Report Studio

Report Example: Resource Requirements Crosstab Report with Chart

This example walks you through creating a Resource Requirements crosstab report. This example is for Report Studio, but the concepts are the same when using Query Studio.

Note: The example assumes you have access to Report Studio and that you have projects with resource requirements

Important: Work down in the Resource Management data structure in order to get consistent and logical results. Query subjects are nested logically and related to one another based on the structure of the folder.

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 Resource Requirement Report:

In the Reports application, on the tab toolbar, click Open Report Studio.
What Happens: Report Studio opens in a new window.

Note: If the Presentation group is not visible, refresh the Query Studio window.
Click New.
From the report list, select Crosstab.
What Happens: The Crosstab Report pane appears
From the Insertable Objects pane expand the Presentation Package.
Expand the Resource Management folder.
Expand the Resource Management Date Groups query subject.
Drag and Drop Resource Month to Columns
What Happens: A Resource Month 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).
Expand the Requirements query subject.
Drag and Drop Project Name to Rows.
What Happens: Project Name is added to the rows in your report.
Drag and Drop Requirement Hours to Measures
What Happens: Requirement Hours is added to your report as the measure.
Run the report.
To add a summary of hours for each column and row, select the Crosstab Intersection cells and click the Aggregate icon.
Select Total.
What Happens: Summaries for all columns are added to the report.
Run the report

You can also easily add a chart to show graphically how many hours are required for each project for each month.

To Add A Chart to the Resource Requirements report:

From the Insertable Objects pane, click on the Toolbox tab.
Drag and Drop Chart to before the crosstab (this will assure it displays at the top of the page).
Select Column
Select Column with 3-D Visual Effect.
Click on the Source tab
Drag and Drop Resource Month to Category (x-axis).
What Happens: Resource Month is added to your report as the measure on the y-axis.
Drag and Drop Project Name to Series.
What Happens: Project Name is added as the series for the report.
Drag and Drop Requirement Hours to Measure (y-axis).
What Happens: Requirement Hours is added to your report as the category on the x-axis.
Run the report.
The data is now accompanied by a chart
Click the Save icon .
Select a location for the report.
In the Name field type "Resource Requests by Month".
Click Save