Conditional headers

[DavidC]

Hi,
A bit of a long shot I suspect, but, I want the header to change dependant
on which filter is used for a report. So if the report is about civil work
then I want the Civil engineer's name to show in the header etc. I have the
names against the activities but since they change from one activity to the
next, then simply adding in that field does not seem to return the name in
the header. I suspect it is because the header does not know which of the
many values in the field to return. Any ideas to have a IIF([Text1]="Civil',
"Joe B loggs,"") in the header?

Regards

DavidC

 

[DavidC]

Hi Trevor,

Thanks for your reply.

I have a number of filters, one each for civil, electrical, mechanical,
cooling tower, general, instruments, and Technical. I then run a report
based on those filters and the person the report is sent to is related to the
discipline. If I could access the name of the filter and then based on that
have the page setup enter the relevant name of the person responsible for
that report, it would be great. So whilst I can place the filter name in the
header I want the name of the person responsible for that report to be
inserted not the filter name. Hence the question about making the data a
conditional entry based on the filetr name.

Regards

DavidC

You can add the name of the filter to the header and/or footer using the
drop-down list in Page Setup, Header (Footer).
Why not just call the filter "Civil".
Trevor Rabey 0407213955 61 8 92727485 PERFECT PROJECT PLANNING
www.perfectproject.com.au

Hi,
A bit of a long shot I suspect, but, I want the header to change dependant
on which filter is used for a report. So if the report is about civil
work
then I want the Civil engineer's name to show in the header etc. I have
the
names against the activities but since they change from one activity to
the
next, then simply adding in that field does not seem to return the name in
the header. I suspect it is because the header does not know which of the
many values in the field to return. Any ideas to have a
IIF([Text1]="Civil',
"Joe B loggs,"") in the header?

Regards

DavidC

 

[JulieS]

Hello DavidC,

You could create a macro to add the name of the current filter to the
Project Summary Task text1 field. Then in Text2 create the formula
much like you note. You'll need to set the summary task to "use
formula". Then reference Text2 in the header instead of the Filter.

You'll need to remember to run the macro after applying the filter to
populate Text1, but other than that, it should be all set. You can
also add the macro to a toolbar button to make it easier to run.

I hope this helps. Let us know how you get along.

Julie
Project MVP

Visit http://project.mvps.org/ for the FAQs and additional information
about Microsoft Project

Hi Trevor,

Thanks for your reply.

I have a number of filters, one each for civil, electrical,
mechanical,
cooling tower, general, instruments, and Technical. I then run a
report
based on those filters and the person the report is sent to is
related to the
discipline. If I could access the name of the filter and then based
on that
have the page setup enter the relevant name of the person
responsible for
that report, it would be great. So whilst I can place the filter
name in the
header I want the name of the person responsible for that report to
be
inserted not the filter name. Hence the question about making the
data a
conditional entry based on the filetr name.

Regards

DavidC

You can add the name of the filter to the header and/or footer
using the
drop-down list in Page Setup, Header (Footer).
Why not just call the filter "Civil".
Trevor Rabey 0407213955 61 8 92727485 PERFECT PROJECT PLANNING
www.perfectproject.com.au

Hi,
A bit of a long shot I suspect, but, I want the header to change
dependant
on which filter is used for a report. So if the report is about
civil
work
then I want the Civil engineer's name to show in the header etc.
I have
the
names against the activities but since they change from one
activity to
the
next, then simply adding in that field does not seem to return
the name in
the header. I suspect it is because the header does not know
which of the
many values in the field to return. Any ideas to have a
IIF([Text1]="Civil',
"Joe B loggs,"") in the header?

Regards

DavidC

 

[DavidC]

Thanks Julie,

Figured that might be the answer. Looks like I may need to do a little more
work now.

Regards

DavidC

Hello DavidC,

You could create a macro to add the name of the current filter to the
Project Summary Task text1 field. Then in Text2 create the formula
much like you note. You'll need to set the summary task to "use
formula". Then reference Text2 in the header instead of the Filter.

You'll need to remember to run the macro after applying the filter to
populate Text1, but other than that, it should be all set. You can
also add the macro to a toolbar button to make it easier to run.

I hope this helps. Let us know how you get along.

Julie
Project MVP

Visit http://project.mvps.org/ for the FAQs and additional information
about Microsoft Project

Hi Trevor,

Thanks for your reply.

I have a number of filters, one each for civil, electrical,
mechanical,
cooling tower, general, instruments, and Technical. I then run a
report
based on those filters and the person the report is sent to is
related to the
discipline. If I could access the name of the filter and then based
on that
have the page setup enter the relevant name of the person
responsible for
that report, it would be great. So whilst I can place the filter
name in the
header I want the name of the person responsible for that report to
be
inserted not the filter name. Hence the question about making the
data a
conditional entry based on the filetr name.

Regards

DavidC

You can add the name of the filter to the header and/or footer
using the
drop-down list in Page Setup, Header (Footer).
Why not just call the filter "Civil".
Trevor Rabey 0407213955 61 8 92727485 PERFECT PROJECT PLANNING
www.perfectproject.com.au
Hi,
A bit of a long shot I suspect, but, I want the header to change
dependant
on which filter is used for a report. So if the report is about
civil
work
then I want the Civil engineer's name to show in the header etc.
I have
the
names against the activities but since they change from one
activity to
the
next, then simply adding in that field does not seem to return
the name in
the header. I suspect it is because the header does not know
which of the
many values in the field to return. Any ideas to have a
IIF([Text1]="Civil',
"Joe B loggs,"") in the header?

Regards

DavidC

 

[JulieS]

You're welcome David and thanks for the feedback.

Julie

Thanks Julie,

Figured that might be the answer. Looks like I may need to do a
little more
work now.

Regards

DavidC

Hello DavidC,

You could create a macro to add the name of the current filter to
the
Project Summary Task text1 field. Then in Text2 create the formula
much like you note. You'll need to set the summary task to "use
formula". Then reference Text2 in the header instead of the
Filter.

You'll need to remember to run the macro after applying the filter
to
populate Text1, but other than that, it should be all set. You can
also add the macro to a toolbar button to make it easier to run.

I hope this helps. Let us know how you get along.

Julie
Project MVP

Visit http://project.mvps.org/ for the FAQs and additional
information
about Microsoft Project

Hi Trevor,

Thanks for your reply.

I have a number of filters, one each for civil, electrical,
mechanical,
cooling tower, general, instruments, and Technical. I then run a
report
based on those filters and the person the report is sent to is
related to the
discipline. If I could access the name of the filter and then
based
on that
have the page setup enter the relevant name of the person
responsible for
that report, it would be great. So whilst I can place the filter
name in the
header I want the name of the person responsible for that report
to
be
inserted not the filter name. Hence the question about making the
data a
conditional entry based on the filetr name.

Regards

DavidC

:

You can add the name of the filter to the header and/or footer
using the
drop-down list in Page Setup, Header (Footer).
Why not just call the filter "Civil".
Trevor Rabey 0407213955 61 8 92727485 PERFECT PROJECT PLANNING
www.perfectproject.com.au
Hi,
A bit of a long shot I suspect, but, I want the header to
change
dependant
on which filter is used for a report. So if the report is
about
civil
work
then I want the Civil engineer's name to show in the header
etc.
I have
the
names against the activities but since they change from one
activity to
the
next, then simply adding in that field does not seem to return
the name in
the header. I suspect it is because the header does not know
which of the
many values in the field to return. Any ideas to have a
IIF([Text1]="Civil',
"Joe B loggs,"") in the header?

Regards

DavidC