To create reports like this it’s necessary to have some Excel pivot table knowledge as well as a keen understanding as to the fields within Microsoft Project. Here is an example I created for a client, it shows overall allocation including the capacity the group of people have: Creating your own visual report templatesĪpart from updating your current Excel and Visio report templates you can also create your own.
This new report doesn’t have a next to the name, and you will be able to use all the rich functionality of the newest version of Excel. Also make sure you note down the location that the template is stored in, if you work on projects with a team you might want this location to be easily accessible to everyone.Īnd the final step will be to make sure you search for templates in the new location when creating visual reports in MS Project. Next we will select the option Excel template (.XLST) and give the template an appropriate name.
First, let’s click on Convert in the backstage of Excel. Now we need to update that Excel sheet because we want to use some sparklines next to our cost related table. How come these reports are in a compatibility mode? The excel reports that got shipped with Microsoft Project are created in earlier versions of the product, probably to make it as compatible as possible so that even customers that have Excel 2003 are still able to view the reports. And that’s a shame, here is how you can find out if you are in a compatibility mode Excel:Īt the top of the file you will read the “not very intuitive” name of the file and you will read compatibility mode. However, the report is in compatibility mode, meaning you will not be able to use some of the new features in Excel 2010 or 2013. Click on a report such as the cachflow report and you would get a nice chart with a pivot table on the other sheet. If you would like to create a Excel report based on your schedule, you would go for the visual reports section in Project. Hi there, I uploaded my own versions of the Excel Reports to TechNet (they are also available from the TPC OneDrive). In this post I will share the things you can do to create stunning reports. But what if you want to use some nice new features? You would need to save that sheet and move away from the compatibility mode. As a standard, these reports are created using old Excel templates. It concerns the Visual Reports within Microsoft Project 20. Recently I got to be more active on the Linkedin forums, and I came across an interesting post that could use some elaboration.
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