Filtering data by custom fields in pivot tables from Visual Report

[Jackie Chan]

I have recently upgraded to MS Project 2007 and like the visual reporting
feature, except I really need to filter and group the resulting pivot table
in Excel by custom fields. For example, for task usage, I cannot filter my
pivot table to show only the tasks that have costs > $0, thus my table ends
up showing too many lines and a lot of 0's. I would also like to group by
department/ function which I put in a custom text field. How do I do this?
I saw related posts about saving the file as an Access database and then
creating the pivot table by connecting to the database, but I cannot figure
out which tables/ queries to connect to. Help is much appreciated!

 

[JulieS]

Hello Jackie Chan,

I don't believe you will be able to filter by the cost field in
the Cash flow report.

However, once you have added the custom text field to the report,
you should be able to sort by that field and then group like
entries together.

It's tough to give further suggestions without more concrete
examples from you. Feel free to post back with more details and
we'll try to help further.

I hope this helps. Let us know how you get along.

Julie
Project MVP

Visit http://project.mvps.org/ for the FAQs and additional
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