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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
Microsoft Office Project and Project Server Reporting

May 12th, 2009

Chris Oxtoby, MCP – Principal Consultant, Pcubed

agenda
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
about pcubed

Paris

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London

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New York

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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

static reporting
Static Reporting
  • Always been available:
    • View > Reports
print preview
Print Preview
  • File > Print Preview
    • On any view
introduction to visual reports
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
visual reports requirements
Visual Reports - Requirements
  • Microsoft Office Project 2007
  • Microsoft .NET Framework V2.x
  • Microsoft Office Excel 2003 or 2007
  • Microsoft Office Visio 2007 Professional
starting visual reports
Starting Visual Reports
  • Select Report > Visual Reports…
local visual report templates
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
shared templates
Shared Templates
  • Use a network folder to store standard templates
project server reporting
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

the reporting database
The Reporting Database
  • Primary Data Entities

Projects

Tasks

Assignments

Resources

Issues

Risks

Deliverables

Timesheets

projects tasks assignments and resources views
Projects, Tasks, Assignments and Resources Views

MSP_EMPProject_UserView

MSP_Resource_UserView

MSP_EPMTask_UserView

MSP_EPMAssgnment_UserView

using excel to create a simple report i
Using Excel to Create a Simple Report – I
  • Excel can connect to external data
using excel to create a simple report ii
Using Excel to Create a Simple Report – II
  • Select the SQL Server, Database and View
using sql reporting services ssrs to create a s imple report i
Using SQL Reporting Services (SSRS) to Create a Simple Report – I
  • Requires SQL Server Business Intelligence Development Studio (BIDS) or Visual Studio
using sql reporting services ssrs to create a simple report ii
Using SQL Reporting Services (SSRS) to Create a Simple Report – II
  • Select Server and Database
  • Build Query
visual reports references
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
project server reporting references
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
q and a
Q and A
  • Chris Oxtoby, MCP
    • Principal Consultant, Pcubed
    • chris.oxtoby@pcubed.com
    • +1 (260) 246-3827