the same name each time you export it, the Source path will remain the same and the new reports will be automatically opened when you launch Power BI. If you decide to save the data in separate files weekly or monthly, you will need to click the Change source… button each time you want to view a new report.