Presentation is loading. Please wait.

Presentation is loading. Please wait.

EPK Users Meeting Jan 23-25, 2007 Reports – Tips and Tricks Bill Olford

Published byShawn Clarke Modified over 9 years ago

Similar presentations

Presentation on theme: "EPK Users Meeting Jan 23-25, 2007 Reports – Tips and Tricks Bill Olford"— Presentation transcript:

1 EPK Users Meeting Jan 23-25, 2007 Reports – Tips and Tricks Bill Olford billo@epkgroup.com

2 EPK Users Meeting Jan 23-25, 2007 Agenda Alternatives Management Graphics Reports SRS in SQL Server EPK Data Creating a simple report

3 EPK Users Meeting Jan 23-25, 2007 ProsCons ViewsLive as of last publishSlow if too much data is displayed Export to xml/Excel Many formats and analysis tools available in Excel Snapshot at point in time Reusability Management Graphics Available in IE session. Can save format Cost category/role level Portfolio AnalyzerTimesheet data available. Can create own cube. PI and NWI data not available Needs cube. Snapshot so not live. Report from DB tables Faster when large amounts of data. Can integrate into PWA with custom menu Must account for data security in the report specification Report from DB including extract tables Simplified structure of data tables. Timesheet data aggregated by fiscal period Snapshot of data at time extract run. Alternatives

4 EPK Users Meeting Jan 23-25, 2007 Management Graphics New graphics engine with v4.2 Save template Improved graphics

5 EPK Users Meeting Jan 23-25, 2007 Reports Open database EPK-Suite Database Tables PDF MSP tables from PJDB.HTM and PJSVRDB.HTM in the \HELP\1033 folder Reporting on EPK Data white paper Example RDLs albeit v32 vintage

6 EPK Users Meeting Jan 23-25, 2007 SQL Server Reporting Services Design report in VS.Net Great formats and even better price Server functionality like –Push or pull –Cached –Subscription PWA/EPK security not enforced – default is to see all data returned

7 EPK Users Meeting Jan 23-25, 2007 Database Get Project data from MSP tables Use Extract for snapshot –easier access to custom field values No entity diagram No referential integrity Usually same field name for foreign keys

8 EPK Users Meeting Jan 23-25, 2007 Timesheet Data

9 EPK Users Meeting Jan 23-25, 2007 SQL Query Hours conversion –CHG_NORMALHOURS/60000.0 Use cached names EPK_PROJ_TASKS –don’t join to MSP project, task, or assn tables in case rows have been deleted –Closed PIs stay in DB until deleted in DB Admin Need union for schedule, PI and NWI actuals Timesheet stamped with department and CN –Dept resource belonged to that period –CN lookup value can change later but TS value stays

10 EPK Users Meeting Jan 23-25, 2007 Cost Type Data May require Publish By Cost Category/Role in views Don’t double count by taking sub-totals

11 EPK Users Meeting Jan 23-25, 2007 Cost Tables

12 EPK Users Meeting Jan 23-25, 2007 CT Data by Resource CT data in Portfolio views is by Cost Cat Requires Publish by Resource Stored in EPKR_* tables

13 EPK Users Meeting Jan 23-25, 2007 Resource Planning Resource Plans Analyzer Resource plan row –Commitment CMT_STATUS = 256 –Dates Rate by project or even by resource commitment Revenue edited –CMT_TOTAL_COST <> CMT_CALC_TOTAL_COST

14 EPK Users Meeting Jan 23-25, 2007 Simple Report Layout on paper Select and sort fields Gather data with SQL queries Format with SRS Distribute with PWA custom menu Let’s do it for a PI listing

15 EPK Users Meeting Jan 23-25, 2007 SQL for PI Listing select EP.PROJECT_ID AS [Item ID], EP.PROJECT_NAME AS Name, EP.PROJECT_START_DATE AS [Planned Start], EP.PROJECT_FINISH_DATE AS [Planned Finish], MWP.PROJ_NAME AS [Linked Project], EP.PROJECT_STAGE_ID AS [Stage ID], ES.STAGE_NAME AS Stage, MWR.RES_NAME AS [Stage Owner], MWR.WRES_EMAIL AS eMail, EPI.COST_01 AS [Budget Total], EPI.COST_09 AS NPV, EPI.NUMBER_01 AS [Discounted ROI], EPI.NUMBER_02 AS [Corporate Image], EPI.NUMBER_03 AS [Cost Reduction], EPI.NUMBER_04 AS [Employee Morale], EPI.NUMBER_05 AS Growth, EPI.NUMBER_06 AS Infrastructure, EPI.NUMBER_07 AS Regulatory, EPI.NUMBER_08 AS [In Business], EPI.NUMBER_09 AS [Weighted Rating], MWR1.RES_NAME AS [Exec Sponsor], EPI.URL_01 AS [Team Web Site] from EPKP_PROJECTS EP join EPKP_STAGES ES ON EP.PROJECT_STAGE_ID = ES.STAGE_ID left joinMSP_WEB_PROJECTS MWP ON EP.WPROJ_ID = MWP.WPROJ_ID left join MSP_WEB_RESOURCES MWR ON EP.PROJECT_OWNER = MWR.WRES_ID join EPKP_PROJECT_INFOS EPI ON EP.PROJECT_ID = EPI.PROJECT_ID left joinMSP_WEB_RESOURCES MWR1 ON EPI.RES_01 = MWR1.WRES_ID where(EP.PROJECT_ID = @ID)

16 EPK Users Meeting Jan 23-25, 2007 Preview

17 EPK Users Meeting Jan 23-25, 2007 Questions? Hold hard questions for advanced reports session by Al La Garde

Download ppt "EPK Users Meeting Jan 23-25, 2007 Reports – Tips and Tricks Bill Olford"

Similar presentations

Access 2007 ® Use Databases How can Microsoft Access 2007 help you structure your database?

