Totals when reporting by month

[Glenn Eldridge]

Hello,

I am trying to generate a Project report that totals a "number" column in a report that categorizes by month. I can show report totals if the report is not by month. I am using Proj 2003.

Any ideas short of exporting?

 

[JulieS]

Hi Glenn,

Could you give us some more details? What report are you trying to produce
and what "number" column are you trying to total? I was able to take several
of the existing Project reports (Cash Flow, Who Does What When) produce
totals by month without exporting.

Julie

 

[Glenn Eldridge]

Actually, I intended on the generalities so I could apply the method to
several of my reports. Here's what I want to do in my milestone report. I
want to total a number column that sets a 0 (not yet due), 1 (missed), or 2
(completed) for each milestone. I want the report to show a total after each
month, within the report then a grand total at the and of the report.

Once I learn how to do that, I need to figure out how to add a results line
that shows the overall health of the project via status indicators. I know
the formula, just don't know how to do the sub and grand totals, when the
report is broken-up into months.

....Glenn

--
Glenn Eldridge
IT Project Manager
UOP: (e-mail address removed)
Personal: (e-mail address removed)
Home Yahoo IM: Glenn_UOP
Work Yahoo IM: Glenn_HN
Cell phone: 805-258-1709 (weekdays)
Home phone: 805-485-4108 (nites / weekends)

 

[JulieS]

Hi Glenn,

Thanks for the clarification. I begin to understand better now your
scenario and see why you were having difficulty. The milestone report is not
a time-phased report such as the Cash Flow or Who Does What When Report which
can easily show column totals of data by month based upon the time-phased
data.
When you format the milestone report to show you milestones by month,
Project is just grouping the milestone tasks by month for display purposes.

If I understand you correctly, you want to be able to run a count by
grouping (per month)based upon your criteria and then a total for the entire
report. To the best of my knowledge, totaling by month in this type of
report is not possible within project. The only suggestion I can come up
with is an export to excel.

Perhaps there is someone else within the community who sees something I don't.

Sorry I wasn't able to assist further. I'll keep pondering and repost if an
idea strikes.

Julie