Self service reporting 1/2Note: 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.
ExcelExcel 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.
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"
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]/
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.
In Queries & Connections right-click on Projects and select "Load To..."
With the PivotTable selected, go to Insert and chose your favorite chart.