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OLAP Cubes and Pivot Tables
Leveraging the Power of a
Microsoft EPM Solution
Brendan Giles , PMP, MCP
February 21st, 2007
EPM Customization Series Part 1
Overview
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Components of a Microsoft EPM Solution
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Review the purpose of each component in EPM
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How the components are integrated to form an
EPM Solution
How to extend a Microsoft EPM using Online
Analytical Processing (OLAP)
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Summary
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Next Steps using Visual Studio (2nd Presentation)
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Questions and Wrap-up
Slide 2
Components of Microsoft EPM?
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What software products make up a Microsoft EPM
solution?
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Microsoft Office Project Professional
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Microsoft Office Project Server
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Windows Sharepoint Services
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SQL Server
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SQL Analysis Services
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Microsoft Office Excel
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Others?
Do they work together?
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Yes
Can they work alone?
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Yes
Slide 3
Microsoft EPM Solution 2003
Slide 4
Microsoft EPM Solution 2007
OLAP Data
Slide 5
Components of an
EPM Solution
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Microsoft Office Project Professional
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EPM Client Tier
Creation of Project Plans
Scheduling
Reporting
Connection to Project Server
Office Integration
Slide 6
Components of an
EPM Solution
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Microsoft Office Project Server
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EPM Middle Tier
Web Application access via Project Web Access
EPM Administration
Connection to Client and Database Tiers
Project, Task, Resource Web UI
Portfolio Analysis Web UI
Time Tracking Web UI
Office Integration
Slide 7
Components of an
EPM Solution
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Windows Sharepoint Services
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Project Web Site Support
Document Management
Risk and Issue Tracking
Project Announcements
Online Team Interaction
Connection to Database Tier
Office Integration
Slide 8
Components of an
EPM Solution
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SQL Server
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Hosts Project Server Databases
Host Sharepoint Databases
Database Maintenance
Data Transformation Services
Online Team Interaction
Connection to SQL Analysis Services
Includes a new Reporting Database in EPM 2007
Office Integration
Slide 9
Components of an
EPM Solution
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SQL Analysis Services
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Online Analytical Processing (OLAP)
Supports Portfolio Analyzer
Manages OLAP Cubes
OLAP Cubes accessible through Project Web
Access and Excel
Supports OLAP Database Maintenance
Slide 10
Components of an
EPM Solution
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Microsoft Office Excel
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OLAP Pivot Tables
Import / Export with PWA and Microsoft Office Project
Analyze Time Phased Data in Excel
Microsoft Office
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Copy Picture to Office Wizard
OLE DB Integration
Slide 11
Introduction to OLAP
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OLAP Databases are multi-dimensional
databases
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Consist of Measures and Dimensions
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Measures come from FACT tables
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Types of Measures
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FACT Table Fields
Calculated Measures using FACT Table Fields
Types of Dimensions
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Date
Standard
Slide 12
Introduction to OLAP
FACT Table
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OLAP Cubes allow a lot of
flexibility
Work
Measure
Dimensions can be regrouped to provide a
different view of the resulting
measure
Project
Dimension
Resource
Dimension
Period
Date
Dimension
Slide 13
Introduction to OLAP
FACT Table
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An OLAP Cube needs at least
one FACT table
Work
Measure
Manipulation of the
Dimensions produces the
result from the FACT Table
Measures
Period
Date
Dimension
Project
Dimension
Department
Dimension
Slide 14
Introduction to OLAP
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OLAP Database Queries (MDX)
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Show me work (Measure)
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by Project (Standard Dimension)
by Quarter (Date Dimension)
Show me Cost (Measure)
For MPA Projects (Standard Dimension)
 For PMI Projects (Standard Dimension)
 By Quarter (Date Dimension)
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Slide 15
Project Server Database
FACT Tables
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MSP_ASSN_FACT
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Project Measures such as
Project Work and Cost
Analysis Manager
MSP_RES_AVAIL_FACT
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Resource Availability
Measures
Slide 16
First OLAP Demo
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Collaboration of EPM Tools
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Microsoft SQL Analysis Services
Microsoft Excel Pivot Tables
Using Microsoft Project Database
Add Tables
Slide 17
Updating OLAP Cubes
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Project Server 2003 refreshes the OLAP Cube
Tables using a scheduled task from Admin >
Manage Enterprise Features
Slide 18
Updating OLAP Cubes
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Project Server 2007 keeps it Reporting Database
up-to-date with the main Project Server database
The Project Server 2007 Reporting Database is
the source of OLAP Data
The are a number of pre-designed or internal
OLAP Cubes available in Project Server 2007
Slide 19
Project Server Database
OLAP Related Tables
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2003 MSP Cube Tables
 MSP_CUBE_PROJECTS
 MSP_CUBE_RESOURCES
 MSP_CUBE_TIME_BY_DAY
 MSP_CUBE_DATE_FIELDS
2007 Reporting Database
MSP_EpmResource
 MSP_EpmProject
 MSP_TimeByDay
 ……and much more
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Slide 20
Updating OLAP Cubes
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OLAP Processing is scheduled via Project Web Access 2003.
