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Project 2010 Visual Reports

Posted on 2010-11-16
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Last Modified: 2012-05-10
A user of mine is using the Visual Reports function of Project 2010 with Excel 2010.  He is confident that the reports he creates should update dynamically when opened if the corresponding project file has been updated.  I cannot find any info online supporting this.  When he opens the excel book and tries to run an update, we always get a connection error.  The connection string points to a local cube file.

any help would be appreciated
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Question by:DLBIT
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TommySzalapski earned 500 total points
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That's not how it's designed to work. The idea is that you create a Visual Report template and then you just run that from within Project and update the Excel file that way.
It's not supposed to be able to update from within Excel.

Even if you export to a cube, it's still the static data. You will need to re-export to the cube for the data to be refreshed, but this is easy to do with the report templates.
See this detailed MS article if you need more info.

http://office.microsoft.com/en-us/project-help/create-a-visual-report-HA010163709.aspx
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This one is good too. A bit less detail but simple and easy to follow.
http://msdn.microsoft.com/en-us/library/ms464131(office.12).aspx

These will walk you through how to make and refresh the reports.
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