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Creating a pre-filtered Status Report embedded in Teams

Altus Project Insights report has been updated with v2021.04.30 to support use of the “Project Status” hidden page auto filtered for a specific project. This allows a Project Manager or Project Team to view a pre-filtered version of this report page in their Teams Channel Tab without having to click to drill through in the standard embedded report. To add this to a specific Team Channel follow the steps below:

  1. You will need to create a URL for embedding using two pieces of information:

    1. The URL to the hidden Report tab “Project Status”
    2. The name of the Project you would like to filter for.

  2. To recover the URL to the hidden Report tab “Project Status”, Navigate to your Power BI workspace that contains the Altus reports. Open the “Altus Project” report, and from the “All Projects” page, right click the Project you’re interested in creating a pre-filtered status report for and click “Drill through > PROJECT STATUS” Image shows how to use the Drill through option on the reports

  3. Copy the URL from the address bar to your clipboard. It should appear to be in the following format: https://app.powerbi.com/groups/56fb10f4-70fa-426e-88ad-b88a03bc3d29/reports/510be801-8af0-4548-8c9f-65c69e82951f/ReportSectione1da9ba420a88d51560b

  4. To be sure you have the exact name of the project, open the “Filters” pane and look at the “Filters for this page > Project filter” – make note of the name in that filter. In our example it is “AA Tenant Renewal R300”.
    Image shows where how to check the filter and URL on a report

  5. Ensure that before you leave the Power BI Workspace, you collapse the filters pane and navigation pane.

  6. At this point, you can create your Teams Embed URL by putting this data together in the following fashion.

    https://app.powerbi.com
  /groups/56fb10f4-70fa-426e-88ad-b88a03bc3d29
  /reports/510be801-8af0-4548-8c9f-65c69e82951f
  /ReportSectione1da9ba420a88d51560b
  ?filter=Projects/Project eq 'ProjectName'

    So the example for our project above would look like the following:

    https://app.powerbi.com/groups/56fb10f4-70fa-426e-88ad-b88a03bc3d29/reports/510be801-8af0-4548-8c9f-65c69e82951f/ReportSectione1da9ba420a88d51560b?filter=Projects/Project eq 'AA Tenant Renewal R300'

  7. From here, navigate to Teams, and to the channel that represents your project.

  8. Click the ‘+’ symbol on the tabs to create a new tab and select “Website”. Image shows how to create a new website

  9. Name the tab “Status Report” and paste in the URL that you’ve constructed for your Project Status report. (Optionally deselect “Post to the channel about this tab”.) Image shows the website form

  10. Test the new tab by clicking on it to see the pre-filtered report.

We like this method for embedding the Project Status Report, as the controls for Power BI are still visible in the frame, and you can use helpful features like bookmarks, comments, and other visibility controls.

Note

The above process can also be used to create pre-filtered Portfolio and Program status reports by using the Portfolio and Program status reports from the Altus Portfolio Insights report. The filters will be in the following format: ?filter=Portfolios/Name eq 'PortfolioName' and ?filter=Programs/Name eq 'ProgramName'

Note

Be careful with the single quote character in the above URLs - the quote must be a "straight single quote" like this ' and not an "opening single quote" or "closing single quote" which tend to be curly in appearance like this ‘ and ’ .

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