Microsoft Office Project and Project Server Reporting
description
Transcript of Microsoft Office Project and Project Server Reporting
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
Microsoft Office Project and Project Server Reporting
4
Static Reporting
Always been available: View > Reports
Microsoft Office Project and Project Server Reporting
5
Print Preview
File > Print Preview On any view
Microsoft Office Project and Project Server Reporting
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
Microsoft Office Project and Project Server Reporting
7
Visual Reports - Requirements
Microsoft Office Project 2007
Microsoft .NET Framework V2.x
Microsoft Office Excel 2003 or 2007
Microsoft Office Visio 2007 Professional
Microsoft Office Project and Project Server Reporting
8
Starting Visual Reports
Select Report > Visual Reports…
Microsoft Office Project and Project Server Reporting
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
Microsoft Office Project and Project Server Reporting
14
Shared Templates
Use a network folder to store standard templates
Microsoft Office Project and Project Server Reporting
15
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
Microsoft Office Project and Project Server Reporting
16
The Reporting Database
Primary Data Entities
Projects Tasks
Assignments Resources
Issues Risks
Deliverables
Timesheets
Microsoft Office Project and Project Server Reporting
17
Projects, Tasks, Assignments and Resources Views
MSP_EMPProject_UserView
MSP_EPMTask_UserView MSP_EPMAssgnment_UserView
MSP_Resource_UserView
Microsoft Office Project and Project Server Reporting
18
Using Excel to Create a Simple Report – I
Excel can connect to external data
Microsoft Office Project and Project Server Reporting
19
Using Excel to Create a Simple Report – II
Select the SQL Server, Database and View
Microsoft Office Project and Project Server Reporting
20
Using Excel to Create a Simple Report – III
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
Microsoft Office Project and Project Server Reporting
23
Select Server and Database
Build Query
Using SQL Reporting Services (SSRS) to Create a Simple Report – II
Microsoft Office Project and Project Server Reporting
24
Using SQL Reporting Services (SSRS) to Create a Simple Report – III
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
Microsoft Office Project and Project Server Reporting
28
Chris Oxtoby, MCP Principal Consultant, Pcubed [email protected] +1 (260) 246-3827
Q and A