Portfolio Resource Status Report Pack with Sample Data - Solution Starter

This bundle includes Portfolio Resource Status Report Pack solution starter with Excel Sample Data that mirrors resource demand and capacity scenarios. It gives you the opportunity to practise reporting features before connecting your own data.

Together, the solution starter and sample dataset provide a complete package for learning, testing, and building effective resource demand status reports, helping PMO teams and project professionals gain confidence in managing capacity and demand insights.

This bundle has been created using sample data to demonstrate how the visuals and structure work in practice across both reports in the pack.

Provided as a Power BI Desktop (.pbix) report with Excel (.xlsx) sample data, the files are pre-connected and ready to explore immediately. The clean, straightforward layout of the report design can assist with creating your own standardised automated portfolio resource status reports.

This report has been created using Power Query, which sets out the data transformation steps in a clear, step-by-step way. That makes it easier for beginners and intermediate users of Power BI Desktop to see how the data is shaped and prepared.

The report, including elements such as status thresholds, can be enhanced or extended through DAX or Power Query within Power BI Desktop, or by adjusting the underlying logic in Excel, which is the current data source.

How to update file path if connecting to Excel data source: Update the file path in Power BI Desktop → Transform Data → Data Source Settings to point to your own workbook.

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.

Using the sample data helps you get familiar with the report straight away, without needing to prepare your own dataset first. It's a quick way to see the transformation steps in action, and those same steps can guide you when connecting the report to your own portfolio resource data with confidence.

We appreciate your support. To ensure you can access your file smoothly, downloads are available for 24 hours after purchase. Please save your copy securely during this period.

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 and sample datasets 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.

This report has been created by FREEDOM SOLUTIONS and is not affiliated with or endorsed by Microsoft. Microsoft and all Microsoft product names including but not limited to Power BI, Excel, Power Apps, Power Automate, SharePoint, Teams and Office are trademarks of Microsoft Corporation. 

This report is provided for individual use only. You are welcome to explore and adapt it for your own projects and learning. Redistribution, resale, or public sharing including modified versions is not permitted without written permission.

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