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Sorry this didn’t help. Thanks for your feedback. I have exactly the same problem with Office and MS Project Running a repair of MSP does not solve the issue. Seems to be some kind of incompatibility between the Office version and the MSP version.

I presume there must be a fix for this type of “inconvenience”. Is there any user or MVP with other solutions? This problem, while it persists, means that the entire visual reports feature is unavailable to you. Ideally, there is a known fix, and it probably has to do with editing the windows registry, and the repair will definitely require admin permissions.

I do not know what the fix is. I use MSP and the visual reports works for me with the office version that I have, so just good luck. Occasionally, when I attempt to demonstrate visual reports for my clients the same problem crops up on their computers, and they look to me, as their hired expert, to fix it, and I can’t. The work around is this. Ignore the visual reports.

It is over-rated, over-complicated pivot tables etc and there is no real need for it. MSP had a simple, reliable macro for exporting the data to EXCEL and drawing a graph, but in its infinite wisdom Microsoft replaced it with the current crock.

Who knows why they do this to their loyal customers? Hand the problem to the IT department and forget about it.

The data you need exists in the MSP model. All you have to do is figure out how to get at it so that you can copy it and paste it into EXCEL and build the graphs yourself. So where is the data? It’s in the task usage and resource usage views. Adjust the timescale resolution to whatever you require. Right click on the grid and use detail styles to select the field you are interested in. Choose where you want to search below Search Search the Community.

Hi, We at our office are using MSP project Please let me know if you could do anything for this. I have the same question Report abuse. Details required :. Cancel Submit. Julie Sheets MVP. Use this report to view a bar graph with baseline work, planned work, and actual work for your project illustrated across tasks. Use this report to view a bar graph with budget cost, baseline cost, planned cost, and actual cost illustrated over time. Use this report to view a bar graph with budget work, baseline work, planned work, and actual work illustrated over time.

Task, Resource, and Assignment Summary categories. The following table describes the visual reports in the Task Summary, Resource Summary, and Assignment Summary categories. Summary reports do not include timephased data. Use this report to view a diagram showing the work and remaining work for both critical and non-critical tasks.

The data bar indicates the percent of work complete. Use this report to view a diagram of the work and percent of work complete for tasks in your project, with symbols indicating when baseline work exceeds work, when baseline work equals work, and when work exceeds baseline work.

Use this report to view a bar graph with remaining work and actual work for each work resource, illustrated in work units. Use this report to view a diagram of the work and cost values for each of your project’s resources. The percent of work complete is indicated by the shading in each of the boxes on the diagram. The shading gets darker as the resource nears completion of the assigned work.

On the Project tab, in the Reports group, click Visual Reports. In the Visual Reports dialog box, on the All tab, click the report that you want to create. If the report that you want to create is not listed, select the Include report templates from check box, and then click Modify to browse to the location that contains your report.

Tip: If you know which category contains the report, you can click that category’s tab to view a shorter list of reports. If you only want to list reports that open in either Excel or Visio, select or clear the Microsoft Excel or Microsoft Visio check box. To change the level of usage data included in the report, select Years , Quarters , Months , Weeks , or Days from the Select level of usage data to include in the report list.

Note: By default, Project sets the level of usage data to what it recommends for your project’s size. For most projects, this will be weeks. If you choose to include data at a more detailed level, report performance may be decreased. For best performance, if you are viewing multiple reports for the same project at one time, refrain from changing the data level.

If you change the data level, the temporary reporting database stored locally must be recreated. If you don’t need to include usage data in your reports, set the data level to Years for best performance. In the Visual Reports dialog box, on the All tab, click the report that you want to edit. If you only want to list reports that open in either Excel or Visio, select or clear the Microsoft Excel or Microsoft Visio check boxes. On the Visual Reports – Field Picker dialog box, some fields are identified as dimensions.

It is important to select fewer than six dimensions for your report. If you select more than six dimensions, report performance is significantly decreased.

Not all fields are available in all reports. Some fields are only available in Visio reports, but not in Excel reports. If you are unable to locate the field you want to include on the Visual Reports – Field Picker dialog box, it may be stored in a different category of data.

For example, many fields that you might think of as Task Summary fields are actually Assignment Summary fields. In the Select Data Type section, select the type of data that you want to use in the report. Click Add to move them to the Selected Custom Fields box. If you have the English version of Office Project installed, you have the option to create a Visio template that uses U. Some fields are only available in Visio reports, and not in Excel reports. Templates saved in the default template location automatically appear on the Visual Reports – Create Report dialog box.

If you begin using a different language pack after saving a custom visual report template, the template remains available but is not populated. The original field names are not recognized in the new language and are not included in the report.

You can select specific data to export within a category OLAP cube , or you can export all project data as a reporting database. In the Save Reporting Cube section, select the category that contains the type of data that you want to save.

