Skip to main content

Self service reporting 1/2

Self service reporting 1/2

Note: If you are a PPM consultant, this post will be very very basic.
I often get the question if it is possible to do self service reporting in Project Online. Now if you want self service reporting for all your project and team members you need some really good BI skills and thoroughly design the underlying data layer and make considerations for security.

However, if you are just a single PMO guy/girl and just want a way to analyze your portfolio there is a simpler choice.

Alright, to do self service reporting you can chose to use many different tools. I will here show you how it can be done in Excel and in a later post how it can be done in PowerBI which also have a nice publish/share feature.

Excel

Excel have some obvious advantages. You already know this tool, easy to understand, easy to use and extend.
Disadvantages: Impossible/difficult  to publish to users, not easy to integrate, manual refresh (in most cases.

Let's go...
Find your Project Online/PWA URL. This is the URL you use to access the front page of the PWA, ex: https://yourcompany.sharepoint.com/sites/pwa/

Open the latest version of Excel (currently Excel 2016/Office 365).
Navigate to and click on "From OData Feed"
Next paste in your PWA URL followed by "_api/ProjectData/[en-US]/".
Ex. if your PWA URL is: https://yourcompany.sharepoint.com/sites/pwa/ then you should paste in: https://yourcompany.sharepoint.com/sites/pwa/_api/ProjectData/[en-US]/
Sign in with the same account you use for your PWA. Remember to chose "Organizational account" in the sign-in dialog.

On the Navigator dialog, chose the "Projects" datafeed.
Note: Of cause you can chose any of the other datafeeds as well, but these are for more complex scenarios.
And just like that you got all your project data in a nice table.
However, if you want to present this to your boss you might want to clean out the data a little.

In Queries & Connections right-click on Projects and select "Load To..."
Select "PivotTable Report" and "New worksheet".
Click OK if you see a warning dialog.
With the PivotTable selected, go to Insert and chose your favorite chart.
Now simply add the fields you want to analyze and you will have a nice report in no time.

Comments

  1. Thankyou for such a great article. I have been reading your profile for a while this is my first comment.
    Bangalore escorts | Escorts in Bangalore | Independent Bangalore escorts

    ReplyDelete

Post a Comment

Popular posts from this blog

Sharepoint 2013 - Fullscreen mode/hide quick launch

If you want to hide the quick launch on a SharePoint page or web part page in 2013 you could of cause use CSS scripts as in 2010.
But as a new thing in 2013 the user have the possibility to click on full screen mode. so why not load your page in this mode and then the user can choose to exit the mode if he prefers.

Add a content editor webpart to your page and click on Edit HTML from the ribbon.
Add the following code:

<script type="text/javascript">
window.onload = function()
{
  SetFullScreenMode(true);
}
</script>

Install DLL in GAC - Windows 2008/2012 (Using Powershell, No GacUtil.exe)

If you want to install a DLL in the GAC and do not have the GACUtil.exe available. Powershell is properly the easiest way to procede.

Before Powershell you would properly just drag the DLL file into the C:\Windows\Assembly but this option is usually not available anymore.

Powershell - Add DLL to GAC So to install a DLL file in the GAC simply execute the below Powershell script. Remember you migth want to run the Powershell prompt as an administrator.
[System.Reflection.Assembly]::Load("System.EnterpriseServices, Version=4.0.0.0, Culture=neutral, PublicKeyToken=b03f5f7f11d50a3a")$publish=New-ObjectSystem.EnterpriseServices.Internal.Publish$publish.GacInstall("c:\temp\MyDllFile.dll")iisreset
The first line adds a reference to the assembly we need to be able to mange the GAC.
The second and third lines retrives the GAC object and publish a new DLL file to it.
The last line resets the Internet Information Services. This is only needed if your DLL file is used in a websi…

SharePoint/Project Server - Firewall port open list

Firewall port open list Every time I have to install a new instance of Project Server I forget which ports have to be open.
The ports are divided into 3 lists, one list for the web front end servers, one list for the application server and one list for the SQL server.
These ports are based on a 2013 installation of SharePoint/Project Server. the 2010 installation defer a little bit.


Web Frontend ServerWhen a range is specified all ports between the range must be opened.
     Port(s)ProtocolBoundDescription
-80 TCPInhttp
-443 TCPInhttps/ssl
-25 TCPInSMTP for e-mail integration
-16500-16519TCPInPorts used by the search index component
-22233-22236TCPIn/OutPorts required for the AppFabric Caching Service
-32843-32845TCPInCommunication between Web servers and service applications
-32846TCPIn/OutSharePoint User Code Service
-808-809TCPInOffice Web Apps
-5725TCP