My Top 10 Tips for Using Power BI in Project Control
In the complex world of project control, Power BI has emerged as a game-changing tool for data analysis and visualization. Its potential to simplify complexity, deliver actionable insights, perform an interactive analysis and reduce time is unmatched—but only when used correctly. Here are my top 10 tips for leveraging Power BI effectively in project control to ensure your reports are both powerful and reliable.
1️⃣ Understand Your Data
Begin by building separate queries for each main data entry point, such as Baseline, Updates, Activity Codes, or Labor Units Distributions. Segmenting data at this stage reduces the risk of conflicts when combining datasets later.
2️⃣ Define a Star Schema
Simplify your data model with a Star Schema:
In other industries, the data analyst often needs to perform multiple steps to establish the primary keys. We are so lucky to have these IDs in project control that work in our favour.
3️⃣ Optimize Data Types and Size
These steps might look minor but ignoring them will most likely produce errors and misleading results.
4️⃣ Establish Clear Naming Conventions
Clarity is key. Use full, consistent names for tables, columns, and measures. When deadlines are tight and you are under pressure, clear naming prevents fatal mistakes and ensures that you don't select other fields by mistake. Instead of abbreviations, descriptive labels can save you.
5️⃣ Singularity is King
Stick to these principles for a more efficient model:
6️⃣ Use More Measures
Rely on measures instead of calculated columns. Measures are optimized for Power BI’s engine which leads to better and even faster performance .
7️⃣ Test and Validate the Model
Test the water. Use a small set of your data (e.g., one small baseline and one update) to prototype and validate your model before scaling up. This approach is particularly helpful for beginners.
8️⃣ Build Your Relationships from Scratch
Disable auto-detect relationships and manually configure them. This extra effort prevents unintended joins and ensures your model reflects the true logic of your schedule's data.
9️⃣ Be Humble
Respect the tool, and it will respect you:
🔟 Have a checklist
I am big fan of checklists. Don’t forget to have a checklist to review your model to cross-check the above points before finalizing! By following these principles, you’ll not only enhance your Power BI workflow but also deliver high-value insights that the project team relies on and desperately expects from planning engineers.
Regards,
Procurement engineer -Procurement Analyst-Project Procurement of materials and services -Data Analytics -SQL Data engineering -SAP S4/Hana Sourcing&Proc -MS Project -Autocad-Excel #Oil&Gas #Pharmaceutical
16hUseful tips
Project Management
1wCan multiple projects be captured?
Project Planning Engineer | Power BI & Primavera P6 | EPC Projects Control | 7+ Years in Oil & Gas | I help projects achieve completion on time & within budget
1wStar Schema tip is key for better control of data very informative Osama
Deputy Manager Project Planning & Control| Primavera P6 | Microsoft Project | Power BI Developer | Excel Specialist |Google Certified Data Analyst
1wGreat insights, Osama! I’d like to add a few additional tips for optimizing Power BI models in project control: ✅ Organize your data model by placing dimension tables above fact tables to better understand filter context. ✅ Perform all transformations in Power BI rather than Excel for a more streamlined process. ✅ Use explicit measures instead of implicit ones to maintain control over calculations. ✅ Always consider the end user when designing reports and align visuals and KPIs strategically to ensure a smooth flow of information. ✅ Follow the "F" and "Z" patterns in data visualization to guide viewers effectively through the dashboard. These practices, combined with your tips, can truly elevate Power BI workflows in project control. Thanks for sharing!
Project Scheduler @Aramco | Primavera, Power BI Data Analyst | Passionate about Mega Projects | Driving 20% Cost Savings and 15% Faster Project delivery | Marathoner | Internet Data Center |
1wOsama Saad, MBA, PMP, PSP, CCP, PMI-SP Informative post. Do you have prepared any detailed video from Extracting the data from Primavera to till the Dashboard (for any project). That will be more useful for PM.