CP-58:Report Authoring Tips and Tricks in Costpoint Business Intelligence CER 7.2.3

Anya Nixon, Deltek

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Relevant Roles for this Session

• CER User

• Advanced CER User

• CER Developer

• CER Admin

Objectives1. Introduction

2. New User Interface Features

3. Scheduling vs Subscribing

4. Reporting on UDEF’s

5. Documenting your Reports

6. Upcoming Features

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New User Interface Features

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A single report authoring tool

which replaces Workspace

Advanced, Query Studio,

Analysis Studio and Report

Studio.

This combines the functionality

of Report Studio and the live

data preview that was available

in Workspace Advanced.

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New Reporting Environment

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Interactive Report ViewerUsing the on demand toolbar that appears when an object is selected in the viewer, a report consumer can:

Sort data.

Summarize data.

Group data.

Convert a list to chart or change chart type.

Create, edit or remove filters.

Suppress rows and columns.

Swap rows and columns.

In crosstabs..

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Interactive FilteringUsers can see filters that have been applied as a consumer.

Users can edit or delete the filters directly in the panel.

Users can resize the filter panel, and pin or unpin the panel (depending on the screen

resolution).

Report authors also have the option to make an authored filter visible to a consumers so

that they can interact with it in this panel. To enable, select ‘can be changed in the viewer’

option when establishing filter.

Schedule vs Subscribe

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Schedules Subscriptions

Only the report owner can create a schedule.

Many users can create a subscription from a single report.

The scheduler must have Read, Write and Execute permissions.

A subscriber requires only Read and Execute permissions.

There can be only 1 schedule for a report.

There can be up to 32 subscriptions for a report.

You can specify the email be sent to many people.

The email can only be sent to you.

The report can be run daily, weekly, monthly, yearly or by trigger.

The report can be run daily or weekly.

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Create a Schedule

Click the ‘…’ next to the

report.

Select Properties.

On the Schedule tab, click

New.

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Or… Schedule a Report View

Click the ‘…’ next to the

report.

Select Create report view.

Save the Report View to the

desired location (ie. My

content, Company content)

Create the Schedule for

the View (see previous

slide).

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Create a Subscription

Run the Report.

Click the ‘…’ from the

Application Bar.

Select Subscribe.

Set the Subscription

options.

Click Create.

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Manage Schedule and Subscriptions

Reporting on User Defined Fields

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Reporting on User Defined Fields (UDEFs)

We’ve flattened out the data to make UDEF reporting easier.

Historically, reporting on UDEF’s was difficult due to the table structures. They were ideal for

storing UDEF info but not ideal for reporting on UDEF info.

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Reporting on User Defined Fields (UDEFs)

• Available for new Projects and Opportunities areas (with plans to add to more areas).

• There are a limited number of UDEF’s provided for each area. We do have the ability to

extend this in the future, if necessary.

• Column names in our model are generic (UDEF Text 1, UDEF Text 2). You can customize

your model to include your UDEF labels but then the model is ‘off’ the upgrade track.

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Reporting on User Defined Fields (UDEFs)I’ve added PJ UDEF

Text 1 to the Revenue

Summary Report.

A quick query reveals

the appropriate label

for Text #1 is Program

Manager.

Update the data item

label in properties to

reflect the proper

name.

Documenting your Reports

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Document your ReportsOrganize the items in your query with bogus

data items to designate groupings.

Insert a data item from the tool box with a

descriptive name and make the value a

blank string or zero value.

You can also comment within an data

item or filter expression by preceding

the comment with #/* and ending it with

*/#.

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Document your ReportsAdd a description to the report

properties.

Click on the ‘…’ next to a report and

enter text in the description of the

General tab.

Do you have other methods you use

to document your reports? We’d

love to hear them!

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Document your ReportsAdd a report notes as a page within the report. This page does not need to

be rendered for the end user and can be made visible only to the

developer(s) if desired.

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Document your Reports• To hide the notes page…Create a Render variable with the following expression:

ParamDisplayValue('RenderNotes') = ‘Y’.

• The page will only display when the value of the parameter is ‘Y’.

• Set the default value of the prompt to ‘N’ and hide it to prevent the user from

changing the value and displaying the page.

Upcoming Features

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Upcoming v8 Features in Reporting» New Visualizations.

» Guided Report Layout.

» Copy and Paste between Dashboards and Reports.

» Custom Color Palettes.

» Reusable Styles.

» New Navigation Interface.

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Tuesday, 2:10 – 3:10 – Gainesville 1-2CP-52: Costpoint Business Intelligence: Upgrading from CER 7.1 to CER 7.2.3

Tuesday, 3:20-4:20 – Naples 1-2CP-53: Report Authoring Tips and Tricks in Costpoint Business Intelligence CER 7.2.3

Tuesday, 4:30-5:30 – Naples 1-2CP-55 Costpoint Business Intelligence CER 7.2.3- Executive Dashboards and Financial Reporting

Wednesday, 10:00-11;00 – Naples 3CP-56: As a Costpoint Business Intelligence CER End User, How Do I Leverage the New Features After We Upgrade?

Wednesday, 11:10-12:10 – Naples 3CP-53: Data Modeling-How to Create Effective Data Models to Support your Dashboards and Reports

Wednesday, 2:10 – 3:10 - Naples 3CP:54: Designing and Creating Information-Rich Interactive Dashboards in Costpoint Business Intelligence CER 7.2.3

Wednesday, 3:20 – 4:20 - Naples 1-2CP-50: Costpoint Business Intelligence Roadmap

Thursday 9:40-10:40 – Sarasota 1-2CP-59: Administration for Costpoint Business Intelligence CER 7.2.3 - Setting Up The New Security Model and How to Effectively Guard Your Data

Deltek BI Sessions

Tuesday, 10:00-11:00 – Gainesville 1-2 Mehul Desai, PCI

CP100: A Whole New World of Business Intelligence

Wednesday, 4:30-5:30 – Sarasota 1-2 – Hari Sury, Sury Analytics

CP-57:Analytics for GovCons - A Roadmap To Success

Thursday, 8:30-9:30 – Sarasota 1-2 – Rich Hardin, VSE

CP-51:Deltek Costpoint Business Intelligence (CER) Leveraging Analytics: The Old, The new And

Everything In Between

Customer/Partner BI Sessions