Knowledge Transfer

Keeping the Project and Portfolio Management community educated and informed.

Knowledge Transfer 

Microsoft PPM and Power BI Workshop to better drive project outcomes and facilitate Portfolio, Program and Project Management. Co-hosted by Microsoft and Trusted IT Group

August 16, 2019

Coming to a City Near You


Seats are Limited Register Today!!! 
Note: Maximum of 2 attendees per organization
What is Power BI?

Power BI is a cloud-based business analytics service that: 

  • Leverages the data that is being generated through Microsoft Project Online

    • This data could be related to various artifacts including but not limited to the schedule(s), resource management and RAID logs.​

  • Utilizes Project Online content pack that allows you to explore your project data with a suite of pre-built dashboards and reports, allowing you to gain visibility on a variety of metrics including​

    • Portfolio Insights

    • Portfolio Costs

    • Portfolio Risks & Issues

    • Resource Management

    • Project Status and more…

  • Integrates data from multiple sources into Power BI analytics 

  • Simplifies data prep 

  • Delivers insights and data throughout your organization to enable fast, informed decisions

  • Aids in visualizing data in new ways using a variety of visualizations such as maps and graphs.  

  • Helps build custom dashboards and reports to see PPM data in a more applicable way

  • Grants access to Power BI dashboards and insights from virtually anywhere. 

  • Works instantly to connect Project Online's data sources

  • Shows a live 360º view of your business

  • Data discovery and exploration 

  • Insights from any device 

  • Collaboration across the organization 

  • Anyone to visualize and analyze data 


Workshop Outline 

  1. Microsoft Power BI overview 

  2. Working with the Power BI service 

  3. Connecting to Power BI data sources 

  4. Creating Power BI Desktop solutions 

  5. Power BI for the developer 



What you'll learn 

  1. Connect, import, shape, and transform data for business intelligence (BI) 

  2. Visualize data, author reports, and schedule automated refresh of your reports 

  3. Create and share dashboards based on reports in Power BI desktop and Excel 

  4. Use natural language queries 

  5. Create real-time dashboards 

Workshop Agenda

  • 12:30 to 1:30 Lunch 

  • 1:30 to 2:15  What's New @ Microsoft 

  • 2:15 to 2:30  Break 

  • 2:30 to 3:45 Power BI Workshop 

  • 3:45 to 4:00 Break 

  • 4:00 to 5:30 Break out Session 

Organizer: Microsoft + Trusted IT Group

Trusted IT Group is a Gold Microsoft PPM Partner comprised of thought leaders in Project and Portfolio Management that provide innovative cloud and on-premise Project Portfolio Management (PPM) solutions. Led by Microsoft Project MVPs with decades of experience; Trusted IT Group’s consultants utilize industry-leading best practices to increase collaboration, minimize risks and ensure the alignment of all strategic objectives. In that regard, the firm believes that reinforcing the grounds for tools, people and processes are paramount to PMO success.   



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