business intelligence infrastructure deep dive in project online and project server 2013 pc329
TRANSCRIPT
Anaheim, CA | February 2-5, 2014
Marc BoyerProgram manager IIMicrosoft
Business Intelligence infrastructure deep dive in Project Online and Project Server 2013
Christine FloraMCSD, MCITP, MCTS, MCTSymnoian, [email protected]
PC329
Business Intelligence
Business Intelligence
From Project Server 2013 and Project Online
Project
What’s changed for Business IntelligenceSingle database with different schemas Access to reporting schema only
Existing Reports based on the Reporting tables and views still work The Reporting tables retain their previous names
Some OLAP settings have been moved to SharePoint Central Admin IT Pro related, instead of functional administration
Reporting Tables Data exposed as OData feeds 35 individual tables available
Accessing Project dataData Sources• Reporting Database• Multidimensional OLAP • oData for Project Online
Data Visualization• Microsoft BI tools
Excel, Excel Power add ins and Excel servicesPower BI sku for Office 365SQL Server Reporting Services
Or write your own custom app
Discover oData
Getting access to your online data
Project
What is OData? HTTP-based Available initially with SharePoint 2010 for list data,
expanded in 2013 http://www.odata.org
AtomPub
JSON XML
ODATA
oData in Project OnlineQuick overview• https://projectonlinedemo329.sharepoint.com/sites/pwa/_api/ProjectData
• Run it in your favorite browser and see the entities that are supported
Format support• Project Online oData stream supports either XML (default) or Json ($format=json).
• Use Json when possible
• Json light support coming soon
oData in Project OnlineConnection• Rest query
Entities and metadata• 35 entities with associations for easy Excel integration.
• Hit tables directly by adding appending them to the query…/_api/ProjectData/Projects
• Get the list of properties for each entityhttps://projectonlinedemo329.sharepoint.com/sites/pwa/_api/ProjectData/$metadata
oDataPermissions• Sharepoint permission mode:
Portfolio Viewers, Portfolio managers, Administrators
• Project permission modeAccess project Server Reporting Service permission
Paging• Depends on the tables, 100 (tasks) to 200 (issues)
Using ExcelNative or PowerQuery add in ?
Best practice• Start small• Create your report• Refine your query
Using oDataUsage
Precision and performance
System Query optionsSupported options$Select to reduces the number of properties
$Filter to scale down the number of entries
$Orderby, $Top, and $Skip to arrange the returned fields
Unsupported options$expand and $link Excel 2013 uses the Association elements to help create for pivot tables and other models.
Get specific fields onlyhttps://projectonlinedemo329.sharepoint.com/sites/pwa/_api/projectdata/Tasks?$select=TaskName,ProjectName,TaskActualDuration,TaskFinishDate,TaskPercentCompleted
$select to improve perfThis seems obvious, but it is often overlooked by BI users. Look back at your reports and updates the queries to only the get the data you really need.
To the tophttps://projectonlinedemo329.sharepoint.com/sites/pwa/_api/projectdata/Tasks?$select=TaskName,ProjectName,TaskActualDuration,TaskFinishDate,TaskPercentCompleted&$orderby=TaskPercentCompleted desc&$top=20
$top to reduce the scopeWhen you only care about the top
Race to finish Top 3
Filter on some propertieshttps://projectonlinedemo329.sharepoint.com/sites/pwa/_api/projectdata/Tasks?$select=TaskName,ProjectName,TaskActualDuration,TaskFinishDate,TaskPercentCompleted&$top=20&$filter=TaskActualDuration gt 10
$filter to improve perf$filter out inactive projects, non relevant tasks to reduce the size of your download even more.
Logical OperatorsEqual, Greater than, Or ….
Filter on a projectGet the ProjectIDYou can also do this programmatically
Use it in your query
https://projectonlinedemo329.sharepoint.com/sites/pwa/_api/projectdata/Projects(guid'b28fc3ef-99bf-e111-9f1e-00155d022681')/Tasks
FunctionsDate functionsInt month(DateTime P0) - $filter=month(TaskFinishDate) eq 2
String functionsbool substringof(string po, string p1) –
More functions on www.odata.org
Still using with SSRS ?SSIS connectivity to Project Online
Windows AzureProject Online
SQL
SSIS
SSRS
ODataSQL
Grant reporting access in Project OnlineIt’s a site collection featureGear / Sites settings
Site Collection features
oData, “Mobile” and You
What is your app great at?
Audience / UserActivities it will SupportFeatures to includeDevice Capabilities
Consuming Data
SharePoint Apps “Mobile”
SharePoint (self) Hosted
Provider Hosted Auto Hosted
Windows 8 Phone Windows 8.1
Store Apps Other
Office Apps
Project – Task Pane
Word Excel PowerPoint Mail/Outlook
Project
Project Server / Project Online
What type of Authentication is needed?
On Prem
Domain Joined Non-Domain
Joined
Online
Domain Joined Non-Domain
Joined O365 credentials
On Prem Authenticationstring query = "http://w15-sp/_api/sites/pwa/ProjectData/Projects";
HttpClientHandler clientHandler = new HttpClientHandler();clientHandler.UseDefaultCredentials = true;HttpClient client = new HttpClient(clientHandler);
var response = await client.GetAsync(query);response.EnsureSuccessStatusCode();
Claims Authentication
Courtesy of: Alex Choroshin
Demo
Before you go
4 points to remember
Conclusion
• Easy to use
• Use Microsoft BI stack
• Pay attention to your queries
• New SSIS connection scenario
Other PC14 BI Sessions:Session Session Room Time
Introduction to Microsoft Visio: A Swiss Army Knife for PMs
PC245 204C MON 11:15
Building Stellar Project BI Dashboards with Visio
PC222 203BMON5:00
Real World Reports: Business Intelligence in Project Online and Project Server 2013
PC248 202AB TUE 10:30
Reports That Jump Off the Screen with Microsoft Project Desktop
PC232 201B TUE1:45
Business Intelligence Infrastructure Deep Dive in Project Online and Project Server 2013
PC329 204A WED 12:00
• Authorization and authentication for apps in SharePoint 2013• http://bit.ly/1eoWqJe
• OAuth authentication permissions on the fly• http://bit.ly/1n9Bghv
• CodePlex Project – Claims Web Service Win8 Project• http://bit.ly/1c2Dh9V
• Where it is explained• http://bit.ly/1dpNhdl
• Kirk Evans //Build 2013 Authentication Session• http://bit.ly/1atokCS
• dev.windows.com
References
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© 2014 Microsoft Corporation. All rights reserved. Microsoft, Windows and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries.The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.