Archive

Archive for the ‘Paul Mather’ Category

#ProjectOnline #PPM #PowerBI Report Pack Publish #BI #Reporting #PowerQuery #DAX #Office365

February 10, 2017 Leave a comment
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)

Following on from my recent Project Online Power BI report pack post / release, this post looks at publishing the Report pack to the Power BI service, creating an example Dashboard and then finally creating an organisational content pack. For those of you that missed the previous post, please find a link below:

http://bit.ly/2ivjxct

Open up the report pack in Power BI Desktop as seen below:

image

Click the Publish button on the Home ribbon or Click File > Publish > Publish to Power BI:

image

Sign in to Power BI if prompted to do so. If you have more than workspace in the Power BI Service it will prompt you to select the destination. Select the destination “My Workspace” as required and click Select, you will then see the following:

image

Once completed you will see:

image

Click Got it to close the window. Open up the browser and navigate to http://bit.ly/2l2jWEs. You will then see the published report under the Reports heading in My Workspace and also the report dataset under the Datasets heading. Click the report name under the reports heading and the published report will load:

image

You can then schedule a refresh of the data. Click the ellipsis next to the report under the Datasets heading:

image

Click Schedule Refresh. You will then see that you need to enter the credentials used for each OData endpoint used in the reports:

image

Click Edit credentials and select OAuth2 on the window that opens:

image

Click Sign In then enter the credentials / select the account as required. Repeat this for all of the OData connections.

**********NOTE: There is currently an issue with updating the credentials in Power BI when the Project Online OData URL contains [], you will probably receive the following message “Failed to update data source credentials.”

image

I’m not sure when this will be resolved. Alternatively, if your PWA site default language is English you could update all of the report queries to remove the /[en-US] from the OData URL. To do this, click Edit Queries > Edit Queries to open the Query Editor. Select a query from the Queries menu on the left then click Advanced Editor. This will open the Advanced Editor window. In Source remove /[en-US] from the OData URL and click Done. Repeat this for all queries that contain the PWA OData URL, once completed click Close & Apply > Close & Apply. Then follow the steps to publish the report to the Power BI service. **********

Once the credentials are all updated and correct, expand Schedule Refresh and enable this as required:

image

Click Apply.

Now click the report name under the Reports heading. From here you can pin visualizations on to a dashboard. See an example below:

image

Click the pin in the top right corner of the visualization then click New Dashboard and give the dashboard a name:

image

Click Pin.

Repeat this for other visualizations on other pages in the report as required but on the Pin to dashboard menu select Existing dashboard and select the dashboard you just created:

image

Once you have added all the visualizations you want, click on the new dashboard from the Dashboards heading:

image 

Now you could create the organisational content pack to make this report and dashboard available to others in the organisation. This does require the Power BI Pro license.

Click the Settings Cog in the top right corner:

image

Click Create content pack:

image

Complete the form as required and upload an image if needed then select your dashboard – this will automatically include the correct report and dataset. Once completed, click Publish. You will then see a success message in the top right corner:

image

Other users with a Power BI Pro license will then be able to consume the content pack once logged into their Power BI workspace by clicking Get Data > My Organization > Get:

image

Click Get it now. It will then add the content pack to their workspace.

Before creating the content pack it would be best to wait until the data source credentials issue is resolved in the Power BI service so that the data in the content pack will update on the schedule. Or alternatively, if your PWA site default language is English, remove the /[en-US] from each dataset query as described in this post.

Categories: Paul Mather, Work Tags:

#ProjectServer 2016 environment migration / rollover steps #PowerShell #PS2016 #MSProject #SP2016

January 19, 2017 Leave a comment
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)

This blog post will detail the PowerShell commands required to carry out an environment rollover / migration using Windows PowerShell where possible. The steps below use the database approach to rollover the Production environment to the Test / Development environment.

As a prerequisite I would recommend taking full backups of the Test / Dev farm to enable the environment to be rolled back if required. Use your usual farm backup procedures.

Test / Dev environment Prep

Firstly connect to the Test / Dev Application server and launch the SharePoint 2016 Management shell.

Type the following:

Remove-SPSite -Identity ‘<TEST/DEV PWA Site URL>’

You can check in Central admin in the Project Server Service Application to check that the PWA site has been removed.

Using the SharePoint 2016 Management Shell, remove the existing content database from the web application that hosted the PWA site collection that was removed in the previous step.

Type the following:

Dismount-SPContentDatabase ‘<Content database name>’

Test / Dev environment SQL Prep

Take a backup of the PWA Content database from the Production environment and copy this over to the Test / Dev SQL server and restore the database. The database required is:

  • Content database that contains the Production PWA site and Project Sites

Make a note of the database name used when this database is restored as it will be required later.

Test / Dev environment configuration

Using the SharePoint Management Shell, mount the restored content database to the web application that will host the PWA site collection.

