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This document outlines a number of common tasks and requirements around ProjectorBI. Particularly the steps to embed a report into Projector, how to add fields to Projector reports, or add entirely new reports to the dataset. |
Know Where to Go
Projector Management Portal
- Grant overall BI access to users
- Share organization or home page visualizations (User Types)
- Share project workspace visualizations (Engagement Types or individual projects)
- Update Projector reports that feed the dataset
Projector Web
- View BI content, including home page, project workspace or corporate visualizations
- Share project workspace dashboards for individual projects
- Update Projector reports that feed the dataset
Power BI Desktop
- Update Power BI reports and / or the data model
- Add report content (visualizations)
Power BI Service (aka Workspace)
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Projector BI is a full-fledged PSA tool providing real-time business intelligence reporting specifically for professional services organizations. Advanced analytics combines data from multiple sources to deliver a single, centralized source of truth. Information from across your business is consolidated and displayed in visually rich BI dashboards — providing actionable insights and improved data to support better management and results across the organization. |
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