Project Management: Using Smartsheet With Power Bi Reporting

Project Management: Using Smartsheet With Power Bi Reporting
Published 6/2024
MP4 | Video: h264, 1920x1080 | Audio: AAC, 44.1 KHz
Language: English | Size: 496.87 MB | Duration: 0h 55m

Advancing Project Management Data Analysis

What you'll learn

Fundamentals of project management data in Smartsheet

Integrate Smartsheet data into Power BI

Create Power BI Reports and Dashboards

Use cases for resource management, risk management, project pipeline management and project health management

Requirements

Basic understand of Smartsheet.

Description

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.

Overview

Section 1: Introduction

Lecture 1 Introduction

Section 2: Workspaces

Lecture 2 Project Documentation Templates & Active Projects Workspaces

Lecture 3 Archived Projects Workspace

Lecture 4 Project Pipeline Workspace

Lecture 5 Power BI Reports Workspace

Section 3: Project Management Documentation in Smartsheet

Lecture 6 Introduction for Project Documentation Design

Lecture 7 Project Intake

Lecture 8 Project Intake Forms

Lecture 9 Project Plan

Lecture 10 RAID Register

Lecture 11 Smarthsheet Reports for Power BI

Lecture 12 Active Projects Report in Smartsheet

Lecture 13 Project Pipeline Report in Smartsheet

Lecture 14 Active Project Health Report - Sheet Summary Report in Smartsheet

Lecture 15 RAID Report in Smartsheet

Lecture 16 All Projects Report in Smartsheet

Section 4: Getting Started with Power BI

Lecture 17 Importing Smartsheet Project Reports into Power BI

Lecture 18 Potential Power BI Import Error for Smartsheet Sheet Summary Reports

Lecture 19 Alternative Reporting for Power BI Sheet Summary Report Error

Lecture 20 Using Power BI

Lecture 21 3 Key Power BI Views

Lecture 22 Table View in Power BI

Lecture 23 Model View in Power BI

Lecture 24 Power Query Editor in Power BI

Lecture 25 Fundamentals of Visualization

Section 5: Smartsheet & Power BI Use Cases

Lecture 26 Use Case Prerequisites

Lecture 27 Resource Allocation Use Case

Lecture 28 Project Health Reporting Use Case

Lecture 29 Project Pipeline Reporting Use Case

Lecture 30 Project Risk Reporting Use Case

Project managers and data analysts