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Agenda
• Report Types and Uses
• Report Definitions/Parameters
• Report Sections—Header, Detail, and Footer Sections
• Report Tags
• Q&A
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Report Types
• Access
• Change Management
• CPR*
• CPR3*
• Cross Tab*
• CrossTabCriteria*
• Graph*
• Model
• Project Planning Statistics
• Summary*
• Pivot Table*
Copyright © 2010 Deltek, Inc.
* Aggregated: time-phased data summarized based on report criteria before generating the report—require one or more Criteria and one or more Cost Sets
Report Uses
• Access
– Dedicated report type for the “Access” report
• Identifies the File (i.e. Project, Calendar, Codes, Resources, Rates)
• Identifies the Owner
• Identifies individual Users with access
• Identifies Groups with access
• Identifies Roles with access
• Change Management
– Dedicated report type for the “Change Management” report
• Identifies key change related information (i.e. number, comment, amount, account, date, user responsible for change)
• Identifies Negotiated Cost, Authorized Unpriced Work, and Contract Budget Base
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Report Uses (cont.)
• CPR
– Time-phased data
– Rows grouped by criteria
– Columns grouped by cost sets
– Sort Code and subtotal options available in report footer
• CPR3
– Baseline data reporting
• CrossTab
– Used for CAP reporting
– Time-phased data
– Rows grouped by criteria and cost sets
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Report Uses (cont.)
• CrossTabCriteria
– Time-phased data
– Rows grouped by criteriaN-1
– Columns grouped by CriteriaN
– Used for 1921-1 report
• Graph
– Graphic reports
– Time-phased data
– Rows grouped by criteria and cost sets
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Report Uses (cont.)
• Model– Reports based directly on underlying data structures
• Cost Accounts
• Code Files
• Resources
• Rates, etc.
– Report Table Type indicates the main table
• Project Planning Statistics– Dedicated report for the “Project Planning Statistics” report
• Summarized statistics by control account for EVT, Duration, and Value
• Summary– Rows grouped by criteria
– Columns grouped by cost sets
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Report Uses (cont.)
• Pivot Table
– Time-phased data grouped by criteria and cost sets on the “Data” worksheet
– Data presented in the “Report’ worksheet in a pivot table
• Exactly two criteria
– Row Label 1: Criteria 1. No Subtotals
– Row Label 2: Cost Set, Summed Subtotals
– Column Label 1: Criteria 2
– Values: Summed Value
• More than two criteria
– Blank Pivot Table
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Report Definitions/Parameters
• XML Document Stored within Report Definitions
• Parameter Syntax Pitfalls
– Parameter begins with <x > and ends with </x>
– Boolean values: false(0), true(1)
– Lists separated with comma, no spaces
• Three Main Areas
– Report Content Parameters
– Report Criterion Parameters
– Report Wizard Parameters
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Report Content Parameters
• AggregationResults*
• ApplyThresholdFilter*
• CalendarPeriods*
• CalendarSet”
• CellFormatCurrencyPattern
• CellFormatDatePattern
• CostSets*
• CreateBlankNotes*
• DisplayDataWorksheets*
• DisplayDataWorksheetsCriteria Description*
• DisplayReportOptions
• ExcludeSortCodesFromBody (CPR)
• FirstCalendarPeriodCumulative*
• HighlightVariances”
• IncludeHistoryCostSets*
• IncludeNarrative*
• IncludeNoteCategories*
• IncludeOnlyNonZeroCostSets*
• IncludeOnlyNonZeroResults*
• IncludeSortCode (CPR)
• Results*
• RollupResults*
• ScaleFactor
• ScaleFactorCaption
• TemplateFile
• ThresholdFilterCompareType*
• UseSelectedCalendarPeriods*
* Valid for aggregated report types
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Report Content Parameters (cont.)
• Report Content via the Report Definitions
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Report Content Parameters (cont.)
• Report Calendar Content
via the Report Wizard
• Report Style Content
via the Report Wizard
Report Criterion Parameters
• Fields*– Comma separated list of additional fields displayed for specified criterion
– Parameter updated via report layout engine, no manual changes
• Id*– Identifies the criterion
– Select criterion ID via Report Wizard to ensure accuracy
• Level*– Hierarchical level roll up
• NewPage*– Page Break on criteria change
• Subtotal (CAP)– Displays subtotal line for criteria
* Valid for aggregated report types
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Report Criterion Parameters (cont.)
