microsoft office project and project server reporting may 12 th, 2009 chris oxtoby, mcp –...
TRANSCRIPT
Microsoft Office Project and Project Server Reporting
May 12th, 2009Chris 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
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
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Static Reporting
Always been available: View > Reports
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Print Preview
File > Print Preview On any view
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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
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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 1
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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
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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
Projects Tasks
Assignments Resources
Issues Risks
Deliverables
Timesheets
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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 2
Microsoft Office Project and Project Server Reporting
Using SQL Reporting Services (SSRS) to Create a Simple Report – I
Requires SQL Server Business Intelligence
Development Studio (BIDS) or Visual Studio
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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 3
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 Reports http://
msdn.microsoft.com/en-us/library/ms464131.aspx
Microsoft Office Project and Project Server Reporting
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
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Chris Oxtoby, MCP Principal Consultant, Pcubed
+1 (260) 246-3827
Q and A
