Lydon Solutions

Construction Project Management Software Solutions

microsoft 365

Microsoft Power BI and Paginated Reports for Construction

Microsoft News |

As your construction organization moves to Microsoft 365, the question of how to report on all your data becomes critical. Microsoft 365’s de facto reporting solution is Power BI. It is the one-stop-shop for reporting on data generated in Microsoft’s expansive cloud platform as well as external applications.

Microsoft Power BI is known as a robust dashboard report builder. It can connect to many different data sets and applications to build stunning dashboards and KPIs that can be displayed on any device. Microsoft continually enhances Power BI with functionality and integration capabilities and puts that power in the hands of the users. This helps to make it a prime reporting solution on the market today.

While Power BI can publish SQL Server paginated reports, it did not provide the option to create paginated reports until recently when Microsoft released a new desktop Power BI Report application.

So, What are Paginated Reports and How Would I Use Them in Construction?

Paginated reports can be extensively formatted, can fit one or more pages, and are designed to be easily printed. In construction, they are great for printing a formatted form (eg. Submittal Form):

Or data logs with multiple pages (eg. Submittal Log):

Get Started with Power BI and Create Paginated Reports

To get started with creating paginated reports in Power BI, you will need a Power BI Premium license and you must download and install the Power BI Report Builder software. Please be aware that Power BI Premium is expensive. Before you consider Power BI for paginated reports, we recommend reaching out to Microsoft to understand licensing requirements. There are also some settings required in your Power BI service that will be needed. We would recommend doing an internet search on Microsoft Power BI Paginated Reports for step by step instructions as these might change.

See Microsoft’s FAQs for Power BI Paginated Reports for more information.

Lastly, to build effective reports, you will need to have a good understanding of where your information (ie. data sets) resides in your topography. We would recommend that you start mapping out your data sets sooner rather than later to ensure power users all create reports using the same structured data.

Get Reporting Expertise from Lydon Solutions

Having the ability to create paginated reports in Power BI is a great feature. Lydon Solutions has been building SQL Server Reports (SSRS) and Power BI reports for construction for many years. If you have any questions or need help building SQL Server or Power BI reports, you can get a free consultation to talk with our team of experts. If you need an enterprise construction management PMIS that can be deployed into Microsoft 365, complete with reporting, or get a demo of our easy-to-use project management software solution, Construction Viz.

Which Microsoft 365 Collaboration App Should I Use?

Microsoft News |

Microsoft 365 provides a unified environment for collaboration and teamwork. All services are managed under the same framework and identity management solution.

While there are many different Microsoft 365 applications available to users, some providing similar collaboration capabilities, it can be confusing as to which ones are best for your project. To help eliminate some of the confusion, Microsoft published an article explaining how information is organized by Loops, including the recommended applications. Below is the Microsoft Loops diagram:

Identifying Tools for Collaboration – Microsoft Loops and Office 365 Groups


Inner loop. Targeted for interactions and collaboration between close knit teams. This loop is the day-to-day communication between team members working on a project.

• Teams. Teams provides communication (chat, VOIP, webinars, meetings), file sharing (where users can share and edit Microsoft Office applications in real time), and a centralized portal for collaboration across Microsoft 365 applications. It is fast becoming the go-to project management application in Microsoft 365 that brings all other applications together into a unified platform.

Outer loop. Targeted for conversations and discovery within the broader audience. This loop is for communicating within the entire organization. This includes company or organizational communities, meetings, training, and lessons learned.

• Yammer. Yammer is like a Facebook for your business. It provides a way to reach out and connect to your organization by posting questions, announcements, articles, news, blogs, videos, polls, and even praise for your employees or co-workers. While Teams has its own chat functionality, Yammer takes it to another level with the ability to create communities and search posts- which are currently not available in Teams. While there are many companies using Yammer, most of its functionality continues to be added to Teams. This could potentially lead to it being completely absorbed by Teams in the future.

Email. Personal method for communicating with another party electronically. It has been, and will continue to be, the preferred method of communication on projects.

• Outlook. Outlook is one of the largest email clients in existence and is designed for personal information management including webmail, calendaring, contacts, and tasks. Outlook is the De facto standard for how a business communicates in Microsoft 365- especially between internal and external team members.

Files, Sites, and Content. Every collaborative application in Microsoft 365 consists of Files (Microsoft Office application files such as Word and Excel) Sites (for organizing files and sharing your data) and Content (any other file types such as images, video, and other non-Microsoft Office 365 applications).

• SharePoint. SharePoint is the #1 Enterprise Content Management System in the world. All of your project content can be created, edited, stored, and shared in SharePoint. SharePoint is at the core of all Microsoft 365 applications – Teams, Yammer, Project, and Planner. Every time you create a team or a project, a site collection is automatically created in SharePoint. Think of SharePoint as the backend database where all applications integrate with each other. So if you prefer SharePoint over Teams or Yammer, it can be used as both the Inner and Outer loop and vice versa.

