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Articles -> Project Server 2013 -> Project Server 2013 Sample Reports

Once you create the Project Web App (PWA) site on your Project Server 2013 instance, you will see some predefined Sample Reports installed for initial use. You can customize and extend these reports as per your organization needs.

How to access Sample Reports: You may be find these reports by navigating to Business Intelligence Center site on PWA.

PWA home -> click on "Reports" from quick launch/left menu. You will see the Business Intelligence Center website as below:



Click on Reports -> English (United States) to view the list of Sample Reports as below:



To make the above reports are working on your Project Server instance, you have to complete configure BI Reporting capability on your Project Server 2013 instance steps as described in Microsoft site.

Connection used in Reports:

Sample reports are based on two different connection types:
  • Office Data Connection (ODC)
  • Open Data Protocol (OData)

Please see the connection type associated for each of the reports:
  • Deliverables (ODC)

  • IssuesAndRisks (ODC)

  • MilestonesDueThisMonth (ODC)

  • ProjectDashboardOverview (OData)

  • Project Overview (OData)

  • Resource OverView (OData)

  • ResourceCapacity (ODC)

  • SampleProjectList (ODC)

  • TimesheetActuals (ODC)



NOTE: ODC based reports will display on browser using Excel Services. You have to complete the configure BI Reporting capability on your Project Server 2013 instance steps to view these reports. OData reports will be refresh and viewable using Excel 2013.



View ODC Reports:

1. Deliverables:

Let’s first click on “Deliverables” report, you should see “Excel Services” on your screen. It indicates that report is opening through Excel Services.

If you are seeing “Excel Web App” instead of “Excel Services”, it indicates that your instance is configured to view the xlsx files using Excel Web App. Please note, Excel Web App is not intend for BI Reporting and data refresh. You have to configure your farm to suppress Excel Web App to view Excel documents. Please run the below PowerShell command on your application server to enable Excel Services.

New-SPWOPISuppressionSetting -extension xlsx -action view

Reference: Excel Web App - Supress Excel

Click on Data arrow drop menu -> Refresh, if you are able to refresh the report, you will see the Deliverables report opens in browser itself and displayed the content similar to below:



Similarly, remaining reports based on ODC (Excel Services) can open and viewable on the browser.

2.IssuesAndRisks:







3.MilestonesDueThisMonth:




4.ResourceCapacity:










5.SampleProjectList:



6.TimesheetActuals:

Please refresh the report as described above.




View OData Reports:

As I described above, the following Sample Reports are based on OData feed.
  • Project Overview

  • Project Overview Dashboard

  • Resource OverView

These reports are viewable in Excel 2013 client. Project Overview Dashboard report based on Excel Power Pivot 2013, so you have to enable Power Pivot and Power View features in Excel 2013. This is a one time setting.

Enable Power Pivot 2013 and Power View Add in on Excel 2013:

Steps:
  • Launch Excel 2013 client
  • File -> Options -> Com Add-Ins -> Choose "Com Add-ins" and click "GO"



  • Click OK by selecting the features



  • Close and Exit Excel 2013



OData Reports:

7.Project Overview Dashboard:
  • Click on “Project Overview” report

  • Click OPEN IN EXCEL; Excel 2013 will be launched and report will open

  • Click on “Enable Editing” prompt; Click on “Enable Content”; Click Yes on trust warning

  • Click on "Sheet 1" tab

  • Click on "Project Overview Dashboard" tab; You will see report getting refreshed now; Depends on number of projects you have, this refresh might take some time.




  • Once report is refreshed and displayed, save the file back to Reports folder by clicking File -> Save As by overwriting the existing file






  • Once file saved to Reports folder, close and exit Excel 2013


8.Project Overview:
  • Click on “Project Overview” report

  • Click OPEN IN EXCEL; Excel 2013 will be launched and report will open

  • Click on “Enable Editing” prompt; Click on “Enable Content”; Click Yes on trust warning

  • Click on "Data" tab on the ribbon and click "Refresh"; Report will be refresh using OData connection and report will rendered as below:



  • Once report is refreshed and displayed, save the file back to Reports folder by clicking File -> Save As by overwriting the existing file

  • Once file saved to Reports folder, close and exit Excel 2013

9.Resource Overview:
  • Click on “Resource Overview” report

  • Click OPEN IN EXCEL; Excel 2013 will be launched and report will open

  • Click on “Enable Editing” prompt; Click on “Enable Content”; Click Yes on trust warning

  • Click on "Data" tab on the ribbon and click "Refresh"; Report will be refresh using OData connection and report will be rendered as below:



  • Once report is refreshed and displayed, save the file back to Reports folder by clicking File -> Save As by overwriting the existing file

  • Once file saved to Reports folder, close and exit Excel 2013





NOTE: Please also read the following articles to get the overview on configuring PowerPivot Gallery on SharePoint Server to view and interact the reports. Project Overview Dashboard report require PowerPivot Gallery on SharePoint site to view this report on the browser.







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