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Microsoft Office Project and Project Server Reporting

Microsoft Office Project and Project Server Reporting. May 12 th , 2009 Chris Oxtoby, MCP – Principal Consultant, Pcubed. Agenda. Static Reports Visual Reports Microsoft Office Project Server Reporting Using Microsoft Excel to create simple reports

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Microsoft Office Project and Project Server Reporting

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  1. Microsoft Office Project and Project Server Reporting May 12th, 2009 Chris Oxtoby, MCP – Principal Consultant, Pcubed

  2. 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

  3. Paris Ann Arbor Toronto Cologne London Chicago Seattle New York SanFrancisco Los Angeles Hong Kong Denver Brisbane Sydney Canberra Melbourne About Pcubed Our Origins Our Clients • 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 Established 1994, 350 consultants worldwide Our Partners Our Approach Guardian Partner Influence Enabler Coach Associates Capability

  4. Static Reporting • Always been available: • View > Reports

  5. Print Preview • File > Print Preview • On any view

  6. Introduction to Visual Reports • New to Microsoft Office Project 2007 • Standard and Professional Editions • Uses Microsoft Office Excel and/or Visio to provide dynamic graphical reports • Excel – PivotTable and PivotChart • Visio - PivotDiagram

  7. Visual Reports - Requirements • Microsoft Office Project 2007 • Microsoft .NET Framework V2.x • Microsoft Office Excel 2003 or 2007 • Microsoft Office Visio 2007 Professional

  8. Starting Visual Reports • Select Report > Visual Reports…

  9. Visio Report

  10. Excel Report 1

  11. Excel Report - 2

  12. Demo 1

  13. Local Visual Report Templates • Stored in your user profile • Default - %USERPROFILE%\Application Data\Microsoft\Templates\1033 • .XLT and .VST files • Can be copied between users

  14. Shared Templates • Use a network folder to store standard templates

  15. Project Server Reporting • Project Server 2007 now has a Reporting Database SQL Server Microsoft Project Draft DB Archive / Restore Archive DB Save Publish Published DB Reporting DB Publish

  16. The Reporting Database • Primary Data Entities Projects Tasks Assignments Resources Issues Risks Deliverables Timesheets

  17. Projects, Tasks, Assignments and Resources Views MSP_EMPProject_UserView MSP_Resource_UserView MSP_EPMTask_UserView MSP_EPMAssgnment_UserView

  18. Using Excel to Create a Simple Report – I • Excel can connect to external data

  19. Using Excel to Create a Simple Report – II • Select the SQL Server, Database and View

  20. Using Excel to Create a Simple Report – III

  21. Demo 2

  22. Using SQL Reporting Services (SSRS) to Create a Simple Report – I • Requires SQL Server Business Intelligence Development Studio (BIDS) or Visual Studio

  23. Using SQL Reporting Services (SSRS) to Create a Simple Report – II • Select Server and Database • Build Query

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

  25. Demo 3

  26. Visual Reports References • Produce a visual report of Project 2007 data in Excel • http://office.microsoft.com/en-us/project/HA102352371033.aspx • MSDN Visual Reports • http://msdn.microsoft.com/en-us/library/ms464131.aspx

  27. Project Server Reporting References • Microsoft Office Project 2007 SDK • http://msdn.microsoft.com/en-us/library/ms512767.aspx • Using the Reporting Database • http://msdn.microsoft.com/en-us/library/ms510779.aspx • Project Server Report Pack • http://msdn.microsoft.com/en-us/library/bb428831.aspx

  28. Q and A • Chris Oxtoby, MCP • Principal Consultant, Pcubed • chris.oxtoby@pcubed.com • +1 (260) 246-3827

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