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Planview Customer Success Center

Power BI Portfolio Status Report (R)

Summary: The Portfolio Status dashboard is a one page report built in Power BI, and provides managers the ability to see the status of the entire portfolio of projects. This report uses Project data from Changepoint PPM Analytics Data Platform.

To get this Report please download the attached zip file.

 

Dependencies:

  • This report needs Changepoint PPM Analytics Connect Account to connect Power BI to Changepoint PPM Analytics Data Platform.
  • Calculated columns used in the report:
      1. Percent Complete Calc
      2. Projects On Time
  • The report also utilizes '% complete measure' to show data in Percent complete summary tile.

Details

Audience: Portfolio Owners, Executives