Skills Plan

Table of Contents

Prerequisites

Before you begin, please ensure you have the latest version of Microsoft Power BI Desktop installed on your local machine.

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Completed Sample

Click the link below to download a completed example of a Technical Skills Plan for Contoso Ltd (a fictitious company).

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Step 1 - Download the Template Files

  1. Download the Partner Skills Template files to your local machine by clicking the links below.
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Step 2 - Open the Excel Spreadsheet

  1. Navigate to the folder in which you have saved the files (e.g. Downloads).
    alt text Tip: Create a copy of the Excel Spreadsheet to retain an empty version for future use (e.g. Technical Skills Plan - Contoso.xlsx).

  2. Open the spreadsheet by double-clicking the file or right-click the file and click Open.
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  3. Click the Enable Editing button at the top of the spreadsheet.
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Step 3 - Update Worksheet: Partner

  1. Navigate to the first worksheet (1. Partner) and populate the highlighted cells.
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Step 4 - Update Worksheet: Competencies

  1. Navigate to the second worksheet (2. Competencies) and populate the highlighted cells.
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Step 5 - Update Worksheet: Business Unit

  1. Navigate to the third worksheet (3. Business Unit) and populate the highlighted cells.
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Step 6 - Update Worksheet: Tracker

  1. Navigate to the fourth worksheet (4. Tracker) and populate the highlighted cells.
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Step 7 - Save and Close the Excel Spreadsheet

  1. Click the Save icon located in the top left hand corner of the window.
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  2. Click the Close icon located in the top right hand corner of the window.
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Step 8 - Copy the Excel Spreadsheet File Path

  1. Navigate to directory which contains the Excel spreadsheet, while holding down the SHIFT key, right-click on the selected file and click Copy as path.
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Step 9 - Initialize the Power BI Template

  1. Open the Power BI template (Partner Skills Template.pbit) by double clicking the file.
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  2. Paste the path into Data source location and click Load.
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  3. Once the report has loaded, click the Save icon.
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  4. Provide a file name (e.g. Technical Skills Plan) and click Save.
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Step 10 - Export a PDF

  1. Click File located in the top left hand corner of the window and click Export to PDF.
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  2. Wait until the PDF has been generated.
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  3. Click the Save icon located in the top right hand corner of the browser window.
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  4. Rename the file (e.g. Technical Skills Plan - Contoso.pdf) and click Save.
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Congratulations! You have just created an instance of a technical skills plan from the Power BI template and exported a PDF. This instance of the skills plan is connected to the underlying spreadsheet. Any changes in the data will be reflected in the report.

Note: If you wanted to create another skills plan, create a copy of the empty spreadsheet template, open the copy, and resume from Step 3.

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