In this video we cover how to save the project to either a database or an OLAP cube for reporting. The saved data types provide a snapshot to the project for historical reporting.
- [Voiceover] Sometimes you'd like to have more control…over the joins or the data that you've got in your…Microsoft Project File.…To do that, you can go into Visual Reports and select…how you want to save that data.…Now, it's good to know the full architecture around…Microsoft Project because we're actually going to save out…either a access database or an OLAP cube.…So, we're going to select Save Data.…Here we can define what data fields we want in our…OLAP cube on the top section, or we can get a full…access database to do our own joins and so forth.…
I'm going to add in a field that we've been using on some…of the other reports, so I'm going to go to my Custom…Field area and add in the Sprint Number and select Add…to move it into my cube as I build this.…Now, it's important to understand that these two data…types, the cube, as well as the access database, will not…be refreshed automatically like the XL Services Reports…that we've been running from the templates.…I'm going to press OK.…And now, I'm going to save my cube.…
NOTE: This course was designed in collaboration with Bonnie Biafore. The techniques shown work equally well with Microsoft Project 2010, 2013, and 2016.
Lynda.com is a PMI Registered Education Provider. This course qualifies for professional development units (PDUs). To view the activity and PDU details for this course, click here.
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- Using existing report templates
- Creating new visual report templates
- Building a task burnup report with an Excel pivot table and graph
- Building a WBS report with Visio pivot diagrams and filters
- Developing a dashboard report with multiple datasets