Filtering a Resource Graph

A

Angela

Is there a way to filter your tasks by a Text column, and then show a
resource graph for just those items?
 
M

Mike Glen

Hi Angela,

Welcome to this Microsoft Project newsgroup :)

Yes - though if the object is a simple yes/no for selection, you could use a
Flag field instead. However, in the Text field, you need to add the
criteria you want to identify the appropriate tasks. Then use the
Autofilter button (looks like a funnel and an = sign) to turn on the
Autofilter. Now click the down arrow in the Text column heading and select
the appropriate text. That should filter for the tasks you want to show.
Now Window/Split and click in the lower screen and then View/Resource Graph.
Click on a task and the Resource Graph will be shown for the selected task.
That should get you started.

FAQs, companion products and other useful Project information can be seen at
this web address: http://www.mvps.org/project/

Hope this helps - please let us know how you get on :)

Mike Glen
MS Project MVP
 
H

Haris Rashid

Use the FILTER buttom and the given filters. If none of the built-in
Microsoft Office Project 2003 filters meet your needs, you can create a new
filter or modify an existing filter.

On the Project menu, point to Filtered for, and then click More Filters.
To create or modify a task filter, click Task.
To create or modify a resource filter, click Resource.

To create a new filter, click New, and then type a new name for the filter
in the Name box.
To modify an existing filter, click a filter name in the Filters list, and
then click Edit.

Under Filter, click a field name and a test.
In the Value(s) column, type or select a value to test for or set a range of
values by typing two values separated by a comma(,).
If the filter will contain more than one criterion row, select new
conditions on the row immediately underneath the first row, and then click an
operator in the And/Or column of the same row.
Click OK, and then click Apply.

Regards,
 
A

Angela

I had done the things you said, and I get the graph at the bottom for the
resource assigned to that task. My problem is that the resource graph shows
all of that resources work load, and not just the items within my filter. Is
it possible to graph just the workload of the resource for the items filtered?
 
M

Mike Glen

Hi Angela,

You need to right click on the resource graph and select Bar Styles... for
the list. In the left (All Tasks) change the Show As.. to read "Don't
show", and in the right (Selected Tasks) change "Don't show" to Bar (or
whatever) and change colours and shading to suit.

Mike Glen
Project MVP
 

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