Use Excel 2013 to create a new Project Online report
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You can use Microsoft Excel 2013 to connect to your Project Online data and create reports. Once the reports are saved to a library in Project Online, you can view them in a browser window using Excel Online.
Important Before following the steps in this article, it is important that you grant reporting access in Project Online first. This is a one-time setup step that will allow your reports to refresh properly in Excel Online.
This article walks you through creating a data connection in Excel 2013 to your Project Online data to show a list of projects in a PivotTable report. You can do much more than this with Excel 2013 and an OData connection to your Project Online data, but since you’re just getting started, we’ve kept this example simple and straightforward.
The following steps are covered in this article:
Step 1: Create a connection to your Project Online data in Excel 2013
The first step is to create a connection in Excel 2013 that points to your Project Online data.
To create the connection:
That’s it! Now you are connected to your Project Online data.
Step 2: Choose data to include in your report
The next step is to choose which portions of the Projects data you want to include in the report, and then design the report itself. In this very simple example, you will choose two data points: project names, and the names of the project owners.
To build a simple PivotTable report:
Step 3: Save your report to Project Online
Once your report is built, the last step is to save it to Project Online, so that you can easily open it later using Excel Online.
To save a PivotTable report to Project Online:
After saving the report to your Project Online Business Intelligence Center, close the report in Excel 2013. Now you can navigate to it in your browser and open it using Project Online.
Step 4: Open your report in Project Online
Once your report is saved to Project Online, you can navigate to the Business Intelligence Center and then open your report using Excel Online. This enables you to view your report, with the most recent project data, from anywhere with access to Project Online.
To open your report in Excel Online: