Page 9 - Unanet GovCon: Using Analytics Studio for Project Management Reporting

Data Object Design
ExpressView reports can be developed utilizing any of the data objects available in
Analytics, with the exception of the Project Periodic JSR and Project Periodic
Performance data sets. These objects require the use of Parameters, a feature specific
to Analytics Studio reporting.

Activity 1.1 – Create an ExpressView Report
In this activity, you will create an ExpressView Report to show time entered by
fiscal period.
Note: To avoid errors with formulas, be sure to type the formulas rather than
using copy and paste.

Activity Steps

Part 1: Create a New ExpressView
1. Navigate to Reports > Analytics.
2. Select the Create New Report + button.
3. Select ExpressView. The welcome to the ExpressView Designer window
opens.
4. Select skip tutorial to go straight to the designer.
5. Select the Disable Tutorial check box.
6. Select the Skip Tutorial button.
7. Select the Dismiss button.
8. Select the right-facing arrow for People Labor and Expense to expand.
9. Select the right-facing arrow for PPL: Labor and Expense Details.
10. Drag the following fields to the Design pane:
• Person First Name
• Person Last Name
• Fiscal Period
• Quantity
• Project Code
11. Select the down-facing arrow for PPL: Label and Expense Details to collapse.
12. Select the right-facing arrow for PRJ: Project List to view joint objects.
13. Type payment terms in the Search field.
14. Press Enter. All the objects that have payment terms display.
15. Select the X button to clear the search.

Part 2: Create a Formula Field
1. Select the + Add Formula link.
2. Type last in the Formula field.

LESSON 1: INTRODUCTION TO ANALYTICS
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