Using the filter name AND filter value in a report

[jgzigler]

I am creating a custom report filtered "Using resource..." that lists tasks
by date for the selected individual. I can get the filter name to print on
the report header, but I am not having success getting the filter value to
print on the report (ie John Smith).

Any suggestions?

 

[Gérard Ducouret]

Hi,

I'm afraid it's not possible without VBA programming... ;-(

Gérard Ducouret

 

[John]

I am creating a custom report filtered "Using resource..." that lists tasks
by date for the selected individual. I can get the filter name to print on
the report header, but I am not having success getting the filter value to
print on the report (ie John Smith).

Any suggestions?

jgzigler,
It is possible but the process to do so depends on which basic report
type you are using in your custom report (i.e. task, resource, or
usage). If you can give us that information, we can probably help you
further. Be advised that getting the resource name in the header or
footer may involve the use of a spare field (e.g. Text1).

John
Project MVP

 

[jgzigler]

How is it possible that something so basic cant be done?

I considered adding a column to the "TO DO LIST" report that lists the
resource name (ie John Smith), but am not having any success at that either.

Any suggestions?

Joel

 

[jgzigler]

I was trying to create a custom version of the "To Do" list report.

I am using a project with a shared resource pool (simply another project
that contains only resource names).

I need to create a report that allows me to print a list of tasks for a
particular resource sorted by date. I will eventually limit that date to a
range of dates (the upcoming week) so I can notify a resource that they have
x, y and z tasks to do next week. I may also want to have the report list
the tasks that were due and completed last week.

 

[jgzigler]

FYI I did create a custom text field for each task that is populated with the
resource name. I still couldnt get the custom field or the resource name to
print on the report.

 

[John]

I was trying to create a custom version of the "To Do" list report.

I am using a project with a shared resource pool (simply another project
that contains only resource names).

I need to create a report that allows me to print a list of tasks for a
particular resource sorted by date. I will eventually limit that date to a
range of dates (the upcoming week) so I can notify a resource that they have
x, y and z tasks to do next week. I may also want to have the report list
the tasks that were due and completed last week.

jgzigler,
The "To Do" report is a usage type report. In order to have task spare
field data appear in the header or footer for this type of report, that
data must reside in the a spare field at the Project Summary Task level.
However, that means you would either need to manually enter the data
there each time you want to generate a report for a particular reosurce,
or as Gerard mentioned, use VBA to sync the resource name in the filter
with the Project Summary Task spare field.

I agree that the built-in reports leave a lot to be desired in the way
of flexibility. I find in most cases it is easier to customize a view to
create a report or in the case of specialized reports, use VBA to gather
the data, export it to another application (e.g. Excel) and format the
report there.

John
Project MVP

 

[jgzigler]

I have some programming experience, but I am very out-of-practice on it.

How would I set up the report so that when a resource selected the report
(ie on a Monday), they would be prompted for their resource name and it would
automatically:
1) select tasks due that calendar week but not completed (based on todays
date) AND
2) select tasks due before todays date that arent complete AND
3) automatically populate the spare project summary field you mention with
the resource name they selected THEN
4) print the report with their name in header

Basically these are very inexperienced users so I need to set it up as
seamlessly as possible without their having to do anything but select their
own name.

Joel

 

[John]

I have some programming experience, but I am very out-of-practice on it.

How would I set up the report so that when a resource selected the report
(ie on a Monday), they would be prompted for their resource name and it would
automatically:
1) select tasks due that calendar week but not completed (based on todays
date) AND
2) select tasks due before todays date that arent complete AND
3) automatically populate the spare project summary field you mention with
the resource name they selected THEN
4) print the report with their name in header

Basically these are very inexperienced users so I need to set it up as
seamlessly as possible without their having to do anything but select their
own name.

Joel

Joel,
First, selecting a report cannot initiate a macro, but a macro can
initiate a report. As far as setting up the VBA code, here is the
pseudo-code to get you started.
1. Use the InputBox Function to get the resource's name
2. Use the FilterEdit Method to set up the multiple criteria for due
tasks and incomplete tasks. The Current Date property can be used to set
up the date parameters.
3. Using the name obtained from step 1, set the desired task text field
for the project summary task of the active project
4. Print the report using the ReportPrint Method

The above assumes you have already set up the custom report with the
text field in the header and the filter name created by the macro (i.e.
pick a convenient name and then identify the filter you create in the
macro by that name).

Hope this helps.
John
Project MVP