Webinar Recap – Visual Awesomeness: Enhance Your Project Online Power BI Reports with Custom Visuals

Please find below a transcription of the audio portion of Raphael Santos’ Visual Awesomeness: Enhance Your Project Online Power BI Reports with Custom Visuals webinar being provided by MPUG for the convenience of our members. You may wish to use this transcript for the purposes of self-paced learning, searching for specific information, and/or performing a quick review of webinar content. There may be exclusions, such as those steps included in product demonstrations. You may watch the live recording of this webinar at your convenience.

Kyle: Hello, everyone, and welcome to today’s MPUG webinar, Visual Awesomeness: Enhance Your Project Online and Power BI Reports with Custom Visuals. My name is Kyle, and I’ll be the moderator today. Today’s session is 45 minutes long and eligible for three quarters of a PMI PDU in the technical category. The MPUG activity code for claiming the session is on the screen now. Like all MPUG webinars, a recording of this session will be posted to mpug.com shortly after the live presentation wraps up. And all MPUG members can watch these recordings at any time and still be eligible to earn the PDU credit.

Kyle: All of the sessions you watch on-demand can be submitted to your webinar history, and the live sessions you attend are automatically submitted. And within your history, you can print or download your transcript and certificates of completion, including the one for today. And you can access this by logging on to mpug.com, click my account, and then click on the webinar reports link.

Kyle: If you have any questions during today’s presentation, please send those over at any time using the chat question box on the go to webinar control panel. We do plan to answer those questions for you throughout the session today. All right, we’ll go ahead and begin.

Kyle: We’re very happy to welcome back Raphael Santos today. Raphael is a PPM enthusiast with expertise in providing Microsoft Project, Project Online and Server Solutions. He has worked on several projects to implement PPM tools, including projects located in Latin America, the United States, and in Africa. He is also a trainer with more than 10 years of experience teaching users how to use project management tools in a more productive way.

Kyle: So with that said, I’d like to welcome you back, Raphael. And at this time I’ll hand it over to you to take it away from here.

Raphael Santos: Hey, Kyle. Thank you very much for having me one more time. It’s always a pleasure to be here participating with MPUG. Also thank you for everyone who is joining us for this session. I hope that we can have a good time together. I am getting started here. I hope you are seeing my screen well. I think you are.

Kyle: Yep, it looks great.

Raphael Santos: Yes. And then go back to the [inaudible 00:02:29], of course, that I will be talking a little bit what we are going to be doing through the PowerPoint deck real quick, so I can give you like an introduction of what we are going to be doing today. The topics that we’ll be covering. And most of the session will be concentrated on real hands-on things and we are going to be demonstrating a real world scenario. I hope you enjoy it.

Raphael Santos: For us to get started, would like to do a quick introduction about myself. As Kyle said, my name is Raphael Santos and I work for an organization called Sensei Project Solutions. I am based in San Paulo, Brazil, supporting Sensei’s customers in the United States as well as Canada. I do work for the North American market, I would say, but based in San Paolo. I’ve been working on creating blog posts and videos and giving speeches since 2010. And in 2016, I have been nominated as a Microsoft MVP, which is basically a title that we get from Microsoft for doing this community work. If you wanted to get in touch with me, if there’s anything I can help, you just fire me an email, my email address is here, and I will be more than happy to get in touch with you.

Raphael Santos: Just to real quick talk about Sensei Project Solutions. We are a leading partner for project and portfolio management and work management perspective. We have been nominated as Partner of the Year. So we have been nominated, Partner of the Year, in the year 2014. And we have been finalists for 2015, 2017 and 2018 as well. So we are a global partner that can help you speed up your PPM implementation. You just go to our senseiprojectsolutions.com website, and you are going to be learning more about us there.

Raphael Santos: Moving forward, be aware of the kids. This is very important. As we are running through this global situation, I have two boys at home today. I try to school them and teach them every morning and then calm them down to the afternoon, my afternoon here in Brazil, but they are very active as they should. So maybe we have like an interruption or somebody punching each other, I really apologize if that happens, but let’s see what’s going to happen.

