In this video we create two data sets for building report graphs and modify the task level that each report as our first step in building a management dashboard.
- [Voiceover] We've learned a lot…about visual reporting in Project.…However, we wanna take those functions…that we've learned in the other videos…and now sort of combine them…to create a dashboard that our team could utilize.…So we're going to go to Visual Reports,…and on the Visual Reports dialogue box…we're going to set up a data set…that we can use for our dashboard.…So we'll select, under the drop-down for the cube type,…Assignment Usage.…We'll select the field picker…and add in some additional fields.…
So we'll select the Baseline Cumulative Work…and add that.…Remaining Cumulative Work,…we'll scroll down and find Remaining Actual Cumulative Work,…Remaining Cumulative Work,…and lastly, we'll add one more…called Cumulative Actual Work.…Now, I know that was a lot of field names…to kinda pick, but these will give us the option to…either have a burnup chart or a burndown chart.…And since this data set, we're not sure which one…we're going to use when we get to that particular thing,…this will give you lots of options in the future.…
NOTE: This course was designed in collaboration with Bonnie Biafore. The techniques shown work equally well with Microsoft Project 2010, 2013, and 2016.
Lynda.com is a PMI Registered Education Provider. This course qualifies for professional development units (PDUs). To view the activity and PDU details for this course, click here.
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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.