#ProjectOnline #PowerBI content pack available #BI #Office365 #PPM

November 18, 2015 at 9:43 am | Posted in Add-on, Administration, Functionality, Information, Reporting | 4 Comments
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The Project Online Power BI content pack is now available – take a look today!

Log in to your Power BI site, click Get Data then click Get on the Services card under the Content Pack Library:

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Scroll down the list and you will see Microsoft Project Online:

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Click the tile:

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Then click Connect and type the PWA URL – I connected to one of our demo instances:

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Click Next and change the Authentication method to oAuth2 and click Sign in:

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When prompted, enter the credentials.

The content pack will then be deployed to your workspace, it will first import the data as displayed in the top right hand corner:

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Once completed you will see the Microsoft Project Dataset, Report and Dashboard accessible in the left navigation pane:

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There are default reports for Issues:

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Risks:

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Portfolio Status:

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Project Compliance:

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Then there is a dashboard that displays some of this data:

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Awesome work from the Project team at Microsoft 🙂

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#ProjectServer and #SharePoint 2010 / 2013 / 2016 November 2015 Cumulative Update #PS2010 #SP2010 #PS2013 #SP2013 #MSProject

November 10, 2015 at 7:25 pm | Posted in Administration, CU, Fixes, Functionality, Information | Leave a comment
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The Office 2016 November 2015 updates and cumulative updates are now available, please see the links below:

https://support.microsoft.com/en-us/kb/3108456

Project 2016 November 2015 update:
https://support.microsoft.com/en-us/kb/2920698

The Office 2013 November 2015 updates and cumulative updates are now available, please see the links below:

https://support.microsoft.com/en-us/kb/3108456

Project Server 2013 November 2015 CU Server Roll up package:
https://support.microsoft.com/en-us/kb/3101369

Project Server 2013 November 2015 update:
https://support.microsoft.com/en-us/kb/3101502

Project 2013 November 2015 update:
https://support.microsoft.com/en-us/kb/3101506

Also worth noting, if you haven’t done so already, install Service Pack 1 http://support2.microsoft.com/kb/2880556 first if installing the November 2015 CU.

The Office 2010 November 2015 updates and cumulative updates are now available, please see the links below:

https://support.microsoft.com/en-us/kb/3108456

Project Server 2010 November 2015 CU Server Roll up package:
https://support.microsoft.com/en-us/kb/3101530

Project Server 2010 November 2015 update:
<no specific Project Server 2010 update>

Project 2010 November 2015 update:
https://support.microsoft.com/en-us/kb/3085614

SP2 is a pre-requisite for the Office 2010 November 2015 updates.

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

Check entities from multiple #ProjectOnline PWA instances using #PowerShell and CSOM #Office365

November 4, 2015 at 10:32 pm | Posted in Add-on, Administration, Configuration, Customisation, Functionality, Information, PowerShell | 1 Comment
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This PowerShell script enables admins to read entities from from multiple Project Online Project Web App instances using CSOM. The particular example reads the list of Enterprise Custom fields but can easily be updated to display other entities such as projects. The script example can be downloaded here:

https://gallery.technet.microsoft.com/Check-entities-from-a1cb87e4

To get the script to work you will need to reference two DLLs as seen in the image below:

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The first one is the ProjectSever Client DLL, as I ran this on my Project Server 2013 server so just referenced the default location of the DLL.

The second DLL is the SharePoint client DLL from the SharePoint Online Management Shell: https://www.microsoft.com/en-us/download/details.aspx?id=35588 

Once the references to the DLL’s are updated the script can be run as seen below. Please note, this has only been tested in PowerShell 3.0 and might not work in other versions. I have seen issues in the past loading some SharePoint / Project Server DLL’s in certain versions of PowerShell so if you have issues try this in PowerShell 3.0.

Firstly it will prompt for how many PWA instances, enter the number:

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It will then prompt for the PWA URL:

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Then the username:

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Then enter the password:

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The custom fields from this instance will then display:

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Depending on how PWA instances you specific the script may or may not prompt for another PWA instance URL, username and password. If you specified more than 1 PWA instance the output will look like this:

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As seen, this displays custom fields but could easily be updated to display another entity, for example to see a list of projects. This can be done by changing the following lines:

From:

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To:

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Whilst this is very simple by just reading data, this could be updated to create new custom fields for example and push that out to multiple PWA instances without having to navigate to multiple PWA instances. I have created an example .NET C# console application that I will blog about soon that creates new custom fields on multiple PWA Project Online instances.

Whilst this only reads data, as always, this script is provided as is with no warranties etc. use at your own risk and test on a test environment before using on a production environment.

#ProjectVConf session summary for #ProjectOnline #BI #PowerBI #Excel #SSRS #JavaScript #SSIS

November 3, 2015 at 3:13 am | Posted in Administration, Information, Personal | 1 Comment
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It’s been a few weeks now since the Project Virtual Conference, for those of you that missed it, sign up here: http://projectvirtualconference.com/ and you can view the recordings.

