Microsoft Office Tutorials and References
In Depth Information
Chapter 18: Advanced report formatting
IN THIS CHAPTER, YOU WILL LEARN HOW TO
▪ Change the content and formatting of tables in a report.
▪ Change a chart’s layout and content.
▪ Create a custom report with chart and table elements.
This chapter continues the focus on advanced formatting and customization features
introduced in the previous chapter. This chapter focuses on reports.
As you might recall from “Customizing reports” in Chapter 7, “Formatting and sharing your
plan,” Microsoft Project 2013 replaces the old tabular reports feature with an entirely new
way of visualizing your Project data. The new reports feature includes a dynamic mix of
tables, charts, and textual content, and it’s highly customizable.
TIP If you’re looking for information on visual reports, see “Generating visual reports with
Excel and Visio” in Chapter 20, “Sharing information with other programs.”
To begin, let’s compare reports and views . Any report or view focuses on just a subset of
your plan’s data. Every report and view included with Project is designed to help you better
visualize some aspect of your plan. You normally need to work with multiple reports and
views over time to manage the aspects of your plan that matter most to you.
For example, if your project is primarily deadline-driven, you’ll get the best insight into
your plan by working with timescaled views such as the Gantt chart views, the Timeline and
usage views, and reports such as Upcoming Tasks, Critical Tasks, and Late Tasks.
There are important differences between reports and views, however. Throughout this
book, you’ve worked in views both to enter and modify schedule data (such as task names
and resource assignments) and to see schedule details (such as which resources are assigned