Forum Discussion
Resources mapping using Project (Planner) and MS Power BI template
I have started using Project for the web and the MS Power BI template from MS. And I really like what I am seeing so far.
How can I add a Resource Mapping view to the Microsoft Power BI Project for the Web template?
I’d like to display the monthly percentage allocation for each resource, calculated based on remaining effort and the project schedule. Ideally, this view should also support filtering by project and by individual resource.
4 Replies
- RodFrommIron Contributor
To make this happen you need to two pieces of information: Planned Work and Resource Availability (hours). Here is a high-level overview of what's needed. It's assumed you have some Power BI DAX and data modeling skills.
Planned Work - The Resource Timephased table has the Planned Work (PW) with a Planned Work Start (bins) column that allow you to group PW by month. Ensure the Planned Work Start data is related to your Date field in your Calendar table.
Resource Availability (hours) - This doesn't exist in the template. You can create a table contains the monthly availability of each resource. Add this table to your model and related it your Bookable Resources table
Using the Planned Work and Resource Availability information create three measures. One for Planned Work, another for Resource Availability and the final one for your monthly percentage. As a reference, here is an example of the measures. The field names won't match your templated, but you get the idea.Total Planned Hours = SUM('Planned Work'[Planned Hours])
Total Available Hours = SUM('Resource Availability'[Available Hours])
Utilization % = DIVIDE([Total Planned Hours], [Total Available Hours], 0)
- RatanPushpBrass Contributor
Hello Sidimm,
Resource utilization report is not part of Power BI report pack and require custom development. Assume, you are looking something similar to below report.
https://www.linkedin.com/posts/ratan-pushp_powerbi-projectonline-projectmanagement-activity-7295710080505630720-QDEV?utm_source=share&utm_medium=member_desktop&rcm=ACoAAARF1oIBYwYyPfvSAIEhai53QlcZqxpF6uk
I hope it is helpful for you!
Ratan Pushp
- sidimmCopper Contributor
Hi Ratan,
This is exactly what I was looking for—thank you! Would you mind elaborating a bit on how you created it? and can it be built in the power BI dashboard.
Thanks again,
Sidi M