Home > Paul Mather, Work > #ProjectVConf session summary for #ProjectOnline #BI #PowerBI #Excel #SSRS #JavaScript #SSIS

#ProjectVConf session summary for #ProjectOnline #BI #PowerBI #Excel #SSRS #JavaScript #SSIS

Paul Mather
I am a Project Server and SharePoint consultant but my main focus currently is around Project Server.
I have been working with Project Server for nearly five years since 2007 for a Microsoft Gold Certified Partner in the UK, I have also been awared with the Microsoft Community Contributor Award 2011.
I am also a certified Prince2 Practitioner.

This article has been cross posted from pwmather.wordpress.com (original article)

It’s been a few weeks now since the Project Virtual Conference, for those of you that missed it, sign up here: http://bit.ly/1JyMYCg and you can view the recordings.

This post will give a summary of my session on Project Online BI Made Easy:

http://bit.ly/1l5n2o1

The aim of this session was to give an overview on some of the reporting technologies available to Project Online, this included:

  • Excel
  • Power BI
  • SSIS / SSRS
  • JavaScript / HTML

Firstly I demonstrated some example Excel dashboards I created for the session, screen shots of these can be seen below:

The project report below is from my Project Online report pack found here: http://bit.ly/1sDmW66

image

The report below is an example portfolio dashboard showing key metrics / data:

image

The report below is an example portfolio type report that can filter by programme:

image

I then demonstrated some example Power BI reports and dashboards that I created for the sessions:

The report below contains 4 pages, the first is another example portfolio type report:

image

The second page shows an example Treemap visualisation for the projects in the portfolio based on the % complete:

image

The third page shows an example project report:

image

The final page displays the drill down capability in Power BI, it shows the total cost per project initially:

image

Clicking a project drills into show the task cost for that project:

image

I also put together an example dashboard containing visualisations from the reports and natural language queries from the dashboard data:

image

image

The third technology demonstrated was SSIS / SSRS. The reporting technology was SSRS (SQL Server Reporting Services) but without SSIS (SQL Server Integration Services) an SSRS report would not be possible with Project Online data. Well that isn’t strictly true but you need to extract the data out of Project Online into another data source such as SQL – SSIS can do this but so could a .NET console application using CSOM for example.

Below is an example SSRS project status / highlight report that displays data from my Project Online PWA instance:

image

The fourth technology was JavaScript / HTML, I put together an simple project report that displayed project information – project level data, milestones / marked tasks, issues, risks and data from a custom list on my project site called benefits. This also demonstrated the capability of rendered the HTML tags in multiline fields and accessing custom SharePoint list data from the associated project site. The report can be seen below:

image

I also demonstrated a reporting add-in that we use for PS+ but this was just to give another example using JavaScript / HTML:

image

I then covered a bit around best practice when using the Odata API regarding filtering the data at source as much as possible to minimise the data being pulled down – this means using filters and selects to only pull the information you need.

The final part I walked through creating a new Excel based report from a blank workbook and also create a new Power BI report from a blank Power BI Desktop file.

Take a look at the session for more details.

To help get started with reporting in Project Online, take a look at some of the links below:

Excel Project Online Report Pack: http://bit.ly/1l5n4MI

http://bit.ly/1pw7ROI

Blogs posts on Excel / Odata:

http://bit.ly/1l5n2UX

http://bit.ly/1KVIJf1

http://bit.ly/1J3jw4a

http://bit.ly/1FEO6CJ

http://bit.ly/1NtSOqU

http://bit.ly/1KVIJf4

SSIS links:

http://bit.ly/1l5n532

http://bit.ly/1KVIJf5

Power BI:

http://bit.ly/1M9xYMm

http://bit.ly/1giTosL

JavaScript examples:

http://bit.ly/1l5n2V6

http://bit.ly/1vzh7vi

http://bit.ly/1KzuKxY

There are plenty of details out there, just have a quick search and you will find lots of helpful articles for each technology!

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