Suggestions for Building an IT Portfolio Roadmap (3 Years, Strategic Initiatives & Projects)

[SubhasishRoy]

Hi PowerBI Community,

I’m working on creating our IT Portfolio slide for the next 3 years. We have about 8 strategic initiatives, each with multiple projects underneath.

I initially tried using Office Timeline+ in PowerPoint, but it limits me to showing only 2–3 projects per strategic initiative (as shown in the attached screenshot). My manager wants to display as many projects as possible under each strategic initiative, mapped out quarterly over the next 3 years.

We also need to produce two versions:

• A high-level version for C-Level executives

• A detailed version for the IT department

I’m looking for ideas or tools that could make this easier. For example, would Power BI be a good option? Or perhaps another Microsoft or free tool that can handle large-scale timelines and grouping?

Any suggestions or examples would be greatly appreciated.

Thank you!

Subhasish Roy

[v-pgoloju]

Hi @SubhasishRoy,

Just following up to check if you were able to post your issue in the Power BI certified partners group or explore the solutions there. 

Thanks!

Prasanna kumar

[v-pgoloju]

Hi @SubhasishRoy,

If the issue still persists on your end, we recommend reaching out to our Power BI certified solution partners. These are highly experienced professionals who can provide in-depth technical assistance and offer tailored solutions based on your specific needs. You can explore the list of trusted partners here:

Power BI Partners | Microsoft Power Platform

You’re always welcome to continue engaging with the community as well,
Should you need further assistance in the future, we encourage you to reach out via the Microsoft Fabric Community Forum and create a new thread.
we truly appreciate your active participation in the Microsoft Fabric Community.

Thanks & Regards,

Prasanna Kumar

[v-pgoloju]

Hi @SubhasishRoy,

Apologies for the delayed response. Could you please also include the expected output(not as screenshot) as per the sample data in the same link? That will make it easier for us to provide further assistance.

Thanks & regards,

Prasanna Kumar

[SubhasishRoy]

Hi @v-pgoloju ,

I’m sorry, but if I already had the desired output, I wouldn’t have posted this on the forum. The reason I posted here is that I’m unable to develop the expected output, and I can only share screenshots of what I’d like the dashboard to look like. If you cannot proceed with this, then let’s close the thread, and I’ll try other avenues to get it done.

Thank you,

Subhasish 

[v-pgoloju]

Hi @SubhasishRoy,

Please use the thread below to share or upload the data, as the previously shared data could not be used.

How to Get Your Question Answered Quickly - Microsoft Fabric Community

Thanks & Regards,

Prasanna Kumar

[SubhasishRoy]

Hi @v-pgoloju ,

I have added some sample data using the “Add Table” option in this reply. Thanks for sharing that link.

Per this link, "https://community.fabric.microsoft.com/t5/Power-BI-Community-Blog/How-to-provide-sample-data-in-the-... ", You might have seen posts here in the forum where files are directly attached and have searched for the button to do exatly that. But unless you're a Microsoft employee or a super user this feature will not be available for you. Instead you have to upload your file to a cloud storage (like OneDrive, Dropbox, Google Drive or Wetransfer for example) and paste the link to that storage location in the post.

That’s why I uploaded my file to Google Drive and shared the link with you. 
In any case, I’ve added a table here with some sample data.
Now, let me reiterate the problem I’m facing and what I’m trying to accomplish (through a Power BI dashboard, which will then feed into a single PowerPoint slide):

Current Challenge: When creating a single slide for C-level executives, I’m unable to fit all the projects into one slide. However, leadership wants to see as much as possible consolidated into a single slide for the IT Roadmap covering the next three years (including data from the past 2–3 years, if available).

Note: There are more than 20–30 project entries per strategic initiative. I have just added a few strategic initiatives here just for you as Sample Data. 

Expected Output:

1.  I would like to create a presentation-ready Power BI dashboard for our executives to view the IT portfolio for the next three years, broken down by quarters (Q1, Q2, Q3, Q4). This should include the programs and projects that began in 2023, 2024, and 2025 too.

2. The dashboard should display the information by strategic initiatives. For example, if the strategic initiative is Business System Automations – Innovation, the dashboard should show how many projects fall under it.

3. I have also included a sample .jpg image to illustrate how I envision the dashboard. It should have the capability to show a high-level summary for executives, as well as detailed and granular information for project teams. (with filter and slicer options specific for the audiences)

4. In the future, I would also like to track the budget, cross-project dependencies, and a resource heatmap.

Let me know if this information helps you.

