Deltek Insight 2011: Beyond the Basics with Vision Project Reporting

VI-207: Beyond the Basics with Vision Project Reporting

Insight 2011Presented byAllen Hibner, Deltek Inc.

April 18, 20232 Copyright © 2011 Deltek, Inc.

Introduction

Speaker: Allen Hibner, Senior Instructor - Deltek University.

Deltek Experience: Four Years of Deltek Vision Training Experience. Over Twenty-Seven Years of Industry Experience.

Deltek University Reporting Training Experience: Currently the Primary Deltek University Instructor Delivering Vision

Report Writing and Business Intelligence Reporting Classes.


Agenda

Adding Calculated and Conditional Report Columns. Search for and Download Report Output in Preview Mode. Using Smart Grids for Project Reporting. Populating User-Defined Fields for Report Filtering Using Workflow. Creating Project Top-Bottom Performer Reports. Adding User Interactivity to Project Reports with Report Builder. Using Report Designer for Advanced Project Reporting. Other Project Reporting Options. Session Quick Review. Next Steps. Q&A.


Key Session Takeaways

Learn How To: Illustrate what projects are in trouble and make them easy to find in your project

reports. Search report results in the preview window and download specific data to Microsoft

Excel® for further analysis. Use Smart Client technology to improve emailing and exporting of project report data in

the project info center grid view. Populate user-defined fields with financial data that will allow you to select project

records for project reports based on those field values. Pinpoint, analyze, and manage the best and worst performers in an organization. Create and preview a single report with both summary and detailed views. Add user selectable multi-value report parameter drop down lists to table, chart and

matrix reports in Vision’s report preview mode. Use interactive sorting with table reports in Vision’s preview mode. Use Report Designer to join tables across info centers and add new fields to custom

project reports.

April 18, 2023 Copyright © 2011 Deltek, Inc.5

Adding Calculated and Conditional Report Columns


Adding Calculated and Conditional Report Columns

Business Case: Illustrate what projects are in trouble and make them easy to find in your

project reports.

What Will be Demonstrated: Calculated Columns. Conditional Columns.


Adding Calculated and Conditional Report Columns (cont’d)Calculated Column

Add Calculated Field — Webpage Dialog

8 Copyright © 2011 Deltek, Inc.

Adding Calculated and Conditional Report Columns (cont’d)

Calculated Column


Adding Calculated and Conditional Report Columns (cont’d) Modify Calculated Field — Webpage Dialog

Conditional Column


Adding Calculated and Conditional Report Columns (cont’d)

Conditional Column


Search for and Download Report Output in Preview Mode


Search for and Download Report Output in Preview ModeBusiness Case:

Search report results and download specific data to Microsoft Excel for further analysis.

What Will be Demonstrated: Review Standard Vision Report Output. Search Columns Within the Report for Specific Data. Download Search Results to Excel.

13

Search for and Download Report Output in Preview Mode (cont’d)

Copyright © 2011 Deltek, Inc.

Review Report Output


Search for and Download Report Output in Preview Mode (cont’d)

14

Search Columns for Specific Data


Search for and Download Report Output in Preview Mode (cont’d) Download Search

Results to Excel

April 18, 2023

Using Smart Grids for Project Reporting

Copyright © 2011 Deltek, Inc.16


Using Smart Grids for Project Reporting

Business Case: Use Smart Client technology grid control to improve emailing and exporting

of project report data in the project info center grid view.

What Will be Demonstrated: Filters Can Now Be Applied to the Columns in a Grid. Hierarchical Grouping Views of Data Rows Can Be Established. Grid Can Be Exported to Excel or Printed as It Appears on Screen. Grid “Snapshots” Can Be Pasted into an Email or Other Document.


Using Smart Grids for Project Reporting (cont’d)

Filters Can Now Be Applied to the

Columns in a Grid



Hierarchical Views of Data Rows in the Grid Can Be

Established



Grid Can be Exported to Excel or Printed as It

Appears on the Screen



Grid “Snapshots” Can Be Pasted into Email or

Other Documents


Populating User-Defined Fields for Report Filtering Using Workflow


Populating User-Defined Fields for Report Filtering Using WorkflowBusiness Case:

Populate user-defined fields with financial data that will allow you to select project records for project reports based on those fields.

What Will be Demonstrated: Create User-Defined Field. Schedule and Run PR Summary Table Update. Create and Schedule Workflow. Create Report Selection.


Populating User-Defined Fields for Report Filtering Using Workflow (cont’d)

Create User Defined Field



Schedule and Run PR Summary Table Update



Create and Schedule Workflow



SQL Expression Builder – Webpage Dialog

Create and Schedule Workflow



Project Lookup – Webpage Dialog

Create Report Selection


Creating Project Top-Bottom Performer Reports

Business Case: Pinpoint, analyze, and manage the best and worst performers in an

organization.

What Will be Demonstrated: Use of the Project Top-Bottom Performers report to do the following:

Analyze the performance of projects, principals, project managers, or supervisors.

Review key financial metrics by client. Display results graphically in reports and on the Dashboard.


