Let’s create and access a simple but effective Resource Demand Dashboard using:
Project Online Engagements data;
Power Query
Office Apps
Pivot Tables in Excel
Power BI
First of all, you must have a Project Online account and some Engagements data.
Engagement is the new feature in Project Online to support a full Resource Management capability. I’m talking about a model and giving a full demo in the video below.
Let’s get started then!
Make sure you have Resource Engagements data
![](https://static.wixstatic.com/media/db3ec0_fbe55b73f74a4b519498628e1fae5c32~mv2.png/v1/fill/w_980,h_425,al_c,q_90,usm_0.66_1.00_0.01,enc_auto/db3ec0_fbe55b73f74a4b519498628e1fae5c32~mv2.png)
Open Excel
I’m using the Excel 2016, which contains Power Query built in
In case you are using Excel 2013, you just need to download the Power Query here: Microsoft Power Query for Excel
Create a blank workbook
![](https://static.wixstatic.com/media/db3ec0_d93a417ca26142a0963d2bccdd6fb6ce~mv2.png/v1/fill/w_980,h_529,al_c,q_90,usm_0.66_1.00_0.01,enc_auto/db3ec0_d93a417ca26142a0963d2bccdd6fb6ce~mv2.png)
Access the tab Data (Power Query in Excel 2013)
Create a New Query from Other Sources
Then select From OData Feed
![](https://static.wixstatic.com/media/db3ec0_6273366e8c7d4b9a98525499006a4788~mv2.png/v1/fill/w_733,h_814,al_c,q_90,enc_auto/db3ec0_6273366e8c7d4b9a98525499006a4788~mv2.png)
Access your Project Online OData feed by typing the following URL:
https://[TenantName].sharepoint.com/sites/pwa/_api/ProjectData
![](https://static.wixstatic.com/media/db3ec0_0d89af6d024349db8ffaf65adfd4f2da~mv2.png/v1/fill/w_698,h_248,al_c,q_85,enc_auto/db3ec0_0d89af6d024349db8ffaf65adfd4f2da~mv2.png)
in the Navigator window
select the table: Engagements
Click on the arrow next to Load
Select Load To…
![](https://static.wixstatic.com/media/db3ec0_3b23899a3bd9442393f01c83f623f51b~mv2.png/v1/fill/w_878,h_698,al_c,q_90,enc_auto/db3ec0_3b23899a3bd9442393f01c83f623f51b~mv2.png)
In the Load To window
Select Only Create Connection
Check Add this data to the Data Model
Click Load
![](https://static.wixstatic.com/media/db3ec0_dd9a6d28d87d46a1827b874fea2ffd46~mv2.png/v1/fill/w_398,h_383,al_c,q_85,enc_auto/db3ec0_dd9a6d28d87d46a1827b874fea2ffd46~mv2.png)
You will see the Workbook Queries panel
![](https://static.wixstatic.com/media/db3ec0_05e95eb496784e53b722cefe96a381cf~mv2.png/v1/fill/w_857,h_519,al_c,q_90,enc_auto/db3ec0_05e95eb496784e53b722cefe96a381cf~mv2.png)
Create your own layout, but remember the Excel Online limitations.
