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Project Server 2007 EPM Reporting

This training will provide background into the creation of Enterprise Project Management reporting and business intelligence features in Project Server. The course will review how data can 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. A review of the available web parts will then be covered to enable reporting.

Microsoft Project Server Reporting

Microsoft Project Server 2007 EPM Reporting Course Content - Duration 2 Days

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

Key Project Reporting Concepts


  • 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

Managing Pivot Graphs

  • Working with PivotGraphs
  • Modifying PivotGraphs

Creating a Dashboard

  • Creating Dashboards
  • Creating KPIs
  • Managing Navigation
  • Managing Permissions

Other Reporting Features

  • Excel 2007: Applying Conditional Formatting
  • Visio 2007: 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

Configuring EPM/OLAP Reporting

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

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