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PowerBI – Study Manager
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Guide for making a setup based on Excel and Power BI to manage and visualize studies. It provides the capabilities for in-depth management and insights on how the studies are progressing, prioritization needs, scheduling and much more. Excel provides the back-end for the visualized data in Power BI but also functions as a stand-alone studies management software.
Excel Power BI
The following guide provides step-by-step instructions for creating a studies management software in Excel with the input data visualized in Power BI. The presented data is exported from Excel and the visualizations in PowerBI will update as changes to cell data are made in Excel.
Some key features include:
◍ The ability to manage studies in a very granular and in-depth manner
◍ The ability to modify the platform to accommodate a wide variety of needs and situations
◍ Powerful visualization and insight capabilities
◍ Interactive and easily understandable user interface
Below is an example of the finished studies 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. Switch between the different pages of the report here 
Press ESC to return to this page.
Below is an example of the finished studies 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. Switch between the different pages of the report here
Press ESC to return to this page.
Setup Guide:
This guide provides step-by-step instructions for creating a PowerBI studies management visualization (viz). The viz will automatically update itself if the data inside any of the excel columns are changed.
Here is also a Youtube video that goes through the same step-by-step guide that is presented in written form here.
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The tutorial has the following main sections:
Introducing the project management sheets in Excel
Performing the export/import
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Under development / More coming soon
Copyright BonneyCBS 2022
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