Microsoft Project Reporting Beginner To Rock Star
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Microsoft Project Reporting Beginner To Rock Star

Learn To Rock Out Your Project Reports With Visual Reports, Visio, and Excell
4.4 (39 ratings)
Instead of using a simple lifetime average, Udemy calculates a course's star rating by considering a number of different factors such as the number of ratings, the age of ratings, and the likelihood of fraudulent ratings.
2,401 students enrolled
Created by Dr. Luke Angel
Last updated 7/2017
English
Price: Free
Includes:
  • 1 hour on-demand video
  • 9 Articles
  • 1 Supplemental Resource
  • Full lifetime access
  • Access on mobile and TV
  • Certificate of Completion
What Will I Learn?
  • Learn About Microsoft Project Visual Designer
  • Create Excel Report Templates
  • Be Able To Export OLAP Cubes and Access Databases From Your Microsoft Project
  • Learn How To Build a Task Burn Up
  • Learn To Use Pivot Tables Like A Champ
  • Take Advantage Of Excel Templates and Filters
  • Build a Work Break Down Structure (wbs)
  • Rock Visio Reports + Layouts
  • Create Visio Report Templates
  • Build Visual Graphs
  • Build Report Dashboards Your Stakeholders Will Love
View Curriculum
Requirements
  • A willingness to rock
  • A basic understanding of Microsoft project
  • Microsoft Project 2010,2013,2016 would be nice.
Description

Do you want to Rock at reporting in Microsoft Project? Do you want to have yoru colleagues to envy you and your stakeholders love you? Well go no further this course is for you. Stakeholders and team members better understand project performance when they can actually see the project plan and how work is progressing. Follow along with project management expert Luke Angel as he shares his tips for rocking out visual reports in Microsoft Project. You will learn to leverage the power of Excel pivot tables and Visio pivot diagrams. He introduces Project's built-in visual report templates and walks you through creating a task burnup report, a work breakdown structure (WBS), and a resource analysis report.

The techniques shown work equally well with Microsoft Project 2010, 2013, and 2016.

Topics include:

  • 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
Who is the target audience?
  • Anyone who wants to rock out your Microsoft project reports
  • People who want to expand their knowledge of Microsoft project
  • People who want to show off to their colleagues
  • People who want to want to put the pimp in PMI
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Curriculum For This Course
25 Lectures
01:06:26
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Introduction
4 Lectures 05:09

 In this course we'll explore Microsoft Project features for building and using visual reports in Excel and Visio. When using Microsoft Project there are times when you would like to analyze your project information in another tool set such as Excel or Visio. These tools provide additional functions that Microsoft Project out of the box just doesn't have. In this course, we'll focus on how to get that information out of Microsoft Project in a repetitive situation using data sets for weekly or monthly or yearly. Report options for this course can be used using Project 2010, 2013 or 2016 and also utilize Office 2010, 2013 or 2016. if you're tired of recreating reports each time, then let's get started using the visual reporting features within Microsoft Project.

Welcome
01:20

As a project manager on this project, we've been asked to create Excel ouputs for our various tasks and sprints within the project. We're going to use visual reports to do that with, where we can select Excel- and Visio-type outputs. We'll create a burnup task report. We'll also build out a cost report for finance. Our team is interested in a WBS to be able to analyze each and every aspect around the project. And lastly, management interested in a dashboard to be able to oversee the complete project schedule. So, let's get started.

Summary Project
01:00

In Microsoft Project we need to make sure that we fully understand field sets; Task, Resource, and Assignment level data sets. These fields that we can insert into Microsoft Project can also be part of our reporting functions as we go forward. So we need to make sure that we fully understand how those fields are used and of course there's some additional things that we will learn about this in this course. Now, those fields can be exported to Excel and as we export that data those field sets become pivot table functions for us. 

Course Prerequisites
01:56

f you're a premium member of the lynda.com online training library, you have access to the exercise files used throughout this course. You'll find these files in the Exercise Files folder, which I've placed on my desktop, but you can store it wherever you like. If you choose to use these files, they're broken down into sub-folders based on the chapters within the course. If you're a monthly or annual subscriber to lynda.com, you have access to several free exercise files where I've already set up tasks, resources, and assignments for a given project. These sample files also contain the reports used throughout this project, as well as they are used to build on from movie to movie. Now, let's get started.

