#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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I am speaking – Project Virtual Conference #ProjectOnline #BI

October 2, 2015 at 12:57 pm | Posted in Information | Leave a comment
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Quick post to reference my session for the Project Virtual Conference on 22nd October 2015:

http://projectvirtualconference.com/sessions/project-online-bi-made-easy/

See some of the great reporting options for Project Online.

For the full schedule see: http://projectvirtualconference.com/schedule/

To register for this great free event (no travel expenses either!): http://projectvirtualconference.com/register/

#ProjectOnline data via #ODATA and #SSIS in #SQL database table delta sync example #BI #Office365

August 11, 2014 at 6:49 pm | Posted in Add-on, Administration, Configuration, Customisation, Functionality, Information, T-SQL | Leave a comment
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Microsoft recently released some great documentation and an example SSIS package on only pulling down the changes from Project Online to your custom SQL database – this will improve the efficiency of your Project Online SSIS packages. I recommend you take a look if you haven’t already:

http://msdn.microsoft.com/en-us/library/office/dn794163(v=office.15).aspx

http://www.microsoft.com/en-us/download/details.aspx?id=43736

For a walkthrough of an example SSIS package for Project Online see:

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/

Or a great example from Martin here:

http://nearbaseline.com/blog/2014/04/project-site-custom-list-reporting-using-ssis-odata-connector/

#ProjectOnline data via #ODATA and #SSIS in #SQL database table on-premise #MSProject #SharePointOnline #BI #SSRS #Office365 #Cloud

March 26, 2014 at 1:24 pm | Posted in Add-on, Administration, Configuration, Customisation, Functionality, Information, Installation, Reporting, T-SQL | 10 Comments
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Following on from my post earlier today regarding the SSIS component that enables you to extract data from ODATA feeds in Office 365, I have created a blog post that demonstrates this new functionality. See the steps below:

Firstly I installed the SQL Server data tools and Integration Services feature on my Test Project Server / SharePoint 2013 box (only server I had available at the time). Once you have access to SQL Server data tools, download and install the ODATA SSIS component from the link below:

http://www.microsoft.com/en-us/download/details.aspx?id=42280

Also if this isn’t on a SharePoint / Project Server 2013 server – which in reality it wont be, you will also need the SharePoint client DLLs, these can be downloaded here:

http://www.microsoft.com/en-in/download/details.aspx?id=35585

When I tried the new SSIS component on the SQL 2012 Server the connection failed and it complained about the SharePoint.Client.Runtime.dll:

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I didn’t test deploying the SharePoint client components to the SQL Server but I guess this should work.

Once everything is in place, launch SQL Server data tools for SQL Server 2012 and create a new Integration Services project:

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Click OK and you will see the following screen:

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On the control flow tab, at the bottom you will see Connection managers. Right click and create a new OLEDB Connection to the target database:

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Before I created this, I did create a new empty SQL database:

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Create another connection to the ODATA feed URL using the New Connection > ODATA option:

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Create the ODATA connection to your ODATA tenant:

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Specify an account that has access to the ODATA feed. Notice the Service document location is just the base ProjectData ODATA URL.

Click the All button and change the Microsoft Online Services Authentication to True:

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Test the connection to confirm it is successful then click ok.

Add a Data Flow Task to the control flow:

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Double click the data flow task and you will go to the Data flow tab:

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Drag ODATA source from the toolbox to the data flow sheet:

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Double click the ODATA source to see the properties:

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Complete the details, selecting the ProjectOnlineODATAFeed connection and you will see the Collection property load the collection, in this case it is the tables on the ODATA feed:

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Once loaded you will see the familiar ODATA entities:

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In this example we will only use the Projects feed:

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Click the Columns page on the left hand side and select the columns you want:

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Click OK.

Drag the Destination Assistant from the SSIS toolbox to the Data Flow sheet and the new destination window will open:

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Select the previously created SQL Server OLE DB connection:

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Click OK.

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Link the ODATA Source to the OLE DB Destination component using the blue data flow, then double click the OLEDB Destination component to load the editor – click yes to the warning / pop up:

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Click the New button next to to the table details to create a new table, give the table a name, replace “OLE DB Destination” with the table name you want:

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Click OK. At this point if we look at the SQL database we will see the new table and columns:

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Back in the SSIS package click the Mappings page, here you can see the field mappings from the ODATA feed to the SQL table:

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Click OK and you will see the following flow:

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Run the package using the green arrow:

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Once run successfully you will see the following:

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If we switch back to the SQL server and see what is stored in the table you will see the project data from your Project online tenant:

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Now the data is local you can use SQL Server Reporting Services to create reports, you can integrate this data into other LOB systems or create a custom OLAP cube etc. Once you are happy with the package you can set the package to run on a schedule to periodically copy the data down. There are plenty of references on the web for creating SSIS packages so have a search.

This is a basic example but hopefully gives you the idea of what is now possible Smile

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