
Learn to integrate Smartsheet project management data with Power BI, build dynamic dashboards, and enable real-time reporting through data analysis and visualization.
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 all active and pipeline projects into a Power BI table linked by project ID, using unique identifiers to guide report creation.
Unlock the power of seamless project management and data visualization with our fundamental virtual on-demand course. This course is designed to equip project managers with the essential skills needed to effectively use Smartsheet for project management, while leveraging the robust reporting capabilities of Power BI for insightful data analysis.
Course Highlights:
Introduction to Smartsheet:
Understand the fundamentals of Smartsheet, including its essential features and basic functionalities.
Learn how to create, organize, and manage projects documentation and reports within Smartsheet.
Power BI Integration:
Discover the step-by-step process to integrate Smartsheet with Power BI for enhanced data visualization and reporting.
Learn how to connect Smartsheet data to Power BI, create a data model, and build interactive dashboards.
Reporting and Analytics with Power BI:
Master the art of creating dynamic reports and dashboards in Power BI that provide actionable insights into your projects.
Learn to use Power BI’s features like creating interactive visuals to present data effectively.
Practical Use Cases:
Resource Allocation Reporting:
Create real-time project tracking dashboards in Power BI that pull data from Smartsheet, allowing project managers to monitor the resource allocation across teams to proactive control resource management.
Project Health Reporting:
Develop portfolio level reporting to visualize project health across all projects being managed via the project plans in Smartsheet.
Project Pipeline Reporting:
Proactively visualize the project pipeline for your organization to enhance project management engagement and planning.
Project Risk Reporting:
Design visualizations to effectively monitor the identified risks and risk exposure to the project portfolio or programs.
Who Should Enroll:
This course is ideal for project managers, team leads, and anyone involved in project planning and execution who wants to enhance their project management skills and data analysis capabilities using Smartsheet and Power BI.
Course Format:
On-Demand Video Lessons: Access high-quality video lessons at your own pace, anytime, anywhere.
Downloadable Resources: Get access to downloadable resources, templates, and guides for future reference.
Enroll today to transform your project management approach and leverage the full potential of Smartsheet and Power BI for effective project management, reporting, and decision-making.
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