Type the following:

Mount-SPContentDatabase ‘<content database name restored in previous step>’ -DatabaseServer ‘<Test / DEV SQL Server>’ –WebApplication <web application URL>

Post Provisioning

The Project Server Cube settings will need to be updated – update the SQL AS server / cube name.

Any Excel based reports in PWA will need to be updated to use the ODC files / connection strings from the Test / Dev environment as they will currently point to the Production ODC files / connection strings. This is done by opening the Excel reports in Excel, changing the ODC file / connection strings then saving the file back to the library.

All projects will need to be republished on the test / dev instance so that the project site features such as the issues and risks sync works as expected. There are other ways to fix that but republishing the projects is the easiest / safest option from what i have found.

Categories: Paul Mather, Work Tags:

#ProjectServer and #SharePoint 2013 / 2016 January 2017 Cumulative Update #PS2013 #SP2013 #PS2016 #SP2016 #MSProject

January 12, 2017 Leave a comment
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)

The Office 2016 January 2017 updates and cumulative updates are now available, please see the links below:

http://bit.ly/2j5SRgO

Project 2016 January 2017 update:
http://bit.ly/2ii4STb

SharePoint Server 2016 / Project Server 2016 January 201 update: 
http://bit.ly/2j5Ni1X & http://bit.ly/2ii4AeY

The Office 2013 January 2017 updates and cumulative updates are now available, please see the links below:

http://bit.ly/2j5SRgO

Project Server 2013 January 2017 CU Server Roll up package:
http://bit.ly/2j5ORgo

Project Server 2013 January 2017 update:
http://bit.ly/2ii0YK7

Project 2013 January 2017 update:
http://bit.ly/2j5FFZb

Also worth noting, if you haven’t done so already, install Service Pack 1 http://bit.ly/1uorn2C first if installing the January 2017 CU.

As always, fully test these updates on a replica test environment before deploying to production.

Categories: Paul Mather, Work Tags:

#ProjectOnline #PPM #PowerBI Report Pack #BI #Reporting #PowerQuery #DAX #Office365

January 3, 2017 Leave a comment
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)

Over the holiday period I started to build a Power BI Report Pack for Microsoft’s Office 365 PPM tool Project Online. I have made this publically available to download using the link below:

http://bit.ly/2hLQfCw

This Report Pack currently consists of 5 reports but will be extended in the near future with additional reports and / or changes to existing reports. In this release there are 5 reports, these can be seen below:

Portfolio Report:

image

Issues Report:

image

Risks Report:

image

Project Report:

image

Resource Demand Report:

image

These reports only use default intrinsic fields so it should work for all Project Online deployments.

Once downloaded, the report pack data sources will need to be updated to point to your target Project Online PWA instance. To do this you will need the Power BI desktop tool which is a free download here: http://bit.ly/2ivj0HN

Open the downloaded PWMatherProjectOnlinePowerBIReportPack.pbix file in Power BI Desktop and follow the steps below to point the data sources to your Project Online PWA instance:

  • Home > Edit Queries > Edit Queries
  • The Query Editor will then launch:
  •  image
  • Select the PWAURL query from the Query pane on the left hand side, then click Advanced Editor on the Home tab.
  • Update the Source URL from http://bit.ly/2hLX1YJ to your target PWA URL and click Done – ensure the URL is correct.
  • Repeat this for IssueData, RiskData and TaskBaselineTimephasedData. These connections are slightly different to the PWAURL query, ensure you just replace the PWA URL in the source and leave the /api/ProjectData part as is then click Done. The remaining queries will not require updating.
  • On the Home tab, click Close & Apply > Close & Apply.
  • You will then be prompt with the authentication options. Select Organizational account then click Sign In.
  • Enter credentials for an account that has access to the OData Reporting API on the target PWA instance
  • Then click Connect
  • A Privacy levels window may appear, select Organisational then click Save.
  • The Apply Query Changes window will appear as the data is refreshed. At this point only the three connections (Issues, Risks and TaskBaselineTimephased) will update. Now click the Refresh button on the Home tab to update all connections / queries. The Refresh window will appear while the data is refreshed.
  • Once the refresh window disappears the reports will update to show the data from the target PWA instance. Click the Project Report tab and change the project filter from Project 1 to a project from your PWA instance. Save the file.

This file can either be emailed around to colleagues with details on how to update the credentials to their own or what would be better is to publish the report to your Power BI workspace can create an organisational content pack that others can add to their Power BI workspace. If the Power BI organisational content pack is the chosen option, you might want to create a Dashboard first.

In a follow up blog post to this one, I will touch on creating a dashboard once the report is published to my Power BI workspace then create an organisation content pack.

