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custom field not available to add to cube RRS feed

  • Question

  • I'm sure I am missing something simple here.

    I added a custom field, project level, not required, single line of text.

    I want to report on that field.  I went to configure our OLAP cube and add it to the custom fields, but it is not available to select.

    Did I skip a step?

    M

    Thursday, May 5, 2011 3:12 PM

Answers

All replies

  • MarikaKTB --

    To be able to add the custom enterprise Project field to the OLAP cube, the field must have a lookup table with it.  That's the step you missed.  Hope this helps.


    Dale A. Howard [MVP]
    VP of Educational Services
    msProjectExperts
    http://www.msprojectexperts.com
    http://www.projectserverexperts.com
    "We write the books on Project Server"

    Thursday, May 5, 2011 4:30 PM
    Moderator
  • Ok - sorry if I am being dense - how would I report on a field such as the one I described?
    Thursday, May 5, 2011 5:54 PM
  • MarikaKTB --

    Nope, you are not dense; you are just a new user of Project Server 2010.  To access this information in the OLAP cube, you would need to build a custom report in the Business Intelligence Center in PWA.  To start you in the right direction, do the following:

    1.  Log into PWA with project manager permissions or above.
    2.  Click Business Intelligence in the Quick Launch menu to navigate to the BI Center page.
    3.  Click the Template link in the Quick Launch menu of the BI Center page.
    4.  On the Templates page, click the link for the yellow folder you see on this page.

    Step #4 above takes you to the templates used to create reports from the OLAP cubes.

    5.  Click the OlapPortfolioAnalyzer template to open.
    6.  If prompted in a warning dialog, select the "Read Only" option, and then click the OK button.

    Opening the template in Read Only mode will prevent you from accidentally changing the template, and will force you to save your report with an original name.  In Microsoft Excel, you will see a blank PivotTable.  In the PivotTable Field List sidepane on the right, you should find your custom field.

    7.  In Microsoft Excel, build your custom report using the PivotTable and creating an optional PivotChart.

    8.  Save the report in a folder in the BI Center.

    Also, given the fact that you are a relative "newbie" with the Project Server 2010, have you considered getting administrator training?  Our company offers an excellent training class every month for Project Server administrators.  If not training, then how about getting a book on Project Server 2010 written specifically for administrators?  Of course, our company has written such a book.  You can find more information about either training or a book at:

    http://www.msprojectexperts.com

    Hope this helps.


    Dale A. Howard [MVP]
    VP of Educational Services
    msProjectExperts
    http://www.msprojectexperts.com
    http://www.projectserverexperts.com
    "We write the books on Project Server"

    Thursday, May 5, 2011 8:49 PM
    Moderator
  • Thanks for your suggestions.  I actually have your book and refer to it constantly :-)

    I am a bit confused now though - I thought you said I could not add a text custom field to the OLAP cube.  The report instructions above detail building a OLAP report, which I have done lots of times actually.  If I can't add the field to the OLAP though, is there a way for me to report on it using the standard reporting database? 

    Thursday, May 5, 2011 9:20 PM
  • Hi MariaKTB, 

    (sorry for jumping in everyone!)

    The data you require will be in the reporting DB, but in order to get it out, you will need to add the ECF you have created to one of the other (non cube) reports.  I usually do this by creating a specific view in SQL that combines two tables and building the query in SQL to copy into my Excel ODC file... however, I've not blogged how to do it (there's an idea), but if you are semi-technical, have a look at this blog -http://blogs.catapultsystems.com/epm/archive/2010/01/19/modifying-the-default-odc-files-to-filter-on-specific-projects.aspx -, it will point you in the right direction, if not, get a techie to look at it for you.  I haven't found a non technical way of doing what you want...

    Also, having just written this, have a look at this post - http://social.technet.microsoft.com/Forums/en-US/projectserver2010general/thread/b4af28d9-96c2-413b-a640-dc6f021787fe 

     


    Ben Howard [MVP] blog | web
    Thursday, May 5, 2011 9:43 PM
    Moderator
  • Ben,

    That, sir, was one helpful post!!

    I am not very technical :-) but I have lots of help there.


    thank you for clearing up something that has been confusing me for a while now!

     

    Marika

    Friday, May 6, 2011 1:18 PM