John Riopel covers in this video how to create a new template and add custom fields into the data. This information is used for Sprint Numbers, Story Points and Velocity reporting for sprints within the project.
- [Voiceover] We've used some visual reporting…templates that come with the product,…however we might want to even create…our own templates, so I've gone to the Report ribbon,…and I've selected Visual Reports.…I'm now going to go into the New Template area…and build out a new template.…So I have the option to select…from either Excel or Visio templates,…either metric or U.S.…I also can pick the data type that you might want to use…for that particular template.…Again, Task Usage, Resource Usage,…Assignment Usage, or Task Summary,…Resource Summary, or Assignment Summary.…
We'll stick with Task Usage at this point.…I want to add in some custom fields…that are part of this Microsoft project file…that I'm using, so I'm going to go to the Field Picker.…In the Field Picker, I'll scroll down…on the Custom Fields section…in the lower left hand corner…and find some fields that were built into this file…called Sprint Number, and I'll add it…to the right hand side.…I'll also find another one for Story Points,…and lastly one called Velocity.…
NOTE: This course was designed in collaboration with Bonnie Biafore. The techniques shown work equally well with Microsoft Project 2010, 2013, and 2016.
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- Explain how to edit a report template.
- Recall how to insert a graph into a visual Excel template.
- Recognize the steps to take in order to add additional functionality into a Visio WBS diagram.
- Determine the steps to expand on a data set in an Excel report.
- Identify three PivotChart tools.