03 May 2019

Reports in Power BI with Kanban Task Manager List

Business reports play a very important role when it comes to tracking and analyzing the performance and overall growth of a business. A report must be interactive as well as easy to use and manage, so that managers get a good insight of business functions. In a new Tips article, our CEO Peter Kalmström explains how you can use Power BI to create a report from a tasks list.

Power BI
Power BI is a business analysis service that lets users create visualizations of data in a way that reminds of the Excel pivot table. A Power BI report is however much more user friendly and intuitive and can be used more extensively. The Power BI reports are business apps that run in a browser or on a phone or tablet.

Kanban Task Manager
Kanban Task Manager for SharePoint logotype When Peter recorded the demo below, he used the default list, ‘KTM Tasks’, in the task management product, Kanban Task Manager. This SharePoint solution helps a workgroup cooperate on tasks and projects on a virtual kanban board. The team members can drag and drop the tasks between phases and lanes as the work with the tasks proceeds.

The default, Kanban Task Manager tasks list can be replaced by any of the site’s existing tasks lists.

Connect 'KTM tasks' with Power BI
Power BI fetch the data from a variety of sources to, for example all categories of files, databases, Azure, Power BI itself, online services and more.

Peter recorded a demo back in 2016 where he showed how you can connect Power BI with an Excel file. In the new demo, Peter describes how to get started with the desktop version of Power BI and connect it to the ‘KTM Tasks’ list to build a report that counts tasks based on a specific parameter. He also shows how the different charts are interconnected to each other.

You are also welcome to check out Peter’s demo on various ways to embed a Power BI report in a SharePoint page.

By Dipti Francis
Executive Assistant Business Solutions

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