Monday, November 20, 2017

Configure rollup of timephased reporting data in Project Online

Recently the product group has made some improvements to optimize Project Online performances. I particularly think about the project center updates and the EPT configuration to store the project sites out of the PWA site collection.

The last feature, currently being rolled up, is the ability to configure the rollup level of timephased reporting data, used through ODATA, with PowerBI or Excel.
Here is the Microsoft article:

Basically, you'll find a new entry in your PWA server settings, enterprise data section. You'll be able to choose if you want to rollup timephased data at daily (current), weekly, monthly or at fiscal period level.

A few aspects to have in mind:
Any changes require to republish the projects.
  • For new instance (created after the rollup), NEVER will be checked, meaning that this is one of the first parameter to configure for a new instance using odata reporting. You can keep is like this is you don't need timephased reporting data, it will improve your queue performance.
  • For existing instances, DAILY will be selected, which means that it will have to impact on existing reports.

We strongly advice to first change the parameter on a test environment to check that the reports still work. For example, Ion the dashboard I usually deploy, the capacity reports use a weekly or monthly timescale, so I'll have to readjust them.

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