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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  

Before you begin, ensure that the following are in place: 

  1. 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   
  2. Install the Nialli™ Companion for Chrome (also works on Microsoft Edge). 

Downloading the Power BI Template 

  1. Open Google Chrome or Microsoft Edge
  2. Log in to Nialli Visual Planner on Google Chrome or Microsoft Edge
  3. Navigate to Report
  4. Select Data Export
  5. Click Power BI Template

When prompted, allow the Nialli Companion extension to access and download the Power BI template, Click Yes to grant permission.

Downloading Power BI (1)

Generate a Power BI report using the sample template 

The Power BI template is automatically downloaded to:  Downloads/Nialli_PowerBI_Report 

Open the Power BI Template 
  1. Locate the downloaded Power BI template file on your computer
  2. Double-click the file to open it in Power BI Desktop 

When the template opens, it will automatically pull in the relevant Nialli report data and load the available report pages. 

Accessing a New Report 

If you want to access a new or updated report, follow the same process: 

  1. In Nialli Visual Planner, go to Report → Data Export
  2. Click Open Power BI
  3. When Power BI opens, a new spreadsheet report is automatically downloaded to the same folder:  Downloads/Nialli_PowerBI_Report 

The newly downloaded spreadsheet is then used to create a new Power BI report.

Each time you repeat this process, a fresh data file is generated, ensuring your Power BI report reflects the most recent project data.