Connect to Project data through Power BI Desktop
You can use the Project Power BI template to import and analyze data from Project for the web and Project Online into Power BI. The template is designed to help you quickly connect to your Dataverse instance in Dynamics 365 where your Project for the web data is stored, as well as connect to your Project Web App tenant in Office 365. You will be able to download a variety of data to visually explore and monitor all the key aspects of your PPM deployment. There are multiple visually rich report pages for the portfolio, resource, and project overview.
You first need to do the following:
- Download Power BI Desktop, then run the installer to get Power BI Desktop on your computer.
- Download the Project Power BI template to your computer. The file name of the template file is Microsoft Project Power BI Template.pbit for the consolidated report; Microsoft Project Online Power BI Template.pbit for Project Online report; and Microsoft Project for the Web Power BI Template.pbit for Project for the Web report pack.
To use the template, you need the following:
- A Project Plan 3 (previously named Project Online Professional) or Project Plan 5 (previously named Project Online Premium) subscription.
- A Power BI Desktop or Power Bi Pro subscription.
Launch and configure the Power BI Desktop template file
Click on the Project Power BI template file to open it in Power BI Desktop.
On the Enter Parameters screen, in the Dataverse URL field, type the URL of your Dynamics 365 Dataverse instance you are using for Project for the web.
In the PWA URL field, type the URL of your Project Online Project Web App site, for example, https://contoso.sharepoint.com/sites/PWA. Then click Load.
Power BI Desktop will prompt you to authenticate with your Office 365 account. Select Organizational account, click Sign In, and enter your credentials.
A message will be displayed, telling you that your data is loading. Depending on the number of projects, tasks, and resources in your system, this may take some time.
If you receive an error during the load process stating that access to a resource is forbidden, check your data source settings permissions by implementing the following steps:
In the ribbon, select Edit queries, and then select Data source settings.
Select Global permissions, select a data source URL, and then click the Edit permissions button at the bottom of the screen.
On the Edit permissions screen, verify that Privacy level is set to Organizational.
Also verify that for Credentials, the Type is set to Organizational account. If it is not, click Edit, select Organizational account on the left pane, and log in with your credentials. Click Save, and verify that the Credentials Type has changed.
Do this for each of the remaining data source URLs, and then click Close.
Try to load your data again.
How to determine your Dataverse URL
Project for the web data is stored in the Dynamics 365 Dataverse. You need to enter the URL of your Dataverse instance that you are using, and it needs to be in the following format:
For example: https://orgde6d15d8.crm.dynamics.com
The following sections will tell you how to find the environment_name and the region values of the URL.
To determine the Dataverse environment name value of the URL:
Log on to Office: https://www.office.com.
On the office.com page, in the left pane, click All apps.
On the All apps page, click Business Apps tab and select the project application of the organization you want to build your reports on. The Apps URL will give you the environment and region value.
To determine the region value of the URL:
The region value will usually be associated to the data center that is close to you geographically. The following list shows the region values associated with regional data centers.
|Europe, Middle East and Africa (EMEA)
|Asia Pacific Area (APAC)
|North America 2
If you are not sure, check with your Office 365 administrator and have them check for the value in the Power Platform Admin Center.
How to determine your Project Web App (PWA) URL
You can go to your Project Online PWA site home page to find the PWA site URL.
You can get to your PWA site by implementing the following steps:
In Office 365, click the Apps icon in the top left corner, and then in Apps, select Project.
On your Project Home page, on the bottom of the page, click, Go to Project Online. This will take you to your PWA Home page.
Copy the URL in your browser and use this value for the PWA URL field in the Project template.
If you are still not sure, check with your Office 365 admin and have them check for the value in the SharePoint admin center.
After connecting to your data
After Power BI Desktop retrieves the data, the visualizations in each report page will load and display the data.
You need to have read permissions at the business-unit level to the Dataverse entities to which the report connects to have a portfolio-level view of the data.
From the Power BI Desktop, we recommend publishing the report to a shared workspace, and then configure scheduled refresh of the data to keep your dataset up to date.
After connecting to your data, the following key "out-of-the-box" reports are available to you to view and analyze your project data.
The Portfolio Dashboard report gives you a roll-up of all projects, and lets you know the total number of projects, effort completed, and effort remaining. It lets you filter your project data by project progress or project manager.
The Portfolio Timeline reports shows visually where all projects fall on a timeline, including their duration and progress to date.
The Portfolio Milestones report summarizes all milestones completed and are yet to complete in the past 30 days, as well as the milestones planned for the next 30 days.
The Resource Dashboard gives a resource manager an overview of how his or her resources are allocated to projects, showing details about each resources total effort, tasks remaining, and task status.
The Resource Assignments report lets you focus on task and project data for your resources. You can drill into a resources task progress, total effort, effort distribution across projects, and project and task details.
The Task Overview report looks at task details across projects.
The Project Timeline shows each project with details on its tasks and status.
The My Work report lets an individual team member see a detailed task list of all their work across projects, and gives others visibility into their work.
The My Timeline report lets team member see their personal timeline of work across and within projects.