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VPVI-23:End Senseless Reporting
Darrell Aaron, Central Consulting Group
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Rhetorical Triangle
Speaker
AudienceMessage
WHAT’S THE POINT?
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THIS SPEAKER
WHY SHOULD YOU TRUST ME?
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I LOVE DATA AND REPORTS
• SQL and reporting since 2008• I run my own personal databases for
• Home Improvement Projects• Personal Finances• Chores• Fitness
• I also help strangers on the internet with Microsoft Excel, VBA, Access and SQL issues
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EDUCATION
Bachelor’sMaster’s
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I’M LIKABLE
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I’M LIKABLE
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I’M LIKABLE
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BACK TO THE POINT
SIMPLE WAYS TO ENHANCE YOUR REPORTS
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BUT FIRST…A NOTE
VANTAGEPOINT REPORTS ARE JUST LIKE VISION
EXCEPT THEY’RE MUCH EASIER TO SET UP
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BUT FIRST…A NOTE
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GROUPING
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Grouping
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USE THE DOCUMENT MAP
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SORT WITHOUT GROUPING
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SORT WITHOUT GROUPING
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MULTIPLE GROUPS: CHANGE THE COLORS
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MULTIPLE GROUPS: CHANGE THE COLORS
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MULTIPLE GROUPS: ADD SOME LINES
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LINES: DON’T GO CRAZY
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CONDENSE IT: TOTALS ON HEADER ROW
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CONDENSE IT: TOTALS ON HEADER ROW
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CONDENSE IT: TOTALS ON HEADER ROW
WE CUT THE NUMBER OF PAGES IN HALF
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HEADER ROW TOTAL WOE
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PAGE BREAKS
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PAGE BREAKS
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PAGE BREAK AND DOCUMENT MAP
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COLLAPSING
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COLLAPSING
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Collapsing
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THE DEVIL’S NOT IN THE DETAILS
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THE DEVIL’S NOT IN THE DETAILS
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THE DEVIL’S NOT IN THE DETAILS
If you don’t need the details, you will save time on running
the report by summarizing or not including them.
This boost doesn’t really apply if you’re just collapsing
everything.
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DON’T DUPLICATE INFORMATION
USEFUL TITLE
REMOVED COLUMNS THAT ARE GROUPINGS
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DO HIDE SINGLE LINE TOTALS
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YOU CAN CHANGE THE INDENTS
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YOU CAN CHANGE THE INDENTS
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PROPER INDENT
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ALTERNATIVE DETAILS
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HEADING COLOR
You can also use the heading color to differentiate between different kinds of reports. Orange = ProjectTeal = Opportunity
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What color is
• Papaya Whip
• Thistle
• Moccasin
• Gainsboro
What is the difference between Turquoise, Pale
Turquoise, Medium Turquoise and Dark Turquoise?
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COLOR PALETTE
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OR…VANTAGEPOINT
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OR…VANTAGEPOINT
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MORE ADVANCED WAYS TO IMPROVE YOUR REPORTS
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GROUPING EX MACHINA
• You can group, filter and sort on basically anything you
can dream of, not just what Deltek includes as standard
fields
• Your options are only limited by your imagination
• Most of the time this requires only customizing
Vision/Vantagepoint in ways that are readily available
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MISSION IMPOSSIBLE: GROUPING
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VANTAGEPOINT SCREEN DESIGNER
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VANTAGEPOINT SCREEN DESIGNER
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MISSION: IMPOSSIBLE GROUPING
Numeric fields will not show up as sorting/grouping options
You can only total numeric fields
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MISSION: IMPOSSIBLE GROUPING
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STRAIGHT OUTTA DELTEK
• Export the data for better and quicker analysis
• If exporting straight to Excel
• Remove sorting/grouping
• Make everything columns
• You can also used Advanced Search to export with groupings for
reports where that data may only be available as a grouping
option.
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STRAIGHT OUTTA DELTEK
LIVE DEMO OF EXPORTING DATA STRAIGHT TO EXCEL
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STRAIGHT OUTTA DELTEK
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STRAIGHT OUTTA DELTEK
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STRAIGHT OUTTA DELTEK
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STRAIGHT OUTTA DELTEK
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STRAIGHT OUTTA DELTEK
LIVE DEMO OF FIXING ADVANCED SEARCH DATA
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STRAIGHT OUTTA DELTEK
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SCHEDULE IT
• Choose Email if you’re going to export to Excel, PDF anyway
• Schedule for any other reason and send it to the report archive
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SCHEDULE IT
Sorry about the size
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STANDARD GRAPHS
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GRAPHIC IMAGES
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GRAPHIC IMAGES
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GRAPHIC IMAGES
TOP GROUP
CHOOSE FROM INCLUDED COLUMNS
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PIE ON MARCH 14TH ONLY
![Page 67: VPVI-23 · THE DEVIL’S NOT IN THE DETAILS If you don’t need the details, you will save time on running the report by summarizing or not including them. This boost doesn’t really](https://reader034.vdocument.in/reader034/viewer/2022050114/5f4b273b66ea1221ff530705/html5/thumbnails/67.jpg)
THE BEST PIE CHART
Credit to: http://robslink.com/SAS/democd91/pyramid_pie.htm
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DRAMATICALLY BAD PIE CHART EXAMPLE
Graphs from Business Insider: https://www.businessinsider.com/pie-charts-are-the-worst-2013-6
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SAME DATA AS A BAR CHART
Graphs from Business Insider: https://www.businessinsider.com/pie-charts-are-the-worst-2013-6
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CUSTOM: THE ULTIMATE IN CONVENIENCE AND POWER
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WHY MIGHT YOU GO CUSTOM
• Combine two or more reports
• Conditional formatting
• Different formatting
• Graphs
• Set it and forget it
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THERE ARE VIRTUALLY NO LIMITS TO CUSTOM
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CONDITIONAL FORMATTING
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EVEN MORE CONDITIONAL FORMATTING
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THE LAST CONDITIONAL FORMATTING
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SUMMARY AND DETAIL REPORTS
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COMPLETELY DIFFERENT FORMATTING
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GRAPHS
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QUESTIONS AND THANK YOU
DARRELL AARON
(319) 450 - 7788
Special thanks to my wife, Robyn, who is a professional photographer
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FINAL WORDS OF WISDOM
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