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Microsoft Power BI for Project Planning and Control

Name: Microsoft Power BI for Project Planning and Control
Rating: 4.5 (220 reviews)

Microsoft Power BI for Project Planning and Control -ENGLISH

Created byMohamed Hisham Aboadma

Last updated 12/2025

English

English [Auto],

What you'll learn

explain the main tools
how to link you project data direct from primavera or excel
draw cash flow & s-curve
learn advanced options in power queries and DAX formula
create interactive reports to show the project's status
create public link and share it with your colleague
how to solve the expected issues during using the app
explain how to add a the project layout in smart way
update the report during the project duration

Course content

10 sections • 109 lectures • 16h 56m total length

Introduction9:36
How to Install2:01
Download and install Power BI Desktop from the Microsoft Store or via manual download, choose language and the 64 or 23 option, and note IT approval for a company PC.
How to Navigate the Course1:10

101-Project Setting and Get sample Data in PBI2:56
Load the built-in sample data in Power BI Desktop, then drag sales from the financial data to create your first visual and explore card visuals and slicers.
102-Import Data from Different sources6:15
103-How PBI read Excel7:29
104-Understand Power query | 13:58
Learn how Power Query transforms and cleans data, connects to multiple data sources, and loads refreshed data into Power BI, with emphasis on data source settings and M query.
105-Understand Power query | 28:38
106-Understand Power query | 37:21
Discover power query basics: divide by 100 to convert percentages, apply number and text operations, create custom columns, and manage steps to shape data for Power BI.
107-Understand Power query | 47:01
Learn to import a pdf into Power Query, transform and clean data, set the first row as header, and handle nulls and errors for clean Power BI tables.
108-Visuals | Table | 18:27
Learn how to insert and format a table visual in Power BI, using the canvas, insert menu, and view options, then customize size, background, borders, shadows, and titles.
109-Visuals | table | 1.16:09
Explore formatting options for the Power BI table visual, including style presets, grids, borders, and colors. Adjust headers, values, totals, alignment, and conditional formats to customize each column.
110-Visuals | Card | 210:53
111- types of summarizations | 16:29
Explore how Power BI handles different data types, from text to date, and apply summarization options in visuals like cards to show counts, first or earliest values, and latest values.
112-types of summarization | 26:10
113- Visuals | bar charts | 311:35
114- Visuals | bar charts | 3.111:48
115- Visuals | Bie Chart | 44:27
Learn to create and format pie and donut charts in Power BI, showing budget distribution by project, manager, or status with legend, detail, and data labels.
116 - Drill Down5:40
117- Visuals | Line chart | 511:55
118 - Filters11:40
Explore static and dynamic filters in Power BI, learn to apply page, all-page, and visual filters, and use text, number, and date filters, including top N and relative date options.
119 - Slicers8:40
Learn to add and configure slicers in Power BI to create dynamic, cross-filtering page filters for text, number, and date, with multiple layouts and selections.
120-Inetractive filters6:18
121 - relationships | 110:48
Learn to build and manage relationships in Power BI by linking fact and dimension tables in a star schema for project data.
122 - relationships | 217:07
Learn to create and manage Power BI relationships across tables, using one-to-one, one-to-many, and many-to-many formats, adjust cross filter directions, and troubleshoot relationship issues.

123- DAX | 14:25
124- DAX | Measure Vs Calculated Columns | 211:52
125- DAX | Row Context |36:33
126- DAX | Filter Context |410:03
Learn how DAX filter context shapes calculations in Power BI by using calculate, filter, and earlier to analyze project budgets by location and cluster.
127- DAX | Sum & If | 64:39
128- DAX | Dates | 74:31
Explore DAX date functions in Power BI to compute today, date differences, and working days. Learn date add, weekday start, and time intelligence basics for project planning.
129- DAX | Summarize | 82:25

Import from primavera through excel part 18:21
Import from primavera through excel part 211:28
Import Primavera data into Power BI from Excel, via Get Data or direct, transform data to correct types, set headers, create measures like total budget, and design a card visual.
Use (cards) to display specific data4:52
Explore how to use cards to display specific data in Power BI for project planning and control, showing project start and finish dates, and refining visuals with formatting and slicers.
Make relationship between tables4:48
Use different type of (slicer )9:56
Explore how Power BI slicers and sliders filter datasets, vertically or horizontally. Configure single and multi selection, dropdown or checklist, and date ranges to drive budget and interactions across visuals.
make donate and pie chart9:17
Explore how to build and tailor a Power BI pie chart to show total budgets by area, adjust interactions, enable focus mode, and customize tooltips for project planning and control.
Maintain the project duration progress (elapsed and remain ) using DAX8:28
Cash flow & s-curve (line and stacked column )15:42
Export cash flow data to Excel and Power BI, then build a cash flow s-curve with a line and stacked column chart, using customizable axes and weekly or daily granularity.
Create date table using DAX functions9:02
Get the weekly planned using DAX ( DATESBETWEEN +DATESINPERIOD +CALCULATE)13:15
Unpivot table ( distribute horizontal data to virtual rows )-get planned Qty11:59
Index the data +drill through6:12
Index the data with an index column in Power Query, then sort by column; use drill down and drill up to explore year and months in Power BI.
Manage relationship options7:23
Master Power BI relationships by examining one-to-many, many-to-one, and one-to-one cardinalities, and learn how single versus bidirectional filtering affects filtering between tables and visuals.
Manage filters8:50

Reflect P6 update on power bi (Activities) ,SPI ,CPI ,PROGRESS9:25
Learn to reflect P6 updates in Power BI by importing Primavera data, setting baselines, and computing SPI, CPI, and progress from actual vs planned labor and cost.
WBS levelling6:24
The matrix visual7:05
UPDATE THE S-CURVE , CASH FLOW & project status17:12
KPIs & condition formatting14:45
update the casting Qty vs planned +new DAX formula part 114:12
Learn to update Power BI project dashboards by comparing actual and planned quantities, computing variance with a new DAX measure, applying conditional formatting, and visualizing progress with charts.
update the casting Qty vs planned +new DAX formula part 27:03
use synoptic panel to show the project key plan12:23
Use the synoptic panel in Microsoft Power BI to map a project image into areas, display actual vs plan variance, and create interactive tooltips linked to other visuals.
Merge & Append queries5:39
Merge and append queries in Power BI to combine two tables, using a left join on key columns like actual start and actual finish to create a new table.

Understand the Basics8:53
The site links
1- SVG tutorial : https://developer.mozilla.org/en-US/docs/Web/SVG/Tutorial
2- SVG viewer : https://www.svgviewer.dev/
3- SVG template : https://kerrykolosko.com/portfolio/
Create the First SVG in Power BI9:04
Learn to render an SVG in Power BI by using a single code block linked as an image URL and building it with header, rectangle, and footer for gantt charts.
Create Gantt Chart -Baseline14:04
Create baseline Gantt bars in Power BI by defining start, finish, and duration variables, computing total and activity duration, and mapping width and baseline positions in SVG.
Add data date and dates8:24
Add Actual Timeline14:07
Learn to add actual start and finish dates to a Power BI bar chart, create total duration measures, and fine-tune visuals like font, color, and rounded ends.
Add Actual Progress11:20
Learn how to display actual progress as a percentage in Power BI bar charts for project planning, using a progress column, gradient fills, and in-scope logic to show total progress.
Add data from Primavera P625:56

01-Create the dashboard theme8:04
02-Import projects data6:48
Learn to import project data into Power BI from SharePoint using Power Query, inspect the data structure, and prepare fields like project code, name, budget, and status for dashboards.
03-Create Dashboard layout.6:00
04-Add new Card9:57
05-Add New Columns9:18
06-add Gauge visual13:27
Learn to build dynamic measures and gauge visuals in Power BI for project planning and control, calculating earned value and planned value, and visualizing progress with per-project insights.
07- Add Progress as KPI6:09
08-Add Invoices status12:34
09-Finalzie the overview page13:23
10-Finalzie the overview page part 29:05
11-Create Project Page12:01
12-Add Project Information11:04
13-Add Timeline using SVG18:31
14- Use Google image to add photos13:43
Learn to dynamically display project images in Power BI using Google Drive image links, Power Query, and image visuals, with image grid support to reflect project names and dates.
14-01-Fix Google drive links issue2:39
To use the following prefex :
https://lh3.googleusercontent.com/d/
15- Add the Masterplan to the dashboard15:19
16-Create Program Progress Layout7:34
Create a program progress layout in Power BI using shapes, cards, and KPI visuals, filter by location, and customize styles for clear, cluster-based project dashboards.
17-Create Dynamic Panel18:04
18-Add Filter detail to the Dynamic Panel14:35

