Page 31 - Unanet GovCon: Using Analytics Studio for Project Management Reporting

Part 15: Refresh the Dashboard
1. Select the Periodic JSR Dashboard tab.
2. Select the Refresh button.

Part 16: Add a Row
1. Select the Periodic JSR Data tab.
2. Select row 21 > Insert Rows After.
3. Select the Save Report button.

Part 17: Refresh the Dashboard
1. Select the Periodic JSR Dashboard tab.
2. Select the Refresh button.

Part 18: Add a Row
1. Select the Periodic JSR Data tab.
2. Right-click cell F21.
3. Select Insert > Formula from the list. The Formula Editor window opens.
4. Type AggSum(If({PRJ: Periodic JSR.Cost Report Item Label}="Revenue", {PRJ:
Periodic JSR.Current Period Hours or Amount}, 0))in the Formula field.
5. Select the Okay button.
6. Select the Save Report button.

Part 19: Refresh the Dashboard
1. Select the Periodic JSR Dashboard tab.
2. Select the Refresh button.
3. Close the Periodic JSR Dashboard tab.
4. Close the Periodic JSR Data tab.

LESSON 3: ADVANCED REPORTING
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