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Project Server 2010 - Business Intelligence - Sample reports - no data RRS feed

  • Question

  • When we click on "SimpleProjectsList" report, I don't see any data. When I select "Refresh All connections", it throws out an error message "An error occured while accessing application Id ProjectServerApplication....... project server - Simple project List". However if I click on "open in excel", we do see the data and there are no issues. Any help on this
    Sanjeev
    Thursday, May 26, 2011 11:36 PM

Answers

  • Hi Sanjeev,

    It sounds like the secure store is not configured correctly. When you connect via the Excel client you connect directly bypassing the secure store service, hence why it works in the client.

    Did you follow the exact instructions as outlined at http://technet.microsoft.com/en-us/library/ee662106.aspx#section4 ? Specifically make sure you have the case sensitive entry entered and set the credentials correctly.

     

     


    Alex Burton
    www.epmsource.com | Twitter
    Project Server TechCenter | Project Developer Center | Project Server Help | Project Product Page
    • Proposed as answer by fodi30 Friday, May 27, 2011 6:38 AM
    • Marked as answer by Sanjeev S K Friday, May 27, 2011 5:15 PM
    Friday, May 27, 2011 1:23 AM
  • hi Sanjeev,

    It seems u have not configured excel and secure store services becoz error is occuring. Following are the steps to configure Configure excel services and excel service.

    Configuration of Excel services in project server 2010

    Step 1:Create following user group in AD
          a.ReportAuthor-direct database acces group
          b.ReportViewer-can only View (webbased View)

    Step 2:Create following user:
         a.SqldataAcess user

    Step 3:Make SQLDataAccess user as a member of report author
     
    Step 4:Open SQL studio

    Step5:Click on Security and click to login

    Step6:Create a login named ReportAuthor
     
    Step 7: Click on user mapping.
         a. Give data reader permission on project reporting databases

    Step 8: Click on New tab and Create Excel service and Secure Store In Central administrator
     
    Step 9:Go to Excel Service in Sharepoint Central admin and you need to configure two files:-
          Trusted File Location – Sample reports and Template in PWA both will  come under this.
          Trusted Data Connection Libraries-Data Connection
     
     Step 10:- File Trusted Location for sample reports.
     Go back to Central administration – Manage Service-Excel Services –  Trusted File Location as give bellow
     
    Move back to PWA Site-Business Intelligence Center-Sample Reports and Copy the bellow mentioned URL and paste inside the Address tab of File Trusted Location
    http://epm/PWA/ProjectBICenter/Sample%20Reports
     
     
    Note:
    You have to select the Option Children trusted.
    You have to check the Option Trusted data Connection Library embedded under allow external data and Scroll down, disable the option Refresh warning enabled.
    And click OK
     
    Step11:- Template
          Like same you have to go to   PWA Site-Business intelligence Center-Template and Copy the Template Path, paste inside the Address tab of File Trusted Location
    http://epm/PWA/ProjectBICenter/Templates
     
    Step 12:- Trusted Data Collection Libraries
         Go to Data connection Library in the PWA Site-Business Intelligence-Data Connection Library and Copy the Library path and paste inside Central Administration-Excel Service- Trusted Data Collection Libraries. As mentioned the bellow Screen Shot.
    You have to select the Option Children trusted
     
    Note:Way to find the path of data connection library
    Go to Business Intelligence->Data connection library->English united States folder->Click on Edit Property->Left  click on English United States->Property->copy the address URL
     
     
    Step 13:- Secure Store Services

    Problem
    Configuring Excel Services in SharePoint 2007 is fairly simple. However, in SharePoint 2010, Microsoft has changed the "Unattended Service Account" to use an "Application ID" from the "Secure Store Service Application". If you don't setup an Unattended Service Account then all of your data connections in Excel will need the credentials within the connection or will need to revert to the current user.
    Configuring the "Unattended Service Account" means you can set your authentication on the Excel data connection to None and use the credentials in the Secure Store Service application instead.

