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Create Beautiful Reports on Project Desktop with Tools Other Than Just Project!

Project Management Institute (PMI)® Professional Development Units (PDUs):
This Webinar is eligible for 1 PMI® PDU in the Technical category of the Talent Triangle.

Event Description:

Even though Project Pro for Office 365 is available through a monthly subscription, there are many companies and individuals who still use old versions of MS Project (Project 2010, Project 2007 and – believe or not – Project 2003) to track their schedules. All these people sometimes struggle on trying to create reports to quickly understand their project performance, once the reporting mechanism in old versions of the software is not as good as the mechanism that was introduced with the launch of Project 2013.

What most people do not know is that it is possible to export data from MS Project to a MS Access database. By doing this, we can then connect to the database with MS Excel and create beautiful, interactive dashboards, getting quick insights of the key project information. Also, this approach provides the user with the ability of keeping the report up-to-date, and also to reproduce the report for other projects if needed.

The key take-aways of this presentation are:

  1. Knowing how to export data from Project to a MS Access Database
  2. Knowing the information that is exported and how to manage it
  3. Knowing how to use MS Excel to connect to the database
  4. Creating a beautiful, interactive status report
  5. Keeping the report up-to-date
  6. Using the report for other schedules

Presenter Info:

Raphael Santos is a PPM enthusiast, with expertise in providing Microsoft Project and Project Server solutions. He has worked in several projects to implement PPM tools, including countries in Latin America (Brazil, Peru and Argentina) and Africa. He is also a trainer, with more than 10 years of experience in teaching users on how to use Project Management tools in a more productive way. Raphael works at Sensei Project Solutions, a company that offers a set of services to help an organization make their Microsoft PPM deployment successful, including full implementation and services, training as well as pre-configured solutions and Report Packs. You may contact him at raphael.santos@senseiprojectsolutions.com


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Raphael Santos
Written by Raphael Santos

Raphael Santos is a PPM enthusiast with expertise in providing Microsoft Project, Project Online, and Project Server solutions. He has worked in several projects to implement PPM tools, including projects located in Latin America (Brazil, Peru, and Argentina), in the United States, and in Africa. He is also a trainer with more than 10 years of experience teaching users how to use Project Management tools in a more productive way. In 2016, Raphael was awarded the MVP title by Microsoft in recognition of his contributions to the Project Management community. Raphael is a PPM Consultant at Sensei Project Solutions, a certified Microsoft partner specializing in project and portfolio management deployments. Sensei offers a complete set of services to help organizations succeed with their Microsoft PPM deployments. Services include full implementation and training as well as pre-configured solutions and report packs. Visit senseiprojectsolutions.com or contact info@senseiprojectsolutions.com for more information.

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4 Comments
  1. nice webinar, thank you.

    Reply
  2. Hi Carl —

    Thank you for the feedback!

    Reply
  3. I really found this webinar informative and useful. I can’t wait to start using the information you provided!

    Reply
  4. Hi Dennis —

    I really appreciate your comment. I am glad you can benefit from this technique.

    Thank you!

    Reply

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