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Refresh MSP_CUBE tables
Build internal OLAP Cubes
User defined custom OLAP Cubes can be refreshed on a
pre-defined schedule via a Data Transformation Services
(DTS) package created in SQL Server
Slide 21
Project Server Database
Measures and Dimensions
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Dimension
 Time Period
 Project List
 Project Versions
 Resource List
SQL Analysis
Manager
Measures
 Work
 Actual Work
 Cost
 Actual Cost
Dimension
Project
List
Dimension
Resource
List
Dimension
Time
Measure
Measure
Work
Cost
Slide 22
Ready Made
OLAP User Interface
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Microsoft Excel contains OLAP Services
functionality
 Connects to OLAP Datasource
 Creates Pivot Tables to consume OLAP data
 Contains a wealth of report formatting templates
 Can be setup by EPM Administrator or user
 Source of data and it’s maintenance do not concern
the user
 Allows users to leverage their knowledge of excel to
view and manipulate OLAP dimensions and measures
without the need for a custom UI
Slide 23
Setup FACT and Dimension Tables
FACT
Table
Dimension
Table
Slide 24
Connect to Cube via Excel
The Data > Import
feature of excel
allows a connection to
Microsoft OLAP
Services
Slide 25
The Excel Pivot Table
Pivot Table Toolbar
Slide 26
Project Center
In this Demo Environment Projects have been published
to Project Server and assigned to the PMI or MPA group
Slide 27
The Excel Pivot Table
Created from Published Projects
Slide 28
Overview of Cube Structure
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Main Project Server Cube Tables
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MSP_CUBE_PROJECTS
MSP_CUBE_RESOURCES
MSP_CUBE_TIME_BY_DAY
Main OLAP Tables
Slide 29
Connecting an Enterprise Outline Code to
the Cube
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Custom Outline Codes
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MPA PMI Group Code
Add Project Outline Code
Slide 30
Using the Pivot Tables
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Organizing the Fields
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Pivot Table Templates
New assignments in EPM automatically
refelected in the Pivot Table
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Pivot Table Usage
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New Assignments
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Project Plan Updated
Cube Refreshed
Pivot Table shows updates
Slide 31
Summary
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Microsoft EPM Solution components work
together or alone
SQL Analysis Services supplies OLAP Cubes
Microsoft Excel supplies a User Interface
to the OLAP data via Pivot Tables
These EPM components can be used to
develop custom reporting solutions
Microsoft Excel users have a ready made
“window” into Project Server Database
data
Slide 32
My Next Session
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Custom EPM Solutions “read-to-go”
Microsoft Project Association Presentation planned for
November of 2007
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Microsoft Project VBA for EPM
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Managed Code Built in Visual Studio .NET
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Windows based (C# and VB.NET)
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Web Based (ASP.NET)
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Designed to extend EPM 2003 and EPM 2007
Brendan Giles , PMP, MCP
Slide 33
Questions and Answers
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?? No such thing as a stupid question ??
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Answers ---- we’ll try to have smart answers
Slide 34