From 8d2287f422e1ddd05d1dc3b65718ca246abce9aa Mon Sep 17 00:00:00 2001 From: Damian Mehsling Date: Wed, 1 Jan 2025 19:05:23 -0700 Subject: [PATCH] Update README.md --- README.md | 8 +++++--- 1 file changed, 5 insertions(+), 3 deletions(-) diff --git a/README.md b/README.md index 04dbe2b..497663c 100644 --- a/README.md +++ b/README.md @@ -6,20 +6,22 @@ An open-source Power BI template designed for compliance metrics, assessment tracking, and POA&M management. Ideal for auditing and managing your CMMC compliance program across one or more assessments for combined scoring. ## Directions +### Template (.pbit) 1. [Download and install Microsoft Power BI Desktop](https://powerbi.microsoft.com/en-us/desktop/) (free). 2. Download and complete the **'Assessment Template.xlsx'** and **'POA&M Template.xlsx'** Excel files. Required fields are noted. 3. Place your completed assessment worksheets within a folder. Use one Excel file per Assessment and name each assessment worksheet tab. 4. Download and run the **'CMMC Bagel lite.pbit'** file. (Ignore version errors) 5. Run locally or publish to your Power BI Service. 6. Enter the file location paths using Excel or SharePoint Online. -### Using Excel +#### Using Excel 7. Copy and paste the complete path to the folder containing your completed assessment files in the **'Assessments Folder'** field. Remove quotes from path name. (Example: C:\Users\foo\Documents\Assessments) 8. Copy and paste the complete path to the file for the POA&M (Plan of Action and Milestones) in the **'POA&M file'** field. Remove quotes from path name. (Example: C:\Users\foo\Documents\POA&M Template.xlsx) -### Using Sharepoint Online +#### Using Sharepoint Online 7. Enter your SharePoint site URL. (Example: https://securitybagel.sharepoint.com/sites/SecurityBagelCMMCBagel) 8. Enter the folder name containing your completed assessment files. 9. Copy and paste the complete path to the file for the POA&M (Plan of Action and Milestones) in the **'POA&M file'** field. The path can be found under by clicking on the file (...) then details, and copying the Path. (Example: https://securitybagel.sharepoint.com/sites/SecurityBagel-CMMCBagel/Shared%20Documents/Files/POA&M.xlsx) - +### Report (.pbix) +1. Same as above, but instead of entering the file paths at startup, use the parameters in Power Query. The Error: "There are pending changes in our queries that haven't been applied" is expected until the parameters are configured. ## Features ###