v isual r eports u sing msp 2007 presented by mary hershner, pmp/pmi-sp, mcts
TRANSCRIPT
VISUAL REPORTS USING MSP 2007Presented by Mary Hershner, PMP/PMI-SP, MCTS
VISUAL REPORTS MSP 2007AGENDA
Technical Information How it works The Cube Visual Reports Excel Visual Reports Visio Visual Reports Modifying Visual Reports Modifying Existing Reports Creating New Template Reports Save Data Save Reporting Cube Save Reporting Database Demo
HOW IT WORKS
AccessDatabase
(.mdb)
Excel
Visio
Local OLAP Cube (.cub)
Visual Reports works by first creating a local database (.mdb file) that contains data from your project.
From there a local cube is built (.cub file) and then hooked up to a PivotChart in Excel or a PivotDiagram in Visio.
HOW IT WORKS
Dimensions – data you slice by
• Task Name, Is Critical?, Months
Measures – data that is rolled up
• Work, actual cost
Properties – Additional information that is available about dimensions. This data is not rolled up.
• Dates, % Complete, text fields
Dimensions, Measures, and Properties
WHAT IS A CUBE?
Chris Aston
Brad Sutton
Resources
Jan. Feb.
Work
180 hrs100 hrs
80 hrs
Phase1
Phase2
Tasks
50 hrs
30 hrs
60 hrs
40 hrs
TotalGroup:IW
The cubes are completely separate from the server cubes.
There are six different cubes to create reports off of – resource, task, and assignment in both summary and usage (time phased) flavors.
MSP2007 VISUAL REPORTS
Eye-catching reports in MS Excel & MS Visio Pivot Tables (MS Excel) Pivot Charts and Graphs (MS Excel) Hierarchical Pivot Diagrams (MS Visio)
Take advantage of visuals and advanced formatting in MS Excel & MS Visio
Boxed templates or create your own & share
EXCEL VISUAL REPORTS
EXCEL VISUAL REPORTS
Excel Visual Reports: 10 ReportsBaseline Cost Report – chart comparing baseline cost, scheduled cost, and actual costs in
groupings by task
Baseline Work Report – column chart showing baseline work, schedule work, and actual work for each task
Budget Cost Report – chart showing groupings of budget cost, baseline cost, schedule cost, and actual costs over time
Budget Work Report – column chart showing baseline work, scheduled work, and actual work for each task
Cash Flow Report – task data in a bar graph with cost and cumulative cost amounts shown over time
Earned Value Over-Time Report – line chart that plots ACWP (actual cost), BCWS (planned value), BCWP (earned value) of task data over time
Resource Cost Summary Report – pie chart showing the distribution of resource costs by resource type assigned to tasks
Resource Remaining Work Report – column chart showing actual work and remaining work for each work resource by time
Resource Work Availability Report – column chart showing total capacity, work, and remaining availability for work resources over time
Resource Work Summary Report – column chart showing total capacity, work, remaining availability, and actual work by time for each work resource
VISIO- VISUAL REPORTS
VISIO - VISUAL REPORTS
Visio Visual Reports: 6 ReportsBaseline Report – PivotDiagram compares “scheduled work and cost” to
“baseline work and cost” for each task
Cash Flow Report – PivotDiagram showing planned and actual costs over time broken down by resource type (work, material, cost)
Critical Task Status Report – PivotDiagram showing scheduled work and remaining work for critical and non-critical tasks
Resource Availability Report – PivotDiagram shows scheduled work and remaining availability for all project resources by resource type
Resource Status Report – PivotDiagram of the work and cost for each resource in the project
Task Status Report – PivotDiagram showing work and Percent work complete for each task
MODIFYING VISUAL REPORTSModifying Visual Reports:Modifying Existing ReportsRecommend NEVER modifying an existing report
Creating New Visual Report Templates:Creating New Template ReportsClick on New Template
Six OLAP Cubes contain combinations of field data: Must select data typeTask UsageResource UsageAssignment UsageTask SummaryResource SummaryAssignment Summary
Let’s see how to do this….
CREATING NEW VISUAL REPORTS
CREATING NEW VISUAL REPORTS
Select Data Types:Task UsageResource UsageAssignment UsageTask SummaryResource SummaryAssignment Summary
CREATING NEW VISUAL REPORTS
CREATING NEW VISUAL REPORTS
CREATING NEW VISUAL REPORTS
SAVING THE REPORTING CUBESaving the Reporting CubeCan be saved to a .cub or .mdb file
Useful if you want to FURTHER ANALYZE DATA in MS Excel or MS Access
Choose the Data Type for the CUBE (.cub) or DATABASE (.mdb):Task UsageResource UsageAssignment UsageTask SummaryResource SummaryAssignment Summary
REPORTING CUBE
REPORTING CUBE
SAVING REPORTING CUBE
SAVING REPORTING CUBE
SAVING REPORTING CUBE
DEMO
MSP2007 Visual Reports
QUESTIONS