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Mission Possible:
5 Killer Real World Reports using
SharePoint and Project Server 2013
SharePoint Saturday Chicago
November 2, 2013

Twitter: @SPSChicago Hashtag #SPSChicago

1

| SharePoint Saturday Chicago 2013
1.
2.
3.

http://www.yammer.com
https://www.yammer.com/microsoftmidwestcustomers

4.

https://www.yammer.com/microsoftmidwestcustomers/groups/spschicago

5.

Twitter: @SPSChicago Hashtag #SPSChicago

2

| SharePoint Saturday Chicago 2013



Twitter: @SPSChicago Hashtag #SPSChicago

3

| SharePoint Saturday Chicago 2013
Thanks to Our Sponsors!

Twitter: @SPSChicago Hashtag #SPSChicago

4

| SharePoint Saturday Chicago 2013
Prasanna Adavi

EPM

PMP, MCTS, MCITP, MCT

Consultant

prasanna.adavi@epmainc.com

9

years of
PM and EPM
Implementation
Experience

Twitter: @SPSChicago Hashtag #SPSChicago

@prasannaadavi
http://www.prasannaadavi.com
http://www.msprojectpodcast.com
8

‹#›

| SharePoint Saturday Chicago 2013
Self Service
Reporting
Demo
Twitter: @SPSChicago Hashtag #SPSChicago

Questions &
Next Steps
9

‹#›

| SharePoint Saturday Chicago 2013
• Should be able to generate
reports/dashboards on my
own (Skill)
• Should be able to use the
tools that I own/know (Excel)
• Should be able to share my
reports with others

Twitter: @SPSChicago Hashtag #SPSChicago

10

‹#›

| SharePoint Saturday Chicago 2013
Timelines

PowerView
Twitter: @SPSChicago Hashtag #SPSChicago

Excel/
Excel Services

PowerPivot

Visio Services

REST API
Performance Point
SharePoint Apps
SSRS
Other 3rd Party
11

‹#›

| SharePoint Saturday Chicago 2013
Timelines

PowerView
Twitter: @SPSChicago Hashtag #SPSChicago

Excel/
Excel Services

PowerPivot

Visio Services

REST API
Performance Point
SharePoint Apps
SSRS
Other 3rd Party
12

‹#›

| SharePoint Saturday Chicago 2013
You
Have

Some interest in this Topic
SharePoint 2013
Project Server 2013
SQL Server 2012 SP1
Visio Services Enabled
PowerPivot installed in SharePoint Mode
Excel 2013
PowerPivot for SharePoint Installed (Optional)

Twitter: @SPSChicago Hashtag #SPSChicago

13

‹#›

| SharePoint Saturday Chicago 2013
Demo
Time

Timeline
Boards
Visio Services
Excel Services
PowerPivot
PowerView

Twitter: @SPSChicago Hashtag #SPSChicago

14

‹#›

| SharePoint Saturday Chicago 2013
Scenario 1

Product Development Company
4 departments

12 products

Twitter: @SPSChicago Hashtag #SPSChicago

• Research and
Development
• Manufacturing
• Marketing & Launch
• Order Fulfillment

CIO requires
dashboard with
product timelines
for each
department

15

‹#›

| SharePoint Saturday Chicago 2013
11/ 14/ 2013
Milestone Description

11/ 1/ 2013
10/ 5/ 2013

Twitter: @SPSChicago Hashtag #SPSChicago

12/ 16/ 2013
Milestone Description

12/ 1/ 2013

1/ 19/ 2014
Milestone Description

1/ 1/ 2014

2/ 24/ 2014
Milestone Description

2/ 1/ 2014

3/ 1/ 2014

4/ 1/ 2014
4/ 5/ 2014

16

‹#›

| SharePoint Saturday Chicago 2013
Scenario 2

Fashion Design Company
5 Retail Centers

Twitter: @SPSChicago Hashtag #SPSChicago

CFO requires
Basic Excel
real-time
Reporting at the
dashboard with
end of each
Sales status for
month
each retail center

