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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

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  • 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

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  • 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

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  • Update Power BI reports and / or the data model
  • Add report content (visualizations)

Power BI Service (aka Workspace)

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Info

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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