Regards,

Subhasish 

Sample Data:

Strategic Initiative	Project Name	Current Stage	Organizational Priority	Est. End Date	Est. Start Date	Start Quarter	End Quarter	Project Owner	Budget (USD)	Start Year	End Year
Business System Automations - Innovation	TrackIT - Vendor Management	Execution	Medium	11/1/2025	4/5/2025	Q2'25	Q4'25	Briana	150,000	2025	2025
Business System Automations - Innovation	Purchasing Portal	Execution	Medium	7/1/2025	4/5/2025	Q2'25	Q3'25	Briana		2025	2025
Business System Automations - Innovation	Adverse Event 2.0	Not Started	Medium	11/1/2025	7/20/2025	Q4'25	Q3'25	Briana	80,000	2025	2025
Digital Technologies – Revenue Generation	myAgios Langauage Micorsites	Execution	High	10/1/2025	4/5/2025	Q2'25	Q4'25	Jon		2025	2025
Digital Technologies – Revenue Generation	Unicycive Patient Consent	Not started	Medium	9/30/2026	7/20/2025	Q3'25	Q3'26	Jon		2025	2026
Digital Technologies – Revenue Generation	Talzenna Texting Program	Design	Medium	10/12/2027	01/08/2026	Q1'26	Q4'27	Jon	200,000	2026	2027
Information Security – Compliance Initiative	DevSecOps	Planning	High	12/30/2025	12/12/2024	Q4'24	Q4'25	Chetan		2024	2025
Information Security – Compliance Initiative	Pressure Bar Sensors For All Locations	Execution	High	12/30/2025	12/12/2023	Q4'23	Q4'25	Todd Neal	150,000	2023	2025
Information Security – Compliance Initiative	Bitlocker Implementation	Execution	Medium	11/20/2025	10/25/2024	Q4'24	Q4'25	Mitchell	80,000	2024	2025

Expected Output (how it should look like):

[v-pgoloju]

Hi @SubhasishRoy,

We kindly request you to provide the sample data in a workable format such as text, Excel, or a PBIX file with sample data instead of screenshots. Please also include the expected output. This will help us assist you more effectively. To load the Excel file, you can use the browse option, and I’ve attached a screenshot of the supported file formats below.

Thanks & Regards,

Prasanna kumar

[SubhasishRoy]

Hi @v-pgoloju , @alish_b ,

Since I don’t see an option to upload a .xlsx file here, I’ve uploaded it to my Google Drive and created a shareable link for you. Please refer to the Projects tab. Projects excel 

Let me know if you’re able to access the file. Also, if you know of another way to upload the file directly here (in the forum), please share that tip as well. Right now, I only see an option to insert a link (see the attached screenshot).

Thanks,

Subhasish

[SubhasishRoy]

Hi @alish_b @v-pgoloju ,

Thank you for sharing the links. I have reviewed them and tried working on this myself, but I have not been able to perfect it to the level where I can present it to my C-level executives. Attached is the Excel file screenshot I am working on and the output I am trying to create.

1. I would like to create a presentation-ready Power BI dashboard for our executives to view the IT portfolio for the next three years, broken down by quarters (Q1, Q2, Q3, Q4). This should include the programs and projects that began in 2023, 2024, and 2025.

2. The dashboard should display the information by strategic initiatives. For example, if the strategic initiative is Business System Automations – Innovation, the dashboard should show how many projects fall under it.

3. I have also included a sample .jpg image to illustrate how I envision the dashboard. It should have the capability to show a high-level summary for executives, as well as detailed and granular information for project teams. (with filter and slicer options specific for the audiences)

4. In the future, I would also like to track the budget, cross-project dependencies, and a resource heatmap.

Based on the attached Excel file, would you be able to help me create this dashboard in a way that I can continue to build on and modify it as needed?

Thanks,

Subhasish Roy

Pic1: This is the screenshot from the excel file, I think I can't attach an excel file here in the comment section, if you can tell me is there a way to attach / upload the excel file, I will be happy to do so. 

 Pic 2: A sample screenshot, this is how I want my PowerBI dashboard looks like, with the option of filter / slicer to show only the relevant high level information for the C-level executives, and a separate visual (filter / slider option) for the IT Project teams.

Pic 3: This is a screenshot from the slide that I was trying to create but I can't fit so many projects per strategic initiatives over the years per quarter wise. 

[v-pgoloju]

Hi @SubhasishRoy,

Just following up to see if the Response provided by community member were helpful in addressing the issue.

If one of the responses helped resolve your query, please consider marking it as the Accepted Solution. Feel free to reach out if you need any further clarification or assistance.

Best regards,
Prasanna Kumar

[v-pgoloju]

Hi @SubhasishRoy,

Just following up to see if the Response provided was helpful in resolving your issue. Please feel free to let us know if you need any further assistance.

Best regards,

Prasanna Kumar

[v-pgoloju]

Hi @SubhasishRoy,

Thank you for reaching out to the Microsoft Fabric Forum Community, and special thanks to @alish_b  for prompt and helpful response.

Just following up to see if the Response provided by community member were helpful in addressing the issue.

If one of the responses helped resolve your query, please consider marking it as the Accepted Solution. Feel free to reach out if you need any further clarification or assistance.

Best regards,
Prasanna Kumar

[alish_b]

Hi @SubhasishRoy ,

It should be possible with Gantt Chart in Power BI.

Please refer to the following resources to see for yourself if it fits your requirements:

• https://techcommunity.microsoft.com/blog/educatordeveloperblog/building-a-gantt-chart-using-power-bi...
• https://www.datacamp.com/tutorial/power-bi-gantt-chart

These are short reads and please let us know if you run into any confusion during this process. Or you could attach sample data (that can be copied) and some details about what you expect out of that data and we would be able to help you get a head start.

Hope it helps!