PowerBI – Project Manager

An enterprise-level project management solution that integrates SQL Server database, Excel data sources, and PowerBI visualizations. The system pulls project data from SQL Server databases, combines it with Excel-based tracking sheets, and creates dynamic dashboards for comprehensive project oversight. Features include automated data integration, real-time performance tracking, resource allocation monitoring, and customizable KPI dashboards. Ideal for organizations managing multiple projects where data is distributed across different platforms and needs to be consolidated for effective decision-making.

Excel SQL Server Power BI

The following guide provides step-by-step instructions for creating a project management visualization in Power BI, with the presented data exported from Excel. The visualizations in PowerBI will update as changes to cell data are made in Excel. The data is first exported to SQL Server from Excel, and then moved into Power BI.

There are many reasons for doing the export/import this way but some of the main reasons include:

◍ The ability to use the powerful SQL features within SQL Server to modify the data (f.ex. creating views while leaving the underlying data intact).
◍ The ability to use Direct Queries to import the data, which means that data can be refreshed with greater frequency, the PowerBI file (.pbix) also becomes smaller in size and this can help with performance optimization.
◍ The ability to use the data within SQL Server to create reports in SSRS (SQL Server Reporting Services).
◍ The ability to use custom code in-between the data source and import target. For example we can use C# to extract the data from excel, modify the data in our code, then use an OLEDB connection within the code to import the data into SQL Server.

Below is an example of the project manager when loaded into PowerBI. Try the different functions by interacting with the elements on the canvas. By pressing this icon you can go into full-screen mode. In full-screen mode you can switch between the different pages of the report here

Press ESC to return to this page.

How-To Guide:

The following guide provides step-by-step instructions for creating a PowerBI project management visualization (viz). The viz will automatically update itself if the data inside any of the excel columns are changed. Updates to the data can also be performed within SQL Server.

Here is also a Youtube video that goes through the same step-by-step guide that is presented in written form here. ◍✦°

https://www.youtube.com/watch?v=Y1yRQbv–do

The tutorial has the following main sections:

Setting up SQL Server using VMWare