Microsoft Office Tutorials and References
In Depth Information
variety of perspectives beyond the Project standard report capabilities. Pivot
tables offer perspectives that are especially useful for data analysis.
The Visual Reports feature allows you to select the fields you want to view
and to modify your reports on the fly.
Getting an overview of what’s available
Project offers six categories of Visual Reports as well as custom reports that
you can build yourself. Some are based on timephased data (data distributed
over time, such as allocations of resource time or costs), and some aren’t.
The report categories include
Task Usage: Based on timephased data for tasks, this category of report
gives you a peek at information such as cash flow and earned value over
time.
Resource Usage: Based on timephased resource data, these reports
include cash flow, resource availability, resource costs, and resource
work data.
Assignment Usage: Also based on timephased data, this category of
reports provides information in areas such as baseline versus actual
costs and baseline versus actual work.
Task Summary, Resource Summary, and Assignment Summary: These
three categories of reports provide diagram views of a variety of work
and cost data. These three categories are not based on timephased data.
Creating a Visual Report
Generating a Visual Report is simplicity itself; you simply choose a report,
decide whether you want to generate it in Excel or Visio, and view or print
the report.
You need to know a couple of things before you create a Visual Report. First,
to access Visual Reports, you have to have installed .NET Framework 2.0
from Microsoft (a free download) before you installed Project. Second, if you
have a version of Excel or Visio that’s earlier than 2007, you have to add .NET
Programmability support. Visit the Microsoft Project page at www.office.
microsoft.com/project to get information about both products.
If you want to customize a Visual Report, you need some knowledge of pivot
tables in Excel or Visio. Because covering pivot tables in those products is
beyond the scope of this topic, I heartily recommend Excel 2007 For Dummies
(Greg Harvey) and Visio 2007 For Dummies (John Paul Mueller; both from
Wiley).
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