Power BI Enterprise: PM Transaction

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_PM_Transaction: Power BI Enterprise Templates

This page describes DataSelf Enterprise’s customizable Power BI Templates for PM Transaction (Project Management / Project Accounting).

KPI: A key performance indicator. Examples: a Report such as "Yearly Revenue"; a Dashboard widget (e.g., the main chart from the Cash Flow Projection dashboard); a Semantic Model measure (e.g., Cost of Sales from the _SI_SalesInvoice Semantic Model); a Semantic Model dimension (e.g., the Customer dimension from _AR_Aging_Today that provide the list of customers with open AR).

Reports

A Power BI Report is a Power BI Worksheet with a grid or chart.

Report List (with examples)

Report - PM Project Analytics: (3 KPIs)
Report - PM Trans: (1 KPI)
Report - Project Transactions: (1 KPI)
Report - QA Tran: (1 KPI)

Semantic Model

Semantic Models allow users to easily and quickly do ad hoc analysis and customize reports, dashboards, and stories. This properly deployed Semantic Model will contain data from your Project Management / Project Accounting system (e.g., ERP and/or Excel/CSV files) refreshed on a schedule (e.g., every night, hour, or minute).

A Power BI Semantic Model contains data and a data model that prepares your raw data for powerful reporting. Semantic Models include dimensions, hierarchies, measures, and parameters that can be used in reporting. Semantic Models' data come from source systems' tables (e.g., Item table from your ERP) and are modeled via Power BI Desktop.

Subject to change without notice. The actual templates can be slightly different than the documented ones.