Click Field Picker to modify the fields included in the list of data to export. Browse to the location where you want to save the cube data, and then click Save. Browse to the location where you want to save the database, and then click Save. In the top right corner, select the three dots When you see the message ” All done! We’ve exported [your project name]. When you open the Excel file containing your project, you’ll see a worksheet named “Project tasks” that contains a summary of project-wide information at the top, including its name, project manager, and the start and finish dates, duration, and percent complete for the whole project.

You’ll also see what date it was exported. Under that, you’ll see a table of all the information for your project. Import and analyze data. Create a PivotTable to analyze worksheet data. Ideas in Excel. Important: You’ll need a Power BI subscription and a Project subscription in many cases to use this reporting tool.

See the following section for details. See Power BI Pricing for more information. Create report. Click the Report tab. Work with your report Change the data in a report Example Change how a report looks Example Make your own report Share a report Make a new report available for future projects More ways to report project info Change the data in a report You can choose the data that Project shows in any part of a report.

Click the table or chart you want to change. Task Usage category The following table describes the visual reports in the Task Usage category. Excel When managing a project in Project for the web, export your project to Excel allows you to: Create reports and visuals Send a file containing project details to external stakeholders Archive copies of your project data for audit and compliance Print copies of your project Here’s how to export your project: Go to project.

Need more help? Expand your skills. Get new features first. Was this information helpful? Yes No. Thank you! Any more feedback? The more you tell us the more we can help. Can you help us improve? Resolved my issue. Clear instructions. Easy to follow. No jargon. Pictures helped.

Didn’t match my screen. Incorrect instructions. Too technical. Not enough information. Not enough pictures.

 
 

How to Generate a visual report in Microsoft Project « Microsoft Office :: WonderHowTo

 

I presume there must be a fix for this type of “inconvenience”. Is there any user or MVP with other solutions? This problem, while it persists, means that the entire visual reports feature is unavailable to you.

Ideally, there is a known fix, and it probably has to do with editing the windows registry, and the repair will definitely require admin permissions. I do not know what the fix is. I use MSP and the visual reports works for me with the office version that I have, so just good luck. Occasionally, when I attempt to demonstrate visual reports for my clients the same problem crops up on their computers, and they look to me, as their hired expert, to fix it, and I can’t.

The work around is this. Ignore the visual reports. It is over-rated, over-complicated pivot tables etc and there is no real need for it.

MSP had a simple, reliable macro for exporting the data to EXCEL and drawing a graph, but in its infinite wisdom Microsoft replaced it with the current crock.

Who knows why they do this to their loyal customers? Hand the problem to the IT department and forget about it. The data you need exists in the MSP model. All you have to do is figure out how to get at it so that you can copy it and paste it into EXCEL and build the graphs yourself.

So where is the data? It’s in the task usage and resource usage views. Adjust the timescale resolution to whatever you require. Right click on the grid and use detail styles to select the field you are interested in. Choose where you want to search below Search Search the Community.

Hi, We at our office are using MSP project Please let me know if you could do anything for this. I have the same question Report abuse. Details required :. Cancel Submit. Julie Sheets MVP. Have you tried a repair of Project through control panel? How satisfied are you with this reply? Thanks for your feedback, it helps us improve the site. In reply to Julie Sheets’s post on January 8, Also this is not just for one person. Set the status date for project reporting.

Visual reports allow you to view Project information graphically using enhanced PivotTables in Excel Once Project information has been exported to Excel, you can customize the reports further with Excel enhanced PivotTable features, such as filter slicers, searching within PivotTables, sparklines within PivotTables to show trends instantly, and OLAP write-back improvements.

The report templates in Project are divided into six categories in the Visual Reports – Create Report dialog box, which you can access by clicking Visual Reports in the Reports group of the Project tab. The following sections provide descriptions of the visual reports in each category.

You can also create your own custom reports. Custom reports will appear in the category for the type of data used. The following table describes the visual reports in the Task Usage category. These reports are based on timephased task data. Note: Timephased assignment data is available in reports in the Assignment Usage category. Use this report to view a chart that plots AC actual cost of work performed , planned value budgeted cost of work scheduled , and earned value budgeted cost of work performed over time.

The following table describes the visual reports in the Resource Usage category. These reports are based on the timephased resource data. Use this report to view a diagram that shows planned and actual costs for your project over time.

Costs are broken down by resource type work, material, and cost. An indicator shows if planned costs exceed baseline costs. Use this report to view a diagram that shows the work and remaining availability for your project’s resources, broken down by resource type work, material, and cost. A red flag is displayed next to each resource that is overallocated.

Use this report to view a pie chart that illustrates the division of resource cost between the three resource types: cost, material, and work. Use this report to view a bar graph with total capacity, work, and remaining availability for work resources illustrated over time. Use this report to view a bar graph with total resource capacity, work, remaining availability, and actual work illustrated in work units. The following table describes the visual reports in the Assignment Usage category.

