Business Intelligence infrastructure deep dive in Project Online and Project Server 2013 PC329.

Anaheim, CA | February 2-5, 2014

Marc Boyer

[email protected]

Christine Flora

Symnoian, [email protected]

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.