Office 365 Groups. Since there can be many site collections created from all of the Microsoft 365 applications, there needed to be a way to bring all of them together for access management. Office 365 Groups associate users across applications and automatically create outlook mailboxes. Combining Office 365 Groups with SharePoint Hub sites completes the access and navigation across these disparate site collections.  Here's a link to a previous post explaining Office 365 Groups.

Planner and Project. What about Planner and Project? Both applications seem to be a part of the Inner Loop, and while they are very much collaborative, they seem to be more task and activity management centric than the central hub for collaboration on your projects like Teams or SharePoint.

Discover Project Management and Organization in Microsoft 365

We hope this article helps provide some guidance when it comes to Microsoft 365 applications that you may use but have not had the chance to fully explore. If you have any questions or are looking to setup your construction project organizations in Microsoft 365, check out our Microsoft 365 Managed Services and submit a free consultation request.

Looking for more of a turnkey, enterprise-ready Project Management Information System (PMIS) for Microsoft 365? Check out Construction Viz and submit a request for a free demo.

Microsoft 365 is an ideal collaboration tool for challenging times

How-To |

Efforts across the nation to combat the spread of Coronavirus have transformed the workplace overnight by emptying offices, halting business travel, and promoting remote work. We can all hope that the need for these measures will be short-lived, but it is safe to say that the future of how we work and interact will potentially be forever changed.

Some businesses were already ahead of the curve embracing digital collaboration and remote productivity tools. But many organizations, particularly in construction, are playing catch up. Fortunately, most companies already have access to best-in-class collaboration and remote work tools with Microsoft 365.

Read on to learn how the Microsoft 365 suite can empower your employees to be productive no matter where they are. And if your organization needs expert guidance getting up to speed on remote collaboration, Lydon Solutions is here help. Contact us for a free consultation today.

Using Microsoft 365 for Remote Collaboration

Microsoft 365 offers many features to improve collaboration across the enterprise that extend well beyond Outlook, Excel, Word, and PowerPoint. The service includes a host of new applications that let teams easily share information, manage projects, and effectively collaborate while working remotely.

Collaboration Tools in Microsoft 365

challengingtimes1

SharePoint Online is a web-based enterprise content management (ECM) tool that integrates with Microsoft Office. You can use SharePoint as a document repository and information portal to share and manage content, make information quickly searchable, empower teamwork, and enable seamless collaboration across the organization. SharePoint is also the backend to many of the popular applications in Office 365, such as Teams, Planner, Project, and Yammer. Microsoft has a getting-started resource for SharePoint here.

Microsoft Teams is a unified communication and collaboration platform combining persistent workplace chat, video meetings, voice-over-IP (VoIP), file storage, real-time document collaboration, and integration with a growing list of apps from Microsoft and third-parties. This impressive lineup of features is why the application is fast becoming an easy-to-use project management aid that can help you organize small teams, manage progress, and store project information. You can even combine Teams with Microsoft Whiteboard for real-time visual brainstorming and problem-solving. You can learn more about Microsoft Teams here.

challengingtimes2

Microsoft Planner is a project management application that allows organizations to create, assign, and organize work visually with support for private or shared plans for collaboration. This easy-to-use tool is an excellent option for those that prefer to manage simple projects using Kanban, calendars, and task lists. You can learn more about Microsoft Planner here.

challengingtimes3

Microsoft Project Online is a cloud-based tool to help project managers develop a schedule, assign resources to tasks, track progress, manage the budget, and analyze workloads. Microsoft Project is a staple in the construction industry for managing project schedules, and both the cloud-based and on-premise versions integrate deeply with the rest of the Office 365 suite, including other collaboration tools like SharePoint and Teams.

Reporting in Microsoft 365

Power BI is a business analytics solution that lets you visualize your data, making it easy to share insights across your organization or embed reports in your app, SharePoint sites, and websites. With Power BI, you can connect to hundreds of data sources and bring your data to life with live dashboards and reports. Power BI is a great reporting solution for creating interactive dashboards that can embed in SharePoint pages or external websites with the ability to permission control reports.

Workflow Automation Across Microsoft 365

challengingtimes4

Power Automate is an Office 365 service that makes it practical and simple for line-of-business users to build workflows that automate time-consuming business tasks and processes across applications and services. Power Automate is Microsoft’s workflow engine, and it continues to gain more and more connectors and functionality. Users can work smarter by creating workflows to automate manual processes such as approvals, alerts, and data integration, even sharing them with the rest of the organization.

Build Custom Applications in Microsoft 365

Power Apps is a suite of services, connectors, and a data platform that provides a rapid application development environment to build custom apps for your business needs. With Power Apps, you could create custom forms and make them available as a standalone application or post it to SharePoint Online.

Get Expert Help with Microsoft 365

Are you feeling a little intimidated by all the features and options found in Microsoft 365? Lydon Solutions can offer expert assistance if you need help setting up your Microsoft 365 tenant to manage projects. We also offer a complete turnkey solution for construction teams called Construction Viz that is powered by SharePoint and Microsoft 365.

Contact us today to request a free consultation.

Please be safe and look out for one another during these challenging times.