Custom Report to export to Excel

Resolved · Low Priority · Version 2007

Tue 19 Jul 2011, 14:50 Delegate Cheren said...

Cheren has attended:
Project Advanced course

Custom Report to export to Excel

I've created a custom report based on a Crosstab report to show Resources in rows and Work in the columns with the dates in weeks along the time period. Is there anyway to replicate this in the tables/views so that I could export the same data as the customised crosstab to excel? So far I have only managed to export using a customised task and resource map - but this does not give me the option to have the time period within the export.

At the moment I am copying and pasting hours per resource per task into Excel where we are keeping the equivalent of the customised crosstab report in order to provide the client with spend profiles with actual costs inserted.

Tue 19 Jul 2011, 15:59 Trainer Simon said...

RE: Custom Report to export to Excel

Hi Cheren,

Thank you for your question.

One thing you could try is to export the data into Excel and then create a pivot table using the resources and dates. In a Pivot Table you could group the date field and show whatever time period you want e.g. months, then weeks etc.

The second thing you could do is PDF the report via the print option when previewing the report.

I hope this helps.

Regards

Simon

Mon 25 Jul 2011: Automatically marked as resolved.

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