locked
How to link an Excel sheet in a PDP to the corresponding project? RRS feed

  • Question

  • I wonder how to link an Excel sheet (ie Cost Benefit Analysis) in a Project Detail Page by using the Excel Services Webpart component in a way that the Excel sheet is linked to the corresponding project. The Excel Webpart available let's you point to an Excel Sheet that is stored in a specific library and will always be the same document when you open and modify it, thus not making it specific for each project. It would be nice if you could link it dynamically to an Excel sheet (template) stored in the Project Workspace belonging to the project. I've had some answers about this scenario being possible in the RTM version of EPM2010, until now I've not been able to discover it.
    Wednesday, May 5, 2010 11:26 AM

Answers

  • Ok, thanks for the answers! I already subscribed to the several webcasts, looking forward to it. RTM SDK is not yet downloadable, is that correct?
    Frank Jutte Winvision (http://www.winvision.nl) Project Manager / EPM Consultant
    Wednesday, May 5, 2010 9:21 PM

All replies

  • Frank:

    Excellent question. You would need to create a workflow to handle this programatically. The demo image that Microsoft is currently using has an example. When a new proposed project is created, the system provisions a Project Site containing a Cost Benefit Analysis workbook and the PDP in the one of the following stages points to the specific instance of the workbook.

     Look for the new version of the SDK, which should be published in time for launch on May 12.


    Gary Chefetz, MCITP, MCP, MVP msProjectExperts
    Project and Project ServerFAQs
    Project Server Help BLOG
    Wednesday, May 5, 2010 1:18 PM
  • Hi Gary, thanks for your answer. Do I understand it right that indeed a PDP is used with an Excel Web Access webpart, all combined in a Workflow? I looked at this webpart but I could only add a reference to 1 (centrallly stored) Excel sheet with an absolute address. I what way differs your suggested solution compared to the Excel Web Access webpart?

    I also heared that MSFT will ship some Solution Starters espacially for Risk Evaluation and Cost Benefit Analysis, do these starters also follow your suggested solution? Any idea what Solution Starters we may be looking forward to and when to expect them?

    Thanks in advance.

    Frank Jutte

    Wednesday, May 5, 2010 8:58 PM
  • Franck expect most of the content to be released once we officially launch 2010 next week on May 12th. Look out for the RTM version of the SDK as well as this webcast series that will answer all the questions you have above hopefully: http://blogs.msdn.com/project_programmability/archive/2010/04/13/announcing-15-upcoming-developer-and-2-bi-webcasts-for-project-2010.aspx
    http://blogs.msdn.com/chrisfie
    Wednesday, May 5, 2010 9:03 PM
  • Frank:

    Using the webpart without a workflow limits you to pointing the PDP to a static workbook, but with the workflow you can overcome that limitation. Indeed, Microsoft is shipping some excellent solution starters and is shipping the sample workflow code in the SDK as well. I wish I could tell you about them now, but Christophe would put out a hit on me. Make sure you download the RTM SDK and check the MSDN code gallery.


    Gary Chefetz, MCITP, MCP, MVP msProjectExperts
    Project and Project ServerFAQs
    Project Server Help BLOG
    Wednesday, May 5, 2010 9:08 PM
  • Ok, thanks for the answers! I already subscribed to the several webcasts, looking forward to it. RTM SDK is not yet downloadable, is that correct?
    Frank Jutte Winvision (http://www.winvision.nl) Project Manager / EPM Consultant
    Wednesday, May 5, 2010 9:21 PM