How to show hierarchical tasks in power bi by import data from MS Project online excel file

[nerv1827]

The MS Project in Power BI apps doesn't meet our requirements as we want to display only one project in the Power BI Gantt chart, showing parent tasks that can be expanded to reveal subtasks (hierarchical structure). I'm considering exporting data from MS Project Online to Excel and then importing it into Power BI and wondering how to manage the data to display the hierarchical structure in the Gantt chart visual, version 2.2.3, as shown below. Currently, we're using a SharePoint list, but it involves too much manual work. Thanks!

[Anonymous · Accepted solution]

Hi @nerv1827 ,

The steps to connect to SharePoint List are as follows:

1.Open Power BI Desktop and in the Home tab of the ribbon, select Get data > More.

2.Select Online Services, and then select SharePoint Online List.

Select Connect.

3.Find the address (also known as a URL) of your SharePoint Online site that contains your list. From a page in SharePoint Online, you can usually get the site address by selecting Home in the navigation pane, or the icon for the site at the top, then copying the address from your web browser's address bar.

4.In Power BI Desktop, paste the address into the Site URL field of the SharePoint Online Lists dialog box, and then select OK.

Select Connect.

5.On the left side of the Navigator dialog box, select the checkbox beside the SharePoint list you want to connect to.

Select Load. Power BI loads your list data into a new report.

For more information on connecting to SharePoint List please see the documentation below:

Create a report on a SharePoint List in Power BI Desktop - Power BI | Microsoft Learn

The steps to connect to Project Online data are as follows:

1.Open Power BI Desktop.

2.On the Welcome screen, select Get data.

3.Select OData Feed and choose Connect.

4.Enter the address for your OData feed in the URL box, and then select OK.

If the address for your Project Web App site resembles https://<tenantname>.sharepoint.com/sites/pwa, then the address to enter for your OData Feed is https://<tenantname>.sharepoint.com/sites/pwa/_api/Projectdata.

5.Power BI Desktop prompts you to authenticate with your work or school account. Select Organizational account and then enter your credentials.

The account you use to connect to the OData feed must have at least Portfolio Viewer access to the Project Web App site.

From here, you can choose which tables you would like to connect to and build a query.

For more information on connecting to Project Online please see the documentation below:

Project Online: connect to data through Power BI Desktop - Power BI | Microsoft Learn

To display a hierarchical structure in a Gantt chart, you can refer to the document below.

xViz Gantt Chart - Power BI Advanced Custom Visual

There is a video at the bottom of this document that nicely demonstrates how to create a hierarchical structure through a Gantt chart.

If you have any further questions please feel free to contact me.

Best Regards,
Yang
Community Support Team

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