DOIS MSP BASICS June 1, 2006. MSP BASICS MSP BASE DATA WHERE DOES IT COME FROM?
Visual Reports Using MSP 2007
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Transcript of Visual Reports Using MSP 2007
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 costProperties – 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
Phase1Phase2
Tasks50 hrs
30 hrs60 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 REPORTSExcel Visual Reports: 10 ReportsBaseline Cost Report – chart comparing baseline cost, scheduled cost, and actual costs in
groupings by taskBaseline Work Report – column chart showing baseline work, schedule work, and actual work for
each taskBudget Cost Report – chart showing groupings of budget cost, baseline cost, schedule cost, and
actual costs over timeBudget Work Report – column chart showing baseline work, scheduled work, and actual work for
each taskCash Flow Report – task data in a bar graph with cost and cumulative cost amounts shown over
timeEarned Value Over-Time Report – line chart that plots ACWP (actual cost), BCWS (planned value),
BCWP (earned value) of task data over timeResource Cost Summary Report – pie chart showing the distribution of resource costs by resource
type assigned to tasksResource Remaining Work Report – column chart showing actual work and remaining work for
each work resource by timeResource 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 REPORTSVisio Visual Reports: 6 ReportsBaseline Report – PivotDiagram compares “scheduled work and cost” to
“baseline work and cost” for each taskCash 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 tasksResource Availability Report – PivotDiagram shows scheduled work and
remaining availability for all project resources by resource typeResource 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 fileUseful 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
DEMOMSP2007 Visual Reports
QUESTIONS