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
2
Microsoft Office Project and Project Server Reporting
About Pcubed
ChicagoAnn Arbor
London CologneParis
New York
Los Angeles
SeattleSan Francisco
Denver
Sydney
Toronto
Brisbane
Melbourne
Hong Kong
Canberra
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
3
Microsoft Office Project and Project Server Reporting
Static Reporting
Always been available:View > Reports
4
Microsoft Office Project and Project Server Reporting
Print Preview
File > Print PreviewOn any view
5
Microsoft Office Project and Project Server Reporting
Demo 1
Microsoft Office Project and Project Server Reporting
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
7
Microsoft Office Project and Project Server Reporting
Visual Reports - Requirements
Microsoft Office Project 2007
Microsoft .NET Framework V2.x
Microsoft Office Excel 2003 or 2007
Microsoft Office Visio 2007 Professional
8
Microsoft Office Project and Project Server Reporting
Starting Visual Reports
Select Report > Visual Reports…
9
Microsoft Office Project and Project Server Reporting
Visio Report
10
Microsoft Office Project and Project Server Reporting
Excel Report 1
11
Microsoft Office Project and Project Server Reporting
Excel Report - 2
12
Microsoft Office Project and Project Server Reporting
Demo 2
Microsoft Office Project and Project Server Reporting
Local Visual Report Templates
Stored in your user profileDefault - %USERPROFILE%\Application Data\Microsoft\Templates\1033
.XLT and .VST files
Can be copied between users
14
Microsoft Office Project and Project Server Reporting
Shared Templates
Use a network folder to store standard templates
15
Microsoft Office Project and Project Server Reporting
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
16
Microsoft Office Project and Project Server Reporting
The Reporting Database
Primary Data Entities
ProjectsTasks
AssignmentsResources
IssuesRisks
Deliverables
Timesheets
17
Microsoft Office Project and Project Server Reporting
The Project Server 2007 Reporting Database
18
Microsoft Office Project and Project Server Reporting
Projects, Tasks, Assignments and Resources Views
MSP_EMPProject_UserView
MSP_EPMTask_UserView MSP_EPMAssgnment_UserView
MSP_Resource_UserView
19
Microsoft Office Project and Project Server Reporting
Using Excel to Create a Simple Report – I
Excel can connect to external data
20
Microsoft Office Project and Project Server Reporting
Using Excel to Create a Simple Report – II
Select the SQL Server, Database and View
21
Microsoft Office Project and Project Server Reporting
Using Excel to Create a Simple Report – III
22
Microsoft Office Project and Project Server Reporting
Demo 3
Microsoft Office Project and Project Server Reporting
Included with Microsoft SQL Server
Requires a client development tool to be installed (also included).
SQL Reporting Services (SSRS)
24
Microsoft Office Project and Project Server Reporting
Requires SQL Server Business Intelligence Development Studio (BIDS) or Visual Studio
Using SQL Reporting Services (SSRS) to Create a Simple Report – I
25
Microsoft Office Project and Project Server Reporting
Select Server and Database
Build Query
Using SQL Reporting Services (SSRS) to Create a Simple Report – II
26
Microsoft Office Project and Project Server Reporting
Using SQL Reporting Services (SSRS) to Create a Simple Report – III
27
Microsoft Office Project and Project Server Reporting
Demo 4
Microsoft Office Project and Project Server Reporting
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
29
Microsoft Office Project and Project Server Reporting
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
30
Microsoft Office Project and Project Server Reporting
Chris Oxtoby, MCPPrincipal Consultant, [email protected]+1 (260) 246-3827
Q and A
31
For more information, please visit www.pcubed.com