GCS-200Impromptu for GCSPremier FiveFavorite impromptureportsJanuary 12, 2011Presented byFirstname Lastname
Enabling Success                       Project                     Human                Financial          Project        ...
Know More                       Project                     Human              Financial          Project                 ...
How do Impromptu and GCSPremier work? Workstation/server must have Impromptu program installed Impromptu reads GCS data ...
Active Contract Listing Active Charge Numbers Period of Performance Client Values Filter for Active5     5/22/2012   ...
Wizard Free Version Opens Here Close the Wizard6    5/22/2012   ©2011 Deltek, Inc. All Rights Reserved
Memorize these steps File New Simple List – OK All Tables – Open OK7      5/22/2012   ©2011 Deltek, Inc. All Rights R...
ICONS    Query                           Sort                   Group                 Filter                   Sum        ...
Toggle Between Screen and Page View Page Layout See if the report fits9     5/22/2012   ©2011 Deltek, Inc. All Rights R...
Saving the File report format Menu, File, Save Defaults to Reports folder – check the  drop-down to see where saving T...
Saving Report Format and thenthe current data to Excel Saving the Report: Report (*.IMR) use this to save the  report it...
Modules to Folders     GCS Modules                                              Impromptu Folders12       5/22/2012   ©201...
Contracts Screens to Folders     GCS Contract Screens                                       Impromptu Contracts Folders13 ...
Contract Listing                                      Open Impromptu                                        Contracts Fold...
Click on the Fields to SelectEither: Double-click on field Or Click and hit Arrow Or Cntrl-Click and hit Arrow after ...
Toggle between Page andScreen View Screen View displays more like spreadsheet Use Page view to finalize report format16 ...
Add More Fields Choose more fields from the left side window Chosen fields show up in the right side window Arrow on se...
Grouping and Associating Once a group has been created, if you  want to stop the data that keeps  repeating, you need to ...
It’s possible to get an impromptu report set up that     looks beautiful but is completely incorrect19    5/22/2012   ©201...
What is the most scary thing in                 Impromptu?        Fish stops swimming and the screen locks up – all you ca...
What causes the most scary thing in     Impromptu?      To avoid unintended crosstab ---      Always SWOOP      Don’t let ...
Rearranging Fields on Report To Move a field Highlight it SWOOP If you don’t swoop – the fish may never quit swimming2...
What is the most Important ICON in                 Impromptu?                 Undo, Undo,                    Undo,       U...
Beginners Tip Just pick the fields and export to Excel until you get the hang of it Sometimes you spend 10 minutes pulli...
Steps to Contract Listing            Ste   Description            p            1     File, New, Simple List, OK, All Table...
Five Favorite Impromptu Reports Active Contract Listing Employee Listing Timesheet History for Range Voucher Distribut...
For more information & training                                 Solvability, Inc.                                 256-971-...
www.twitter.com/deltek           www.facebook.com/deltekinc           www.linkedin.com/company/163414           www.youtub...
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Deltek Insight 2011: Impromptu for GCS Premier Five Favorite impromptu reports

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Deltek Insight 2011: Impromptu for GCS Premier Five Favorite impromptu reports