Using The Exercise Files
00:53
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Report Templates 101 Visualize And Build
6 Lectures 27:05

Let's take a moment to understand some of the reports that come with the product and how to use the visual reports dialog. In Microsoft Project, we'll go to the Report ribbon, and under the Report ribbon, we'll select Visual Reports. Now on the Visual Reports dialog box, we have Microsoft Excel and Visio reporting options and templates. These reporting templates are installed when the application for that particular item is installed in Office. So if you're missing the Visio reports on your list, you'll have to install Visio, and then they will show up. Now, each report is broken up into various tabs. "All" which covers all of the reports that are available within the tool set, and each of the tabs related to the field types that might be associated with that type of report. Either Task Summary or Task Usage will get us task information, either at the detail level for task usage, or at the summary lines for task summary.  

Templates 101
03:29

Now that we've used some existing reports to come out of the box, let's take a look at editing some of those templates to further enhance our visual reporting options. I've gone to the Report ribbon and selected Visual Reports. I'm going to select a couple of those reports that we've seen before in a previous video so I'm going to use the Baseline Report and in this case, I'm going to select Edit Template. Since I want to modify this template that comes out of the box the existing fields on the right-hand side are already there for me to select from. However I want another field called Tasks that are Critical. So I'm going to scroll down on the left-hand side since I am interested in adding that dimension to this particular report.

Optimizing Your Templates
06:09

Sometimes it's best to start from a template, as we've talked about. These templates are stored in various places within Microsoft Project. Now, you can create the locations or you can use the default location. So to manage those templates, we're going to go to the Report ribbon and select Visual Reports. On the Visual Reports dialogue box, we have the Manage Template option.   

Template Organization Techniques
04:33

We've used some visual reporting templates that come with the product, however we might want to even create our own templates, so I've gone to the Report ribbon, and I've selected Visual Reports. I'm now going to go into the New Template area and build out a new template. So I have the option to select from either Excel or Visio templates, either metric or U.S. I also can pick the data type that you might want to use for that particular template. Again, Task Usage, Resource Usage, Assignment Usage, or Task Summary, Resource Summary, or Assignment Summary. 

Template Creation
05:15

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.  

Using Save Data Functions For More Control
07:19

I would love to hear your feedback if you feel the course needs improvement. Can you please provide feedback directly to me so I can make this course better for you! Please don't just rate it two stars with no comment and leave. Did you know uDemy removes FREE courses with less than a 4 star review. Its a hour of FREE Content. If I stopped my life to explain something to you for a hour could you take 1 minutes to send me feedback or at the very minimum not leave poor ratings. Disclaimer: feedback is not required to take this course but is greatly appreciated. 

Please Rate This Course
00:20
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Advanced Task Reporting
5 Lectures 13:48

ow that we've learned a lot of the functions that exist under Visual Reports, we can take that to the next level by creating our own visual report templates. I'm going to create a burnup report using my Visual Reports option, so I've gone to my report ribbon and selected Visual Reports. On here I'm going to select a new template, but before I do that I wanna make sure that I have the Weeks format selected, since we're interested in it by week burn. So we'll select New Template. On this dialogue box we'll select Excel, and we'll stick with our task usage, since that's where all our task data lives. We'll add in some custom fields in this particular project file.

Task Burnup Report
07:56

We've created our BurnUp report so far. We want to add and enhance that report by adding some additional functions into it. Since we're not really interested in this detail level task item here, we'll collapse that task once and bring that up to a higher level. We're also interested in renaming that particular data sheet so we're going to right-click on it and rename that to data. Now, we want to insert a graph of this particular report, so we'll going to select the whole chart and we're going to go to the insert ribbon and select under the 2-D options we'll select the 2-D line chart. Now I would like this to be a whole page, so we're going to Ctrl-X, or cut that and we'll add a new sheet and paste that in. Now that we've added in our new graph, we've connected the two items together.

Advanced Graphing
01:36

I have a burnup chart that I'd like to enhance a little further. I'd like to add data labels for each and every value that's associated with the chart. So I'm going to click on the Cumulative Work line within my chart. And then I'm going to right-click on it, and select Add Data Labels. Now this will give me the value for each data point for that particular week. I'll repeat that by clicking on the Actual Work, right-clicking and adding the data labels to that line as well. So now I have a couple of choices on various types of data labels that I can add. Now, up to this point, I have numbers of weeks that we haven't performed work on up to this point.

Use Pivot Tables For Fun And Profit
02:37

Once you've finalized your report, you can save it as the template of the final version. To do that, we'll return to the File menu and select Save As. We'll go to our Exercise folder since that's where we would like to put it, and we'll make it an Excel template by clicking the type file type. Now, again, it's gonna default to your Office folder. Since we're interested in saving in our Exercise files, I'd like to overwrite one of the existing templates that we started from. Now, this Excel template will take on and overwrite that template. 