Raphael Santos: All right. So the agenda for today it’s basically, we are going to be reviewing and exploring the visuals that are available in Power BI. We have two kinds of visuals that can be used, so we have the out of the box visuals that Power BI brings with it and Power BI desktop also you install Power BI, and you also have the custom visuals that are developed by organizations, and then the visuals, and then submitted to the marketplace so we can get them from there.

Raphael Santos: And the idea is for us to really explore some visuals, understand how they can help us get up to speed and create some more relevant information, create some more useful information that can help us take the decisions or make decisions for our organization when it comes to using Project Online and getting data from a portfolio or resource level. So the idea here will be to walk you through real world scenarios where I have used, or we have used here at Sensei with our customers, some custom visuals as well as some out of the box visuals to provide them with a better visualization. That’s basically the agenda that we are going to be covering today.

Raphael Santos: And I just wanted to let you guys know that if you do have any questions, Kyle is monitoring and is going to be mediating this session. So you can just send the questions right away through the chat window and then he’s going to be passing that over to me and I will try to answer the questions as they come.

Raphael Santos: Well, just for you guys to know, I have been presenting many different sessions here at MPUG and have also created or wrote some articles for MPUG as well, so I’m kind of a data visualization addicted in the sense that I love to put some information together and organize the information in a way that it can help us, as I said, make better decisions and really understand what our organization is doing and how healthy our projects are and things like that. So in the past, I have worked on creating content in many different aspects of the PPM Solution and Microsoft Project Solution.

Raphael Santos: I have created some visualizations with Project and Visio, for example, have created some visualizations that allows us to create a risk matrix reports in Project Online. And we did have a previous session that I’m now calling Custom Visuals 1 in which we basically discussed some nice custom visuals. So this session has been delivered here at MPUG as well. So you can just search and see all of the previous sessions that have been delivered. Maybe some of them are going to be providing some good content to you. And now moving forward, we have the continuous momentum. So we have today’s session and maybe new sessions that are just be coming along the way. So I’m really excited to be here with you guys, as I said, working and delivering this content and just stay tuned for upcoming sessions that we will be providing together I’m sure.

Raphael Santos: Okay. So before we really dive into the contents that we have for today, I wanted to really discuss what Power BI visuals are. As I said, we have two types of visualizations within Power BI, but then essentially, visuals, they are basically a collection of visual elements that will help us understand the information that we are collecting and manipulating within our reports. And they will interactively expose the organization’s data to a public, to an audience.

Raphael Santos: When you install Power BI, we will have the out of the box visualizations. Some of them are going to be really close to what we see. For example in Microsoft Excel, we will have pie charts and bar charts and column charts. And some of them are going to be more directed to Power BI itself. So they are all built in the platform so we can just get started using them right away, but there will be some cases in which the visualizations available in Power BI, the out of the box ones, they are not enough for us to really go ahead and create the reports that we are looking for. So to that context, we have the custom visuals that are deployed.

Raphael Santos: The custom visuals will be visuals that are deployed, as I said, or that are developed by individuals or organizations. And then also they are placed in the market place. We can just go ahead and download them. Some of them are free. Most of them are free, so we can download them and get started using them. So if you have never used any custom visuals in your reports, you can just go ahead and visit their website, which is app.powerbi.com/visuals, and there, you will be able to have a better understanding of what they are providing. I have used lots of them in my reports, and I do recommend also you to go ahead and check them out.

Raphael Santos: To that context, I wanted to give a quick introduction of what we are going to be looking for today. I prepared a content in which we will be working with, three main visualizations. The first one is going to be the Q and A. So Q and A is a visual that is classified, I will say, as an out of the box visual. And it basically allows us to ask natural language questions and then we will get answers from Power BI in a form of a visual. So this is the first one that we are going to be reviewing today.

Raphael Santos: And the idea of this visual is basically give people the freedom to ask things that are relevant to them, so when interacting with a report, they can ask the questions they want and therefore they will get the answers they need. So that’s the main idea of this Q and A. And we will be seeing how we could be potentially using it and adding it to our reports.

Raphael Santos: Then we will discuss the decomposition tree. The decomposition tree is also a default visual, so it’s an out of the box visual. And essentially, it lets users visualize their data across multiple dimensions. So the idea is it’s going to be aggregating all of the information that’s relevant to us. And from there, users will be able to drill into dimensions. So then they will be exploring the information in a more interactive way. So instead of presenting the collection of visuals that are going to be there and the user doesn’t have the ability to really specify what’s relevant to him or her, the idea is to give them the ability to expand and move on to the next dimension based on their own needs.

