Reporting with Project 2007

Dharmesh PatelProject Server EngineerMicrosoft

Projects Contain Lots of Data

Important Business Questions

Are my projects on track?Are my team members appropriately busy?What are our top issues and risks?What are our keystone projects?What are our billings by team member type?What is the billing forecast by month?

It is Your Job to Interpret and Present the Data to a Variety of Audiences

Project, alone, and paired with Excel and Visio can Help

Before you report Visual Reports

Before you report Visual Reports

Before you report

BaselinesStatus DateCustom Fields

Baselines

Baselines

Status Date

Status Date

Custom Fields

Before you report Visual Reports

Using Project to Report

FiltersOnly look at task/resources that meet certain criteria

GroupsGroup by different fields to see rollups

Styles and FormattingHighlight data that you want to be noticed

Copy PictureShare the project plan with others

Before you report

Visual Reports

Visual Reports

Allows you to easily create reports that are:

• Customizable• Professional looking• Provide live analysis of Project data

Easily?

• Use familiar Excel and Visio UI• Templates are provided

Visual Reports

Features:

• Create PivotTables and PivotCharts in Excel• Create PivotDiagrams in Visio• Save the Cube and Database for future use• Share templates

Requirements:

• Microsoft Office Excel 2003 or later• Microsoft Office Visio Professional 2007

How It Works

AccessDatabase

(.mdb)

Excel

Visio

Local OLAP Cube (.cub)

Dimensions – data you slice by

• Task Name, Is Critical?, Months

Measures – data that is rolled up

• Work, actual cost

Properties – Additional information that is available about dimensions. This data is not rolled up.

• Dates, % Complete, text fields

Dimensions, Measures, and Properties

What is a cube?

Chris Aston

Brad Sutton

Resources

Jan. Feb.

Work

180 hrs100 hrs

80 hrs

Phase1

Phase2

Tasks

50 hrs

30 hrs

60 hrs

40 hrs

TotalGroup:IW

Sample Report

Common Questions

Reporting in Project client versus Project serverI added a field to my report but I can’t find it.Who and how can these Reports be viewed?

Sharing Your Reports

As an ImageAs an interactive file

Before you report Visual Reports

Putting it All Together

What tasks are behind?

Which resources

are behind?

Do we have room

in the project plan for

additional work?

How has my schedule

changed over time?

Lets take it to the next level.......

Reporting TechnologiesMicrosoft Office Project ProfessionalProject Web Access - Project and Resource CenterProject Web Access - Data Analysis ViewsProject Portfolio Server ReportsMicrosoft Office Excel Client and ServerMicrosoft SQL Server Reporting Services

Report BuilderReport Designer

Microsoft Office SharePoint ServerMicrosoft Office PerformancePoint

…and hundreds of third party solutions

END USER TOOLS AND PERFORMANCE MANAGEMENT APPS

ExcelPerformancePoint

Server

BI PLATFORM

SQL Server Reporting Services

SQL Server Analysis Services

SQL Server DBMS

SQL Server Integration Services

SharePoint Server

DELIVERY

Reports Dashboards Excel Workbooks

AnalyticViews Scorecards Plans

End-to-End Business Intelligence Offering

Questions

Email: i-dhpate@microsoft.com

Thank You

© 2007 Microsoft Corporation. All rights reserved. Microsoft, Windows, Windows Vista and other product names are or may be registered trademarks and/or trademarks in the U.S.

and/or other countries. The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be

interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation.

MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.