Use Excel 2013 to create a new Project Server report

More articles about: Project Server

You can use Microsoft Excel 2013 to connect to your Project Server 2013 data and create reports.

This article walks you through creating a data connection between Excel 2013 and your Project Server 2013 data, to show a list of your projects using a PivotTable report. You can do much more than this with Excel 2013 and an OData connection to your Project Server data, but since you’re just getting started, we’ve kept this example simple and straightforward.

The following steps are covered in this article:

Step 1: Create a connection to your Project Server data in Excel 2013

The first step is to create a connection in Excel 2013 that points to your Project Server data.

To create a connection to your Project Server data in Excel 2013:

  1. Open a new, blank workbook in Excel 2013.
  2. On the Data tab, in the Get External Data group, click From Other Sources > From OData Data Feed.
  3. Under 1. Location of the data feed, in the Link or File box, type the URL for your Project Web App instance, followed by: /_api/ProjectData/

For example, if you access Project Web App at https://contoso.com/sites/pwa, then you should enter https://contoso.com/sites/pwa/_api/ProjectData/ in the Link or File box.

  1. On the Data Connection Wizard dialog box, select the check box next to Projects, and then click Next.
  2. On the Save Data Connection File and Finish step, click Finish.
  3. On the Import Data dialog box, select PivotTable Report, and then click OK.

That’s it! Now you are connected to the data that is stored under Projects in your Project Server database.

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Step 2: Choose data to include in your report

Next, you need to choose which portions of the Projects data you want to include in the report, and then design the report itself. In this very simple example, you will choose two data points: project names, and the names of the project owners.

To build a simple PivotTable report:

  1. On the PivotTable Fields pane on the right side of the Excel 2013 window, select the check boxes next to ProjectName and ProjectOwnerName.
  2. Use the options on the Analyze and Design tabs, under PivotTable Tools on the ribbon, to customize your PivotTable report.

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Step 3: Save your report to Project Server

Once your report is built, the last step is to save it to Project Server, so that you can easily bring it up later usingExcel Online.

To save a PivotTable report to Project Server:

  1. In Excel 2013, click File.
  2. Click Save, then click Microsoft, and then click Browse.
  3. In the bar at the top, where your current location is listed, right-click the URL, and then click Edit address.
  4. Type the URL for your Project Web App site in the location box, and then press Enter.

For example, type https://contoso.com/sites/pwa, and then press Enter.

  1. Scroll down in the list and double-click Business Intelligence Center, under Sites and Workspaces.
  2. Double-click the Sample Reports library.
  3. Double-click the English (United States) folder.
  4. Type a name for your new report in the File name box, and then click Save.

After saving the report to your Project Server Business Intelligence Center, close the report in Excel 2013. Now you can navigate to it in your browser and open it using Project Web App.

 Important    Excel Online will show project data from the last time the report was refreshed in Excel 2013. To see the most recent project data in Excel Online, open the report in Excel 2013 first, refresh the data, and then save the report back to Project Server.

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Step 4: Open your report in Project Server

Once your report is saved to Project Server, you can navigate to the Business Intelligence Center and then open your report using Excel Online. This enables you to view your report from anywhere with access to Project Web App.

 Important    Excel Online will show project data from the last time the report was refreshed in Excel 2013. To see the most recent project data in Excel Online, open the report in Excel 2013 first, refresh the data, and then save the report back to Project Server.

To open your report in Excel Online:

  1. In Project Web App, click Reports on the Quick Launch.
  2. In the Business Intelligence Center, click Site Contents on the Quick Launch.
  3. Under Lists, Libraries, and other Apps, click Sample Reports.
  4. Click English (United States).
  5. Click the name of your report to open it in Excel Online.

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Applies to:
Project Web App for Project Server 2013