Free PPM Sample Dataset (Excel) – Realistic Project Portfolio Management Practice Data

Need practice data for project status? This sample data is ideal for anyone who wants to test the Project Status Report solution starter, understand how project data should be structured for automated reporting, or train team members without exposing live project information.

Download this professional PPM sample dataset designed specifically for Project Management Office (PMO) professionals and Power BI developers. If you require a high-quality, Excel-based project dataset to practise data visualisation or test reporting tools, this resource provides the perfect foundation. Unlike generic spreadsheets, this data mimics a complex corporate PMO environment, allowing you to build and test professional-grade dashboards instantly.

This free download includes realistic project records featuring critical KPIs:

• Project Health (RAG Status): Visual indicators for schedule, budget, and overall project status.
• Financial Tracking: Comprehensive data for Budget vs Forecast vs Actual Spend.
• Governance Logs: Detailed Risk and Issue logs for portfolio-level analysis.
• Schedule Tracking: Key dates and progress indicators to test timeline visuals

Whether you are using this to accompany our Project Status Report solution or as a standalone Power BI practice dataset, it ensures your visuals behave exactly as they would with live enterprise data.

The sample data is particularly useful for teams evaluating automated project dashboards, data analysts preparing to structure their own project exports, and professionals who want to see the report in action before connecting real project management systems.

Provided in Excel format, the structure reflects real‑world PMO data models, while the projects themselves remain fictional to ensure confidentiality.
This makes it an ideal way to explore the report straight away, understand how the visuals behave, and build confidence before connecting your own project information. The dataset is updated quarterly to ensure continued alignment with the report’s structure and best‑practice project governance standards.

Some examples of who may need this sample data:

• Project managers and PMO analysts new to Power BI
• Teams evaluating automated project status reporting solutions
• Data analysts preparing to structure their own project data exports
• Professionals who want to test reports before connecting live project systems
• Training coordinators teaching automated project reporting
• Organisations planning to implement standardised project dashboards
• Anyone who purchased the Project Status Report separately and needs practice data

Ideal Use Cases:

• Perfect for testing the Project Status Report before connecting real project data
• Ideal for learning how project data should be structured for automated reporting
• Best suited for training project managers and PMO analysts on Power BI reporting
• Use when you want to understand data requirements before preparing your own dataset
• Great for demonstrating project status dashboards to executives without exposing live data
• Perfect for practicing Power BI data connections and Power Query transformations
• Ideal for proof-of-concept presentations and stakeholder buy-in

Provided in Excel format, it contains project entries with attributes such as timelines, budgets, risks, issues, and progress indicators. The dataset is structured to resemble real-world scenarios, though the projects themselves remain fictional.

This makes it a practical way to explore the report straight away, understand how the visuals work, and build confidence before connecting your own project information. Updated quarterly, it ensures consistency with the report's structure.

If you'd like to use this sample data with the Project Status Report, you can find it here. The sample data is structured to work seamlessly with the report, helping you understand the data requirements before connecting your own project information.

For detailed guidance on Power BI and data modelling, explore Microsoft Learn's Power BI training resources.

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If you're new to Power BI or looking to build your skills, we recommend exploring Microsoft Learn’s Power BI training resources for guided tutorials and best practices.

Suitable for users with beginner to intermediate Power BI experience. Simply connect your project dataset that has similar data as the sample file visuals and you're ready to start customising your own report.

Reports are updated quarterly to reflect improvements and changes in Power BI Desktop. If your colleagues or friends would benefit, please invite them to visit our website so they can download their own latest copy.

Our aim is to make reporting solutions straightforward and affordable. By purchasing this report, you gain access to a clear, effective solution starter without the complexity or cost of enterprise subscriptions. At the same time, your support helps us continue creating resources that make project reporting easier and more accessible for everyone.

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