How to Create a Project Server Resource Utilization Report – #2 Setting up Pivot Table and Styling

This is a continuation of ‘How to Create a Project Server Resource Utilization Report – #1 Data Connections‘.

If you followed my last article on this you should now have an Excel file with a data connection to the Project Server which is half the battle, but now we’ve got to set up the Pivot Table to show something useful and we have to style it so that it will provide value at a glance.

This article will cover the full setup for the Pivot Table and getting it styled up to a useable format. Once done you’ll be able to easily extend this to show other useful info such as how much of your companies total resource is assigned to projects and the likes.

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How to Create a Project Server Resource Utilization Report – #1 Data Connections

I’ve recently been doing some work on creating a Resource utilization report based on data taken from Project Server 2013. The requirement was that it should stay up-to-date with project Server and should be able to show at a glance when resources were overbooked.

In this article and potentially a few others I plan to cover every required step from creating the data connection to formatting it all in a useable format, what you will end up with will be a report similar to the report in the image above or below using an OData Query –

Continue reading “How to Create a Project Server Resource Utilization Report – #1 Data Connections”