Reporting with Project 2007 Dharmesh Patel Project Server Engineer Microsoft.

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Presentation transcript:

Reporting with Project 2007 Dharmesh Patel Project Server Engineer Microsoft

Are my projects on track? Are my team members appropriately busy? What are our top issues and risks? What are our keystone projects? What are our billings by team member type? What is the billing forecast by month?

Before you report Reporting in Project Visual Reports Putting it all together

Reporting in Project Visual Report s Putting it all togethe r

Baselines Status Date Custom Fields

Before you report Visual Reports Putting it all together

Filters Only look at task/resources that meet certain criteria Groups Group by different fields to see rollups Styles and Formatting Highlight data that you want to be noticed Copy Picture Share the project plan with others

Before you report Reporting in Project Putting it all togethe r

Allows you to easily create reports that are: Customizable Professional looking Provide live analysis of Project data Easily? Use familiar Excel and Visio UI Templates are provided

Features: Create PivotTables and PivotCharts in Excel Create PivotDiagrams in Visio Save the Cube and Database for future use Share templates Requirements: Microsoft Office Excel 2003 or later Microsoft Office Visio Professional 2007

AccessDatabase(.mdb)AccessDatabase(.mdb) ExcelExcel VisioVisio Local OLAP Cube (.cub)

Task Name, Is Critical?, Months Dimensions – data you slice by Work, actual cost Measures – data that is rolled up Dates, % Complete, text fields Properties – Additional information that is available about dimensions. This data is not rolled up.

Chris Aston Brad Sutton Jan. Feb. Jan. Feb. Work 180 hrs 100 hrs 80 hrs Phase1 Phase2 50 hrs 30 hrs 60 hrs 40 hrs Total Group:IWGroup:IW

Reporting in Project client versus Project server I added a field to my report but I can’t find it. Who and how can these Reports be viewed?

As an Image As an interactive file

Before you report Reporting in Project Visual Reports

What tasks are behind? Which resources are behind? Do we have room in the project plan for additional work? How has my schedule changed over time?

Microsoft Office Project Professional Project Web Access - Project and Resource Center Project Web Access - Data Analysis Views Project Portfolio Server Reports Microsoft Office Excel Client and Server Microsoft SQL Server Reporting Services Report Builder Report Designer Microsoft Office SharePoint Server Microsoft Office PerformancePoint and hundreds of third party solutions …and hundreds of third party solutions

END USER TOOLS AND PERFORMANCE MANAGEMENT APPS Excel PerformancePoint Server BI PLATFORM SQL Server Reporting Services SQL Server Analysis Services SQL Server DBMS SQL Server Integration Services SharePoint Server DELIVERY ReportsDashboardsExcelWorkbooksAnalyticViewsScorecardsPlans

© 2007 Microsoft Corporation. All rights reserved. Microsoft, Windows, Windows Vista and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries. The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.