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• Setting Report Criterion
via the Report Wizard
• Setting Report Criterion
via Report Definitions
Report Wizard Parameters
• Allow User to Select Options
– AllowSelectCalendarSet*
– AllowSelectCostSets*
– AllowSelectCriteria*
– AllowSelectFilter* (Model)
– AllowSelectResults*
– AllowSelectSort (Model)
• Maximum and Minimum Settings
– MaxNumberofCostSets*
– MaxNumberofCriteria*
– MinNumberofCostSets*
– MinNumberofCriteria*
* Valid for aggregated report types
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Report Section Tags
• HeaderSheet – Worksheet Page Header on
Every Page
• FooterSheet– Worksheet Page Footer on
Every Page
• HeaderPage– Repeated on Every Page
• HeaderReport– Beginning of Report
• FooterReport– End of Report
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• HeaderGroup– Group by criteria and cost sets
for aggregated reports
– Non-aggregated reports group by entity
• FooterGroup– Group by criteria for aggregated
reports
– Non-aggregated reports group by entity
• HeaderGrandTotal (CAP)– Used for CAP report
– Displays after last criteria footer
– Overrides default grand total
Report Section Tags (cont.)
• Report Section Tags Defined in Column A
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Other Tags
• HeaderReport Tags– Down
– Replace
– AutoFit
• HeaderPage Tags– Right
– Insert
– AutoFit
• FooterReport Tags– SortCode
– SubTotal
– PrintIF
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• HeaderGroup Tags– Group
– Highlight
– Cumulative
– CumulativeLine
– PrintIF
– PrintIfOtherwise
– VarColor
– RemainingPeriods
– Xseries
– XSeriesEnd
– YSeries1
• NewPage
Report Tags
• Report Tag Key Points
– Each tag should start and end with curled brackets { }
– Use <entityN> for reports with varying numbers of criteria or sub-totals
– Use <entity> for reports with specific criteria
• Four Types of Report Tags
– Parameter Tags
– Information Tags
– Formula Tags
– Property Tags
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Copyright © 2010 Deltek, Inc.
Report Parameter Tags
• CriteriaN.Title*– Control Account
– Work Package
• ReportOptions.CalendarSet*– 00, 18, 19
– User defined calendar sets
• ReportOptions.CostSets*– BCWP, ACWP, BCWS, EAC
– User defined cost sets
• ReportOptions.Criteria*– Project Structure: CA, WP,
Resource Assignment, Results
– Key Fields: WBS, OBS, WP, Resource
– Codes: CAM, Location
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• ReportOptions.Filter– Displays selected filter
• ReportOptions.Sort– Displays selected sort
• ReportSetting.ScaleFactor– 1
– 1,000
• ReportSetting.ScaleCaption– Dollars
– Thousands of $
* Valid for aggregated report types
Report Parameter Tags (cont.)
• Report Parameter Tag: Report Options
• Defined in FooterReport Section for Delivered Reports
• Displayed if DisplayReportOptions = 1
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Report Information Tags
• ReportCreatedDate
– Date the report was generated
• ReportCreatedDateTime
– Includes date and time the report was generated
• Criteria.Level*
– Level of the current criteria data row
– Used in formula to provide level based indenting
• DisplayReportOptions
– Boolean value of the DisplayReportOptions parameter
– False (0); True (1)
* Valid for aggregated report types
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Report Formula Tags
• Sum Formula– {SUM(WorkPackage.Bac)}
• Replaces the entity tag with range and sums the values within the range
– {Column.Total}• Sum entire column
• Relative Cell References– {=Cell[R,C-2] – Cell[R,C-1]}
• R denotes current row
• C denotes current column
• + denotes number of columns or rows to shift right or down respectively
• - denotes number of columns or rows to shift left or up respectively
• IF Statements– {IF(statement,true,false)}
– Use entity.property and/or cell references
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Report Formula Tags (cont.)
• Schedule Variance
– Cell[R,C-2] - Cell[R,C-3]
– Cell[same row,2 columns prior] – Cell[same row,3 columns prior]
– BCWP-BCWS
• Cost Variance
– Cell[R,C-3] – Cell[R,C-2]
– Cell[same row,3 columns prior] – Cell[same row,2 columns prior]
– BCWP-ACWP
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Copyright © 2010 Deltek, Inc.
Report Property Tags
• Aggregated Report Types
– CriteriaN.Id
– CriteriaN.Description
– CriteriaN.Title
– CostSetN.Id
– CostSetN.Description
– <CriteriaN>.<CodeAsg[N]>
– <CriteriaN>.<CodeAsg[N]>.Prompt
– Term.<Term Name>
• CAP & Summary Report Types
– ResultN.Id
• Model Report Types
– <entity>.<property>
– <entity>.<property>.Title
– <entity>.<property>.Id
– <entity>.<CodeAsg[N]>
– <entity>.<CodeAsg[N]>.Prompt
– <entity>.<CodeAsgN>
– <entity>.<CodeAsgN>.Prompt
• All Report Types
– Report.Id
– Report.Description
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