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Power BI for project controls & visualization of project information * Ekton

Online training. Training on your site or at our premises.

Training in English and/or Portuguese (your choice)

Target public: corporate training or individual training for project owners or contractors.

Training aligned with the best practices of project management of all the key project management organizations.

(1) Introduction to data modeling and visualization in project controls: The project management landscape is changing.

The fundamental problem of project controls.

In 2020, most project owners and managers rely on a variety of professionals (planners, schedulers, cost controllers, risk analysts, project accountants, quality coordinators, safety coordinators...) to produce mountains of project data from their own systems. Generally, these systems do not talk to each other and, in fact, in many cases, the specialists in each of these systems do not really understand the work done by the other members of the project team.

 For example, we have often seen cost estimates that are not coupled with the project schedule information that they both represent. Not to mention the results of risk analyses, which are anything but suspicious since they do not seem to be intrinsically linked to the actual schedules or cost estimates! The result is invariably a chaos of disjointed project data in Excel files.

Not to mention that when you add time-related information to project data, you end up with monstrous tables in Excel that are simply unmanageable.

 In this atmosphere, the project management professional has difficulty making strategic decisions because he or she is unable to assess the impact of a hypothetical change or what-if scenario on each of the project objectives.

 As a result, project stakeholders do not receive the essential information they need. And when they do, the information arrives too late to make a difference and improve the project's chances of success. Clearly, the project professionals involved look a lot like amateurs managing projects in the 21st century!

The solution: Microsoft Power BI or IBM Cognos Analytics

Microsoft Power BI is a tool that appeared in 2015 from the Excel add-ins Power Query, Power Pivot, and Power View. The addition of these add-ins is at the origin of Microsoft Power BI, which is a tool for analyzing raw data from various sources to produce fast and reliable information for advanced decision making. 

This has a strong application in crisis situations within organizations and/or projects, where real-time decisions must be made with less than perfect information. 

Data modeling is NOT advanced Excel. It is a very different set of skills that a modern project manager or project controller must master in 2021. 

Do you remember the revolution that was brought in by PivotTable in Excel in 1994-2000? Well, data modeling with Microsoft power BI does even better as revolution. Today, it is the ideal tool for the project (data) analysts and can be used in any area of Business Intelligence (BI).

(2) Why using data modeling in project controls? 

- The problem with working with Excel single flat tablein projects. 

- Introducing the data model in projects. 

- Introducing star schemas. 

- There is nothing good without rules: Rules for naming tables in data models. 

(3) Consuming and transforming (big) data in projects by using Power BI. 

- Connecting to data sources (scheduling tools, cost management tools, ERP systems, SharePoint...) 

- Performing transformations. 

- Cleansing data. 

(4) Modeling and visualizing project data. 

- Creating and optimizing data models. 

- Creating calculated columns, calculated tables, and measures. 

- Measuring performance by using KPIs, gauges, and cards. 

- Creating hierarchies. 

- Creating and formatting interactive visualizations. 


(5) Configuring project dashboards and reports. 

- Dashboards development using Power Pivot for Excel. 

- Dashboards development using Power BI.