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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.

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