How do I set up the Timesheet Analyzer Report?

This article explains how to configure your Timesheet Analyzer Report for reporting on Timesheet data in your Site. The Timesheet Analyzer Report is installed as part of the Timesheets App. For more information about the Timesheets App, please refer to the EPM Live App Marketplace.

1. Navigate to Site Contents

Select the Settings Gear icon on the Icon Bar.

On the Settings Gear drop down menu, select Site Contents.

2. Open Excel Reports

Select the Excel Reports tile. This launches the Excel Reports Document Library.

3. Launch Timesheet Analyzer Excel Report

Launch the Timesheet Analyzer report by clicking the title of the report.

4. Open the Report in Edit Mode

If prompted, select the Edit button, to open the report in Edit Mode. Then, click the OK button.

5. Enter User Credentials

  1. If prompted, enter your user name and password credentials.
  2. Click the Sign In button.

6. Enable Editing

When the Excel file opens, it may open in Protected View. Click the button to Enable Editing.

7. Enter Reporting Database Credentials

When your Setup Wizard runs, the Reporting Database information gets updated into the Excel Report. However, if your report was uploaded after the Setup Wizard was ran, you either need to re-run it, or manually enter the reporting database credentials.

There is an EPM Live Macro that launches a window for Update Connection. Note: For online customers, this information is available on the Reporting Settings page. For on-premise customers, this information is available in SharePoint Central Admin.

  1. Enter the Reporting Database information for your EPM Live Site App Collection. This step builds the Excel Data Connection to the reporting database as the Data Source for this report.
  2. Click the Execute button.

8. Confirm Connection

A pop up message will confirm that the connection to the Reporting Database was made successfully. Click the OK button to continue.

9. Enable Content

If prompted, click the button to Enable Content.

10. Refresh Data in Excel

On the Data Ribbon Tab, select the Refresh All button. This will update your data from the Reporting Database to the report.

11. Verify Data Updates

Verify that the updated timesheet information imports into the Timesheet Analyzer Report.

12. Save the Report

Now that the Data Connection has been stored within the report, save the Timesheet Analyzer Report. This will update the save a new version of the report to the Excel Reports Document Library. Any users with access to the Excel Reports Library (and that report) can launch the report to view timesheet data.

13. Important Note on Report Security

When the Timesheet Data refreshes into the Timesheet Analyzer report, ALL Timesheet Data will be available. The data does NOT filter based on who is launching the report. If there is a security need or business process requiring that only specific user groups be able to see the Timesheet Analyzer Reporting data, it is recommending that you configure the security permissions on that report.

Note: Refer to the Security chapter and articles for more information about configuring security.

14. Reports Page Show Excel Reports

Users can access the Excel Reports Document Library via View All Site Content. Additionally, If preferred, configure the Report List web part on the Reports page to include the Excel Reports as well. Note: Refer to the article that explains how to configure the Report List web part in more detail.

15. Reporting Settings Refresh All

For data to show up in the Timesheet Analyzer report, first the data needs to sync from the Timesheet Database to the Reporting Database. This happens when the Reporting Cleanup Timer Runs (also referred to as Refresh All). The Reporting Cleanup Timer should be scheduled to run daily at the specified time. However, if the data needs to be refreshed on the Reporting Database in the meantime until the Cleanup Timer runs again, you may do a Refresh All to run the Cleanup Timer on demand.

  1. Navigate to the Reporting Settings page.
  2. Open the Refresh Schedule page.
  3. Run the Reporting Refresh. The Reporting Refresh takes all the Timesheet Data and pushes it to the Reporting Database.

Note: When started, the Reporting Refresh goes into the Timer Queue. You may continue to configure other settings while the Reporting Refresh is running in the background.

Comments

0 comments

Please sign in to leave a comment.