Deltek Insight 2011: Beyond the Basics with Vision Project Reporting

2,765 views

Published on

Published in: Technology
  • Be the first to comment

  • Be the first to like this

Deltek Insight 2011: Beyond the Basics with Vision Project Reporting

  1. 1. VI-207: Beyond theBasics with VisionProject ReportingInsight 2011Presented byAllen Hibner, Deltek Inc.
  2. 2. IntroductionSpeaker: 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.2 May 22, 2012 Copyright © 2011 Deltek, Inc.
  3. 3. 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.3 May 22, 2012 Copyright © 2011 Deltek, Inc.
  4. 4. Key Session TakeawaysLearn 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.4 May 22, 2012 Copyright © 2011 Deltek, Inc.
  5. 5. Adding Calculated andConditional ReportColumns5 May 22, 2012 Copyright © 2011 Deltek, Inc.
  6. 6. Adding Calculated andConditional Report ColumnsBusiness 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.6 May 22, 2012 Copyright © 2011 Deltek, Inc.
  7. 7. Adding Calculated andConditional Report Columns(cont’d) Add Calculated Field — Webpage DialogCalculated Column7 May 22, 2012 Copyright © 2011 Deltek, Inc.
  8. 8. Adding Calculated andConditional Report Columns(cont’d) Calculated Column8 Copyright © 2011 Deltek, Inc.
  9. 9. Adding Calculated andConditional Report Columns(cont’d) Modify Calculated Field — Webpage Dialog Conditional Column9 May 22, 2012 Copyright © 2011 Deltek, Inc.
  10. 10. Adding Calculated andConditional Report Columns(cont’d) Conditional Column10 May 22, 2012 Copyright © 2011 Deltek, Inc.
  11. 11. Search for andDownload ReportOutput in PreviewMode11 May 22, 2012 Copyright © 2011 Deltek, Inc.
  12. 12. Search for and DownloadReport Output in PreviewModeBusiness 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.12 May 22, 2012 Copyright © 2011 Deltek, Inc.
  13. 13. Search for and DownloadReport Output in PreviewMode (cont’d) Review Report Output13 Copyright © 2011 Deltek, Inc.
  14. 14. Search for and DownloadReport Output in PreviewMode (cont’d) Search Columns for Specific Data14 May 22, 2012 Copyright © 2011 Deltek, Inc.
  15. 15. Search for and DownloadReport Output in PreviewMode (cont’d) Download Search Results to Excel15 May 22, 2012 Copyright © 2011 Deltek, Inc.
  16. 16. Using Smart Grids forProject Reporting16 May 22, 2012 Copyright © 2011 Deltek, Inc.
  17. 17. Using Smart Grids forProject ReportingBusiness 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.17 May 22, 2012 Copyright © 2011 Deltek, Inc.
  18. 18. Using Smart Grids forProject Reporting (cont’d) Filters Can Now Be Applied to the Columns in a Grid18 May 22, 2012 Copyright © 2011 Deltek, Inc.
  19. 19. Using Smart Grids forProject Reporting (cont’d) Hierarchical Views of Data Rows in the Grid Can Be Established19 May 22, 2012 Copyright © 2011 Deltek, Inc.
  20. 20. Using Smart Grids forProject Reporting (cont’d) Grid Can be Exported to Excel or Printed as It Appears on the Screen20 May 22, 2012 Copyright © 2011 Deltek, Inc.
  21. 21. Using Smart Grids forProject Reporting (cont’d) Grid ―Snapshots‖ Can Be Pasted into Email or Other Documents21 May 22, 2012 Copyright © 2011 Deltek, Inc.
  22. 22. Populating User-Defined Fields forReport Filtering UsingWorkflow22 May 22, 2012 Copyright © 2011 Deltek, Inc.
  23. 23. Populating User-DefinedFields for Report FilteringUsing 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.23 May 22, 2012 Copyright © 2011 Deltek, Inc.
  24. 24. Populating User-DefinedFields for Report FilteringUsing Workflow (cont’d) Create User Defined Field24 May 22, 2012 Copyright © 2011 Deltek, Inc.
  25. 25. Populating User-Defined Fields forReport Filtering Using Workflow(cont’d) Schedule and Run PR Summary Table Update25 Copyright © 2011 Deltek, Inc.
  26. 26. Populating User-DefinedFields for Report FilteringUsing Workflow (cont’d) Create and Schedule Workflow26 May 22, 2012 Copyright © 2011 Deltek, Inc.
  27. 27. Populating User-DefinedFields for Report FilteringUsing Workflow (cont’d) Create and Schedule Workflow SQL Expression Builder – Webpage Dialog27 May 22, 2012 Copyright © 2011 Deltek, Inc.
  28. 28. Populating User-DefinedFields for Report FilteringUsing Workflow (cont’d) Create Report Selection Project Lookup – Webpage Dialog28 May 22, 2012 Copyright © 2011 Deltek, Inc.
  29. 29. Creating Project Top-BottomPerformer ReportsBusiness 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.29 May 22, 2012 Copyright © 2011 Deltek, Inc.
  30. 30. Creating Project Top-BottomPerformer Reports (cont’d) Project Top-Bottom PerformersProject Top-Bottom Performers Report Options for Project Manager Top 10 Performers – Webpage Dialog30 May 22, 2012 Copyright © 2011 Deltek, Inc.
  31. 31. Creating Project Top-BottomPerformer Reports (cont’d) Project Top-Bottom Performers Report Options for Project Manager Top 10 Performers — Webpage Dialog31 May 22, 2012 Copyright © 2011 Deltek, Inc.
