Query Studio / Report Studio

This example walks you through creating a Project Status report using Query Studio. It also gives you an example of how to use conditional formatting to highlight specific data.

Note: The example assumes you have access to Query Studio and that you have projects with tasks of various different statuses.

Important: You should use data from only one top-level folder in any given report. Do not combine data from more than one grouping.

To create a Project Status report:

1. In the Reports application, on the tab toolbar, click Open Query Studio.
   What Happens: Query Studio opens in a new window, with a blank report in the right pane and a menu in the left pane.
   
   Note: If the Presentation group is not visible, refresh the Query Studio window.
2. With Insert Data selected (the default), open the Presentation group and expand the Project Information folder:
   
   
   
   Note: All data used in this example will come from the Project Information folder. If you use data from multiple folders in a report, your results may be unpredictable.
    
3. Expand the Projects query subject and double-click the Project Type query item.
   
   Query subjects are indicated by the icon and query items are indicated with the icon. For more information about the icons in the Presentation Data Model, see Reports Data Model Icons.
   
   What Happens:  A Project Type column is added to your report.
   Note: You can also drag and drop query items to a report (drag and drop will not work in Firefox).
4. Double-click the Project Name query item to add project name to the report.
   What Happens: A Project Name column is added to the report and project type values duplicate if there are multiple projects of any one project type.
   
   
    
5. Select the Project Type column and click the Group icon on the Query Studio toolbar
   What Happens: Duplicate project types are removed from the report:
   
   

6. Open the Tasks folder (within the Project Information folder), expand the Tasks query subject, and double-click the Task Status query item to add task status to the report.
   
   
   
   What Happens: Task status is added to the report and project names are duplicated because there are multiple tasks in each project. In addition, because you have not added tasks to the report, including task status is not particularly useful.
7. Select the Task Status column and double-click Task Name to add the task name to the report.
   What Happens: Task names are added to the left of the Task Status column. Project Names are still duplicated based on the number of tasks in each project.
8. Select Project Name and click the Group icon to group by project name.
   What Happens: Project name duplicates are removed from the report:
   
    
9. Double-click Phase to add project phase to your report.
   What Happens: Project phase is added to the report after the Task Status column, but project phase has no relationship to task status so data results will be unpredictable.
10. Select the Phase column and click the Cut icon to cut the column.
11. Select the Task Name column and click the Paste icon to paste Phase to the left of task name.
    What Happens: Project phase is now inserted in the report immediately after the Project Name column. Because phase is an aspect of a project, this is a more logical place to add the column and will give better results.
12. Select the Task Name column and then double-click Health to add project health to the report between Phase and Task Name.
13. Double-click Planned Finish (in the Task query subject) to add task planned finish to your report.
    What Happens: Task planned finish is added after the Task Status column.
14. Click Task Status to select the Task Status column.
    You are going to add conditional formatting to the column, based on data value.

1. In the Query Studio menu, click Change Layout:
   
   
   
   What Happens: The menu switches to the Change Layout menu:
   
   
    
2. Click Define Conditional Styles.
   The Define conditional styles window opens.
   Note: If you do not have a report column selected, an error message prompts you to select a column. Click Task Status.
    
3. In the Define Conditional Styles section, click Select values.
   
   
    
4. Select Overdue from the list of values and click OK.
   
   
    
5. Click the Edit icon next to the Overdue selection:
   
   
    
6. Click Background color and Red, then click OK:
   
   
    
7. Click OK to close the Define conditional styles window.
   What Happens: Any task status in the report is shown with a red background:
   
   
   
    

Related Topics:

• Report Example: Project Budget List Report with Chart—How to create a Project Budget report in Report Studio.
• Report Example: Resource Requirements Crosstab Report—How to create a resource requirements report in Report Studio.
• Report Example: Timesheet Status List Report—How to create a timesheet status report in Query Studio.
• Report Example: Users by State Map Report—How to create a map report in Report Studio.

Copyright © 2018 Daptiv Solutions, LLC. All Rights Reserved