Chapter 4. Creating Visual Reports
✓ | Creating a visual report |
✓ | Visually reporting on tasks and task usage |
✓ | Visually reporting on resources and resource usage |
✓ | Visually reporting on assignments and assignment usage |
✓ | Customizing visual reports |
If you install Excel 2007 and Visio Professional 2007 along with Project 2007, you can produce visual reports — graphic representations of information in a Project file. Visual reports help you focus on the overview of the situation, rather than on the details. And, often, a picture can drive home a point better than the columns of numbers used to generate the picture.
Project contains a collection of Excel and Visio templates that you can use to produce a variety of visual reports. Project uses Excel PivotTables and Visio PivotDiagrams to present the information. After you produce a report, you can modify the report in Visio or Excel; changes you make to the report don’t affect Project data.
And, of course, if you dream up a report that you don’t find in Project, you can create your own report template.
Preparing a Visual Report
You prepare all the visual reports in Project by using the same technique:
Open the Project file on which you want to report.
It doesn’t matter whether you open Excel or Visio before you create a visual report.
Choose ReportVisual Reports.
Project displays the Visual Reports – Create ...
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