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Tabular Reports

9 replies [Last post]
Wed, 2006-11-22 10:07
Paul Naughton
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In P3 I used to run a tabular report (Tools > Tabular Reports > Resource > Tabular) to export data to excel that we then used for a variety of EVA reports.

My question is simple, how can I do this in P5?

If you’re not familiar with P3, the report gave a table providing:
Resource - Resource ID
Period beginning - Date (weekly or monthly)
Usage - Period usage data
Cumulative - Cumulative data for project.

Regards,

Paul
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Replies

Mon, 2006-11-27 13:55
#1
DANG CORP
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in P3e,

the best way to write a report is,

go to the view you want, either in project view,
tracking view, resource assignment view, what ever views that you are after.

adjust your columns etc, adjusted your time distrubuted line etc..

then, click on menu bar,

TOOLS --> Report Wizards,

and at the radio button ,,, click "Use current screen"
-------------------------

that way, you will get the report you wanted. instead of playing around with the other things.


regards,

Vu Dang
www.dangcorp.com
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Sun, 2006-11-26 19:24
#2
Alex Wong
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Just a suggestion @ the very end to create the file

What you can do is to create a .CSV file and Excel will open it automatically without and trouble at all

Cheers

Alex
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Fri, 2006-11-24 06:24
#3
David Podmore
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Here goes...

Run Report Wizard
Select "Summary Resource Assignments" for your Selected Subject Area.
Click COLUMNS
Select from Available... Role or Resource depending on the level you wish to report at. I also select Budgeted Units
Click GROUP AND SORT
You will need to tick Show Grand Totals and Show Summaries Only.
Group by... "Role level 1" (or suitable resource level) To Level "All"
Click FILTER
Apply a suitable filter for your needs. If you only have open those projects you want to report on then you will not need a filter.
Click NEXT
Click Timescale
I’m sure you can work this one out!
Click NEXT
Tick Show Time intervals and Show Period Total
Click Time Interval Fields
Select the fields you want to appear in your matrix. I selected Budgeted Units, Cum Budgeted Units, Budgeted Cost and Cum Budgeted Cost. ( you can edit the column heading here if you want...)
Click NEXT
Give your report a title.
Click NEXT
Click Run Report
Select your output destination. I suggest Print Preview at first!
Once you are happy with what you’re getting select ASCII Text File. Excel should be invoked when the report has run to show you your data.

Phew!
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Fri, 2006-11-24 06:08
#4
Paul Naughton
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Thanks
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Fri, 2006-11-24 05:59
#5
David Podmore
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:) OK. I’ll try and write a "how to" today and post it. Might take a bit of typing! Bear with me...

David
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Fri, 2006-11-24 05:54
#6
Paul Naughton
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That sounds like just what I’m after
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Fri, 2006-11-24 05:50
#7
David Podmore
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Ah, I take it you just want the "raw" data rather than it be laid out in context?
I have a report that will list the resource down the left column, time periods accross the top (days, weeks, whatever) and the matrix within is populated by the Labour Units in hours, the same cumulative, the Labour Cost and the same cumulative...

23/10/06 30/10/06 06/11/06

Designer Units 4h 5h 5h
CumUnit 4h 9h 14h
Cost £76 £95 £95
CostCum £76 £171 £266

... and so on.
Is this what you are after?
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Fri, 2006-11-24 05:40
#8
Paul Naughton
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Thanks David,

The problem is getting it into excel, I’ve used ASCII format and then ’text to columns’ in excel but itis not idea.

I have my resources set hierachical and when I print the report it is giving me all the parent legs which are of no use, if you know a way to get the report without these it would be a help.

Paul
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Fri, 2006-11-24 05:36
#9
David Podmore
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Hi Paul,
There are number of standard reports in P3e (P5) that should do the trick. I suggest using the Wizard to guide you through the options and just have a play. The output will, by default, be displayed on screen but you can redirect this to a printer, HTML or a ASCII text file in comma separated variable format.
You will need to select Timephased data to get a table.

David
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