EPK Users Meeting Jan 23-25, 2007 Reports – Tips and Tricks Bill Olford

EPK Users Meeting Jan 23-25, 2007 Agenda Alternatives Management Graphics Reports SRS in SQL Server EPK Data Creating a simple report

EPK Users Meeting Jan 23-25, 2007 ProsCons ViewsLive as of last publishSlow if too much data is displayed Export to xml/Excel Many formats and analysis tools available in Excel Snapshot at point in time Reusability Management Graphics Available in IE session. Can save format Cost category/role level Portfolio AnalyzerTimesheet data available. Can create own cube. PI and NWI data not available Needs cube. Snapshot so not live. Report from DB tables Faster when large amounts of data. Can integrate into PWA with custom menu Must account for data security in the report specification Report from DB including extract tables Simplified structure of data tables. Timesheet data aggregated by fiscal period Snapshot of data at time extract run. Alternatives

EPK Users Meeting Jan 23-25, 2007 Management Graphics New graphics engine with v4.2 Save template Improved graphics

EPK Users Meeting Jan 23-25, 2007 Reports Open database EPK-Suite Database Tables PDF MSP tables from PJDB.HTM and PJSVRDB.HTM in the \HELP\1033 folder Reporting on EPK Data white paper Example RDLs albeit v32 vintage

EPK Users Meeting Jan 23-25, 2007 SQL Server Reporting Services Design report in VS.Net Great formats and even better price Server functionality like –Push or pull –Cached –Subscription PWA/EPK security not enforced – default is to see all data returned

EPK Users Meeting Jan 23-25, 2007 Database Get Project data from MSP tables Use Extract for snapshot –easier access to custom field values No entity diagram No referential integrity Usually same field name for foreign keys

EPK Users Meeting Jan 23-25, 2007 Timesheet Data

EPK Users Meeting Jan 23-25, 2007 SQL Query Hours conversion –CHG_NORMALHOURS/ Use cached names EPK_PROJ_TASKS –don’t join to MSP project, task, or assn tables in case rows have been deleted –Closed PIs stay in DB until deleted in DB Admin Need union for schedule, PI and NWI actuals Timesheet stamped with department and CN –Dept resource belonged to that period –CN lookup value can change later but TS value stays

EPK Users Meeting Jan 23-25, 2007 Cost Type Data May require Publish By Cost Category/Role in views Don’t double count by taking sub-totals

EPK Users Meeting Jan 23-25, 2007 Cost Tables

EPK Users Meeting Jan 23-25, 2007 CT Data by Resource CT data in Portfolio views is by Cost Cat Requires Publish by Resource Stored in EPKR_* tables

EPK Users Meeting Jan 23-25, 2007 Resource Planning Resource Plans Analyzer Resource plan row –Commitment CMT_STATUS = 256 –Dates Rate by project or even by resource commitment Revenue edited –CMT_TOTAL_COST <> CMT_CALC_TOTAL_COST

EPK Users Meeting Jan 23-25, 2007 Simple Report Layout on paper Select and sort fields Gather data with SQL queries Format with SRS Distribute with PWA custom menu Let’s do it for a PI listing

EPK Users Meeting Jan 23-25, 2007 SQL for PI Listing select EP.PROJECT_ID AS [Item ID], EP.PROJECT_NAME AS Name, EP.PROJECT_START_DATE AS [Planned Start], EP.PROJECT_FINISH_DATE AS [Planned Finish], MWP.PROJ_NAME AS [Linked Project], EP.PROJECT_STAGE_ID AS [Stage ID], ES.STAGE_NAME AS Stage, MWR.RES_NAME AS [Stage Owner], MWR.WRES_ AS , EPI.COST_01 AS [Budget Total], EPI.COST_09 AS NPV, EPI.NUMBER_01 AS [Discounted ROI], EPI.NUMBER_02 AS [Corporate Image], EPI.NUMBER_03 AS [Cost Reduction], EPI.NUMBER_04 AS [Employee Morale], EPI.NUMBER_05 AS Growth, EPI.NUMBER_06 AS Infrastructure, EPI.NUMBER_07 AS Regulatory, EPI.NUMBER_08 AS [In Business], EPI.NUMBER_09 AS [Weighted Rating], MWR1.RES_NAME AS [Exec Sponsor], EPI.URL_01 AS [Team Web Site] from EPKP_PROJECTS EP join EPKP_STAGES ES ON EP.PROJECT_STAGE_ID = ES.STAGE_ID left joinMSP_WEB_PROJECTS MWP ON EP.WPROJ_ID = MWP.WPROJ_ID left join MSP_WEB_RESOURCES MWR ON EP.PROJECT_OWNER = MWR.WRES_ID join EPKP_PROJECT_INFOS EPI ON EP.PROJECT_ID = EPI.PROJECT_ID left joinMSP_WEB_RESOURCES MWR1 ON EPI.RES_01 = MWR1.WRES_ID where(EP.PROJECT_ID

EPK Users Meeting Jan 23-25, 2007 Preview

EPK Users Meeting Jan 23-25, 2007 Questions? Hold hard questions for advanced reports session by Al La Garde