Raphael Santos: And then to finalize, we will use an out of… Not an out of the box, but actually a custom visual that’s called infographic designer. This one is a very nice visual because it was created with the objective of allowing users to basically create reports that are going to be tailored to their needs. So instead of using the out of the box visuals, that might not give you all of the ability to display your data, you can have the ability or you may have the ability to use this visual and create some very nice reports.

Raphael Santos: As I said, I will, as we run through the demo, I will discuss, or we will discuss together, when we can use each one of them. I will bring you a scenario. And then you can, from there, apply them to your own needs in your organization. So at this point, I think I will just stop the presentation portion in PPT in this LaTeX, and we will go deep into the demonstration, so then you can learn and we can discuss how we could be using the visuals.

Raphael Santos: All right. So let’s stop here for a second. And I do think I have Power BI already here. All right. Okay. So this is the report that we will be using during this presentation, during this session. And so, the first portion is what we are going to be calling the Q and A. So we will be using the Q and A here. And I wanted to discuss the scenario, so then you can understand why we are using this Q and A here.

Raphael Santos: So a real world scenario, I have been working with a customer. Actually, what happens is, we created for a particular customer, a page. And this page had all the elements, all the visuals. We had like a portfolio consolidation page in which we were able to display number of projects, total cost, total work, the distribution of projects by workflow phase, and departments and project owners and things like that. So we created a very comprehensive page and we thought that the information that’s available in the page is going to be enough for all the needs the customer have.

Raphael Santos: And actually, the page that was created, was created based on the requirements that we collected with the customer. But what happened in reality was, as they started using Power BI, people were always asking to make an addition to the report. So they were always asking, “I wanted to see my projects by business units.” Some people said, “I wanted to see, or what’s relevant to me is discover the projects by location.” Maybe there was somebody that said, “I wanted to discover or to see the consolidation of my projects by my customers.” So depending on who is seeing the report, the requirements are going to be a little bit different.

Raphael Santos: And even though we can try to put everything in a single report, maybe we are not going to be able to answer all of the business requirements and answer all of the questions people have or asks people have, or requests people have. So in a particular customer, the way we were able to resolve that issue was through the use of the Q and A visual. The Q and A is a very nice visual, and it’s pretty simple to use. That’s the reason you are seeing here this white space in the left. Because in essence, it allows us to put a window or to put a content in the page, and then people can just go ahead and ask the questions they want. And if the information is available in the data model that we created, then they will get their answers.

Raphael Santos: So in order to be able to put on the Q and A, we come here to the visualizations pane, and there will be this little icon here. There’s a little Q and A visual. I will add it to my Power BI, and we’ll just make it a little bit larger. Okay. So with that, what the Q and A is going to be trying to do is it’s going to be trying to understand my data model and suggest some questions that can be asked. So here we can see that we have a question that is basically, what’s the remaining availability by resource type? What’s the quantity by phase name? And I can also explain this, and this is going to be showing me a little bit more of the questions that are being suggested based on what the visual is reading from my data model.

Raphael Santos: So I would, of course, be able to pick some of those options, but if that’s not the case, I can ask the question myself. So the ideal thing here is that the person working with this is able to really understand or know a little bit about the data model so they can understand how the data model has been configured.

Raphael Santos: In my case, for example, since this is a portfolio report, I do have a page here for projects. I have my query here that lists all of the data for my project. And I do have a measure that has been created that’s called quantity. So quantity basically counts the number of projects I have in my system. So if I get started typing quantity, the system is going to try to recognize the options that it can provide me. And it basically suggests some combinations. So I have like quantity by project owner or quantity by project KPI or by finish date or by department.

Raphael Santos: So based on, as I said, my data model, it’s going to be providing me some suggestions for things that I can ask. In that case, say that I wanted to see the number of projects by project manager, by project owner, in that case, I could just pick one of the existing options here, and then it’s going to be basically showing me the number of projects by project manager in a chart, which is pretty cool.

