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Microsoft Project Server Automated Archive and Recovery Solution

OData Dynamic Report Builder (DRB)

Want a local reporting database for Project Online?

Use the OData reporting framework for Microsoft Project Online (POL) to provide users with a simple Microsoft Excel pivot table type, near real-time, reporting via a local Reporting Database.  Use solution starters or create own report using tools you are familiar with.


DRB improves reporting performance and supports creation of complex/bespoke custom reports to meet business requirements. Support all types of data sets and Enterprise Custom fields including multi-selection lookup, single line text and multi line text fields.


No coding or web service knowledge needed!!



     

Comments

Package

Online Purchase

Report Server - Data Downloader

Local SQL based Reporting database to host all downloaded data from Project Online (POL).

Timer for scheduled download of POL datasets.

Automated refresh of new and modified custom attributes. Download all types of datasets.


Dynamic Reporting Framework

Microsoft Excel based reporting framework for creating own reporting templates. As simple or as complex based on user requirements. Endless possibilities.

Sample Reports

Sample reports that user can adapt; Dashboard Report, Demand Report, Milestone Status, Project Heat Map Report, Project Summary, Projects Cost, Resource Heat Map Report, Risk Matrix, Timesheet.

Technical Support

Free Basic Technical Support


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Data sheet

Report Server - Data Downloader

1

Local SQL based Reporting database to host all downloaded data from Project Online (POL).

Timer for scheduled download of POL datasets.

Automated refresh of new and modified custom attributes. Download all types of datasets.

Dynamic Reporting Framework

2

Microsoft Excel based reporting framework for creating own reporting templates.

Sample Reports

3

Sample reports that user can adapt; Dashboard Report, Demand Report, Milestone Status, Project Heat Map Report, Project Summary, Projects Cost, Resource Heat Map Report, Risk Matrix, Timesheet

Bespoke/Custom Reporting

4

Use above framework ad sample to create complex bespoke/custom reports based on user needs.

Technical Support & Maintenance

5

Free Technical Support & Maintenance

Versions: Project Server 2016/ Project Online

Business Issues

1

Users are not able to easily tap into Microsoft Project Online database(s) as this is a shared environment. Development knowledge is needed to extract the data via OData online services.

2

Limitations of reporting capability in Microsoft Project Online. Existing reporting is limited to some built-in fields. It does not support, custom fields e.g calculated/formula, multi-value or single-line text or multi-line text fields.

3

Users not able to create reports to slice & dice data based on custom attributes or report on descriptive text based fields to create a bespoke status report. In some cases, user needs the ability to enter own descriptive update. This is not possible with existing online limited reporting.

4

Users unable to compare monthly reports, easily. This is not possible with existing online limited dashboard reporting.

5

Additional user licensing is needed for Power BI. Also this has limited support for custom attribute types as mentioned above.

6

Extract data using OData web service results in performance issues due to timeout and user is no able to perform further calculations on the fly.

Business Benefits

1

Simple reporting solution that builds on your existing tools and knowledge. Use the power of Excel and get a local reporting database to improve capability and performance for your business.

2

No need for any additional Power BI licensing. No coding knowledge need to extract data using web services.

3

Overcome the limited reporting capabilities of POL. Report on any type of custom attributes including multi-value fields, single line text and multi-line text fields.

4

Automatically download reporting data to local database to improve performance. Downloads new and updated attributes automatically from POL without any manual interventions.

5

Create reports using provided sample reports or create custom/bespoke reports from local reporting database with additional calculations and conditional formatting in Excel

Versions: 2016/Online

Summary

POL Data Downloader - Reporting Server

1

Download all or selected data sets from Microsoft Project Online to a local SQL database for more control and ease of reporting locally within your business. Improve reporting performance and capability.

Smart Data Downloading

2

Download all types of built-in and custom datasets including date, cost, number, single line, multi-vale and multi-line text fields. Automatically and seamlessly download new and modified custom fields.

Solution Starter Reports

3

Use simple to use excel based solution starter templates and samples to get started quickly. Adapt to suit business requirements using existing familiar tools and knowledge.

Simple or Complex Custom/Bespoke Reports

4

Create simple reports or complex bespoke reports as required by the business, with multi-line custom text fields and and advanced runtime calculations and conditional formatting using the power of Excel.

Collaboration

5

Use SharePoint Project Site or PMO central library to host report template to create weekly/monthly reports. Compare monthly progress and setup user alerts.

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