17

‹#›

| SharePoint Saturday Chicago 2013
Desktop Reporting

Twitter: @SPSChicago Hashtag #SPSChicago

Reporting
Database

Direct Access

OLAP Cubes

Project Server

ODC

OData*

18

‹#›

| SharePoint Saturday Chicago 2013
Scenario 3

IT Service Company
Several
Projects
Uses Project
Server
Twitter: @SPSChicago Hashtag #SPSChicago

Basic Excel
Reporting at
the end of
each month

PMO requires
a Resource
Capacity
Heatmap
19

‹#›

| SharePoint Saturday Chicago 2013
Odata

Open Data Protocol

Users can consume data easily
Very useful in shared/online scenarios
Consumable from Excel
Examples

Project Data

http://ServerName/ProjectServerName/_api/ProjectData/Projects

Resource Data

http://ServerName/ProjectServerName/_api/ProjectData/Resour
ces

Tasks Data

http://ServerName/ProjectServerName/_api/ProjectData/Tasks

Twitter: @SPSChicago Hashtag #SPSChicago

20

‹#›

| SharePoint Saturday Chicago 2013
Scenario 4

IT Service Company
Several
Projects
Uses Project
Server
Twitter: @SPSChicago Hashtag #SPSChicago

Data in
multiple
sources

Report
required with
data in
multiple
sources
21

‹#›

| SharePoint Saturday Chicago 2013
Scenario 5

IT Service Company
Several
Projects
Uses Project
Server
Twitter: @SPSChicago Hashtag #SPSChicago

Data in
multiple
sources

Need
‘interactive’
dashboard
22

‹#›

| SharePoint Saturday Chicago 2013
Twitter: @SPSChicago Hashtag #SPSChicago

23

| SharePoint Saturday Chicago 2013
Play with it!!

mage Credit: http://cdn.themetapicture.com/media/funny-girl-playing-video-games-crazy.jpg
Twitter: @SPSChicago Hashtag #SPSChicago

24

‹#›

| SharePoint Saturday Chicago 2013
Prasanna Adavi
prasanna.adavi@epmainc.com
@prasannaadavi

http://www.prasannaadavi.com

Twitter: @SPSChicago Hashtag #SPSChicago

25

‹#›

| SharePoint Saturday Chicago 2013

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Mission possible 5 killer_real-world reports with sp_ps_2013_sps_chicago2013

