This summary of the video was created by an AI. It might contain some inaccuracies.
00:00:00 – 00:10:28
The video discusses the use of Gantt chart visuals in Microsoft Power BI, which are commonly used in project management tools like Project Online and Microsoft Project. Two specific Gantt chart visuals available in the Power BI marketplace are highlighted: one from MAQ Software and another with built-in functionality for tracking percentage completion. The presenter demonstrates how to connect Power BI to a project OData feed and add these visuals to a report, emphasizing the importance of configuring start, end, and finish dates accurately due to differences in duration calculations. Key project details, such as project name, start and end dates, duration, and percentage complete, are added to the Gantt charts.
The visuals offer different features: the MAQ Gantt chart focuses on KPIs and allows for multiple category values like project name and work, making it preferable for comprehensive project overviews. The flexibility of the MAQ chart is noted, particularly its ability to view data in various time hierarchies (e.g., quarters, years), and the visual differences between cleaner and more readable formats are discussed. The speaker underscores the importance of setting appropriate time frames for better portfolio management and concludes by encouraging viewers to interact with the channel for further content.
00:00:00
In this part of the video, the presenter introduces two Gantt chart visuals available in Microsoft Power BI. Gantt charts are already familiar features in Project Online and Microsoft Project, but now they are also accessible within Power BI. The presenter focuses on two verified Gantt chart visuals that can be found in the Power BI marketplace. After connecting Power BI to a project OData feed, the presenter demonstrates how to locate and add these two Gantt chart visuals to a Power BI report. The key difference highlighted is that the MAQ Gantt chart emphasizes KPIs and general information, while the other Gantt chart includes functionality for tracking percentage completion, which could be beneficial for organizational use. The presenter then begins setting up the Gantt charts by adding essential project details like project name, start and end dates, and duration.
00:03:00
In this part of the video, the focus is on setting up and refining the Gantt visual for project management. The speaker highlights the importance of correctly using start, finish, and end dates due to the different ways Microsoft Project and the Gantt visual count durations (workdays vs. all days). They then align the finish date to make it more accurate and add project percentage complete and the project owner as resources. It is noted that projects without work appear not visible rather than as zero. The visual categorizes projects by enterprise type, offering a fading effect rather than hiding non-selected items and supports navigating schedules without a time bar. An alternative visual (maq version) is introduced, which allows multiple category values such as project name and project work to be displayed.
00:06:00
In this part of the video, the presenter discusses various elements related to managing project data. They highlight the project start and finish dates, mentioning the lack of duration selection. They compare two formats, noting that while the top format is cleaner, the bottom one is more readable. Additionally, the resource owner and project owner labels are mentioned, with emphasis on configuring KPI values. The presenter explains the process of configuring KPI values and the limitations within the tool, such as fixed color schemes for KPI indicators (green, yellow/orange, and red) and the inability to change these. They also touch on visual elements of the Gantt chart, including configuration options for displaying days off and legend placement.
00:09:00
In this segment of the video, the speaker discusses setting a timeline within a generic project center view to two months instead of one week to better assess portfolio overviews on a monthly basis. The speaker highlights the flexibility of the MAQ version in Power BI, which allows users to select different time hierarchies such as quarters or years, and mentions a preference for the MAQ version due to its readability and KPI values. The speaker concludes by encouraging viewers to like the video, subscribe for more content, and notes a bi-weekly posting schedule.