This topic covers managing Excel and Visio templates that Microsoft Project uses for Visual Reporting. It describes the default location as well as saving to other locations and how to convert a template from the previous version of Excel to a newer relea
- [Voiceover] Sometimes it's best to start…from a template, as we've talked about.…These templates are stored in various places…within Microsoft Project.…Now, you can create the locations…or you can use the default location.…So to manage those templates, we're going to go…to the Report ribbon and select Visual Reports.…On the Visual Reports dialogue box,…we have the Manage Template option.…Again, all of these are the templates that…we've gotten out of the box so far,…but when we select Manage Templates…we can actually see the template that is stored…for that particular report…that's showing up in Project itself.…
So all of the default ones are here,…and of course the same are true of all the Visio ones,…along with our custom ones if we've saved them there,…like our cost report and our cost report modified,…both of Visio or Excel-type file formats,…as well as our sprint task report…that we created in a previous video.…Now, these reports exist in our current application data,…Roaming, Microsoft, Templates, 1033,…
NOTE: This course was designed in collaboration with Bonnie Biafore. The techniques shown work equally well with Microsoft Project 2010, 2013, and 2016.
- 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.