Search Results

Looking to create a connection from your Project Online environment to Excel? Excel is a powerful and one of the most commonly used reporting tools for Project Online. Excel allows you to pull, refresh, and transform data so it’s customized for your organization’s reporting needs.

 Reporting in Microsoft Project Online doesn’t have to be complex. Actually it can be kind of fun. In this Microsoft Project Online Training video we demonstrate creating a Program Pipeline report in order to demonstrate Reporting in Microsoft PPM. The report is authored in Excel using the OData dataset ProjectData. It has one table […]

When using Power Query (Get & Transform) in Power BI and Excel, you have the ability to merge queries together and expand the dataset to view all the columns in your merged dataset. While you can do this in Power BI, the intrinsic join capabilities of that software program do not require you to perform […]

I have been helping several customers recently with their reporting performance issues. The reports themselves performed well, but the data refresh took forever. There are two simple steps in Power Query for Power BI and Excel (Get and Transform in Excel 2016) that can drastically reduce your data refresh times. After making your connection to […]

This was an issue that occurred when working specifically with Excel 2016 under the following conditions:   Create a connection to a datasource using Excel's typicall method of connecting to a datasource. Create a Pivot Table or Pivot Chart Drag a date field to one of the Area's section (i.e. Rows, Columns, Values, Fiter, Axis) […]

If you have you ever wanted to manage your time like a CEO, understand your cash flow like a CFO or analyze your NASDAQ stock performance like a Wall Street pro, then we have good news for you. Now Excel 2016 can do the same for you with a few clicks.Several new business analysis feature […]