Project Mangers Smartsheet Data with Power BI Reporting

Organize project documentation in smartsheet using a dedicated project documentation template workspace and an active projects workspace, enabling version-controlled templates, automated workspace-level reporting, and a cleaner, easier-to-navigate repository.

Archive completed projects by moving folders from the active projects workspace to the archived projects workspace, enabling easier navigation and access to historical documentation, with dedicated Power BI reports.

Define a clear project intake process using a Smartsheet form to generate initial data, and establish a project pipeline workspace for pre-hand-off documentation and the Project Template Kit.

Establish a restricted workspace for Smartsheet reports feeding Power BI to prevent unintentional edits. Track changes to protect data imports and dashboards from errors.

Analyze the essential project documentation structure to capture critical information for Power BI integration and project management reporting.

Review project intake processes and templates to ensure projects align with the organization's strategic vision, control versioned documentation, and generate a unique auto-numbered project ID.

Learn to create and edit project intake forms that collect essential requester information, attach documentation, and map fields to the project intake sheet for effective planning.

Navigate the project plan template and documentation to manage scope, schedule, budget, resources, and project health signals. Use project IDs and allocation fields for Power BI integration.

Raid register consolidates risks, assumptions, issues, and decisions, captures a project ID to connect data in Power BI, and tracks category, impact, and risk severity (probability × impact).

Explore the Power BI report workspace, a permission controlled space that houses reports aggregating data from project documentation to import project data into Power BI.

Aggregate active project data from all plans in the active projects workspace into a Power BI data set, including the project ID and relevant columns, while filtering at the source.

Explore how the project pipeline report uses the same columns as the active projects report, filtering to the first row in the project plan within the pipeline workspace.

Compare row reports and sheet summary reports in Smartsheet, showing how sheet summary fields provide project-level data such as the project ID.

Aggregate the raid register data across projects in a Smartsheet raid report, using project IDs to connect data across reports imported into Power BI for risk data insights.

Aggregate all active and pipeline projects into a Power BI table linked by project ID, using unique identifiers to guide report creation.

Confirm your organization's access to Power BI desktop. Import Smartsheet data by connecting through online services, selecting reports, and loading or transforming data in Power Query Editor.

Address the sheet summary import error by modifying the project plan grid to convert sheet summary field data into a row report that can be imported into Power BI.

Resolve Power BI sheet summary import errors by updating the project plan template to pull scope, schedule, budget, and resources into a new Active Project Health Report in Power BI.

Discover how to use Power BI by identifying the three key icons that provide the three views to work with data and create reporting visuals.

Navigate the Power BI interface by switching among three views to configure the file, with the report view used for creating visualizations for reports and dashboards.

Explore the Power BI table view to edit imported data, create DAX measures and new columns with table tools, and leverage AI for quick and easy formula creation.

Master the Power BI model view to create table relationships using project ID as the primary key, recognize cardinality types from 1-1 to many-to-many, and employ Power Query Editor.

Explore the Power Query Editor in Power BI to modify Smartsheet data, edit queries, remove columns or rows, merge and append tables, and add conditional or custom columns.

Explore the fundamentals of visualization by adding images and text boxes, formatting text to match standards, and using slicers and visuals to filter and present data.

Explore use cases for reporting project management data in Power BI, prepare prerequisites, import reports, and configure the data model by removing unintended relationships and linking on project ID.

Build a Power BI project health dashboard that translates Smartsheet colors for scope, schedule, budget, and resources into numbers via conditional columns, then visualize health with icon indicators.

Open Smartsheet data in Power Query, ensure date types, and create a Power BI dashboard showing project pipeline with a table visual of project name, project ID, and projected start.

Create an active risk dashboard in Power BI from Smartsheet data to monitor risks across active projects, using filters for date closed (blank), category, and severity.