At Verto, the way we develop the platform is shaped by the people who use it every day. We listen carefully to feedback, look at how organisations are working in practice, and invest in features that genuinely help teams make better decisions. That is exactly why we have introduced Power BI into Verto.
We know that reporting is one of the most important parts of managing projects, programmes and portfolios. Leaders need clear, timely insight. Delivery teams need confidence in the data they are working with. Programme managers need the flexibility to explore information without always relying on a central reporting function.
Power BI was the tool our users told us they were using most often. It was already enabled within Verto through external reporting via the ODATA API. As it was widely trusted already by our clients, flexible, and capable of turning complex data into clear, interactive visual reports, bringing Power BI inside of Verto, made sense not only because of that feedback, but because it supports the direction we are taking as an organisation. We want to give users more control over their own insight, while keeping everything connected to the trusted data already held in the platform.
Verto now allows you to use Power BI functionality directly within the system, without needing a separate Power BI licence. Using pre-built template reports, users can surface data, build more complex dashboards, and explore information in a more interactive way. Reports can be created and saved in a personal area, giving you the space to experiment and refine them. When they are ready, they can be published into the shared reports area for others to use.
This approach supports both flexibility and confidence. Individuals can build what they need, when they need it, while organisations benefit from shared, consistent reporting once a dashboard is ready to be used more widely.
Power BI also respects the permissions already set in Verto. If a project manager runs a report, they will only see the data they are authorised to access. This means programme managers and delivery teams can safely create and manage their own reports without the risk of exposing information they should not see. It reduces reliance on central reporting teams, frees up time, and gives people closer to the work greater autonomy over the insight they need.
Using Power BI within Verto is designed to feel straightforward. A dedicated Power BI area sits within the reports section, already populated with templates to help you get started. From there, you can open a template, explore the data, and begin shaping reports that are meaningful to your organisation. Almost everything on a dashboard acts as a filter, so clicking on a project, risk, or status allows you to drill into the detail behind it. If you want to go further, the full editor is available so you can build reports that reflect the questions you need to answer.
For example, in just a few minutes, you could create a simple risk dashboard that helps you move from high level insight to detailed understanding:
- Start by saving a template with a new name and opening it in your personal reports area
- Add a table showing project codes and project names
- Add a second table with risk IDs and risk titles
- Select a project in the first table and the second will automatically filter to show its associated risks
- Add a pie chart to show risk status across the data set
With only a few steps, you have an interactive view that lets you move from a programme overview down to individual risks, all using data already held within Verto.
The semantic model behind Power BI uses Verto’s own data field names, and the mapping between those and your organisation’s terminology is available within the platform. Reports can be copied and adjusted to point to different data sets, and outputs can be exported to PowerPoint or PDF when needed.
This is just the start. We will continue to evolve the semantic models over time, collapsing or expanding fields in line with how users find them most useful. As always, feedback will play a central role in shaping what comes next.
Introducing Power BI into Verto is not just about adding another feature. It is about giving people the tools they have asked for, supporting more confident decision making, and putting insight directly into the hands of the teams who need it most.