Power BI Service Introduction1:18
Explore the Power BI service by creating workspaces and apps, and building dashboards from multiple files with auto refresh options. Understand the difference between report semantic model and dashboard.
Publish to web (option 2)10:20
learn how to publish a power bi report to web by configuring a domain, dns records, and admin verification, then generate the embed code and share the report.
1.3-publish to web (option 1)13:58
Create Workspace7:31
Publish dashboards to a Power BI workspace, then manage access and roles (admin, contributor, member, viewer) for project collaboration.
Edit Report in PBI service6:43
Upload Report to Service2:06
Create Dashboard in service5:27
Create app in service8:44
Utilize PBI to create new report in service6:00
Utilize PBI in Excel4:30
Auto Refresh from Local PC (Gateway)8:00
Auto Refresh from Local PC (Gateway)4:36
Connect SharePoint or OneDrive data in Power BI, load the online source from the server, and publish a simple count of projects with no gateway, then explore subscriptions and alerts.

solving the most common issues9:16
in this video, we will solve the most common issues you could face while using the program
*change the file location and name
*change the sheet or table name
*change the column name
Show the images in smart way7:28
Learn to show project images dynamically in Power BI using an external image visual, linking image URLs via Excel, and filtering with a project slicer.
Add nice background +samples4:16
Create beautiful PowerPoint backgrounds for a 16:9 1280x720 presentation using light themes and master slides. Export backgrounds as png or jpg and access 18 samples from Lenox Consulting Group.
Use MAP in Power bi10:59
two methods to get the previous row value8:17
Dynamic title name and color8:14
Add Power bi to Power Point -(require Pro License)7:06
Shows selected data labels11:44
Learn to selectively display data labels in Power BI charts and histograms. Use two approaches—in Power BI and in Excel—to control PV, EV, and BV labels with percentage formatting.
Visual Calculation & Collapse formu - get percentage for parent12:13
A new feature in Power BI allows adding calculated columns directly inside the visual, and formulas help to get the weightage as per the Parent level.
create account to publish -0113:58

Requirements

the basic skills in using excel and primavera

Description

Are you a project manager or Planning Engineer who wants to learn MICROSOFT POWER BI and gain insights into your project progress? If so, you have come to the right place.

The POWER BI has become one of the most important tools to analyze and visualize the data, many companies use it with the project, program, portfolio, and entire organization because it facilitates the connection between thousands and millions of data and represents it in an interactive dashboard.

One of the best advantage of this program that there is a free version available without limited time, also Microsoft make an update every month and adding more new feature which will support your work.

What makes this course different? It is based on real-world experience in using this app in the construction field. It also includes best practices that will guide you to success. And I keep it updated regularly.

Through this course, we will go gradually in using the app starting with the main tools and tabs by using the demo file with the app.

And of course, we will learn how to download the free version and create an account and a free domain to signup if you don't have a company account.

Then we will start directly using one of the project samples in Primavera and see how to export the data to EXCEL and connect it with the POWER BI.

and we know your time is very important, so we will learn the tools and visuals in the practical example directly without wasting your time, and these skills include for e.g:

linked Primavera and excel with the POWER BI.
how to edit the tables and data in POWER QUERY.
create DATE TABLE and the related functions and DAX formula to facilities the link with other tables.
export the cash flow & s-curve from the primavera and the visual related to it.
export the resources from primavera and apply the UNIPIVOIT on the data to integrate it in the dashboard.
the different types of filters and how to deal with them.
the different types of relationships and how to use them.
how to make an index in the POWER BI for the different types of data.
how to reflect the updated time schedule.
how to show the progress image in interactive ways.
solving the comment issues while using the app.
use the SYNOPTIC PANAL to add key plans and layout from AutoCAD after some adjustment to represent the project status.
using the different KPIs.
Share the dashboard with an online link with your manager

in addition to many tools to be professional users in this app.

Welcome to my course in advance and don't hesitate to contact me for more information, you can find my LinkedIn with my profile

I create a Facebook group to keep up with the updates and the issue

Who this course is for:

planning &control engineer
project managers
PMOs department
anyone related to construction projects who want to show a report in new way

Microsoft Power BI for Project Planning and Control

What you'll learn

Explore related topics

Course content

Introduction3 lectures • 13min

01-Power BI Kickoff22 lectures • 3hr 2min

02-Intro to Dax7 lectures • 44min

How to use the tools to make the dashboard from P614 lectures • 2hr 10min

Update the project9 lectures • 1hr 34min

Direct connect to primavera6 lectures • 1hr 21min

SVG Gantt /Bar chart - (new)7 lectures • 1hr 32min

Program and Portfolio Dashboard Creation19 lectures • 3hr 28min

PBI Service12 lectures • 1hr 19min

bonus section : Tips & Tricks10 lectures • 1hr 34min

Requirements

Description

Who this course is for: