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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
(319) 450 - 7788
Special thanks to my wife, Robyn, who is a professional photographer
FINAL WORDS OF WISDOM
