Deltek Insight 2010: Beyond the Basics with Vision Project Reporting

Session VI-205: Beyond the Basics with Vision Project ReportingPresented by:

Allen Hibner

Senior Instructor, Deltek University

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

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.


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.


Adding Calculated and Conditional Report Columns


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 Column


Adding Calculated and Conditional Report Columns (cont’d)


• Calculated Column Add Calculated Field — Webpage Dialog



• Calculated Column




Modify Calculated Field — Webpage Dialog

Search for and Download Report Output in Preview Mode


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 Excel


Search for and Download Report Output in Preview Mode (cont’d)


Review Report Output


Search Columns for Specific Data



Download Search Results to Excel


Using Smart Grids for Project Reporting


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 Document

17Copyright © 2010 Deltek, Inc.

Using Smart Grids for Project Reporting (cont’d)

Filters Can Now Be Applied to the Columns in a Grid



Hierarchical Views of Data Rows in the Grid Can Be Established



Grid Can be Exported to Excel or Printed as It Appears on the Screen



Grid “Snapshots” Can Be Pasted into Email or Other Documents


Populating User-Defined Fields for Report Filtering Using Workflow


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 Selection


Populating User-Defined Fields for Report Filtering Using Workflow (cont’d)


• Create User-Defined Field


• Schedule and Run PR Summary Table Update



• Create and Schedule Workflow



Create and Schedule Workflow

SQL Expression Builder – Webpage Dialog



Create Report Selection

Project Lookup – Webpage Dialog


Creating Project Top-Bottom Performer Reports


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 Dashboard


Creating Project Top-Bottom Performer Reports (cont’d)


• Project Top-Bottom Performers

Report Options for Project Manager Top 10 Performers – Webpage Dialog




Report Options for Project Manager Top 10 Performers — Webpage Dialog

Adding User Interactivity to Reports with Report Builder


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 Filtering



Adding User Interactivity to Project Reports with Report Builder (cont’d)

Collapse/Expand

Standard Vision Reports



Collapse/Expand

Standard Vision Reports - Collapsed



Collapse/Expand

Standard Vision Reports - Expanded



Collapse/Expand

Report Builder Matrix (Cross Tab) Reports



Collapse/Expand

Report Builder Matrix (Cross Tab) Report - Collapsed



Collapse/Expand

Report Builder Matrix (Cross Tab) Report - Expanded



Report Builder Interactive Sorting

Report Builder Table Report – Ascending Sort – Project Type



Report Builder Interactive Sorting

Report Builder Table Report – Descending Sort – Project Type



Report Builder Prompting – Interactive Filtering

Report Builder Chart Report – User Prompt for Organization(s)




Report Builder Chart Report – User Prompt for Organization(s)




Report Builder Chart Report – Drill Down to Detail

Using Report Designer for Advanced Project Reporting


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.


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 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


Other Project Reporting Options


Other Project Reporting Options

Vision Analysis Cubes


Other Project Reporting Options(cont’d)

Vision Performance Management Canvases


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.


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.


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.asp


http://www.deltek.com/services/deltekuniversity/learningpaths.asp

http://www.deltek.com/services/deltekuniversity/default.asp

Q&A


Thank You for Attending this Session…

Deltek Insight 2010people.projects.results

Deltek Insight 2010: Beyond the Basics with Vision Project Reporting

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Transcript of Deltek Insight 2010: Beyond the Basics with Vision Project Reporting