    This is an easy step to miss.
    1.For first time generate a key
     Enter your Pass Phrase in the Pass Phrase and Conform Pass Phrase boxes
     
    2.Create A ProjectServerApplication  ID:
    Note: the name of application should be same as above only (ProjectServerApplication)
    In the "Create New Secure Store Target application" page, enter the following:
    o Target Application ID: ProjectServerApplication
    o Display Name: ProjectServerApplication
    o Contact Email: whatever@whatever.com (Use a real address)
    o Target Application Type: Group


    3.Set credential Now

    4.Enter domain\SqldataAcess user in windows Name.
    Enter The password and Confirm the same.
     

     After that Yepee problem solved

     


    Nur Mondal

    Thank you Nur. I will try these and let you know. :)
    Sanjeev
    • Marked as answer by Sanjeev S K Friday, May 27, 2011 5:16 PM
    Friday, May 27, 2011 4:25 PM

All replies

  • Hi Sanjeev,

    It sounds like the secure store is not configured correctly. When you connect via the Excel client you connect directly bypassing the secure store service, hence why it works in the client.

    Did you follow the exact instructions as outlined at http://technet.microsoft.com/en-us/library/ee662106.aspx#section4 ? Specifically make sure you have the case sensitive entry entered and set the credentials correctly.

     

     


    Alex Burton
    www.epmsource.com | Twitter
    Project Server TechCenter | Project Developer Center | Project Server Help | Project Product Page
    • Proposed as answer by fodi30 Friday, May 27, 2011 6:38 AM
    • Marked as answer by Sanjeev S K Friday, May 27, 2011 5:15 PM
    Friday, May 27, 2011 1:23 AM
  • hi Sanjeev,

    It seems u have not configured excel and secure store services becoz error is occuring. Following are the steps to configure Configure excel services and excel service.

    Configuration of Excel services in project server 2010

    Step 1:Create following user group in AD
          a.ReportAuthor-direct database acces group
          b.ReportViewer-can only View (webbased View)

    Step 2:Create following user:
         a.SqldataAcess user

    Step 3:Make SQLDataAccess user as a member of report author
     
    Step 4:Open SQL studio

    Step5:Click on Security and click to login

    Step6:Create a login named ReportAuthor
     
    Step 7: Click on user mapping.
         a. Give data reader permission on project reporting databases

    Step 8: Click on New tab and Create Excel service and Secure Store In Central administrator
     
    Step 9:Go to Excel Service in Sharepoint Central admin and you need to configure two files:-
          Trusted File Location – Sample reports and Template in PWA both will  come under this.
          Trusted Data Connection Libraries-Data Connection
     
     Step 10:- File Trusted Location for sample reports.
     Go back to Central administration – Manage Service-Excel Services –  Trusted File Location as give bellow
     
    Move back to PWA Site-Business Intelligence Center-Sample Reports and Copy the bellow mentioned URL and paste inside the Address tab of File Trusted Location
    http://epm/PWA/ProjectBICenter/Sample%20Reports
     
     
    Note:
    You have to select the Option Children trusted.
    You have to check the Option Trusted data Connection Library embedded under allow external data and Scroll down, disable the option Refresh warning enabled.
    And click OK
     
    Step11:- Template
          Like same you have to go to   PWA Site-Business intelligence Center-Template and Copy the Template Path, paste inside the Address tab of File Trusted Location
    http://epm/PWA/ProjectBICenter/Templates
     
    Step 12:- Trusted Data Collection Libraries
         Go to Data connection Library in the PWA Site-Business Intelligence-Data Connection Library and Copy the Library path and paste inside Central Administration-Excel Service- Trusted Data Collection Libraries. As mentioned the bellow Screen Shot.
    You have to select the Option Children trusted
     
    Note:Way to find the path of data connection library
    Go to Business Intelligence->Data connection library->English united States folder->Click on Edit Property->Left  click on English United States->Property->copy the address URL
     
     
    Step 13:- Secure Store Services

    Problem
    Configuring Excel Services in SharePoint 2007 is fairly simple. However, in SharePoint 2010, Microsoft has changed the "Unattended Service Account" to use an "Application ID" from the "Secure Store Service Application". If you don't setup an Unattended Service Account then all of your data connections in Excel will need the credentials within the connection or will need to revert to the current user.
    Configuring the "Unattended Service Account" means you can set your authentication on the Excel data connection to None and use the credentials in the Secure Store Service application instead.

