Friday, January 20, 2017

Crosstab Report dialog box, Definition tab

Crosstab Report dialog box, Definition tab

Use the Definition tab in the Crosstab Report dialog box to specify the general content and look of the new crosstab report you're creating. You can:

  • Set the period of time for the report, as in days, weeks, months, and so on.

  • Specify whether the report is dealing with tasks or resources, and whether to include assignments.

  • Select the field for the crosstab.

Dialog box location

On the Report menu, click Reports. Click Custom, and then click Select. Click New, click Crosstab, and then click OK. The Definition tab should be active.

Details

Name

Specifies the name of the crosstab report.

Crosstab section

Use this section to specify the type of information you want in the crosstab report.

Row     Specifies whether task or resource information should appear in the rows of the crosstab report.

Column     Sets the count for the timescale. For example, if you set the column to Weeks, and you select 2, this specifies that each column heading will represent two weeks of data (cost, work, allocation, and so on). Enter a number in the first box, and then select a time unit from the second box to specify the frequency and time period to display in the report.

Field     Specifies the task or resource field you want to appear in the crosstab report. Select the field from the dropdown. If you've selected Tasks in the Row box, only task fields are listed. If you've selected Resources in the Row box, only resource fields are listed.

And task assignments     Shows assignment information to appear in the crosstab report for each resource. This check box appears only when Resources are selected to show in the Row box. Clear the check box to hide assignment information.

And resource assignments     Shows assignment information to appear in the crosstab report for each task. This check box appears only when Tasks are selected to show in the Row box. Clear the check box to hide assignment information.

Filter section

Filter     Specifies the filter you want applied to the information in the crosstab report. The types of filters listed depend on whether tasks or resources are selected in the Row box.

Highlight     Emphasizes specific tasks or resources while displaying all tasks or resources. To set formatting for highlighted information, click the Text button.

Text button

Opens the Text Styles dialog box which you can use to specify the text styles for elements within the report.

Note: In some cases, the Task Usage or Resource Usage report might already provide the information you're trying to define in a custom crosstab report. The Task Usage and Resource Usage views also provide more flexibility in building the report; for example, you can specify which columns should be printed. To generate one of these reports, click Reports on the View menu, double-click Workload, and then click Task Usage or Resource Usage. Click Select to generate the report. Click Edit to customize the report.

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