Raphael Santos: It’s important to understand that when we are asking those questions and the visual is presenting us with the charts and visuals, we do have the ability to interact with the visual. So for example, if I am interested in seeing how projects that are being managed by, for example, Cindy Process, I will be able to click here on her name and this would fire the visual to keep the interactions with all the other visuals I have in my report. So then it basically interacts and behaves as we are expecting, or as we do expect, in Power BI, which is pretty cool.

Raphael Santos: And also if I am trying to put this together, but instead of seeing the quantity by project owner in a bar chart, say that I wanted to see this as a treemap, I can keep asking the question, and I can say something like quantity projects by project owner as a treemap, for example. So as treemap is a visual that’s available in Power BI, it’s going to recognize that I wanted to count the number of projects by this attribute and then show the collection of this information as a treemap. And this would be just displaying the information as I’m looking to. So that’s pretty cool. That’s pretty cool.

Raphael Santos: And as I said, if I do know the information I have, and if I do understand how the data set is configured, I can still keep asking some questions. So this is going to be a complete interact visual that’s going to be available, and people will just be able to ask the questions and get the information they want. So, for example here, say that I wanted to see our projects that are being managed by Cindy, but instead of clicking on Cindy here, I wanted to see the list of projects.

Raphael Santos: If that was the case, I could just go ahead and say, show me, say, project… Ops. Show me project name and percent complete, for example, where project owner is… And then it’s going to be providing me some suggestions. So if I’m looking for Cindy, I can click on her name, and then the visual is going to be trying to find her. If the system is not able, I can click on the more appropriated suggestion, and then it’s going to be showing me the information right here. So that’s pretty nice because it basically, as I said, it’s going to be allowing me to combine all of the questions I have.

Raphael Santos: And then the visual also has a possibility or has a tool that is inserted on it, then you can get started suggesting some questions to be asked as well. So then you can kind of define some terms and the visual is just going to be understanding that that term should be used moving forward. So then if you do understand which questions are being asked by your team, you can get started creating some definitions behind the scenes. And even though if the visual or if the data set does not contain the information people are looking for, if you do have like synonyms or items that are similar, you can create those definitions within the visual, and then it’s going to be providing people with the right answers. That’s pretty cool.

Raphael Santos: And that’s all about the Q and A, as I said, provide people with the ability to determine what’s important to them, ask the questions they want, and get the answers they need. Moving forward, I will be now talking about the decomposition tree visual. So that is one of the, I would say, greatest additions that Microsoft brought to Power BI in my opinion. Because the idea of the decomposition tree is essentially to allow users, as I said, to visualize their data across multiple dimensions.

Raphael Santos: So in this particular webinar, I created a report in which we have the consolidation of assignments. So the idea here is, I wanted to see how many resources I do have in my organization and how they are distributed, so how their work is distributed. As we can see, we have a total of 122K hours of assignment. And from that 122K, 24,000 is basically completed. So we have actual work. And we still have 97,000 hours which are remaining work. We do have the work by role here, so we can see the distribution of work by role. We do have the distribution by team. We do have the distribution by project and by department. And also we have the distribution of work by time, so we can see over time how this work is distributed.

Raphael Santos: So the thing is, same way we discussed before, maybe I can get started creating all of this, consolidating all of this information, but when people are really consuming data, they may have some questions that are unanswered. So maybe they are looking for something else that’s not specifically available in the dashboard or in the report. Into that sense, what we can do is we can give them the information they are looking for in a way that they can drill through and define what’s important to them, what’s relevant to them.

Raphael Santos: So say that I wanted to get rid of work by role, work by team, and work by project, we will basically free up some space here in the beginning or in the first portion of the report. So then what I can do is, I can create a visual or I can create a report that gives people freedom to decide what’s relevant to them, as I said. We will now include this visual called decomposition tree. I will add it to the report. And then I will make it a little bit bigger. So we have, we are using a good amount of space.

Raphael Santos: And then what I can do is, when you are using the decomposition tree, you will have two areas in the visual. The first one is called analyze, and the second one is called explain by. So you are going to be analyzing something and you will be explaining that by something else. In that case, say that I wanted to analyze assignment work, I will pick my measure that I created that’s called assignment work, and I will put this here to be analyzed. So what the system tells me is that there is, or there are, 122,000 hours of assignment work across my projects and across my resources.

