SPI does not filter

[anna.benitez]

I am trying to create a filter to show only incomplete tasks with an
SPI of less than 1.00 and BCWS greater than zero and BCWP greater than
zero. It is not recognizing the SPI condition. Through testing out
the individual steps in a view with the auto-filter, I realize the
BCWS and BCWP are working correctly, however the auto-filter on the
SPI does not even work. Anybody encounter this or have any
suggestions?

Thanks!

 

[John]

I am trying to create a filter to show only incomplete tasks with an
SPI of less than 1.00 and BCWS greater than zero and BCWP greater than
zero. It is not recognizing the SPI condition. Through testing out
the individual steps in a view with the auto-filter, I realize the
BCWS and BCWP are working correctly, however the auto-filter on the
SPI does not even work. Anybody encounter this or have any
suggestions?

Thanks!

anna,
From what I can tell there is a little "incongruity" in Project. SPI is
supposed to be a simple undimensioned ratio but apparently when
attempting to filter on the value, the SPI field still retains the "$"
dimension carried over from the two cost based metrics that create SPI
(i.e. BCWP and BCWS). But here is something you can do to get around
this. Customize a spare number field with a formula that simply copies
SPI. Then filter on the spare number field.

Hope this helps.
John
Project MVP

 

[anna.benitez]

anna,
From what I can tell there is a little "incongruity" in Project. SPI is
supposed to be a simple undimensioned ratio but apparently when
attempting to filter on the value, the SPI field still retains the "$"
dimension carried over from the two cost based metrics that create SPI
(i.e. BCWP and BCWS). But here is something you can do to get around
this. Customize a spare number field with a formula that simply copies
SPI. Then filter on the spare number field.

Hope this helps.
John
Project MVP

john,
thanks worked like a charm. I was almost there but was going to go
about it the hard way with writing a formula instead of just a copy.
Anyway, now I have one more problem. I am trying to create an
indicator to show tasks with a BCWS > 0 and a BCWP = 0. I can't get
the formula without a syntax error. Any suggestions?

 

[Jim Aksel]

In a spare text field, try this formula:

IIf([BCWS]>0 And [BCWP]=0,"True","False")

You could also use a number field and return 0 or 1.

In the same dialog box where you can click on the "formula" button, look at
the bottom as select "Indicator." Your conditions are Equals with value
True, set the indicator of your choice. The next line would be value False
with a different indicator.

You may do better by testing on SPI (or the number you calculated as SPI).
The reason is that SPI is a performance indicator, the formula above only
says the task claimed no value. Seems to me that it would be important to
know if they claimed "enough value" defined by an SPI>0.90 or similar.

Your test would be something like [Actual Start]<[Status Date] and SPI<0.90.
You could also do [BCWS]>0 and [SPI]<0.9. I prefer the first method becuase
BCWS will only register when Baseline Start<Status Date.

You may also want to look at the [Status] and [Status Indicator] columns
since it will give you schedule information as well. You can read about
those by inserting the columns, then hovering over it with Mr. Mouse. You
will see a "Help on xxx" link.

 

[John]

john,
thanks worked like a charm. I was almost there but was going to go
about it the hard way with writing a formula instead of just a copy.
Anyway, now I have one more problem. I am trying to create an
indicator to show tasks with a BCWS > 0 and a BCWP = 0. I can't get
the formula without a syntax error. Any suggestions?

anna,
Great, I'm glad it worked and thanks for the feedback. It looks like Jim
addressed your new question.

John
Project MVP

 

[anna.benitez]

In a spare text field, try this formula:

IIf([BCWS]>0 And [BCWP]=0,"True","False")

You could also use a number field and return 0 or 1.

In the same dialog box where you can click on the "formula" button, look at
the bottom as select "Indicator." Your conditions are Equals with value
True, set the indicator of your choice. The next line would be value False
with a different indicator.

You may do better by testing onSPI(or the number you calculated asSPI).
The reason is thatSPIis a performance indicator, the formula above only
says the task claimed no value. Seems to me that it would be important to
know if they claimed "enough value" defined by anSPI>0.90 or similar.

Your test would be something like [Actual Start]<[Status Date] andSPI<0.90.
You could also do [BCWS]>0 and [SPI]<0.9. I prefer the first method becuase
BCWS will only register when Baseline Start<Status Date.

You may also want to look at the [Status] and [Status Indicator] columns
since it will give you schedule information as well. You can read about
those by inserting the columns, then hovering over it with Mr. Mouse. You
will see a "Help on xxx" link.

- Show quoted text -

John, thanks again. It is working on project. I published the new
field and added to the timesheet view; however my indicator doesn't
display in there (note...the baseline dates don't display in there
either...columns are there but no data in them).

Thanks...you guys are awesome!

 

[anna.benitez]

In a spare text field, try this formula:

IIf([BCWS]>0 And [BCWP]=0,"True","False")

You could also use a number field and return 0 or 1.

In the same dialog box where you can click on the "formula" button, look at
the bottom as select "Indicator." Your conditions are Equals with value
True, set the indicator of your choice. The next line would be value False
with a different indicator.

You may do better by testing onSPI(or the number you calculated asSPI).
The reason is thatSPIis a performance indicator, the formula above only
says the task claimed no value. Seems to me that it would be important to
know if they claimed "enough value" defined by anSPI>0.90 or similar.

Your test would be something like [Actual Start]<[Status Date] andSPI<0.90.
You could also do [BCWS]>0 and [SPI]<0.9. I prefer the first method becuase
BCWS will only register when Baseline Start<Status Date.

You may also want to look at the [Status] and [Status Indicator] columns
since it will give you schedule information as well. You can read about
those by inserting the columns, then hovering over it with Mr. Mouse. You
will see a "Help on xxx" link.

John, thanks again. It is working on project. I published the new
field and added to the timesheet view; however my indicator doesn't
display in there (note...the baseline dates don't display in there
either...columns are there but no data in them).

Thanks...you guys are awesome!- Hide quoted text -

- Show quoted text -

John,
Found it in an old post. I didn't realize you had to add the
published fields in each project. Thanks.