Portfolio deadlines report in MS Excel

Contents:

1. Using the portfolio deadlines report in MS Excel
2. Setting up the portfolio deadlines report in MS Excel
3. Chat

Using the portfolio deadlines report in MS Excel

The project portfolio deadline report is a tool that allows company managers to control the deadlines for the implementation of portfolio projects. The report is implemented in MS Power BI and takes information from the MS Power Server server.

Project managers must specify project deadlines based on these project charters. The project management information system MS Project makes it possible to set deadlines for the implementation of tasks and project milestones.

The project deadline report displays all tasks with deadlines and also displays information about deadline deviations.

The report is used by project office specialists to monitor deviations and convey to management about possible risks.

You can use filters in the report:

1. Project group – for analyzing different groups of projects.
2. Customer – customers are the main initiator of project deadlines
3. Responsible – responsible are company specialists responsible for meeting deadlines.

Setting up the portfolio deadlines report in MS Excel

How to get the portfolio deadlines report in MS Excel

1. Register or log in to the site.
2. Make a payment.
3. Download the report file.

1. Download MS Power BI from the link.
2. Install MS Power BI (consider the bitness of your operating system).
3. Load MS Power BI and log in with your account.
4. Open the report in MS Power BI.
5. Go to the “Home” menu item and the “Transform data” sub-item.
6. Go through all the tables and change the server address.
7. To do this, click on the “Source” item and replace the line “https://studyoberemokii.sharepoint.com/sites/en/” with the address of your server.
8. Go to the “Home” menu item and the “Update all” sub-item.
9. In the same “Home” item, click the “Close and Apply” button.