Raphael Santos: So then the next question is, how you would like to analyze that or how would you like to explain that? So what I can do is, I can expand my resources area and here I’m giving an example of using resources, but we can use anything that’s related to the assignments. So for example, I will put in resource departments, I will put in resource role and resource team. If I am interested in knowing, for example, things related to projects, I might explain by phases where the projects are. Maybe I am interested in knowing what’s the kind of project that’s driving the amount of work that we have. So I have a few here that’s called project type, I think that’s it.

Raphael Santos: Also, I have another field, which is my project owner. So maybe I wanted to know who is driving this in terms of the owner. So I can, and actually, I think that’s the project type I’m looking for. And then I can put in here in this explain by, as many fields as I want in a sense that they have a relationship with my main data, with the data I am analyzing in this case assignment work.

Raphael Santos: So if I publish the report the way it is, what’s going to be happening is whoever is consuming this data, can just go ahead and click in this expand button here next to the assignment work, which is the field we are analyzing. And when the person clicks in the expand, what’s going to be happening is they can use artificial intelligence that’s embedded in the visual to determine or to discover what impacts the most this value. So then instead of them determining what they would like to see, they will ask for the visual to tell them what’s more relevant or what impacts assignment work the most, as I said. And if they do that, we will discover that project type is the item that has the most impact on assignment work.

Raphael Santos: So software development projects they basically respond, or they are accountable for 102,000 hours out of those 122 hours. So as they are the highest value within this amount of work, this system is telling us that if we are looking for the highest value or what impacts the most this assignment work, it’s the software development enterprise project type. So then I may ask some questions like, what are, or what’s the amount of hours that we have for software development projects if we think on, for example, workflow stages?

Raphael Santos: So if my… Sorry, not workflow stages, but workflow phases. So if my organization is using workflows, are those hours, the 102 hours for software development, in execution, or are they still in planning or are they maybe in closed? So what’s more relevant in terms of how the hours are distributed within my governance workflow? So in that sense, I would be able to click here in the expand, and I would be able to go to the next level or to the next dimension. So I could pick high or low values if I am trying to understand this from an artificial intelligence perspective, but in that sense, I don’t want to do this right now because I’m interested in knowing which phases those hours are, so I can go ahead and expand the phase name.

Raphael Santos: And then we will discover that out of the 102,000 hours that we have for software development, 62,000 are in execution. And I say, “Hmm, that’s nice. Okay.” So what does that mean in terms of roles? Which roles am I using in my organization for software development projects which are in execution, for example? So I would be able to just keep going, and in this case I could say role and it would basically go to the next level or to the next dimension. So I see that for software development projects, which are in execution, the role that’s being used the most is project manager, but I can just navigate here and discover some other roles.

Raphael Santos: If I am particularly interested in, for example, in the DBAs I could click in the DBA and understand which are the projects or which are the project owners that are using them, so I can expand to the next dimension, which is the project owner. So Connie is responsible for using 3000 hours out of the 6,000 hours DBAs are being assigned for software development projects within the execution phase.

Raphael Santos: And the good thing is, if I click on Connie’s name here, all the interaction is going to be kept. So I will discover that out of those 3000 hours, we are talking about seven resources that have been, or have already worked a 1000 hours and have 2000 remaining hours. We can see how they are distributed by department and how the hours are distributed over time here.

Raphael Santos: Which is pretty cool because the visual allows people to basically decide what’s important to them, as I said, so they just keep expanding to the next dimension, to the next dimension, but they can still keep the interaction, they can still keep or click on the values here, and then they will be able to understand how this relates to the report itself. So all the interactivity of the report, all of its interactions are kept, and people can just go ahead and answer the questions they want based on the requirements they have. So it basically depends on what’s relevant to them at that particular moment. That’s the way that the decomposition tree visual works and I really love it because it gives people the power to decide what’s important to them.

Raphael Santos: All right. Moving on to the next one and the latest one, we will now talk about the infographic designer. Infographic designer is a visual that’s not an out of the box visual, actually it’s a custom visual that you have to import to your Power BI in order to be able to use. And the idea of this visual is that it allows you to create customized visuals or customized reports based on your business needs. So it basically lets users control the appearance, how bars and columns are going to be displayed, shapes, color, pretty much everything.

