Portfolio Timeline Configuration

Portfolio Timeline

Here, we will show how to configure the “Portfolio Timeline” report included in the Sample Reports

This tutorial uses our sample Gantt Timeline reports file. The sample report comes with the free trial: request a free trial.

In the Power BI sample report on the Timeline tab, click on the Portfolio button.

Here are the fields in the order they appear

Timeline Bars

The field in Timeline Bars defines the Gantt bars in the Gantt Timeline visual.  From the Excel data file on the Portfolio-Timeline table, we will use Project Name.

Timeline Bars Start Date, Timeline Bars Finish Date

The Timeline Bar Start and Finish dates are used by the Timeline visual to define the Timeline bar display. From the sample data we will use Project Start Date and Earliest Finish Date:

Milestone

Much like the Timeline Bar field, Milestone is used to name the milestones. Again, in many cases the field in the lowest Parent Category position will be used – as in this case, we use Timeline Milestone. Note that the visual will only use the data from the Task field when the Milestone/Task field is True:

Milestones Date

Milestones only need one date, and this is where it’s needed. We will use Start Date for this field well:

Legend

Legend is used to categorize both the Timeline Bars and Milestones and enables the ability to set Timeline Bar color by category, and Milestone color and shape by category. From our sample data we will use the Program Timeline Category field.

Timeline Bars Text

The Timeline Bars Text field enables the display of text in the Timeline Bar. For this example, we will use Project Name:

The text can now be rendered in the Timeline bars:

Data Label

Data labels can be displayed on milestones, timeline bars or both. For this example, we only want to display labels on milestones. Our data has a field called Timeline Milestone which has data for milestones but not for timeline bars (this could also be accomplished through simple DAX):

Baseline Bars Start and Finish Dates

From the sample data, we will use baseline data fields Project Baseline Start Date and Project Baseline Finish Date to show baseline bars .

% Complete

Percent completion will display a progress bar inside a timeline bar. From our sample data we will use the P_% Complete field: