Presentation title Social class groupings Social class groupings Joan Garrod Fotolia.
PowerPoint Presentation · 2019-11-01 · Document your Reports Organize the items in your query...
Transcript of PowerPoint Presentation · 2019-11-01 · Document your Reports Organize the items in your query...
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