Data Elements tab (summary report)

 

On this tab, you specify the data that will be reported and how it will be presented on the project summary page. In the example below, a cost sheet report is being set up to display the value of total commits against WBS code.

 

In this field:

Do this:

1st Column

This determines the data element that will be used for each of the rows. In the example above, this is WBS code. Click Select and choose the data element. The list will depend upon the data type chosen. The data type will be listed before the data element, separated with a slash (/). For example: Funding/Funding Type, where Funding is the data type chosen on the General tab, and Funding Type is the data element.

Heading

The will automatically populate with the data element that you choose, but you can edit this as necessary.

Width

You may specify a column width or leave it blank to use the default width.

If the data element is a date type, you can specify time parameters

By: Choose the year, quarter, month, or day to display the data.
Format: How the heading will display the date
From and To: Establishes the date range to include in the report.

2nd Column

This determines what information is being presented.

Record Count

Displays the total number of records. For example, for a report on a BP type, it will display the number of BP records.

Summary Value

Displays a value. In the above example, the value is the total value of the commits (Contracts + Change Orders) for each WBS code. To enter a formula, click the Formula button.

Summary Type

Choose one of the following:

Summary: Provides a summary value.
Average: Displays the average value.
Maximum: Displays the maximum value.

Heading

Type a heading for the 2nd column.

Width

You may specify a column width or leave it blank to use the default width.

 

 

 

 


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