Visual Reports Using MSP 2007 Presented 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 How It Works • 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. Access Database (.mdb) Local OLAP Cube (.cub) Excel Visio
What is a cube? Tasks Phase1 Phase2 Chris Aston Resources Brad Sutton Work 40 hrs 30 hrs 60 hrs 50 hrs 80 hrs 100 hrs 180 hrs Group: IW Total Jan. Feb. • 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: 10 Reports Baseline 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: 6 Reports Baseline 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 Reports • Modifying Visual Reports: • Modifying Existing Reports • Recommend NEVER modifying an existing report • Creating New Visual Report Templates: • Creating New Template Reports • Click on New Template • Six OLAP Cubes contain combinations of field data: Must select data type • Task Usage • Resource Usage • Assignment Usage • Task Summary • Resource Summary • Assignment Summary Let’s see how to do this….
Creating New Visual Reports Select Data Types: Task Usage Resource Usage Assignment Usage Task Summary Resource Summary Assignment Summary
Saving the Reporting Cube • Saving the Reporting Cube • Can 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 Usage • Resource Usage • Assignment Usage • Task Summary • Resource Summary • Assignment Summary
Demo MSP2007 Visual Reports