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February 11, 2020

How to use Project for the Web custom entities with Power BI

How to use Project for the Web custom entities with Power BI

Project for the Web is a new, browser-only app designed to allow project managers, sponsors and participants to begin to collaborate with teammates and contribute on projects immediately.

In This Project for the Web video:

In this video we demonstrate taking the Microsoft available Power BI template and extending it to use custom Project Entities to provide customer-centric reporting capabilities.

Step-by-step we walk through connecting your instance to the Power BI template, adding the Project entity, pairing down unnecessary fields, and creating a relationship to the table in our model. We then copy and manipulate an existing dashboard page to include our new entities to create precisely the report we are looking for!

Just like Microsoft Project Online, Project for the Web allows the creation of Entities to describe Projects, etc. This makes it possible to tag your projects with Program, Project Phase, Department, and much more! The possibilities from a reporting perspective with Power BI and Excel are endless. With our own custom entities, we can group our project information by attributes that are meaningful to our organization. Therefore, if we would like to see the number of projects by program, projects by project phase, or work by department, this is all possible by creating custom entities and leveraging them in custom reports.

What is Project for the Web

Project for the Web is all new, browser-only app designed to work seamlessly with the MS Teams & Dynamics tools. Since it’s the Microsoft Cloud, project managers, sponsors and participants only need a web browser to begin to collaborate with teammates and contribute on projects immediately. The new service for occasional or part-time project managers and self-directed work teams is intuitive like Planner, flexible and fast like Excel, and embedded with MS-Project’s rich scheduling functionality. Since, it’s built on Microsoft’s Power Platform, non-developers can leverage Power BI, Power Apps, Flow and Common Data Service, giving Project for Web wide flexibility.

Related Links

Project for the Web Consulting Services
The Task tab is not showing in Microsoft Project for the Web
How to use Icons as graphical indicators with Project for the Web
How to Create a Custom Program Entity with Project for the Web
How to Create a Business Process Flow with Project for the Web
How to Create a Custom Action Item list with Project for the Web
How to Customize Project for the Web with Entities and more
What is Project for the Web by Microsoft – A Brief Overview

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