Microsoft Project Reporting with Reporting Services

Agenda Overview of Reporting Services Microsoft Project Data Model Reporting Services Demo/Sample Reports Report Design Best Practices Question and Answer

What is Reporting Services? Server-based reporting platform Complete set of tools for –authoring, –publishing, and –managing reports Advantages –Centralized report storage and management –Standardize how reports are used –Scalable Part of SQL Server

Reporting Services Architecture Diagram courtesy of Microsoft Reporting Services Books Online

Report Design Features –Graphical elements –Parameterized reports –Navigation/Interactive reports –Aggregations –Presentation formats Report Designer for Visual Studio.Net API’s ->.rdl

Report Access and Delivery On demand via Report Manager (web) Scheduled delivery Data-driven subscriptions –Generate a recipient list and delivery instructions at run time –Use query results to customize report output for a large number of users Snapshots Variety of viewing formats Report history

What does this have to do with Microsoft Project?

Microsoft Project Reporting

Microsoft Project Data Source

Demo

Advantages of MS Project Reporting with Reporting Services MS Project –Portfolio Reporting MS Project Server –Custom formatting –Task level time-phased data reporting –Fills gaps between requirements and PS2003 features –Portfolio reporting for risks and issues

Requirements SQL Server IIS Enabled Web Server for Report Manager CALs for accessing the Project Server Data Skill-sets –Business Analyst for requirements gathering –Experienced Report Designer –Content Manager – who can see what

Best Practices Report Life Cycle –Plan, Design, Build, Test, Deploy Gather Detailed Requirements –Business Value –Target Audience –Report Access – how and when Plan for revisions –Create prototypes –Create phased release strategy Testing, Testing and More Testing!

Our Experience EPM Analytics –Installation and configuration of Reporting Services –Custom report development –Data-driven subscriptions –Integrated interface within Project Web Access –Data-mart deployment

Question and Answer