Power BI Reports

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BrightWork 365 Power BI Reports

In order to use BrightWork 365 Power BI Reports, users must have a Microsoft 

Power BI Pro license or E5/G5 plan (which includes PBI), and at least Viewer permission for the relevant Power BI workspace.

BrightWork 365 and the Microsoft Power BI business analytics tool provide exceptional data visualization functionality. 

To view the Power BI reports, click into the Reports areaPower BI Reports. Additional Power BI reports can be added as desired through customization. 

The Power BI Reports dashboard includes detailed interactive reports related to various elements of the system including Portfolios, Programs, Templates, Projects, and Project Managers. The reports can be filtered to further narrow down the returned results either by using Ctrl-Click to choose several chart objects, or with the Filters configuration options on the side of the screen.

Along the bottom of the dashboard screen there are tabs for additional report focus options.

The Project Documents tab provides a report that displays documents from across your projects and includes links for easy access. The report includes documents from:

  • Project Requests
  • Project Tasks, Issues and Risks
  • Project Actions and Costs

You can view the Last Refresh time of reports at the bottom of report pages.


BrightWork 365 Power BI Work Reports

With the pairing of BrightWork 365 and Microsoft Power BI, there are many resource related report options available for your team to review and analyze. Two main areas for resource reports are Power BI Reports > Work and Power BI Reports > My Work. As with other Power BI reports, the work reports are interactive and details can be zoomed into by clicking into the various chart regions.


Power BI Online

BrightWork 365 together with Microsoft Power BI Online offers additional options to interact with reports. After navigating to your organization's specific app.powerbi.com address (obtain the address from your local admin), you will have menu options along the top of the web page including File (Print, Embed), Export (PDF, PowerPoint), Share (Copy link, Mail, Teams), and Chat in Teams:

For more information see the Customize Power BI Reports article and these Microsoft resources: