Deltek Insight 2010: Beyond the Basics with Vision Project Reporting

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Deltek Insight 2010: Beyond the Basics with Vision Project Reporting

  1. 1. Session VI-205: Beyond theBasics with Vision ProjectReportingPresented by:Allen HibnerSenior Instructor, Deltek University
  2. 2. Introduction• Speaker – Allen Hibner, Senior Instructor — Deltek University. – Three years of Deltek Vision training experience. – Over twenty-six years of industry experience. – Deltek University Reporting Training Experience: • Currently the primary Instructor delivering the Vision Reporting Road Show and Report Designer class.• Audience – Orientation (Accounting, Principal/Project Manager, and IT). – Experience writing & reading standard Vision reports.• Presentation Method – Microsoft® PowerPoint, Business Case, and Vision Demo.Copyright © 2010 Deltek, Inc. 2
  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.Copyright © 2010 Deltek, Inc. 3
  4. 4. 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 preview mode. – Use interactive sorting with table reports in Vision’s preview mode.Copyright © 2010 Deltek, Inc. 4
  5. 5. Adding Calculated and Conditional Report ColumnsCopyright © 2010 Deltek, Inc. 5
  6. 6. Adding Calculated and Conditional Report Columns• Business Case – Illustrate what projects are in trouble and make them easy to find in your project reports.• Calculated Column• Conditional ColumnCopyright © 2010 Deltek, Inc. 6
  7. 7. Adding Calculated and Conditional Report Columns (cont’d)  Add Calculated Field — Webpage Dialog • Calculated ColumnCopyright © 2010 Deltek, Inc. 7
  8. 8. Adding Calculated and Conditional Report Columns (cont’d) • Calculated ColumnCopyright © 2010 Deltek, Inc. 8
  9. 9. Adding Calculated and Conditional Report Columns (cont’d)  Modify Calculated Field — Webpage Dialog• Conditional ColumnCopyright © 2010 Deltek, Inc. 9
  10. 10. Adding Calculated and Conditional Report Columns (cont’d) • Conditional ColumnCopyright © 2010 Deltek, Inc. 10
  11. 11. Search for and Download Report Output in Preview ModeCopyright © 2010 Deltek, Inc. 11
  12. 12. Search for and Download Report Output in Preview Mode• Business Case – Search report results and download specific data to Microsoft Excel for further analysis.• Review Report Output• Search Columns for Specific Data• Download Search Results to ExcelCopyright © 2010 Deltek, Inc. 12
  13. 13. Search for and Download Report Output in Preview Mode (cont’d)  Review Report OutputCopyright © 2010 Deltek, Inc. 13
  14. 14. Search for and Download Report Output in Preview Mode (cont’d)  Search Columns for Specific DataCopyright © 2010 Deltek, Inc. 14
  15. 15. Search for and Download Report Output in Preview Mode (cont’d)  Download Search Results to ExcelCopyright © 2010 Deltek, Inc. 15
  16. 16. Using Smart Grids for Project ReportingCopyright © 2010 Deltek, Inc. 16
  17. 17. 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.• 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 DocumentCopyright © 2010 Deltek, Inc. 17
  18. 18. Using Smart Grids for Project Reporting (cont’d)  Filters Can Now Be Applied to the Columns in a GridCopyright © 2010 Deltek, Inc. 18
  19. 19. Using Smart Grids for Project Reporting (cont’d)  Hierarchical Views of Data Rows in the Grid Can Be EstablishedCopyright © 2010 Deltek, Inc. 19
  20. 20. Using Smart Grids for Project Reporting (cont’d)  Grid Can be Exported to Excel or Printed as It Appears on the ScreenCopyright © 2010 Deltek, Inc. 20
  21. 21. Using Smart Grids for Project Reporting (cont’d)  Grid ―Snapshots‖ Can Be Pasted into Email or Other DocumentsCopyright © 2010 Deltek, Inc. 21
  22. 22. Populating User-Defined Fields for Report Filtering Using WorkflowCopyright © 2010 Deltek, Inc. 22
  23. 23. Populating User-Defined Fields for Report Filtering Using Workflow• Business Case – Populate user-defined fields with financial data that will allow you to select project records for project reports based on those fields.• Create User-Defined Field• Schedule and Run PR Summary Table Update• Create and Schedule Workflow• Create Report SelectionCopyright © 2010 Deltek, Inc. 23
  24. 24. Populating User-Defined Fields for Report Filtering Using Workflow (cont’d) • Create User-Defined FieldCopyright © 2010 Deltek, Inc. 24
  25. 25. Populating User-Defined Fields for Report Filtering Using Workflow (cont’d) • Schedule and Run PR Summary Table UpdateCopyright © 2010 Deltek, Inc. 25
  26. 26. Populating User-Defined Fields for Report Filtering Using Workflow (cont’d) • Create and Schedule WorkflowCopyright © 2010 Deltek, Inc. 26
  27. 27. Populating User-Defined Fields for Report Filtering Using Workflow (cont’d)  Create and Schedule Workflow  SQL Expression Builder – Webpage DialogCopyright © 2010 Deltek, Inc. 27
  28. 28. Populating User-Defined Fields for Report Filtering Using Workflow (cont’d)  Create Report Selection  Project Lookup – Webpage DialogCopyright © 2010 Deltek, Inc. 28
  29. 29. Creating Project Top-Bottom Performer ReportsCopyright © 2010 Deltek, Inc. 29
  30. 30. Creating Project Top-Bottom Performer Reports• Business Case – Pinpoint, analyze, and manage the best and worst performers in an organization.• Project Top-Bottom Performers Report – Use 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 DashboardCopyright © 2010 Deltek, Inc. 30
  31. 31. Creating Project Top-Bottom Performer Reports (cont’d) • Project Top-Bottom Performers  Report Options for Project Manager Top 10 Performers – Webpage DialogCopyright © 2010 Deltek, Inc. 31
  32. 32. Creating Project Top-Bottom Performer Reports (cont’d) • Project Top-Bottom Performers  Report Options for Project Manager Top 10 Performers — Webpage DialogCopyright © 2010 Deltek, Inc. 32
  33. 33. Creating Project Top-Bottom Performer Reports (cont’d) • Project Top-Bottom PerformersCopyright © 2010 Deltek, Inc. 33
  34. 34. Adding User Interactivity to Reports with Report BuilderCopyright © 2010 Deltek, Inc. 34
  35. 35. Adding User Interactivity to Project Reports with Report Builder• Business Case – Allow Vision report users more interactive control when previewing reports • Create and preview a single report with both 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.• Collapse/Expand – Standard Vision Reports – Report Builder Matrix (Cross Tab) Reports• Report Builder Interactive Sorting• Report Builder Prompting – Interactive FilteringCopyright © 2010 Deltek, Inc. 35
  36. 36. Adding User Interactivity to Project Reports with Report Builder (cont’d)  Collapse/Expand  Standard Vision ReportsCopyright © 2010 Deltek, Inc. 36
  37. 37. Adding User Interactivity to Project Reports with Report Builder (cont’d)  Collapse/Expand Standard Vision Reports - CollapsedCopyright © 2010 Deltek, Inc. 37
  38. 38. Adding User Interactivity to Project Reports with Report Builder (cont’d)  Collapse/Expand  Standard Vision Reports - ExpandedCopyright © 2010 Deltek, Inc. 38
  39. 39. Adding User Interactivity to Project Reports with Report Builder (cont’d)  Collapse/Expand Report Builder Matrix (Cross Tab) ReportsCopyright © 2010 Deltek, Inc. 39
  40. 40. Adding User Interactivity to Project Reports with Report Builder (cont’d)  Collapse/Expand Report Builder Matrix (Cross Tab) Report - CollapsedCopyright © 2010 Deltek, Inc. 40
  41. 41. Adding User Interactivity to Project Reports with Report Builder (cont’d)  Collapse/Expand Report Builder Matrix (Cross Tab) Report - ExpandedCopyright © 2010 Deltek, Inc. 41
  42. 42. Adding User Interactivity to Project Reports with Report Builder (cont’d)  Report Builder Interactive Sorting Report Builder Table Report – Ascending Sort – Project TypeCopyright © 2010 Deltek, Inc. 42
  43. 43. Adding User Interactivity to Project Reports with Report Builder (cont’d)  Report Builder Interactive Sorting Report Builder Table Report – Descending Sort – Project TypeCopyright © 2010 Deltek, Inc. 43
  44. 44. Adding User Interactivity to Project Reports with Report Builder (cont’d)  Report Builder Prompting – Interactive Filtering Report Builder Chart Report – User Prompt for Organization(s)Copyright © 2010 Deltek, Inc. 44
  45. 45. Adding User Interactivity to Project Reports with Report Builder (cont’d) Report Builder Prompting – Interactive Filtering Report Builder Chart Report – User Prompt for Organization(s)Copyright © 2010 Deltek, Inc. 45
  46. 46. Adding User Interactivity to Project Reports with Report Builder (cont’d) Report Builder Prompting – Interactive Filtering Report Builder Chart Report – Drill Down to DetailCopyright © 2010 Deltek, Inc. 46
  47. 47. Using Report Designer for Advanced Project ReportingCopyright © 2010 Deltek, Inc. 47
  48. 48. Using Report Designer for Advanced Project Reporting• Business Case – Customize existing standard Vision reports to meet specific firm requirements using Microsoft® SQL Server® Reporting Services – Vision Report Designer.• Join Tables and Add Fields that Cross Info Centers. – 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.Copyright © 2010 Deltek, Inc. 48
  49. 49. Using Report Designer for Advanced Project Reporting (cont’d)  Join Tables and Add Fields that Cross Info Centers  Import the standard Vision Project Earnings report into Report DesignerCopyright © 2010 Deltek, Inc. 49
  50. 50. Using Report Designer for Advanced 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 datasetCopyright © 2010 Deltek, Inc. 50
  51. 51. Using Report Designer for Advanced 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 tabCopyright © 2010 Deltek, Inc. 51
  52. 52. Using Report Designer for Advanced Project Reporting (cont’d)  Join Tables and Add Fields that Cross Info Centers  Preview the report on the Preview tab of Report DesignerCopyright © 2010 Deltek, Inc. 52
  53. 53. Using Report Designer for Advanced Project Reporting (cont’d)  Join Tables and Add Fields that Cross Info Centers  Import the finished customized report back into VisionCopyright © 2010 Deltek, Inc. 53
  54. 54. Other Project Reporting OptionsCopyright © 2010 Deltek, Inc. 54
  55. 55. Other Project Reporting Options  Vision Analysis CubesCopyright © 2010 Deltek, Inc. 55
  56. 56. Other Project Reporting Options (cont’d)  Vision Performance Management CanvasesCopyright © 2010 Deltek, Inc. 56
  57. 57. 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.Copyright © 2010 Deltek, Inc. 57
  58. 58. Next Steps – Recommended Insight 2010 Sessions• Attend the Following Additional Sessions at Insight 2010: – VI-118: Vision Analysis Cubes for New and Prospective Users. – VI-142: Cubes: Visual Reports for Visual People. – VI-119: The Future of Vision Performance Management. – VI-120: Introduction to Vision Performance Management. – VI-121: Introduction to the Vision Performance Management Canvas Designer. – VI-302: Get More Vision into Your Firm’s Performance with Custom Reporting. – VI-307: Custom Reports with Microsoft® SQL Server® Reporting Services.• Network with Your Peers While You Are at Insight 2010.• Start or Join a Vision User Group on Project Reporting.Copyright © 2010 Deltek, Inc. 58
  59. 59. Next Steps - Recommended Deltek University Classes• Consider taking the following Deltek University Webinars or 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 Virtual Online Class. – V2034VC: Vision Performance Management Webinar with Hands-on Lab. – V2006VC: Vision Analysis Cubes Webinar with Hands-on Lab. – V4174VC: Vision Workflow Webinar with Hands-on Lab.• Research Vision Learning Paths at Deltek University – http://www.deltek.com/services/deltekuniversity/learningpaths.asp – Browse Vision Course Descriptions and Schedules – http://www.deltek.com/services/deltekuniversity/default.aspCopyright © 2010 Deltek, Inc. 59
  60. 60. Q&A Thank You for Attending this Session…Copyright © 2010 Deltek, Inc. 60
  61. 61. Deltek Insight 2010people.projects.results

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