Current project tasks report in MS Excel

Contents:

1. Using the "Current projects tasks" report in MS Excel
2. Setting up the "Current projects tasks" report in MS Excel
3. Chat

Using the "Current projects tasks" report in MS Excel

Tasks solved when using the "Current projects tasks" report in MS Excel:

• Checking the quality of filling in the data of the schedule plans.
• Checking the quality of establishing the fact of completing project tasks.
• Control of critical project tasks.
• Control of deviations from project deadlines and from project baselines.
• Control of tasks of the current and future periods.

The following filters are used in the report:

• Project portfolio. The "Project portfolio of projects" filter allows you to select the desired portfolio and project types.
• Responsible. The "Responsible" filter allows you to select tasks for specific responsible persons.
• Task/Milestone. The "Tasks/Milestone" filter allows you to select only tasks or only milestones.
• Priority. The "Priority" filter allows you to select tasks of high, medium, or low priority.
• Execution. The "Execution" filter allows you to see which tasks have already been completed, which are being completed, and which have not yet been completed.
• Implementation period. The "Implementation period" filter allows you to filter out tasks from the past period, current tasks, and tasks from future periods.

Setting up the "Current projects tasks" report in MS Excel

How to get the "Current projects tasks" report in MS Excel

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

How to customize a report in MS Excel

1. Download MS Power BI from this link https://www.microsoft.com/it-it/download/details.aspx?id=58494.
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.