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Custom Report in MSP2007 needed

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AerospaceBrett

Technical User
Oct 15, 2009
16
US
What I need:
I have a Text field with a custom formula that populates with specific text names that I've specified. All I need now is a report that allows me to pick and choose particular fields and most importantly provides me a count for each of the formulated "text names" I have in the formula.

Why I need it:
We would like to use our scheduling software (MSP07) to provide upper management with a count of Major Deliverables and Minor Deliverables and with a count of how many finished On-Time, Late, Early or Not Completed. The aforementioned Variance Types are in a formula in a Text field and it works off of a couple of other formulas and a filter I have setup but I cannot figure out using either Custom Reports or Visual Reports how to make this in MSP. I'd rather not have to export to Excel to do this.

Detail Specifics:
All my formulas are working in MSP right now, simply need to provide a click and print/email report out of MSP that provides a high level snapshot of how various projects are doing. I do NOT need any cost or resource data, we use other software programs for that, just basic schedule data and specifically a count of the different types of the (4) text names the formula results contain.

Thanks in advance for any tips.
 
I've done very little with P2007. But, having said that, it appears that one of your requirement ("I'd rather not have to export to Excel to do that") means we cannot use Visual Reports.

That brings us to Reports > Custom Reports. But there it is impossible to create the kind of count totals that you want.

The answer would appear to be either VBA (too big an issue to provide you with an answer here) or set up the page the way you want using Views, Filters and Group by; copy and paste into Excel and then exit the Excel report to generate the summary totals you need.

I'd go with VBA.
 
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