To prepare for this recipe, do the following:
- Open Power BI Desktop.
- Use an Enter Data query to create a table called R03_Project that contains the following data:
|
ID |
Project |
Phase |
Name |
Scheduled_Work |
Start_Date |
Finish_Date |
% Complete |
Planned Value |
|
3 |
The Project |
Phase 1 |
Task 1 |
24 |
1/13/2020 |
1/13/2020 |
1 |
2,040 |
|
4 |
The Project |
Phase 1 |
Task 2 |
160 |
1/14/2020 |
1/27/2020 |
1 |
14,400 |
|
5 |
The Project |
Phase 1 |
Task 3 |
40 |
1/28/2020 |
2/3/2020 |
1 |
3,400 |
|
7 |
The Project |
Phase 2 |
Task 4 |
240 |
2/4/2020 |
2/24/2020 |
.75 |
21,600 |
|
8 |
The Project |
Phase 2 |
Task 5 |
200 |
2/25/2020 |
3/30/2020 |
.5 |
19,000 |
|
9 |
The Project |
Phase 2 |
Task 6 |
160 |
3/31/2020 |
4/27/2020 |
.25 |
13,600 |
|
11 |
The Project |
Phase 3 |
Task 7 |
120 |
4/28/2020 |
5/4/2020 |
0 |
9,800 |
|
12 |
The Project |
Phase 3 |
Task 8 |
240 |
5/5/2020 |
5/25/2020 |
0 |
18,000 |
|
13 |
The Project |
Phase 3 |
Task 9 |
80 |
5/26/2020 |
6/8/2020 |
0 |
6,000 |
- Create a table called R03_Calendar using the following formula:
R03_Calendar = CALENDAR(DATE(2020,1,1),DATE(2020,6,30))
The R03_Project table represents the project plan. This project plan has three phases and nine tasks. The Scheduled_Work column in the R03_Project table provides the number of hours each task is expected to take in order to complete the task. The % Complete column indicates how complete each task is. The % Complete figure is generally assigned by the project manager based on a decision with regard to how complete the task is. % Complete does not necessarily correspond to how much work has been reported against each task as tasks may take more or fewer hours to complete than scheduled. The Planned Value column is a necessary input for calculating Earned Value. The Planned Value, or PV, is the expected cost of each task according to the baseline project schedule.