Visual Reports Using MSP 2007

1. Visual Reports Using MSP 2007 Presented by Mary Hershner, PMP/PMI-SP, MCTS

2. 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

3. 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

4. Dimensions, Measures, and Properties

5. 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.

6. 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

7. Excel Visual Reports

8. 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

9. Visio- Visual Reports

10. 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

11. 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….

12. Creating New Visual Reports

13. Creating New Visual Reports Select Data Types: Task Usage Resource Usage Assignment Usage Task Summary Resource Summary Assignment Summary

14. Creating New Visual Reports

15. Creating New Visual Reports

16. Creating New Visual Reports

17. 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

18. Reporting Cube

19. Reporting Cube

20. Saving Reporting Cube

21. Saving Reporting Cube

22. Saving Reporting Cube

23. Demo MSP2007 Visual Reports

24. Questions