Raphael Santos: The idea or the concept for this particular visual in today’s session is the following. So say that we have some resources and I wanted to see, or the business requirement, the context is that we wanted to see, we wanted to create a report that shows us the availability of people. So as you can see here, I have selected the year 2020, I have selected the database team, and I can see their capacity and demand information.

Raphael Santos: This line is going to be representing their capacity and the columns are going to be representing their demand. So I can see that at some periods in July, also in August and September, the demand is higher than the capacity, which then shows us, or which then creates an issue for us because some resources are going to be over allocated. So we see that remaining availability is going to be negative here on those months because we are using resources more than they have the capacity to.

Raphael Santos: Then I have another piece of information here, which is the percent of allocation of the team. And I see that at that particular month of July, we are almost reaching 100% of allocation or the words of utilization, but in August and September, we are exceeding the value. So the thing is, if I’m looking to this as a team, I may say, “We clearly have a problem with the database team in the month of August and September.” But the thing is, I am not sure if the entire team is over allocated or if the over allocation is happening to a group of resources and maybe the allocation or the assignments are just not well distributed across the team.

Raphael Santos: So maybe I have one person taking all the burden and I have lots of different people in the team that are not being allocated at all. So then it gives me the wrong impression that the entire team does not have capacity, but maybe the thing is that there are just one or two or a few people that are over allocated and this is going to be something that we are not able to discover.

Raphael Santos: So to that sense, the way we have dealt with this, or the way we resolved this was that, instead of using a percent of allocation chart for the entire team, we converted that into individuals. So we could see each individual on the team and how they were assigned or what their percent of allocation was, so then we would have to have the ability to do a better distribution of the work if there a person with lots of hours assigned to them and some other person in the team didn’t have too many hours.

Raphael Santos: What I will do is, I will be just removing this. And I have already added the visual to my Power BI file, so it’s here, the infographic designer, but if you don’t, you just go ahead here and click more visuals, and then you go to the store to grab the visual from there so you can basically search for the infographic. So as I have already downloaded it, I will just add the visual to my report, and it’s going to be straight forward.

Raphael Santos: What I will do is, in the category area, I will use information that’s coming from the year/month. So I wanted to see this like my X axis. So then it’s going to be my year and month. Here I have January 2020, February 2020, so on and so forth. Then it’s going to be asking me for a measure. I will skip legend. It’s going to be asking me for a measure. So the measure I will be using is my percent of allocation. So I’ll put it in here. And we have to make sure that this is organized to be a classification or a sort that should be ascending by year and month. If not, it’s going to be using the percent of allocation. It’s going to give us the wrong information.

Raphael Santos: So here, as we are seeing, it’s pretty much the same chart as we saw before. So I have my percent of allocation in distribution that shows me all the months for this particular year. Then the next thing that we are missing, or that should be configured in the chart is, I wanted to see this distribution by resource. So I will then move on to my resources query, and I will add the resource name in the column by area. So this will basically distribute the resources and I will have just to make a quick change here or a quick adjustment in the layout of the chart, because I will use… I do prefer to use the matrix layout mode instead of the flow. So I will just switch here to matrix.

Raphael Santos: And min and max units, I will just change this little bit to get more space. And here we can see that it’s going to be pretty easy for us to discover what’s happening. So if we check the DBA team, what’s happening really is we have lots of people such as Darryl and Doug and Mike that are somehow over allocated in some periods, but we have lots of people on the team that have not received any assignments yet.

Raphael Santos: The reason we have some people over allocated is because all the work seems to be concentrated in a group of people, in a couple of people. As we can see here, in the month of September, Darryl is 250 in terms of allocation while Doug is 168. But if we saw Shawn or if we see, for example, Steph… Maybe Stephan is not a good fit for us, but Shawn could receive some of this work if he’s available, if he’s not doing something else, and maybe we will be able to reorganize or redistribute the work here to make this more efficient.

Raphael Santos: And we can navigate through the teams. So if I go to architecture, for example, we see that some people are getting close to 100. But as I can see, the axis here is coming to 200%, which means that at some point there will be some person, or maybe more than just one person or more people, with a high level of allocation in this case, for example, Ryan. So Ryan is super allocated in October, and we could potentially move some of his work to James or maybe to Midre or maybe to this person here, Danny, and this would cause him to not be over allocated anymore. So that way we would be able to just keep moving here through the teams, based on the team I manage, I would be able to understand how people are allocated to tasks, what the percent of allocation is. And if there are over allocations for a particular person or for a group of people, I would also be able to understand who is, or who should, or who appears to be available to do the work. That’s the beauty of this visual.