Take Advantage Of Excel Templates
01:19

I would love to hear your feedback if you feel the course needs improvement. Can you please provide feedback directly to me so I can make this course better for you! Please don't just rate it two stars with no comment and leave. Did you know uDemy removes FREE courses with less than a 4 star review. Its a hour of FREE Content. If I stopped my life to explain something to you for a hour could you take 1 minutes to send me feedback or at the very minimum not leave poor ratings. Disclaimer: feedback is not required to take this course but is greatly appreciated. 

Please Rate This Course
00:20
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**Coming Soon** Advanced Work Breakdown Structures Reporting
2 Lectures 03:26

It's common in project management to have a WBS diagram for your project. And since Microsoft Project does not include a template we'll build one from an existing template using Visio. So were going to go to our Report ribbon and select Visual Reports We'll use a report that Microsoft has given us To start from, called Task Status Report. We'll run that report and we'll leave it set to include our weekly timescale. Visio is going to build out that diagram for us and put us into the Visio application. I'm going to zoom in here a little bit and here we can now start to see the data that's here. Now currently that template has Work and Cost Values for each and every task in the project. 

Work Break Down Structure Reporting 101
00:59

We've created a shell for our WBS diagram. We want to add some additional functionality into this like our WBS number and additional items. So, to do that we're going to click on our first shape within the Visio diagram and right-click on it and select Data, Edit Data Graphic. 

Visio Diagrams 101
02:27
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**Coming Soon**Conclusion
4 Lectures 07:16

ow currently in our WBS diagram, we still have just three or four tasks here, some of which are summary lines. We want to get additional level of detail into this particular project. So the best thing for us to do is click and drag on the selected task level, the second level down. We can add additional, or expand that task list, by now selecting the task in the categories on the left-hand side. Now Visio will go back to the project file, and we'll import the data necessary to do this. Now we'd also like to get all of the levels of the project, so we'll hit that two more times to import all of the data into our project, and we'll do that once more. So this brings over all the data from the project.

Working With Filters
01:56

we'd like to make our WBS diagram more consistent with the typical project management types that you've seen. Since ours is left-justified we're going to recenter it into the center part of the diagram, so it looks like a hierarchial one. To do that we'll select our first data shape at the top of the diagram. We'll go to the Design ribbon and on the far right-hand side is an item that says Re-Layout Page. We'll select the first item under Hierarchy, 

Advanced Visio Layout
03:19

Exporting Visio Templates
01:41

I would love to hear your feedback if you feel the course needs improvement. Can you please provide feedback directly to me so I can make this course better for you! Please don't just rate it two stars with no comment and leave. Did you know uDemy removes FREE courses with less than a 4 star review. Its a hour of FREE Content. If I stopped my life to explain something to you for a hour could you take 1 minutes to send me feedback or at the very minimum not leave poor ratings. Disclaimer: feedback is not required to take this course but is greatly appreciated. 

Please Rate This Course
00:20
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**Comming Soon *** Advanced Multiple Dataset Dashboard Reporting
4 Lectures 09:41
Advanced Pivot Tables
04:58

Advanced Visual Graphs
01:22

Advanced Task Graphs
03:07

In this course, we've explored Microsoft Project features that help you build and use visual reports using Excel and Visio. We've experimented with different ways to resolve business problems and concerns using the visual reporting options. But there's plenty more for us to learn. If you're interested in research around visual reporting, 

Next Steps
00:13
About the Instructor
Dr. Luke Angel
4.1 Average rating
1,936 Reviews
26,409 Students
18 Courses
Sr. Technical Cross Platform Program Manager

Hello!

Thanks for looking at my courses. I am excited to bring you some awesome lessons I have learned along the way. I also love to talk about my favorite products that really help me stay ahead of the curve. I am an Architect, Developer, Product/Project Manger, and humble hustler focusing on building next generation application.

I am currently working as a Sr. Technical Cross Platform Program Manager at a Fortune 500 company building technology-driven marketing solutions with global reach and Netflix scale. I lead teams of developers to new heights by giving top of the line guidance on product deliverables, organizational techniques, and in general kicking butt. I hope you find my courses enjoyable and please contact me if you have any questions or would like any additional content covered that is not in one of the courses.

I am a PMP expert and PRINCE2 consultant.