  • 1. Mission Possible: 5 Killer Real World Reports using SharePoint and Project Server 2013 SharePoint Saturday Chicago November 2, 2013 Twitter: @SPSChicago Hashtag #SPSChicago 1 | SharePoint Saturday Chicago 2013
  • 3.   Twitter: @SPSChicago Hashtag #SPSChicago 3 | SharePoint Saturday Chicago 2013
  • 4. Thanks to Our Sponsors! Twitter: @SPSChicago Hashtag #SPSChicago 4 | SharePoint Saturday Chicago 2013
  • 5. Prasanna Adavi EPM PMP, MCTS, MCITP, MCT Consultant prasanna.adavi@epmainc.com 9 years of PM and EPM Implementation Experience Twitter: @SPSChicago Hashtag #SPSChicago @prasannaadavi http://www.prasannaadavi.com http://www.msprojectpodcast.com 8 ‹#› | SharePoint Saturday Chicago 2013
  • 6. Self Service Reporting Demo Twitter: @SPSChicago Hashtag #SPSChicago Questions & Next Steps 9 ‹#› | SharePoint Saturday Chicago 2013
  • 7. • Should be able to generate reports/dashboards on my own (Skill) • Should be able to use the tools that I own/know (Excel) • Should be able to share my reports with others Twitter: @SPSChicago Hashtag #SPSChicago 10 ‹#› | SharePoint Saturday Chicago 2013
  • 8. Timelines PowerView Twitter: @SPSChicago Hashtag #SPSChicago Excel/ Excel Services PowerPivot Visio Services REST API Performance Point SharePoint Apps SSRS Other 3rd Party 11 ‹#› | SharePoint Saturday Chicago 2013
  • 9. Timelines PowerView Twitter: @SPSChicago Hashtag #SPSChicago Excel/ Excel Services PowerPivot Visio Services REST API Performance Point SharePoint Apps SSRS Other 3rd Party 12 ‹#› | SharePoint Saturday Chicago 2013
  • 10. You Have Some interest in this Topic SharePoint 2013 Project Server 2013 SQL Server 2012 SP1 Visio Services Enabled PowerPivot installed in SharePoint Mode Excel 2013 PowerPivot for SharePoint Installed (Optional) Twitter: @SPSChicago Hashtag #SPSChicago 13 ‹#› | SharePoint Saturday Chicago 2013
  • 11. Demo Time Timeline Boards Visio Services Excel Services PowerPivot PowerView Twitter: @SPSChicago Hashtag #SPSChicago 14 ‹#› | SharePoint Saturday Chicago 2013
  • 12. Scenario 1 Product Development Company 4 departments 12 products Twitter: @SPSChicago Hashtag #SPSChicago • Research and Development • Manufacturing • Marketing & Launch • Order Fulfillment CIO requires dashboard with product timelines for each department 15 ‹#› | SharePoint Saturday Chicago 2013
  • 13. 11/ 14/ 2013 Milestone Description 11/ 1/ 2013 10/ 5/ 2013 Twitter: @SPSChicago Hashtag #SPSChicago 12/ 16/ 2013 Milestone Description 12/ 1/ 2013 1/ 19/ 2014 Milestone Description 1/ 1/ 2014 2/ 24/ 2014 Milestone Description 2/ 1/ 2014 3/ 1/ 2014 4/ 1/ 2014 4/ 5/ 2014 16 ‹#› | SharePoint Saturday Chicago 2013
  • 14. Scenario 2 Fashion Design Company 5 Retail Centers Twitter: @SPSChicago Hashtag #SPSChicago CFO requires Basic Excel real-time Reporting at the dashboard with end of each Sales status for month each retail center 17 ‹#› | SharePoint Saturday Chicago 2013
  • 15. Desktop Reporting Twitter: @SPSChicago Hashtag #SPSChicago Reporting Database Direct Access OLAP Cubes Project Server ODC OData* 18 ‹#› | SharePoint Saturday Chicago 2013
  • 16. Scenario 3 IT Service Company Several Projects Uses Project Server Twitter: @SPSChicago Hashtag #SPSChicago Basic Excel Reporting at the end of each month PMO requires a Resource Capacity Heatmap 19 ‹#› | SharePoint Saturday Chicago 2013
  • 17. Odata Open Data Protocol Users can consume data easily Very useful in shared/online scenarios Consumable from Excel Examples Project Data http://ServerName/ProjectServerName/_api/ProjectData/Projects Resource Data http://ServerName/ProjectServerName/_api/ProjectData/Resour ces Tasks Data http://ServerName/ProjectServerName/_api/ProjectData/Tasks Twitter: @SPSChicago Hashtag #SPSChicago 20 ‹#› | SharePoint Saturday Chicago 2013
  • 18. Scenario 4 IT Service Company Several Projects Uses Project Server Twitter: @SPSChicago Hashtag #SPSChicago Data in multiple sources Report required with data in multiple sources 21 ‹#› | SharePoint Saturday Chicago 2013
  • 19. Scenario 5 IT Service Company Several Projects Uses Project Server Twitter: @SPSChicago Hashtag #SPSChicago Data in multiple sources Need ‘interactive’ dashboard 22 ‹#› | SharePoint Saturday Chicago 2013
  • 20. Twitter: @SPSChicago Hashtag #SPSChicago 23 | SharePoint Saturday Chicago 2013
  • 21. Play with it!! mage Credit: http://cdn.themetapicture.com/media/funny-girl-playing-video-games-crazy.jpg Twitter: @SPSChicago Hashtag #SPSChicago 24 ‹#› | SharePoint Saturday Chicago 2013