Microsoft Office Project and Project Server Reporting May 12 th, 2009 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

Microsoft Office Project and Project Server Reporting About Pcubed Chicago Ann Arbor London Cologne Paris New York Los Angeles Seattle San Francisco Denver Sydney Toronto Brisbane Melbourne Hong Kong Canberra Our OriginsOur Clients Our ApproachOur Partners Established 1994, 350 consultants worldwide Capability Influence 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

Microsoft Office Project and Project Server Reporting Static Reporting 4 Always been available: View > Reports

Microsoft Office Project and Project Server Reporting Print Preview 5 File > Print Preview On any view

Microsoft Office Project and Project Server Reporting Introduction to Visual Reports 6 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 Visual Reports - Requirements 7 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 Starting Visual Reports 8 Select Report > Visual Reports…

Microsoft Office Project and Project Server Reporting Visio Report 9

Microsoft Office Project and Project Server Reporting Excel Report 1 10

Microsoft Office Project and Project Server Reporting Excel Report

Microsoft Office Project and Project Server Reporting 12 Demo 1

Microsoft Office Project and Project Server Reporting Local Visual Report Templates 13 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 Shared Templates 14 Use a network folder to store standard templates

Microsoft Office Project and Project Server Reporting SQL Server Project Server Reporting 15 Project Server 2007 now has a Reporting Database Draft DB Microsoft Project Save Published DB PublishPublish Archive DB Reporting DB Archive / Restore Publish

Microsoft Office Project and Project Server Reporting The Reporting Database 16 Primary Data Entities Projects Tasks Assignments Resources Issues Risks Deliverables Timesheets

Microsoft Office Project and Project Server Reporting Projects, Tasks, Assignments and Resources Views 17 MSP_EMPProject_UserView MSP_EPMTask_UserViewMSP_EPMAssgnment_UserView MSP_Resource_UserView

Microsoft Office Project and Project Server Reporting Using Excel to Create a Simple Report – I 18 Excel can connect to external data

Microsoft Office Project and Project Server Reporting Using Excel to Create a Simple Report – II 19 Select the SQL Server, Database and View

Microsoft Office Project and Project Server Reporting Using Excel to Create a Simple Report – III 20

Microsoft Office Project and Project Server Reporting 21 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

Microsoft Office Project and Project Server Reporting Select Server and Database Build Query 23 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 25 Demo 3

Microsoft Office Project and Project Server Reporting Visual Reports References Produce a visual report of Project 2007 data in Excel us/project/HA aspx us/project/HA aspx MSDN Visual Reports us/library/ms aspx us/library/ms aspx

Microsoft Office Project and Project Server Reporting Project Server Reporting References Microsoft Office Project 2007 SDK us/library/ms aspx us/library/ms aspx Using the Reporting Database us/library/ms aspx us/library/ms aspx Project Server Report Pack us/library/bb aspx us/library/bb aspx

Microsoft Office Project and Project Server Reporting Chris Oxtoby, MCP Principal Consultant, Pcubed +1 (260) Q and A

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