These reports are based on the timephased data, similar to the data found in the Task Usage and Resource Usage views. Use this report to view a bar graph with baseline cost, planned cost, and actual cost for your project illustrated across tasks.

Use this report to view a diagram of your project broken down by quarter, then by task. This report compares planned work and cost to baseline work and cost. Indicators are used to show when planned work exceeds baseline work, and when planned cost exceeds baseline cost. Use this report to view a bar graph with baseline work, planned work, and actual work for your project illustrated across tasks.

Use this report to view a bar graph with budget cost, baseline cost, planned cost, and actual cost illustrated over time. Use this report to view a bar graph with budget work, baseline work, planned work, and actual work illustrated over time.

Task, Resource, and Assignment Summary categories. The following table describes the visual reports in the Task Summary, Resource Summary, and Assignment Summary categories. Summary reports do not include timephased data.

Use this report to view a diagram showing the work and remaining work for both critical and non-critical tasks. The data bar indicates the percent of work complete.

Use this report to view a diagram of the work and percent of work complete for tasks in your project, with symbols indicating when baseline work exceeds work, when baseline work equals work, and when work exceeds baseline work. Use this report to view a bar graph with remaining work and actual work for each work resource, illustrated in work units.

Use this report to view a diagram of the work and cost values for each of your project’s resources. The percent of work complete is indicated by the shading in each of the boxes on the diagram. The shading gets darker as the resource nears completion of the assigned work.

On the Project tab, in the Reports group, click Visual Reports. In the Visual Reports dialog box, on the All tab, click the report that you want to create. If the report that you want to create is not listed, select the Include report templates from check box, and then click Modify to browse to the location that contains your report.

Tip: If you know which category contains the report, you can click that category’s tab to view a shorter list of reports. If you only want to list reports that open in either Excel or Visio, select or clear the Microsoft Excel or Microsoft Visio check box. To change the level of usage data included in the report, select Years , Quarters , Months , Weeks , or Days from the Select level of usage data to include in the report list.

Note: By default, Project sets the level of usage data to what it recommends for your project’s size. For most projects, this will be weeks.

If you choose to include data at a more detailed level, report performance may be decreased. For best performance, if you are viewing multiple reports for the same project at one time, refrain from changing the data level.

If you change the data level, the temporary reporting database stored locally must be recreated. If you don’t need to include usage data in your reports, set the data level to Years for best performance. In the Visual Reports dialog box, on the All tab, click the report that you want to edit. If you only want to list reports that open in either Excel or Visio, select or clear the Microsoft Excel or Microsoft Visio check boxes. On the Visual Reports – Field Picker dialog box, some fields are identified as dimensions.

It is important to select fewer than six dimensions for your report. If you select more than six dimensions, report performance is significantly decreased. Not all fields are available in all reports. Some fields are only available in Visio reports, but not in Excel reports. If you are unable to locate the field you want to include on the Visual Reports – Field Picker dialog box, it may be stored in a different category of data. For example, many fields that you might think of as Task Summary fields are actually Assignment Summary fields.

In the Select Data Type section, select the type of data that you want to use in the report. Click Add to move them to the Selected Custom Fields box. If you have the English version of Office Project installed, you have the option to create a Visio template that uses U.

Some fields are only available in Visio reports, and not in Excel reports. Templates saved in the default template location automatically appear on the Visual Reports – Create Report dialog box. If you begin using a different language pack after saving a custom visual report template, the template remains available but is not populated.

The original field names are not recognized in the new language and are not included in the report. You can select specific data to export within a category OLAP cube , or you can export all project data as a reporting database. In the Save Reporting Cube section, select the category that contains the type of data that you want to save.

Click Field Picker to modify the fields included in the list of data to export. Browse to the location where you want to save the cube data, and then click Save.

Browse to the location where you want to save the database, and then click Save. In the top right corner, select the three dots When you see the message ” All done!

We’ve exported [your project name]. When you open the Excel file containing your project, you’ll see a worksheet named “Project tasks” that contains a summary of project-wide information at the top, including its name, project manager, and the start and finish dates, duration, and percent complete for the whole project. You’ll also see what date it was exported. Under that, you’ll see a table of all the information for your project. Import and analyze data.

Create a PivotTable to analyze worksheet data. Ideas in Excel. Important: You’ll need a Power BI subscription and a Project subscription in many cases to use this reporting tool.

 

Pick the right report in Project.Create a Project report

 

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This document is part of a series of papers covering Microsoft Project Server Reporting. Details Note: There are multiple files available for this download. Once you click on the “Download” button, you will be prompted to select the files you need. File Name:. Date Published:. File Size:. System Requirements Supported Operating System. Install Instructions Click Download , and then save the file to your computer.

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