This post will give a summary of my session on Project Online BI Made Easy:

http://event.projectvirtualconference.com/B002/

The aim of this session was to give an overview on some of the reporting technologies available to Project Online, this included:

  • Excel
  • Power BI
  • SSIS / SSRS
  • JavaScript / HTML

Firstly I demonstrated some example Excel dashboards I created for the session, screen shots of these can be seen below:

The project report below is from my Project Online report pack found here: https://gallery.technet.microsoft.com/Online-Reporting-Pack-431f075e

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The report below is an example portfolio dashboard showing key metrics / data:

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The report below is an example portfolio type report that can filter by programme:

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I then demonstrated some example Power BI reports and dashboards that I created for the sessions:

The report below contains 4 pages, the first is another example portfolio type report:

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The second page shows an example Treemap visualisation for the projects in the portfolio based on the % complete:

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The third page shows an example project report:

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The final page displays the drill down capability in Power BI, it shows the total cost per project initially:

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Clicking a project drills into show the task cost for that project:

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I also put together an example dashboard containing visualisations from the reports and natural language queries from the dashboard data:

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The third technology demonstrated was SSIS / SSRS. The reporting technology was SSRS (SQL Server Reporting Services) but without SSIS (SQL Server Integration Services) an SSRS report would not be possible with Project Online data. Well that isn’t strictly true but you need to extract the data out of Project Online into another data source such as SQL – SSIS can do this but so could a .NET console application using CSOM for example.

Below is an example SSRS project status / highlight report that displays data from my Project Online PWA instance:

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The fourth technology was JavaScript / HTML, I put together an simple project report that displayed project information – project level data, milestones / marked tasks, issues, risks and data from a custom list on my project site called benefits. This also demonstrated the capability of rendered the HTML tags in multiline fields and accessing custom SharePoint list data from the associated project site. The report can be seen below:

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I also demonstrated a reporting add-in that we use for PS+ but this was just to give another example using JavaScript / HTML:

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I then covered a bit around best practice when using the Odata API regarding filtering the data at source as much as possible to minimise the data being pulled down – this means using filters and selects to only pull the information you need.

The final part I walked through creating a new Excel based report from a blank workbook and also create a new Power BI report from a blank Power BI Desktop file.

Take a look at the session for more details.

To help get started with reporting in Project Online, take a look at some of the links below:

Excel Project Online Report Pack: https://gallery.technet.microsoft.com/projectserver/Online-Reporting-Pack-431f075e

https://pwmather.wordpress.com/2014/09/05/microsoft-projectonline-reporting-pack-msproject-sharepointonline-office365-ppm-excel-bi-data/

Blogs posts on Excel / Odata:

https://pwmather.wordpress.com/2013/09/16/projectserver-projectonline-example-report-ps2013-sp2013-office365-bi-excel-powerpivot/

https://pwmather.wordpress.com/2013/08/01/projectserver-projectonline-highlight-report-example-ps2013-sp2013-excel-bi-office/

https://pwmather.wordpress.com/2015/01/20/projectonline-excel-powerquery-report-office365-ps2013-bi-odata/

https://pwmather.wordpress.com/2015/04/13/projectonline-projectserver-reporting-on-auto-manually-scheduled-tasks-bi-office365-excel-powerquery-ps2013/

https://pwmather.wordpress.com/2015/10/09/removing-html-tags-from-projectonline-fields-powerquery-powerbi-excel/

https://pwmather.wordpress.com/2014/07/17/getting-started-with-projectonline-part-9-ps2013-office365-project-ppm-sharepointonline-pm-sp2013/

SSIS links:

https://pwmather.wordpress.com/2014/03/26/projectonline-data-via-odata-and-ssis-in-sql-database-table-on-premise-msproject-sharepointonline-bi-ssrs-office365-cloud/

https://msdn.microsoft.com/EN-US/library/office/dn794163.aspx

Power BI:

https://pwmather.wordpress.com/2015/08/04/projectonline-reporting-using-powerbi-part1-bi-office365-reports-ppm-pmot/

https://pwmather.wordpress.com/2015/08/07/projectonline-reporting-using-powerbi-part2-bi-office365-reports-ppm-pmot/

JavaScript examples:

https://pwmather.wordpress.com/2014/10/26/project-on-a-page-for-microsoft-projectonline-ps2013-javascript-jquery-office365-sharepoint/

https://pwmather.wordpress.com/2015/02/25/projectonline-projectserver-project-cost-and-work-report-javascript-jquery-office365-sharepoint-bi-ppm/

https://pwmather.wordpress.com/2015/05/01/projectonline-projectserver-view-resource-calendar-exceptions-javascript-jquery-office365-sharepoint/

There are plenty of details out there, just have a quick search and you will find lots of helpful articles for each technology!

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