Creating a chart in Portfolio Analyzer

[m.edwards]

Hi -

I have created an Enterprise Outline Code of "Project
Status", with values such 'Approved' 'Proposed' 'Complete'
etc, and would like to set up a view via Portfolio
Analyzer to represent the total Work time (by Project
Status) vs. Availability for a selected functional area.

I have been able to accomplish the result I am seeking by
exporting the proper values to Excel, and then
manipulating the chart functionality so that the total
work is represented in a stacked bar, and the availability
sits behind these bars with a chart type of "Area".

I am struggling on how to accomplish this as a view within
Portfolio Analyzer for two reasons:

1)When I drag the Availability field into my pivot table
from the Field list, the total Availability of the group
is displayed vs. the Approved Work, AND is displayed vs.
the Proposed work, etc. So, for example, if the total
Availability is 1000 hrs, the data looks like:

Aug Sep Oct Nov
Approved Work 680 791 800 450
Avail 1000 1000 1000 1000
Proposed Work 250 190 500 500
Avail 1000 1000 1000 1000

In a scenario such as this, I would like to graph a
stacked bar totaling 950 hours of work for November, with
a single representation of the Availability of 1000 hrs.

2)I am unable to manipulate two separate chart format
types for the different fields.

If anyone could confirm whether or not exporting to Excel
is the only option for this request, I'd appreciate it.

Thanks in advance!

 

[m.edwards]

OK...I *thought* that I had figured it out, but still have
one problem.

I was able to get the desired chart (details below) while
creating and saving the view. I did so by selecting
the "Availability" data points that were redundant, then
deleting them so that my chart only showed Availability a
single time. I was able to chart Availability in the Area
chart type format, with the cumulative work represented in
stacked bars in the foreground.

When I access the view through Resources/Portfolio
Analyzer, however, the chart reverts back to displaying
Availability against each Project_Status type.

So...in other words, the final customizations that I made
to the chart does not save. Am I doing something wrong?

thanks

 

[TGG]

Stephane,

Since the Excel spreadsheet is performing a web query, try
the following approach.

1. Create the initial spreadsheet by exporting from
Portfolio Analyzer to get the web query set up. This
query should autoupdate by default, but you may want to
verify.
2. Add an AutoOpen macro to clean up your data values.
3. Save the file.

Once this is done, there is no need to continue to
reexport the data everytime from Portfolio Analyzer. You
can simply reopen the same spreadsheet which will refresh
the data, clean your values and there you are.

Note, if you saved the spreadsheet in a Sharepoint subweb,
you could add a custom menu item in PWA to open the
spreadsheet. This way, people don't have to do a lot of
searching to find the information.

--Treb