Access 2007 ® Use Databases How can Microsoft Access 2007 help you structure your database?
Run with PC speaker on for narrative Welcome to the Narrated Guided Tour of Cizer.Net Reporting for Microsoft SQL Server Reporting Services www.cizer.comwww.cizer.com.

Run with PC speaker on for narrative Welcome to the Narrated Guided Tour of Cizer.Net Reporting for Microsoft SQL Server Reporting Services
McGraw-Hill/Irwin Copyright © 2013 by The McGraw-Hill Companies, Inc. All rights reserved. Extended Learning Module J (Office 2010 Version) Implementing.

McGraw-Hill/Irwin Copyright © 2013 by The McGraw-Hill Companies, Inc. All rights reserved. Extended Learning Module J (Office 2010 Version) Implementing.
McGraw-Hill/Irwin Copyright © 2013 by The McGraw-Hill Companies, Inc. All rights reserved. Extended Learning Module J (Office 2010 Version) Implementing.

McGraw-Hill/Irwin Copyright © 2013 by The McGraw-Hill Companies, Inc. All rights reserved. Extended Learning Module J (Office 2010 Version) Implementing.
Introduction to Access. What is Access? Database tool Creates a database Good data query (lookup and analysis) ability Good entry forms Good reports Multi-user.

Introduction to Access. What is Access? Database tool Creates a database Good data query (lookup and analysis) ability Good entry forms Good reports Multi-user.
Querying a Database Using the Select Query Window

Querying a Database Using the Select Query Window
Extended Learning Module J (Office 2007 Version) Implementing a Database with Microsoft Access McGraw-Hill/Irwin Copyright © 2010 by the McGraw-Hill Companies,

Extended Learning Module J (Office 2007 Version) Implementing a Database with Microsoft Access McGraw-Hill/Irwin Copyright © 2010 by the McGraw-Hill Companies,
1 of 7 This document is for informational purposes only. MICROSOFT MAKES NO WARRANTIES, EXPRESS OR IMPLIED, IN THIS DOCUMENT. © 2007 Microsoft Corporation.

1 of 7 This document is for informational purposes only. MICROSOFT MAKES NO WARRANTIES, EXPRESS OR IMPLIED, IN THIS DOCUMENT. © 2007 Microsoft Corporation.
1 Introduction to OBIEE: Learning to Access, Navigate, and Find Data in the SWIFT Data Warehouse Lesson 5: Navigation in OBIEE – Touring the Catalog Page.

1 Introduction to OBIEE: Learning to Access, Navigate, and Find Data in the SWIFT Data Warehouse Lesson 5: Navigation in OBIEE – Touring the Catalog Page.
Attribute databases. GIS Definition Diagram Output Query Results.

Attribute databases. GIS Definition Diagram Output Query Results.
LSP 121 Week 2 Normalization and Queries. Normalization The Old Car Club database presented a problem – what if one person owns multiple cars? (One owner.

LSP 121 Week 2 Normalization and Queries. Normalization The Old Car Club database presented a problem – what if one person owns multiple cars? (One owner.
Microsoft Office 2000 Introducing the Suite. Microsoft Word Key Features of Word: create & edit documents apply formatting features add visual elements.

Microsoft Office 2000 Introducing the Suite. Microsoft Word Key Features of Word: create & edit documents apply formatting features add visual elements.
Management Information Systems MS Access 2003 By: Mr. Imdadullah Lecturer, Department of M.I.S. College of Business Administration, KSU.

Management Information Systems MS Access 2003 By: Mr. Imdadullah Lecturer, Department of M.I.S. College of Business Administration, KSU.
SQL Reporting Services 2005. Overview SSRS includes all the development and management pieces necessary to publish end user reports in  HTML  PDF 

SQL Reporting Services Overview SSRS includes all the development and management pieces necessary to publish end user reports in  HTML  PDF 
Customer Oriented Reports (COR) Ad Hoc Presented By: Jennifer Hancock April 2010.

Customer Oriented Reports (COR) Ad Hoc Presented By: Jennifer Hancock April 2010.
Get to know Access 2007 Access does data Access does data. All kinds of data. From customer contacts, billing hours and inventory to diet and exercise.

Get to know Access 2007 Access does data Access does data. All kinds of data. From customer contacts, billing hours and inventory to diet and exercise.
Computer Science & Engineering 2111 Introduction to Database Management Systems Relationships and Database Creation 1 CSE 2111 Introduction to Database.

Computer Science & Engineering 2111 Introduction to Database Management Systems Relationships and Database Creation 1 CSE 2111 Introduction to Database.
XP Information Information is everywhere in an organization Employees must be able to obtain and analyze the many different levels, formats, and granularities.

XP Information Information is everywhere in an organization Employees must be able to obtain and analyze the many different levels, formats, and granularities.
Create Forms Lesson 5. Software Orientation Creating Forms A form is a database object –enter, edit, or display data from a table or query Providing.

Create Forms Lesson 5. Software Orientation Creating Forms A form is a database object –enter, edit, or display data from a table or query Providing.
1 of 5 This document is for informational purposes only. MICROSOFT MAKES NO WARRANTIES, EXPRESS OR IMPLIED, IN THIS DOCUMENT. © 2007 Microsoft Corporation.

1 of 5 This document is for informational purposes only. MICROSOFT MAKES NO WARRANTIES, EXPRESS OR IMPLIED, IN THIS DOCUMENT. © 2007 Microsoft Corporation.

Similar presentations

Ads by Google