    This is an easy step to miss.
    1.For first time generate a key
     Enter your Pass Phrase in the Pass Phrase and Conform Pass Phrase boxes
     
    2.Create A ProjectServerApplication  ID:
    Note: the name of application should be same as above only (ProjectServerApplication)
    In the "Create New Secure Store Target application" page, enter the following:
    o Target Application ID: ProjectServerApplication
    o Display Name: ProjectServerApplication
    o Contact Email: whatever@whatever.com (Use a real address)
    o Target Application Type: Group


    3.Set credential Now

    4.Enter domain\SqldataAcess user in windows Name.
    Enter The password and Confirm the same.
     

     After that Yepee problem solved

     


    Nur Mondal
    Friday, May 27, 2011 7:11 AM
  • hi Sanjeev,

    It seems u have not configured excel and secure store services becoz error is occuring. Following are the steps to configure Configure excel services and excel service.

    Configuration of Excel services in project server 2010

    Step 1:Create following user group in AD
          a.ReportAuthor-direct database acces group
          b.ReportViewer-can only View (webbased View)

    Step 2:Create following user:
         a.SqldataAcess user

    Step 3:Make SQLDataAccess user as a member of report author
     
    Step 4:Open SQL studio

    Step5:Click on Security and click to login

    Step6:Create a login named ReportAuthor
     
    Step 7: Click on user mapping.
         a. Give data reader permission on project reporting databases

    Step 8: Click on New tab and Create Excel service and Secure Store In Central administrator
     
    Step 9:Go to Excel Service in Sharepoint Central admin and you need to configure two files:-
          Trusted File Location – Sample reports and Template in PWA both will  come under this.
          Trusted Data Connection Libraries-Data Connection
     
     Step 10:- File Trusted Location for sample reports.
     Go back to Central administration – Manage Service-Excel Services –  Trusted File Location as give bellow
     
    Move back to PWA Site-Business Intelligence Center-Sample Reports and Copy the bellow mentioned URL and paste inside the Address tab of File Trusted Location
    http://epm/PWA/ProjectBICenter/Sample%20Reports
     
     
    Note:
    You have to select the Option Children trusted.
    You have to check the Option Trusted data Connection Library embedded under allow external data and Scroll down, disable the option Refresh warning enabled.
    And click OK
     
    Step11:- Template
          Like same you have to go to   PWA Site-Business intelligence Center-Template and Copy the Template Path, paste inside the Address tab of File Trusted Location
    http://epm/PWA/ProjectBICenter/Templates
     
    Step 12:- Trusted Data Collection Libraries
         Go to Data connection Library in the PWA Site-Business Intelligence-Data Connection Library and Copy the Library path and paste inside Central Administration-Excel Service- Trusted Data Collection Libraries. As mentioned the bellow Screen Shot.
    You have to select the Option Children trusted
     
    Note:Way to find the path of data connection library
    Go to Business Intelligence->Data connection library->English united States folder->Click on Edit Property->Left  click on English United States->Property->copy the address URL
     
     
    Step 13:- Secure Store Services

    Problem
    Configuring Excel Services in SharePoint 2007 is fairly simple. However, in SharePoint 2010, Microsoft has changed the "Unattended Service Account" to use an "Application ID" from the "Secure Store Service Application". If you don't setup an Unattended Service Account then all of your data connections in Excel will need the credentials within the connection or will need to revert to the current user.
    Configuring the "Unattended Service Account" means you can set your authentication on the Excel data connection to None and use the credentials in the Secure Store Service application instead.

    This is an easy step to miss.
    1.For first time generate a key
     Enter your Pass Phrase in the Pass Phrase and Conform Pass Phrase boxes
     
    2.Create A ProjectServerApplication  ID:
    Note: the name of application should be same as above only (ProjectServerApplication)
    In the "Create New Secure Store Target application" page, enter the following:
    o Target Application ID: ProjectServerApplication
    o Display Name: ProjectServerApplication
    o Contact Email: whatever@whatever.com (Use a real address)
    o Target Application Type: Group


    3.Set credential Now

    4.Enter domain\SqldataAcess user in windows Name.
    Enter The password and Confirm the same.
     

     After that Yepee problem solved

     


    Nur Mondal

    Thank you Nur. I will try these and let you know. :)
    Sanjeev
    • Marked as answer by Sanjeev S K Friday, May 27, 2011 5:16 PM
    Friday, May 27, 2011 4:25 PM