Raphael Santos: Because it concentrates in a matrix, lots of different charts that are going to be representing the same information, so then you have the ability to understand the distribution of work and reorganize the work accordingly to the availability of the team. I do love to work this infographic chart as well.

Raphael Santos: To that sense, I’m not sure, I do believe we may have some questions in the chat window. So, Kyle, if you want to just jump in and pass that over, I can just use a little bit of time to answer them.

Kyle: Yeah. We might be able to quickly do that. We’re right up at the end point here, Raphael. So you may need to end the session as well. But, yeah, we did have a few questions, one from Brian. He was curious who the person would be that would typically enter all of the data. Is it a VA or another role?

Raphael Santos: Well, to enter the data in Project Online, basically we would have to have all of the project managers managing their schedules and publishing them. So with that data, we would be able to use this information or to grab this information and then create a report. And the people who would be seeing these reports would be, for example, resource manager who wants to see the availability of his or her team or even a PMO team member, for example, that wanted to get an overall overview of the data.

Kyle: Okay. Great. Maybe one more question here. We had one from Jeremy and he was curious which version of Power BI has the decomposition tree. He said he couldn’t find it in his current version that he’s using.

Raphael Santos: Yeah. I think he needs to install the April’s version. That should cover it.

Kyle: Okay. Great. Yeah, I think that wraps it up and takes us right to the end. I’ll hand it back to you, Raphael, to close this out from here.

Raphael Santos: All right. Yeah. Just wanted to say thank you for everyone who had the opportunity to participate. As I said… Whoops! Let’s just switch here real quick. Yup. So that’s all for me. Everyone, I hope that you enjoyed this session. Thanks for attending and thanks for watching. As I said, my email address is this, raphael.santos@senseiprojectsolutions.com. Just feel free to send me an email and we can discuss this further. And as I said, thank you very much.

Kyle: Thank you very much, Raphael. We really appreciate you sharing this information with the community and I appreciate your time today. It was a great session, and we really appreciate it.

Kyle: Everyone using the… Claiming the PDU for today’s session, I will put that information back on the screen for you now. Today’s session is eligible for three quarters of a PMI, technical PDU. And the code you’ll use to claim that with PMI is on the screen now. And like all MPUG members, if you missed any of today’s session or would like to go back and review anything that Raphael shared with us, the recording will be posted to mpug.com in just a couple of hours and you’ll receive an email with a link to that. MPUG members have access to our full PDU eligible library of on-demand webinar recordings on mpug.com.

Kyle: And we also have some great sessions coming up on the calendar as well. We’ve had a lot of requests for a Planner session, so we have two coming up in the next few weeks. Next week Ben Howard will return to cover Microsoft Planner Deep Dive where he’ll cover Microsoft Planner obviously. And on June 3rd, Dux Sy will join us for a session covering Agile Project Management with Teams and Planner. So both of those are on the schedule now, and I chatted over the link where you’ll be able to register for those sessions. We hope to see you there. And that does it for today.

Kyle: So thanks again Raphael. Thank you to everyone that joined us live or is watching this session on-demand. We appreciate it. We hope you have a great rest of your day and we’ll see you soon for our next live session. Thanks.


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Written by Raphael Santos

Raphael Santos is a PPM enthusiast with expertise in providing Microsoft Project, Project Online, and Project Server solutions. He has worked in several projects to implement PPM tools, including projects located in Latin America (Brazil, Peru, and Argentina), in the United States, and in Africa. He is also a trainer with more than 10 years of experience teaching users how to use Project Management tools in a more productive way. In 2016, Raphael was awarded the MVP title by Microsoft in recognition of his contributions to the Project Management community. Raphael is a PPM Consultant at Sensei Project Solutions, a certified Microsoft partner specializing in project and portfolio management deployments. Sensei offers a complete set of services to help organizations succeed with their Microsoft PPM deployments. Services include full implementation and training as well as pre-configured solutions and report packs. Visit senseiprojectsolutions.com or contact info@senseiprojectsolutions.com for more information.

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