  32. 32. Creating Project Top-BottomPerformer Reports (cont’d) Project Top-Bottom Performers32 May 22, 2012 Copyright © 2011 Deltek, Inc.
  33. 33. Adding User Interactivity toReports with Report Builder33 May 22, 2012 Copyright © 2011 Deltek, Inc.
  34. 34. Adding User Interactivity toProject Reports with ReportBuilderBusiness 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.34 May 22, 2012 Copyright © 2011 Deltek, Inc.
  35. 35. Adding User Interactivity toProject Reports with ReportBuilder (cont’d) Collapse/Expand Standard Vision Reports35 May 22, 2012 Copyright © 2011 Deltek, Inc.
  36. 36. Adding User Interactivity toProject Reports with ReportBuilder (cont’d) Collapse/Expand Standard Vision Reports - Collapsed36 May 22, 2012 Copyright © 2011 Deltek, Inc.
  37. 37. Adding User Interactivity toProject Reports with ReportBuilder (cont’d) Collapse/Expand Standard Vision Reports - Expanded37 May 22, 2012 Copyright © 2011 Deltek, Inc.
  38. 38. Adding User Interactivity to ProjectReports with Report Builder (cont’d) Collapse/Expand Report Builder Matrix (Cross Tab) Reports38 May 22, 2012 Copyright © 2011 Deltek, Inc.
  39. 39. Adding User Interactivity toProject Reports with ReportBuilder (cont’d) Collapse/Expand39 May 22, 2012 Copyright © 2011 Deltek, Inc.Report Builder Matrix (Cross Tab) Report - Collapsed
  40. 40. Adding User Interactivity toProject Reports with ReportBuilder (cont’d) Collapse/Expand40 May 22, 2012 Copyright © 2011 Deltek, Inc.Report Builder Matrix (Cross Tab) Report - Expanded
  41. 41. Adding User Interactivity to ProjectReports with Report Builder (cont’d) Report Builder Interactive SortingReport Builder Table Report – Ascending Sort – Project Type41 May 22, 2012 Copyright © 2011 Deltek, Inc.
  42. 42. Adding User Interactivity toProject Reports with ReportBuilder (cont’d) Report Builder Interactive Sorting42 May 22, Builder Table Report – Copyright © 2011 Deltek, Inc. – Project Type Report 2012 Descending Sort
  43. 43. Adding User Interactivity toProject Reports with ReportBuilder (cont’d) Report Builder Prompting – Interactive Filtering43 Report Builder Chart Report – User Prompt for Organization(s) May 22, 2012 Copyright © 2011 Deltek, Inc.
  44. 44. Adding User Interactivity toProject Reports with ReportBuilder (cont’d) Report Builder Prompting – Interactive Filtering Report Builder Chart Report – User Prompt for Organization(s)44 May 22, 2012 Copyright © 2011 Deltek, Inc.
  45. 45. Adding User Interactivity toProject Reports with ReportBuilder (cont’d) Report Builder Prompting – Interactive FilteringReport Builder Chart Report – Drill Down to Detail45 May 22, 2012 Copyright © 2011 Deltek, Inc.
  46. 46. Using Report Designer forAdvanced Project Reporting46 May 22, 2012 Copyright © 2011 Deltek, Inc.
  47. 47. Using Report Designer forAdvanced Project ReportingBusiness 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.47 May 22, 2012 Copyright © 2011 Deltek, Inc.
  48. 48. Using Report Designer forAdvanced Project Reporting(cont’d) Join Tables and Add Fields that Cross Info Centers Import the standard Vision Project Earnings report into Report Designer48 May 22, 2012 Copyright © 2011 Deltek, Inc.
  49. 49. Using Report Designer forAdvanced Project Reporting(cont’d) 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 dataset49 May 22, 2012 Copyright © 2011 Deltek, Inc.
  50. 50. Using Report Designer forAdvanced Project Reporting(cont’d) Join Tables and Add Fields that Cross Info Centers Drag Billing Term fields into this Project Earnings report on the Layout tab50 May 22, 2012 Copyright © 2011 Deltek, Inc.
  51. 51. Using Report Designer forAdvanced Project Reporting(cont’d) Join Tables and Add Fields that Cross Info Centers Preview the report on the Preview tab of Report Designer51 May 22, 2012 Copyright © 2011 Deltek, Inc.
  52. 52. Using Report Designer forAdvanced Project Reporting(cont’d) Join Tables and Add Fields that Cross Info Centers Import the finished customized report back into Vision52 May 22, 2012 Copyright © 2011 Deltek, Inc.
  53. 53. Other ProjectReportingOptions53 May 22, 2012 Copyright © 2011 Deltek, Inc.
  54. 54. Other Project ReportingOptions Vision Analysis Cubes54 May 22, 2012 Copyright © 2011 Deltek, Inc.
  55. 55. Other Project ReportingOptions (cont’d) Vision Performance Management Canvases55 May 22, 2012 Copyright © 2011 Deltek, Inc.
  56. 56. 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.56 May 22, 2012 Copyright © 2011 Deltek, Inc.
  57. 57. Next Steps – RecommendedInsight 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.57 May 22, 2012 Copyright © 2011 Deltek, Inc.
  58. 58. 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 58 May 22, 2012 Copyright © 2011 Deltek, Inc.
  59. 59. Engage With The DeltekAE Community twitter.com/deltekvision deltekae.wordpress.com deltekvisionblog.wordpress.com facebook.com/deltekinc youtube.com/user/deltekinc59 May 22, 2012 ©2011 Deltek, Inc. All Rights Reserved

×