Portfolio Manager 2.0

Author(s): Barry Cousins

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The Portfolio Manager 2.0 architecture delivers a solution in four tiers:

  1. Project, resource, and allocation data in Excel.
  2. A common dataset tier in Power BI that aggregates your Excel data into a relational database
  3. A series of three Power BI report sets that get their data from the Power BI layer described above in 2.
  4. A dynamically replaceable stylesheet for controlling font, presentation style, and colors.

View the Complete Blueprint:

Deliver Engaging Portfolio Reports With Power BI

Help executive decision-makers lead from a position of knowledge.

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