VISUAL REPORTS USING MSP
2007
Presented by Mary Hershner, PMP/PMI-SP, MCTS
VISUAL REPORTS MSP 2007
AGENDA













Technical Information
How it works
The Cube
Visual Reports
Excel Visual Reports
Visio Visual Reports
Modifying Visual Reports
Modifying Existing Reports
Creating New Template Reports
Save Data
Save Reporting Cube
Save Reporting Database
Demo
HOW IT WORKS
HOW IT WORKS


Visual Reports works by first
creating a local database (.mdb file)
that contains data from your project.
From there a local cube is built (.cub
file) and then hooked up to a
PivotChart in Excel or a
PivotDiagram in Visio.
Access
Database
(.mdb)
Local
OLAP
Cube
(.cub)
Excel
Visio
Dimensions, Measures, and
Properties
Dimensions – data you slice by
• Task Name, Is Critical?, Months
Measures – data that is rolled up
• Work, actual cost
Properties – Additional information that is available about dimensions. This data is not rolled up.
• Dates, % Complete, text fields
WHAT IS A CUBE?
Work
Phase1
Phase2
40 hrs
60 hrs
Chris Aston
100
180
hrs
30 hrs
50 hrs
80 hrs
Brad Sutton
Group:
IW


Total Jan.
Feb.
The cubes are completely separate from the server cubes.
There are six different cubes to create reports off of – resource,
task, and assignment in both summary and usage (time phased)
flavors.
MSP2007 VISUAL REPORTS

Eye-catching reports in MS Excel & MS Visio
Pivot Tables (MS Excel)
 Pivot Charts and Graphs (MS Excel)
 Hierarchical Pivot Diagrams (MS Visio)



Take advantage of visuals and advanced
formatting in MS Excel & MS Visio
Boxed templates or create your own & share
EXCEL VISUAL REPORTS
EXCEL VISUAL REPORTS
Excel Visual Reports: 10 Reports
Baseline Cost Report – chart comparing baseline cost, scheduled cost, and actual costs in groupings by task
Baseline Work Report – column chart showing baseline work, schedule work, and actual work for each task
Budget Cost Report – chart showing groupings of budget cost, baseline cost, schedule cost, and actual costs
over time
Budget Work Report – column chart showing baseline work, scheduled work, and actual work for each task
Cash Flow Report – task data in a bar graph with cost and cumulative cost amounts shown over time
Earned Value Over-Time Report – line chart that plots ACWP (actual cost), BCWS (planned value),
BCWP (earned value) of task data over time
Resource Cost Summary Report – pie chart showing the distribution of resource costs by resource type
assigned to tasks
Resource Remaining Work Report – column chart showing actual work and remaining work for each
work resource by time
Resource Work Availability Report – column chart showing total capacity, work, and remaining
availability for work resources over time
Resource Work Summary Report – column chart showing total capacity, work, remaining availability,
and actual work by time for each work resource
VISIO- VISUAL REPORTS
VISIO - VISUAL REPORTS
Visio Visual Reports: 6 Reports
Baseline Report – PivotDiagram compares “scheduled work and cost” to
“baseline work and cost” for each task
Cash Flow Report – PivotDiagram showing planned and actual costs over time
broken down by resource type (work, material, cost)
Critical Task Status Report – PivotDiagram showing scheduled work and
remaining work for critical and non-critical tasks
Resource Availability Report – PivotDiagram shows scheduled work and
remaining availability for all project resources by resource type
Resource Status Report – PivotDiagram of the work and cost for each resource
in the project
Task Status Report – PivotDiagram showing work and Percent work complete
for each task
MODIFYING VISUAL REPORTS
Modifying Visual Reports:
Modifying Existing Reports
Recommend NEVER modifying an existing report
Creating New Visual Report Templates:
Creating New Template Reports
Click on New Template
Six OLAP Cubes contain combinations of field data: Must select data type
Task Usage
Resource Usage
Assignment Usage
Task Summary
Resource Summary
Assignment Summary
Let’s see how to do this….
CREATING NEW VISUAL REPORTS
CREATING NEW VISUAL REPORTS
Select Data Types:
Task Usage
Resource Usage
Assignment Usage
Task Summary
Resource Summary
Assignment Summary
CREATING NEW VISUAL REPORTS
CREATING NEW VISUAL REPORTS
CREATING NEW VISUAL REPORTS
SAVING THE REPORTING CUBE
Saving the Reporting Cube
Can be saved to a .cub or .mdb file
Useful if you want to FURTHER ANALYZE DATA in MS Excel or MS Access
Choose the Data Type for the CUBE (.cub) or DATABASE (.mdb):
Task Usage
Resource Usage
Assignment Usage
Task Summary
Resource Summary
Assignment Summary
REPORTING CUBE
REPORTING CUBE
SAVING REPORTING CUBE
SAVING REPORTING CUBE
SAVING REPORTING CUBE
DEMO
MSP2007 Visual Reports
QUESTIONS