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Creating a "custom" report in Project Server 2010 RRS feed

  • Question

  • Hi all,

    I am testing (and "self-learning) Microsoft Project Server 2010 on my own personal laptop, over a virtual machine with 2 GB RAM and 1 Virtual Processor, so imagine the performance. During the days I could deploy the enviroment and I have my PWA provisioned and working. I could add some "test projects" and some "test resources" but, because of my poor performance I could not deploy a fully-working system with workflows and so. 

    Now I'm in the reporting part of PS and I could test some of the sample reports PS gives. I also could make some reports and KPIs and dashboards with the PerformancePoint Dashboard designer but I would like to make a "simple" report which shows hours and budget of all the resources working on a specific project (in the system I have 3 projects (project1, project2, project3), each with five tasks (task1.1, task1.2,...) and 10 resources (worker1, worker2...) not a big deal).

    I've been reading within all the technet forums and related resources but I'm not able to create this kind of report. Could anyone give me some advice, please.

    Thanks in advanced.

    Tuesday, April 9, 2013 11:42 PM

All replies

  • HI,

    Under BI umbrella, there are certain tools available for PS reporting. you need to select rite tool for your report based on requirement. from your requirement it seems like SSRS can help you to get what you are looking for, but you need to know how to write SQL queries and use BI studio.

    See this white paper Reporting with Microsoft Project Server 2010, its a great source to find about all the details of reporting options within PS2010. http://technet.microsoft.com/en-us/library/gg188101.aspx

    this white paper can help you to have a brick start towards your reporting requirement.

    hope this helps.


    Khurram Jamshed - MBA, PMP, MCTS, MCITP ( Blog, Twitter, Linkedin )

    Wednesday, April 10, 2013 7:38 AM
  • Thank you for your answer. Unfortunately I have not much idea about SQL queries. Do you know if there is any tool that allows me to build these queries in a graphical way?

    Thanks.
    Wednesday, April 10, 2013 2:58 PM
  • Hi,

    You need to involve the technical team to help you create reports. for your reference to understand about the availability of options, White paper and other material available over the internet can help you have a brick start.

    http://technet.microsoft.com/en-us/library/gg188101.aspx

    http://www.youtube.com/watch?v=DbkIZYOgLiw

    hope this helps.


    Khurram Jamshed - MBA, PMP, MCTS, MCITP ( Blog, Twitter, Linkedin )

    Thursday, April 11, 2013 6:56 AM
  • Hi and good luck on your journey.

    The simplest way to do this report would be to use an OLAP database. When the OLAP database is created, it'll generate pre-connected Excel templates in the Business Intelligence Center. The Assignment Timephased template should meet your need.

    That said, with only 2 G of RAM, I don't think you have the horsepower to run OLAP. Another alternative is to use the ProjectandAssignments template in the BI center. It has the Project-Task-Assignment-Resource relationship needed to resolve the data for this report. You can look at the high level ERD I've posted to get the exact view names in case you prefer handcrafted SQL. http://aboutmsproject.com/database-diagramsproject-server-reporting-database/

    KPIs can also be done via Conditional Formatting in Excel. You can use the Icon Sets over a numeric field to denote the various states.

    Hope this helps!

    Treb Gatte | @tgatte | http://AboutMSProject.com

    Friday, April 12, 2013 4:20 AM
    Moderator