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Project Server 2013 Reporting - Course Duration 2 Days Project Server Training

 

Objectives:This course introduces delegates to Microsoft Project Server’s Management Reporting Infrastructure. You will learn how the Project Server Business Intelligence Center and how Excel Service work. You will also look at which SharePoint Server 2010 services are used and how the various services interact with each other. We will also build reports, KPIs, and dashboards using the various Microsoft BI technologies that are part of Project Server 2010. Data will be extracted from Project Server tables, lists, databases, XML, flat and Excel files. It will then cover methods for filtering information, categorising and parameterising it.

Target Audience:Anyone who needs to learn about the Reporting features and Business Intelligence in Microsoft Project-Server 2013.

Pre-Requisites: Delegates must be familiar with the Project Server 2013 (Project Professional and the Project Web Access) environment. Delegates should be familiar with database and OLAP terminology and methods for accessing information from databases. Note that some of the features demonstrated use SharePoint.

Duration: 2 Days

Module 1 - Overview of Components of Project Server Reporting:

  • Project Server
  • Analysis Server
  • Reporting Server
  • Project Professional
  • Office Applications
  • MS Office SharePoint Server
    Other Applications (Portfolio Server, Analytics)
  • Configuration Prerequisites

Module 2 Key Project Reporting Concepts Cubes:

  • Project non-timephased
  • Task non-timephased
  • Assignment non-timephased,
  • Assignment timephased
  • Resource non-timephased,
  • Resource timephased
  • Timesheet, EPM Timesheet
  • Risks, Issues, Deliverables
  • Include EPM cubes (Project, Task, Assignment, and Resource) with data from the Timesheet cubes
  • Include EPM cubes with data from the Risks Issues and Deliverables
  • Portfolio Analyzer cube, for backward compatibility with reports in earlier versions
  • A review of the Project Management Data Structure

Project Reports Centre

  • Working with PivotTables
  • Working with Project Cube Fields
  • Grouping
  • Multi Pivot Tables
  • Creating Calculated Fields
  • Creating Views
  • Managing Permissions
  • Filtering Data
  • Outputting data

Module 3 - Managing Pivot Graphs

  • Working with PivotGraphs
  • Modifying PivotGraphs

Module 4 - Creating a Dashboard

  • Creating Dashboards
  • Creating KPIs
  • Managing Navigation
  • Managing Permissions
  • Integrating Dashboards with the Business Intelligence Centre as a Web Part

Module 5 - Other Reporting Features

  • Excel 2013: Applying Conditional Formatting
  • Visio 2013: Modifying Project Visio Views
  • Overview: SQL Analysis Server and Reporting to generate cubes and build a data warehouse for SharePoint
  • Using Excel Services to provide alternative dashboard solutions
  • Administering Excel Services

Module 6 - Configuring EPM/OLAP Reporting

  • OLAP cube generation
  • Configuring OLAP definitions
  • Building Equations to be used in OLAP
  • Build Status

Module 7 – Performance Point 2013 Overview

  • Integration with SharePoint Server 2013
  • Common Service Application
  • Framework
  • New PerformancePoint Features
  • Storage Security
  • Time Intelligence & Dynamic Filters
  • Linking of Web Parts
  • KPI Details Report
  • Retired Features

 

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