VPVI-23 · THE DEVIL’S NOT IN THE DETAILS If you don’t need the details, you will save time on...

VPVI-23:End Senseless Reporting

Darrell Aaron, Central Consulting Group

Rhetorical Triangle

Speaker

AudienceMessage

WHAT’S THE POINT?

THIS SPEAKER

WHY SHOULD YOU TRUST ME?

I LOVE DATA AND REPORTS

• SQL and reporting since 2008• I run my own personal databases for

• Home Improvement Projects• Personal Finances• Chores• Fitness

• I also help strangers on the internet with Microsoft Excel, VBA, Access and SQL issues

EDUCATION

Bachelor’sMaster’s

I’M LIKABLE

I’M LIKABLE

I’M LIKABLE

BACK TO THE POINT

SIMPLE WAYS TO ENHANCE YOUR REPORTS

BUT FIRST…A NOTE

VANTAGEPOINT REPORTS ARE JUST LIKE VISION

EXCEPT THEY’RE MUCH EASIER TO SET UP

BUT FIRST…A NOTE

GROUPING

Grouping

USE THE DOCUMENT MAP

SORT WITHOUT GROUPING

SORT WITHOUT GROUPING

MULTIPLE GROUPS: CHANGE THE COLORS

MULTIPLE GROUPS: CHANGE THE COLORS

MULTIPLE GROUPS: ADD SOME LINES

LINES: DON’T GO CRAZY

CONDENSE IT: TOTALS ON HEADER ROW

CONDENSE IT: TOTALS ON HEADER ROW

CONDENSE IT: TOTALS ON HEADER ROW

WE CUT THE NUMBER OF PAGES IN HALF

HEADER ROW TOTAL WOE

PAGE BREAKS

PAGE BREAKS

PAGE BREAK AND DOCUMENT MAP

COLLAPSING

COLLAPSING

Collapsing

THE DEVIL’S NOT IN THE DETAILS

THE DEVIL’S NOT IN THE DETAILS

THE DEVIL’S NOT IN THE DETAILS

If you don’t need the details, you will save time on running

the report by summarizing or not including them.

This boost doesn’t really apply if you’re just collapsing

everything.

DON’T DUPLICATE INFORMATION

USEFUL TITLE

REMOVED COLUMNS THAT ARE GROUPINGS

DO HIDE SINGLE LINE TOTALS

YOU CAN CHANGE THE INDENTS

YOU CAN CHANGE THE INDENTS

PROPER INDENT

ALTERNATIVE DETAILS

HEADING COLOR

You can also use the heading color to differentiate between different kinds of reports. Orange = ProjectTeal = Opportunity

What color is

• Papaya Whip

• Thistle

• Moccasin

• Gainsboro

What is the difference between Turquoise, Pale

Turquoise, Medium Turquoise and Dark Turquoise?

COLOR PALETTE

OR…VANTAGEPOINT

OR…VANTAGEPOINT

MORE ADVANCED WAYS TO IMPROVE YOUR REPORTS

GROUPING EX MACHINA

• You can group, filter and sort on basically anything you

can dream of, not just what Deltek includes as standard

fields

• Your options are only limited by your imagination

• Most of the time this requires only customizing

Vision/Vantagepoint in ways that are readily available

MISSION IMPOSSIBLE: GROUPING

VANTAGEPOINT SCREEN DESIGNER

VANTAGEPOINT SCREEN DESIGNER

MISSION: IMPOSSIBLE GROUPING

Numeric fields will not show up as sorting/grouping options

You can only total numeric fields

MISSION: IMPOSSIBLE GROUPING

STRAIGHT OUTTA DELTEK

• Export the data for better and quicker analysis

• If exporting straight to Excel

• Remove sorting/grouping

• Make everything columns

• You can also used Advanced Search to export with groupings for

reports where that data may only be available as a grouping

option.

STRAIGHT OUTTA DELTEK

LIVE DEMO OF EXPORTING DATA STRAIGHT TO EXCEL

STRAIGHT OUTTA DELTEK

STRAIGHT OUTTA DELTEK

STRAIGHT OUTTA DELTEK

STRAIGHT OUTTA DELTEK

STRAIGHT OUTTA DELTEK

LIVE DEMO OF FIXING ADVANCED SEARCH DATA

STRAIGHT OUTTA DELTEK

SCHEDULE IT

• Choose Email if you’re going to export to Excel, PDF anyway

• Schedule for any other reason and send it to the report archive

SCHEDULE IT

Sorry about the size

STANDARD GRAPHS

GRAPHIC IMAGES

GRAPHIC IMAGES

GRAPHIC IMAGES

TOP GROUP

CHOOSE FROM INCLUDED COLUMNS

PIE ON MARCH 14TH ONLY

THE BEST PIE CHART

Credit to: http://robslink.com/SAS/democd91/pyramid_pie.htm

DRAMATICALLY BAD PIE CHART EXAMPLE

Graphs from Business Insider: https://www.businessinsider.com/pie-charts-are-the-worst-2013-6

SAME DATA AS A BAR CHART

Graphs from Business Insider: https://www.businessinsider.com/pie-charts-are-the-worst-2013-6

CUSTOM: THE ULTIMATE IN CONVENIENCE AND POWER

WHY MIGHT YOU GO CUSTOM

• Combine two or more reports

• Conditional formatting

• Different formatting

• Graphs

• Set it and forget it

THERE ARE VIRTUALLY NO LIMITS TO CUSTOM

CONDITIONAL FORMATTING

EVEN MORE CONDITIONAL FORMATTING

THE LAST CONDITIONAL FORMATTING

SUMMARY AND DETAIL REPORTS

COMPLETELY DIFFERENT FORMATTING

GRAPHS

QUESTIONS AND THANK YOU

DARRELL AARON

darrell.aaron@centralconsultinggroup.com

(319) 450 - 7788

Special thanks to my wife, Robyn, who is a professional photographer

FINAL WORDS OF WISDOM