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