Enjoy, I hope you like it Smile

Categories: Paul Mather, Work Tags:

#ProjectServer and #SharePoint 2013 / 2016 December 2016 Cumulative Update #PS2013 #SP2013 #PS2016 #SP2016 #MSProject

December 15, 2016 Leave a comment
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)

The Office 2016 December 2016 updates and cumulative updates are now available, please see the links below:

http://bit.ly/2gPqJyY

Project 2016 December 2016 update:
http://bit.ly/2hSxbmE

SharePoint Server 2016 / Project Server 2016 December 2016 update: 
http://bit.ly/2gPtnoi & http://bit.ly/2hStk8R

The Office 2013 December 2016 updates and cumulative updates are now available, please see the links below:

http://bit.ly/2gPqJyY

Project Server 2013 December 2016 CU Server Roll up package:
http://bit.ly/2gPuAvR

Project Server 2013 December 2016 update:
http://bit.ly/2hSr1Tv

Project 2013 December 2016 update:
http://bit.ly/2gPwk8D

Also worth noting, if you haven’t done so already, install Service Pack 1 http://bit.ly/1uorn2C first if installing the December 2016 CU.

As always, fully test these updates on a replica test environment before deploying to production.

Categories: Paul Mather, Work Tags:

Security trim Project data in #ProjectOnline #PowerBI #Excel #PowerQuery reports part 2 #PPM #Odata #REST #BI

December 12, 2016 Leave a comment
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)

Further to my last post on an example method to security trim the Project data in a Power BI report for Microsoft’s Project Online PPM tool, another option is to merge the datasets / tables. If you didn’t see the first post, a link can be found below:

http://bit.ly/2hcHKnT

For this post, I have the same two ODATA / REST queries used, the ODATA one for the Milestones (/_api/ProjectData/Tasks()?$Filter=TaskIsMilestone eq true) which is not security trimmed and the REST one for the Projects (/_api/ProjectServer/Projects) which is security trimmed. With both of these datasets loaded into the Power BI Query Editor, select the Milestone dataset and click Merge from the Home ribbon tab and set the following:

image

This is merging my two tables based on ProjectId from the Milestone dataset and Id from the Projects dataset using a Left Outer join. You can see from that screen shot that I don’t actually have access to the Agile Product Development project in PWA as it is not returned in the list of projects in the REST dataset. Clicking OK will show a NewColumn:

image

Click expand and select Name:

image

That returns nulls for the project names you do not have access to:

image

These rows should be filtered out, click the Name column heading dropdown and de-select null:

image

Click OK and the Milestone dataset table will match the list of projects you have access to in PWA – the rows with nulls in the Name column will be removed from the table. I then renamed the Milestones – ODATA dataset to Filtered Milestones:

image

Click Close & Apply then the load a couple of visualisations on to the report and you can see that now the data is security trimmed as part of the query and not in the report:

image

In this simple example there is no need for the report level filter to remove the nulls at the report level like there was in the previous post. The same applies as with the previous post, if your users know Power BI  / Power Query they can easily undo all of this and access all the data but this might be an option to explore.

Categories: Paul Mather, Work Tags:

Security trim Project data in #ProjectOnline #PowerBI reports #PPM #Odata #REST #BI

December 9, 2016 Leave a comment
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)

The reporting API for Microsoft’s PPM solution – Project Online doesn’t filter the data based on the access model in PWA. For some organisations this can be problematic. In this blog post I show a simple report example to filter only projects and project milestones that I have access to in PWA.

In this example I have a very simple Power BI Report that is only using ODATA (_api/ProjectData), the Projects resource path to populate the Projects slicer / filter and the Tasks resource path to populate the Milestones for the selected Project:

image

I have access to a long list of projects (see the scroll bar on the slicer). Using the Audit Tracking project as an example, I can currently see this project in PWA as shown below:

image

I will change the access model so I get access denied to this project:

image

I only see these 6 projects projects in an unfiltered Project Center view:

image

Yet if I refresh my Power BI report I still see the full list as expected (the ODATA reporting API is not data security trimmed, you either access all data or none). One option is to use the REST (_api/ProjectServer) to filter the datasets that use the ODATA API as the source. The REST API is security trimmed to only show the data you have access to based on the access model in PWA. For example, I will get the list of Projects from REST to populate the Projects slicer / filter in Power BI, this only shows the projects I have access to in PWA. I have added a new data source to my simple Power BI report for the REST API:

image

The join is then set up on Id from the Projects REST dataset to the ProjectId in the Milestones OData dataset:

image

I now switch my slicer / filter to use the Projects – REST dataset

image

As you can see the list of projects matches what I see in the Project Center but there is a also a blank option there. The blank value is for rows it can’t join with on the Milestone ODATA dataset, these are the projects I no longer have permission to access in PWA! To resolve this, select the page and add a report level filter like below where Name is not blank:

image

This report filter will not show any blank values for the Name field on any visualisation in the report:

image

The blank value is now removed. My data is now security trimmed to match what I have access to in PWA! Obviously if you know what you are doing you can just undo all of this and see all data but for some it might be a workable solution! You can do the same with Resources too.

Categories: Paul Mather, Work Tags:
%d bloggers like this: