Power BI Report Templates (Beta)

Download Template
Prerequisites
Customizing the Template
Archived Templates

Note: Please reach out to SYNCHRO Support if you encounter any errors or discrepancies in data.

Download Template

The latest template v3.3 is now available for download.
 https://communities.bentley.com/cfs-file/__key/communityserver-wikis-components-files/00-00-00-00-22/SYNCHRO-4D-Pro-Template_5F00_v3.3.pbix

It includes the following reports - 

Gantt

EVA

Resource Status

Planned Quantity

Prerequisites

1. Follow the instructions to set up a 4D Control project and install Power BI, as provided here.
   
   
2. To open the Control project with the template, go to Home ribbon > Transform Data dropdown > Edit parameter > ProjectID - Enter SYNCHRO Control project URL -
   
   Note: CostCode option is currently unavailable.
   
   
3. In 4D Pro, run the following Scripts -
   PBI_Data Date
   TASK ASSIGN_UF("PBI_Data Date", DATE, DATA_DATE))
   
   PBI_Budgeted Cost
   TASK ASSIGN_UF("PBI_Budget at Completion (BAC)", NUMBER, PROPERTY("Budget at Completion [BAC]"))
   
   PBI_Actual Cost (ACWP)
   TASK ASSIGN_UF("PBI_Actual Cost (ACWP)", NUMBER, PROPERTY("Actual Cost [ACWP]"))
   
   PBI_Is Critical
   First Compute Critical Path -
   
   
   , then run the script -
   TASK ASSIGN_UF("PBI_Is Critical", BOOL, PROPERTY("Critical")))
   
   Multiple Scripts can be pasted as one in 4D Pro, as shown below -
   
   
   Note: If these User Fields are unavailable, corresponding visuals will show blank values in the template.
   
   
4. If working with Resource Statuses, make sure to assign a Not Stated status to all relevant Resources in 4D Pro - 
   

Customizing the Template

1. Update WBS visual 
   

   To update the WBS hierarchy levels, select the visual and drag-drop additional levels from under TaskWBSHierarchy table to Visualizations pane > Fields - 
    

2. Update Resource Status categories

   To update Resource Status categories, select the visual and select the required Status Set Name from under the Filters pane -
   
   
   Then search for the User Field Name to track corresponding physical quantity from under the Filters pane - 
   
   
   Note: All visuals within the section would require customizations, wherever applicable. 

Archived Templates

SYNCHRO 4D Pro Template_v2.pbix