- [Voiceover] In Microsoft Project we need to make sure that we fully understand field sets; Task, Resource, and Assignment level data sets. These fields that we can insert into Microsoft Project can also be part of our reporting functions as we go forward. So we need to make sure that we fully understand how those fields are used and of course there's some additional things that we will learn about this in this course. Now, those fields can be exported to Excel and as we export that data those field sets become pivot table functions for us.
Either dimensions or in some cases values depending on the field the project uses. Now if we wanted to add in an additional dimension per se in our pivot table we can select that checkbox and of course that will add in the additional field into that pivot table. And lastly, that will also help us in our chart functions as we want to design charts around those data sets. One other aspect, is when we're in Visio and that information has also come out of Microsoft Project it gives us the ability to use those fields to edit for the data shapes.
So here we can look at the data shapes, look at what fields are associated with that data shape and even build custom formulas or attributes or flag sets or icon sets around those particular data sets within our Visio application. So, just to summarize, in Microsoft Project we fully need to understand the fields that are possible how we build custom fields, and how we add those fields to either our Excel or Visio visual reports.
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.