Select any cell
Click on Insert à Pivot Table
In the Create PivotTable windows select Use this Workbook´s Data Model
Select Existing Worksheet
Click OK
![](https://static.wixstatic.com/media/db3ec0_a1d209e8aefc40d7a92e0e72fa735ed5~mv2.png/v1/fill/w_980,h_574,al_c,q_90,usm_0.66_1.00_0.01,enc_auto/db3ec0_a1d209e8aefc40d7a92e0e72fa735ed5~mv2.png)
Drag and drop the fields below to the following areas:
ProjectName à ROWS
ProposedWork à VALUES (Sum)
![](https://static.wixstatic.com/media/db3ec0_ecf7facedff4462b9d0c35326b6f3698~mv2.png/v1/fill/w_980,h_622,al_c,q_90,usm_0.66_1.00_0.01,enc_auto/db3ec0_ecf7facedff4462b9d0c35326b6f3698~mv2.png)
Access the Insert tab and click on People Graph
People Graph Is a cool Office App, which will allow us visualize this data better
![](https://static.wixstatic.com/media/db3ec0_fdf74fabe4e54fc9a81c314522b4d182~mv2.png/v1/fill/w_752,h_787,al_c,q_90,enc_auto/db3ec0_fdf74fabe4e54fc9a81c314522b4d182~mv2.png)
In the People Graph’s Data settings, click on Select your data
![](https://static.wixstatic.com/media/db3ec0_c5e5333dc487487f921eaea77c7b1414~mv2.png/v1/fill/w_579,h_399,al_c,q_85,enc_auto/db3ec0_c5e5333dc487487f921eaea77c7b1414~mv2.png)
Select our Pivot Table area, like below
Click on Create
![](https://static.wixstatic.com/media/db3ec0_f0b89cd6ce6940f7addad6ab622186b0~mv2.png/v1/fill/w_980,h_538,al_c,q_90,usm_0.66_1.00_0.01,enc_auto/db3ec0_f0b89cd6ce6940f7addad6ab622186b0~mv2.png)
Repeat the steps below and create a new Pivot Table
Replace ProjectName by ResourceName (Role/RBS/Skills)
I’m using only TOP 10 most demanded Roles, but it’s up to you
![](https://static.wixstatic.com/media/db3ec0_7ec3653ae99f4a888e52c67a07e12f8c~mv2.png/v1/fill/w_980,h_483,al_c,q_90,usm_0.66_1.00_0.01,enc_auto/db3ec0_7ec3653ae99f4a888e52c67a07e12f8c~mv2.png)
You can also add some slicers to make your analysis even better
![](https://static.wixstatic.com/media/db3ec0_4d1463a8d25246e8830864d916483e46~mv2.png/v1/fill/w_406,h_491,al_c,q_85,enc_auto/db3ec0_4d1463a8d25246e8830864d916483e46~mv2.png)
Feel free to add as many slicers as you want!
![](https://static.wixstatic.com/media/db3ec0_c85601f6514444da821c1b0ec113aa52~mv2.png/v1/fill/w_980,h_648,al_c,q_90,usm_0.66_1.00_0.01,enc_auto/db3ec0_c85601f6514444da821c1b0ec113aa52~mv2.png)
You can also be creative and try different layouts!
![](https://static.wixstatic.com/media/db3ec0_ba0041ff339a4709b485a7424bd04dd4~mv2.png/v1/fill/w_980,h_648,al_c,q_90,usm_0.66_1.00_0.01,enc_auto/db3ec0_ba0041ff339a4709b485a7424bd04dd4~mv2.png)
Upload your file to SharePoint Online or OneDrive for Business
You will have a great report with full Excel Online functionalities
Below you can see when we are using the slicers
I want to check all the demand only for one specific project
![](https://static.wixstatic.com/media/db3ec0_824a03be051c4d73b553c24079c00072~mv2.png/v1/fill/w_980,h_570,al_c,q_90,usm_0.66_1.00_0.01,enc_auto/db3ec0_824a03be051c4d73b553c24079c00072~mv2.png)
Import your file to Power BI
Open the report directly in Power BI
![](https://static.wixstatic.com/media/db3ec0_1f0055ea37494a839ccff25f9cf8fcaa~mv2.png/v1/fill/w_980,h_461,al_c,q_90,usm_0.66_1.00_0.01,enc_auto/db3ec0_1f0055ea37494a839ccff25f9cf8fcaa~mv2.png)
If you have the Power BI Pro license you can schedule data refresh hourly
But even with the FREE version of Power BI you can schedule data refresh daily
![](https://static.wixstatic.com/media/db3ec0_3e13b44069e743279ffb4d69918a3ba8~mv2.png/v1/fill/w_980,h_675,al_c,q_90,usm_0.66_1.00_0.01,enc_auto/db3ec0_3e13b44069e743279ffb4d69918a3ba8~mv2.png)
Hope you like!
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