microsoft office project and project server reporting · microsoft office project and project...

Microsoft Office Project and Project Server ReportingJune 16th, 2010

Chris Oxtoby, MCP – Principal Consultant, Pcubed

Microsoft Office Project and Project Server Reporting

Agenda

Static Reports

Visual Reports

Microsoft Office Project Server Reporting

Using Microsoft Excel to create simple reports

Using Microsoft SQL Server Reporting Services to create simple reports

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About Pcubed

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Our Origins Our Clients

Our ApproachOur Partners

Established 1994, 350 consultants worldwide

Capability

Influ

ence

Guardian Partner

Enabler Coach

• Global leaders in helping organizations conceive, manage and deliver the most challenging projects

• Over 950 clients in the private and public sector, including over 100 of the Fortune 500

• High-profile projects: Athens Olympics 2004, FIFA 2006 German World Cup, London Olympics 2012

Associates

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Static Reporting

Always been available:View > Reports

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Print Preview

File > Print PreviewOn any view

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Demo 1


Introduction to Visual Reports

New to Microsoft Office Project 2007Standard and Professional Editions

Uses Microsoft Office Excel and/or Visio to provide dynamic graphical reports

Excel – PivotTable and PivotChartVisio - PivotDiagram

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Visual Reports - Requirements

Microsoft Office Project 2007

Microsoft .NET Framework V2.x

Microsoft Office Excel 2003 or 2007

Microsoft Office Visio 2007 Professional

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Starting Visual Reports

Select Report > Visual Reports…

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Visio Report

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Excel Report 1

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Excel Report - 2

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Demo 2


Local Visual Report Templates

Stored in your user profileDefault - %USERPROFILE%\Application Data\Microsoft\Templates\1033

.XLT and .VST files

Can be copied between users

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Shared Templates

Use a network folder to store standard templates

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SQL Server

Project Server Reporting

Project Server 2007 now has a Reporting Database

Draft DBMicrosoft Project Save

Published DB

Publish

Archive DB

Reporting DB

Archive / Restore

Publish

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The Reporting Database

Primary Data Entities

ProjectsTasks

AssignmentsResources

IssuesRisks

Deliverables

Timesheets

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The Project Server 2007 Reporting Database

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Projects, Tasks, Assignments and Resources Views

MSP_EMPProject_UserView

MSP_EPMTask_UserView MSP_EPMAssgnment_UserView

MSP_Resource_UserView

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Using Excel to Create a Simple Report – I

Excel can connect to external data

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Using Excel to Create a Simple Report – II

Select the SQL Server, Database and View

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Using Excel to Create a Simple Report – III

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Demo 3


Included with Microsoft SQL Server

Requires a client development tool to be installed (also included).

SQL Reporting Services (SSRS)

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Requires SQL Server Business Intelligence Development Studio (BIDS) or Visual Studio

Using SQL Reporting Services (SSRS) to Create a Simple Report – I

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Select Server and Database

Build Query

Using SQL Reporting Services (SSRS) to Create a Simple Report – II

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Using SQL Reporting Services (SSRS) to Create a Simple Report – III

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Demo 4


Visual Reports References

Produce a visual report of Project 2007 data in Excel

http://office.microsoft.com/en-us/project/HA102352371033.aspx

MSDN Visual Reportshttp://msdn.microsoft.com/en-us/library/ms464131.aspx

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http://msdn.microsoft.com/en-us/library/ms464131.aspx



Project Server Reporting References

Microsoft Office Project 2007 SDKhttp://msdn.microsoft.com/en-us/library/ms512767.aspx

Using the Reporting Databasehttp://msdn.microsoft.com/en-us/library/ms510779.aspx

Project Server 2007 Report Pack http://msdn.microsoft.com/en-us/library/bb428831.aspx

Project Server 2007 Report Pack IIhttp://code.msdn.microsoft.com/EPMReportPack

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http://msdn.microsoft.com/en-us/library/bb428831.aspx

http://code.msdn.microsoft.com/EPMReportPack


Chris Oxtoby, MCPPrincipal Consultant, [email protected]+1 (260) 246-3827

Q and A

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mailto:[email protected]

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