Create an Excel add-in

Completed

James Colvin

• March 05, 2018 16:02

I would like to see an Excel add-in which allows you to import and refresh reports created in PI. I would envisage the add-in to have a report selector and you choose a cell to 'locate' the report. You can then refresh this when changes have been made.

I would suspect this is pull functionality first and foremost but could potentially push allow for updates to be included if you have the correct admin rights.

1

• Official comment

  

  Wes Kliewer

  • March 05, 2018 16:19

  Thank you for your request. This is currently available with some initial setup that works for many, although not all, data fields in the reports. It's native to Excel and Power BI to get data from the Web so we leverage that Excel feature along with the REST API. You can see the setup instructions here.
  https://www.projectinsight.net/api/get-project-insight-data-into-power-bi-using-rest

  Professional Services uses this same tool for customers who choose to use our services rather than perform the setup themselves. Sometimes the data that you want in the report is not available from the database without running a real-time stored procedure to calculate it in which case Professional Services is required.

  I have heard reports from customers that saved reports can be loaded directly into Excel by accessing the URL for the saved report, but we are not yet supporting it because it won't always work. That's likely to be the easiest way to make it work in the future to better fulfill your request.
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  James Colvin

  • March 05, 2018 16:37

  Hi Wes

   

  Thanks for this; I tried this but on my work PC I have a slightly different layout (using Excel 2010).

  My personal laptop has the latest Excel, but I get a 500 Internal Server Error. Could you advise? Maybe I should raise a ticket for this?

  Thanks

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• 

  Wes Kliewer

  • March 05, 2018 17:02

  Thank you for trying it out! We are working exclusively with Office 365 for connections to the application so your laptop should work. That error might be an issue with SSO so we will need to look into some more specific detail in regards to your connection. Please open a ticket for it and we'll figure out next steps to make it work for you.

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  James Colvin

  • March 05, 2018 17:03

  Cheers Wes, already raised - super to see this functionality exists!

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