Portfolio stakeholder analysis in MS Power BI

Contents:

1. Using the portfolio stakeholder analysis report in MS Power BI
2. Setting up the portfolio stakeholder analysis report in MS Power BI
3. Chat

Using the portfolio stakeholder analysis report in MS Power BI

The portfolio stakeholder analysis report in MS Power BI allows you to quickly and conveniently analyze information about the stakeholders of the portfolio projects. Project office specialists and project teams can analyze the stakeholders of all portfolio projects and provide recommendations on managing stakeholders of each project. A single register allows you to accumulate useful information and experience working with project stakeholders.

1. The project administrator enters information into the stakeholder register on the server.
2. The project manager, together with the project team, analyzes the level of influence and interest of stakeholders in participating in the project.
3. The project manager makes organizational conclusions to increase the level of interest of influential stakeholders.
4. Project office specialists analyze the effectiveness of working with stakeholders.
5. Project office specialists develop recommendations for the company's management.

The report uses filters:

• Projects. The "Projects" filter allows you to select projects for which we plan to analyze stakeholders.
• Type. The "Type" filter allows you to select stakeholders based on their influence on the project. Four roles are used in the document:
  • "Investor" - the investor invests money in the project in order to receive money as a product of the project,
  • "Client" - the client invests money in the project in order to receive the product of the project and use it,
  • "Contractors" - contractors perform work on the project in order to receive money,
  • "Suppliers" - suppliers send material resources to the project in order to receive money. Position.
• The "Position" filter allows you to select stakeholders based on positions in the organization. Four roles are used in the document:
  • "Owner" - the owner of the company,
  • "Director" - the director of the company,
  • "Chief Engineer" - the chief engineer,
  • "Financial Director" - the financial director of the company.

Project office specialists can analyze stakeholders using a matrix. All stakeholders that are in the upper left corner require special attention from the project team. Stakeholders in the lower right corner require minimal attention.

Setting up the portfolio stakeholder analysis report in MS Power BI

How to get the portfolio stakeholder analysis report in MS Power BI

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

How to customize a report in MS Power BI

1. Load MS Power BI and log in with your account
2. Open the report in MS Power BI
3. Go to the “Data” menu, the “Get data” item and the “Launch Power Query editor” sub-item
4. Change the server address for the table.
5. To do this, click on the “Source” item and replace the line “https://studyoberemokii.sharepoint.com/sites/en/” with the address of your server.
6. Go to the “Home” menu item and the “Update preview” sub-item.
7. Go through all the steps and update the column names in the queries
8. In the same “Home” item, click the “Close and Apply” button