Tabular Report Wizard
You use the Tabular Report Wizard to create new tabular reports, which output project information in a tabular format similar to the spreadsheet. You can present your tabular reports in a wide variety of formats, printing them out or outputting the reports to file.
You use this page of the Tabular Report Wizard to specify the columns of information that are to be included in the tabular report. There are two rows of information for each column because a column can display both bar and task information, and allocation information. You use the first row (the primary field) to specify the bar and task information to display and the second row (the secondary field), which is indented in the Field field, to specify the allocation information to display.
How to access the Tabular Report Wizard
To access the Tabular Report Wizard, on the Project tab, in the Data group, click the Reports dropdown and select New Tabular Report.
Explanation of the fields and buttons on the dialog
| Field/Button | Description |
|---|---|
| Field |
You use this field to specify the columns that are included in the table definition. Each column displays a field.
Click an entry in this field to specify the information that you want to display in the corresponding column.
To display a user-calculated formula in the column, select Formulae, then select the formula that you want to display. |
| Up | Click this button to move the selected column up one place in the Field field, moving it one place to the left in the table definition. |
| Down | Click this button to move the selected column down one place in the Field field, moving it one place to the right in the table definition. |
| Add |
Click this button to add a new column to the table definition. The new column is added to the bottom of the list or below the column that is currently selected in the Field field.
If you select an existing column by clicking its field in the Field field, then click this button, the selected column is duplicated, unless the selected column displays a 'start' field, in which case the new column displays the corresponding 'finish' field. |
| Remove | Click this button to remove the selected column from the table definition. |
| Show fields |
You can configure two rows of information for each column because a column can display both bar and task information, and allocation information. You use the first row (the primary field) to specify the bar and task information to display and the second row (the secondary field), which is indented in the Field field, to specify the allocation information to display.
If you want to display only the row of information relating to bars and tasks, or only the row relating to allocations, select Primary or Secondary in this field; to display both rows of information for each column, select Both.
By default, the allocation row displays the same information as the bar and task row for each column. If you display both the bar and task rows and the allocation rows in the dialog, any edits you make to the bar and task row are reflected automatically in the allocation row. To display different information in an allocation row, select Secondary in this field to display the allocation rows only, then edit the appropriate allocation row. |
How do I...
... specify which columns of information to include in a tabular report?
- Click Add to add a column to the Field field.
- Click the new entry in the Field field and select the field that you want to display in the column from the list of fields that is displayed.
- Select a column and click Up and Down to configure the position in which the column appears in the table definition.
- Select a column and click Remove to remove the column from the table definition.
- Specify whether you want to display only the row of information relating to bars and tasks, only the row relating to allocations, or both rows of information in the Show fields field.
- Click Next to access the following page.