Creating Project Top-Bottom Performer Reports (cont’d)

Project Top-Bottom Performers

Report Options for Project Manager Top 10 Performers – Webpage Dialog




Report Options for Project Manager Top 10 Performers — Webpage Dialog






Adding User Interactivity to Reports with Report Builder


Adding User Interactivity to Project Reports with Report BuilderBusiness Case:

Allow Vision report users more interactive control when previewing reports. Create and preview a single report with summary and detailed views. Use interactive sorting with table reports in Vision’s preview mode. Add user selectable multi-value report parameter drop down lists to

table, chart and matrix reports in Vision’s preview mode.

What Will be Demonstrated: Collapse/Expand.

Standard Vision Reports. Report Builder Matrix (Cross Tab) Reports.

Report Builder Interactive Sorting. Report Builder Prompting - Interactive Filtering.


Adding User Interactivity to Project Reports with Report Builder (cont’d) Collapse/Expand

Standard Vision Reports


Adding User Interactivity to Project Reports with Report Builder (cont’d)

Standard Vision Reports - Collapsed

Collapse/Expand



Standard Vision Reports - Expanded

Collapse/Expand

April 18, 2023



Report Builder Matrix (Cross Tab) Reports

Collapse/Expand



Collapse/Expand

Report Builder Matrix (Cross Tab) Report - Collapsed



Collapse/Expand

Report Builder Matrix (Cross Tab) Report - Expanded

April 18, 2023



Report Builder Table Report – Ascending Sort – Project Type

Report Builder Interactive Sorting



Report Builder Interactive Sorting

Report Builder Table Report – Descending Sort – Project Type



Report Builder Prompting – Interactive Filtering

Report Builder Chart Report – User Prompt for Organization(s)




Report Builder Chart Report – User Prompt for Organization(s)



Report Builder Chart Report – Drill Down to Detail



Using Report Designer for Advanced Project Reporting


Using Report Designer for Advanced Project Reporting

Business Case: Customize existing standard Vision project reports to meet specific firm

requirements using Microsoft® SQL Server® Reporting Services – Vision Report Designer.

What Will be Demonstrated: Joining Tables and Adding Fields that Cross Info Centers, into a report.

Import the standard Vision Project Earnings report into Report Designer. Add to the SQL Query to join the Billing Terms table and Billing Terms

fields to this report’s existing dataset. Drag Billing Term fields into this Project Earnings report on the Layout

tab. Preview the report on the Preview tab of Report Designer. Import the finished customized report back into Vision.

April 18, 2023

Using Report Designer for Advanced Project Reporting (cont’d)

Import the standard Vision Project Earnings report into Report Designer

Join Tables and Add Fields that Cross Info Centers





Add to the SQL Query to join the Billing Terms table and Billing Terms fields to this report’s existing report

dataset



Drag Billing Term fields into this Project Earnings report on the

Layout tab




Preview the report on the Preview tab of Report

Designer




Import the finished customized report back

into Vision



Other Project Reporting Options


Other Project Reporting Options

Vision Analysis Cubes


Other Project Reporting Options (cont’d)Vision Performance Management Canvases


Session Quick Review

Adding Calculated and Conditional Report Columns.

Search for and Download Report Output in Preview Mode.

Using Smart Grids for Project Reporting.

Populating User-Defined Fields for Report Filtering Using Workflow.

Creating Project Top-Bottom Performer Reports.

Adding User Interactivity to Project Reports with Report Builder.

Using Report Designer for Advanced Project Reporting.

Other Project Reporting Options.

April 18, 2023

Next Steps – Recommended Insight 2011 Sessions

Attend the Following Additional Sessions at Insight 2011: VI-114: Welcome to Vision Analysis Cubes. VI-227: Vision Analysis Cubes: Oh, the Possibilities! VI-208: The Future of Vision Performance Management. VI-224: Getting Started with DIY Vision Reporting. VI-240: The Strength in Using SSRS with Vision 6.1.

Network with Your Peers While You Are at Insight 2011. Start or Join a Vision User Group on Project Reporting.


April 18, 2023

Next Steps - Recommended Deltek University Classes

Consider taking the following Deltek University Webinars or Onsite Classes: V4168VC: Vision Reporting with Report Builder Webinar with Hands-on Lab. V2033: Vision Reporting with Report Designer 3-Day Onsite Class. V2033VC: Vision Reporting with Report Designer 3-Day Online Virtual Class. V4165VC: Vision Performance Management Webinar with Hands-on Lab. V4158VC: Vision Analysis Cubes Webinar with Hands-on Lab. V4174VC: Vision Workflow Webinar with Hands-on Lab.

Research Vision Learning Paths at Deltek University here: http://www.deltek.com/services/deltekuniversity/learningpaths.asp

Browse Vision Course Descriptions and Schedules here: http://www.deltek.com/services/deltekuniversity/default.asp


http://www.deltek.com/services/deltekuniversity/learningpaths.asp

http://www.deltek.com/services/deltekuniversity/default.asp

April 18, 202359 ©2011 Deltek, Inc. All Rights Reserved

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Technology

Deltek Insight 2011: Beyond the Basics with Vision Project Reporting