  1. 1. GCS-200Impromptu for GCSPremier FiveFavorite impromptureportsJanuary 12, 2011Presented byFirstname Lastname
  2. 2. Enabling Success Project Human Financial Project Manufacturing Resources Management Management Do More Market Teaming CRM and Capture Win More Intelligence Solutions Management Know More Business Performance Management Winning More Increasing Project Improving Cash Reducing the Cost Business Visibility Flow of Compliance2 5/22/2012 ©2011 Deltek, Inc. All Rights Reserved
  3. 3. Know More Project Human Financial Project Manufacturing Resources Management Management Do More Market Teaming CRM and Capture Win More Intelligence Solutions Management Know More Business Performance Management Project & Org Resource Enterprise Analytical Budgeting Visibility Reporting Workspace3 5/22/2012 ©2011 Deltek, Inc. All Rights Reserved
  4. 4. How do Impromptu and GCSPremier work? Workstation/server must have Impromptu program installed Impromptu reads GCS data but does not change it Changes to GCS show in Impromptu after refresh of data Impromptu can be pointed to different data folders Impromptu can be used with Time Collection also4 5/22/2012 ©2011 Deltek, Inc. All Rights Reserved
  5. 5. Active Contract Listing Active Charge Numbers Period of Performance Client Values Filter for Active5 5/22/2012 ©2011 Deltek, Inc. All Rights Reserved
  6. 6. Wizard Free Version Opens Here Close the Wizard6 5/22/2012 ©2011 Deltek, Inc. All Rights Reserved
  7. 7. Memorize these steps File New Simple List – OK All Tables – Open OK7 5/22/2012 ©2011 Deltek, Inc. All Rights Reserved
  8. 8. ICONS Query Sort Group Filter Sum Count Within Query, Calculation Within report with Prompt , bring Prompt back8 5/22/2012 ©2011 Deltek, Inc. All Rights Reserved
  9. 9. Toggle Between Screen and Page View Page Layout See if the report fits9 5/22/2012 ©2011 Deltek, Inc. All Rights Reserved
  10. 10. Saving the File report format Menu, File, Save Defaults to Reports folder – check the drop-down to see where saving Type File Name Report *.IMR Saves the report instructions so you can retrieve with new data10 5/22/2012 ©2011 Deltek, Inc. All Rights Reserved
  11. 11. Saving Report Format and thenthe current data to Excel Saving the Report: Report (*.IMR) use this to save the report itself; to open and re-run with the latest data Excel with Format – export the data and open in Excel to finish formatting11 5/22/2012 ©2011 Deltek, Inc. All Rights Reserved
  12. 12. Modules to Folders GCS Modules Impromptu Folders12 5/22/2012 ©2011 Deltek, Inc. All Rights Reserved
  13. 13. Contracts Screens to Folders GCS Contract Screens Impromptu Contracts Folders13 5/22/2012 ©2011 Deltek, Inc. All Rights Reserved
  14. 14. Contract Listing Open Impromptu Contracts Folder Contract Master File CMF Acct CMF SubAcct CMF Acct Type CMF Acct Name CMF Proj Mgr CMF Client Try Query Data, Sort, Group, Filter14 5/22/2012 ©2011 Deltek, Inc. All Rights Reserved
  15. 15. Click on the Fields to SelectEither: Double-click on field Or Click and hit Arrow Or Cntrl-Click and hit Arrow after all selected15 5/22/2012 ©2011 Deltek, Inc. All Rights Reserved
  16. 16. Toggle between Page andScreen View Screen View displays more like spreadsheet Use Page view to finalize report format16 5/22/2012 ©2011 Deltek, Inc. All Rights Reserved
  17. 17. Add More Fields Choose more fields from the left side window Chosen fields show up in the right side window Arrow on selected fields means Mark for Insertion To mark again, click on field and select Mark for Insertion to toggle17 5/22/2012 ©2011 Deltek, Inc. All Rights Reserved
  18. 18. Grouping and Associating Once a group has been created, if you want to stop the data that keeps repeating, you need to Associate the field with the grouping If you see repeats, then associate is probably needed; example, employee id and employee name Right click on the repeating field, then Data Definition, then Associate18 5/22/2012 ©2011 Deltek, Inc. All Rights Reserved
  19. 19. It’s possible to get an impromptu report set up that looks beautiful but is completely incorrect19 5/22/2012 ©2011 Deltek, Inc. All Rights Reserved
  20. 20. What is the most scary thing in Impromptu? Fish stops swimming and the screen locks up – all you can do is shut down20 5/22/2012 ©2011 Deltek, Inc. All Rights Reserved
  21. 21. What causes the most scary thing in Impromptu? To avoid unintended crosstab --- Always SWOOP Don’t let your row cross over the column heading21 5/22/2012 ©2011 Deltek, Inc. All Rights Reserved
  22. 22. Rearranging Fields on Report To Move a field Highlight it SWOOP If you don’t swoop – the fish may never quit swimming22 5/22/2012 ©2011 Deltek, Inc. All Rights Reserved
  23. 23. What is the most Important ICON in Impromptu? Undo, Undo, Undo, Undo23 5/22/2012 ©2011 Deltek, Inc. All Rights Reserved
  24. 24. Beginners Tip Just pick the fields and export to Excel until you get the hang of it Sometimes you spend 10 minutes pulling the data and 4 hours formatting the report24 5/22/2012 ©2011 Deltek, Inc. All Rights Reserved
  25. 25. Steps to Contract Listing Ste Description p 1 File, New, Simple List, OK, All Tables, Open, OK 2 Contracts, Contract Master File (CMF) 3 Click, Hold Cntrl: CMF Acct, CMF SubAcct, CMF Acct Type, CMF Acct Name, CMF Client, CMF Proj Mgr then ARROW, then OK 4 Click on Proj Mgr then GROUP Icon, then OK 5 Click on Proj Mgr name in column, hold left mouse and SWOOP to move to first column 6 Click on CMF Acct, then SORT Icon, then OK 7 Click on CMF SubAcct, then SORT Icon, then OK 8 Click on ZZZ in CMF SubAcct, then Filter Icon, then drop-down <>, then OK 9 Click on C for CMF Acct Type, then Filter Icon, (no drop-down means =), then OK 10 Right click column header for CMF Acct – choose EDIT – delete the letters CMF Acct and type Job; repeat for rest of columns 11 Right Click in the Acct Type Column and choose DELETE 12 Go to Heading, Right Click on “Type Here” and select Edit – replace the Title 13 Go to page footer, Click on top menu bar for Insert, Choose More Objects, Report file Name, drop in footer area. 14 SAVE as IMR which is the report format25 5/22/2012 ©2011 Deltek, Inc. All Rights Reserved
  26. 26. Five Favorite Impromptu Reports Active Contract Listing Employee Listing Timesheet History for Range Voucher Distribution for Range General Ledger Detail for Range26 5/22/2012 ©2011 Deltek, Inc. All Rights Reserved
  27. 27. For more information & training Solvability, Inc. 256-971-2728 www.solvability.com27 5/22/2012 ©2011 Deltek, Inc. All Rights Reserved
  28. 28. www.twitter.com/deltek www.facebook.com/deltekinc www.linkedin.com/company/163414 www.youtube.com/user/deltekinc28 5/22/2012 ©2011 Deltek, Inc. All Rights Reserved

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