An internal customer has asked my team to create a report that looks like this:
We have created a sub object to the project object and in it are description {Cust Approval, Design Solution, etc}, Start date and end date. I have made a query that gives me data in this format:
Project ID | Description | Start Date | End Date |
---|---|---|---|
PRJ0001 | Cust Approval | Dec 15, 2016 | March 15, 2017 |
PRJ0002 | Design Solution | Jan 1, 2017 | April 30, 2017 |
PRJ0002 | CODE SOLUTION | May 1, 2017 | Aug 31, 2017 |
PRJ0002 | TEST | Sept 1, 2017 | Sept 30, 2017 |
PRJ0003 | Plan | March 15, 2017 | July 15, 2017 |
PRJ0003 | Design Solution | July 16, 2017 | Feb 1, 2018 |
I have been hunting for an example to follow that will get me to this, but I am having a difficult time finding something helpful. I am not sure if I need to format my data differently, or maybe a simple easy to follow step-by-step would get me to the win.
Help would be appreciated.
Thank you,
Joanne
Hi JMSnider ,
Report export which you are looking for can be achieved either via cross tab or via sub report but both requires lot of elements, formatting, logic and time.
I will go with a sub report with fixed header and projects name in detail tab, with sub report parameter mapped with projects field id. Now, sub-report will show brown color based on date and will display data based on date with bars which will print with respect to start and finish date. Similarly you can try cross tab but logic for controlling brown color, display name and bar will be more complicated but it will give you dynamic header range.
First select your method and then develop report as per that.
Regards,
Prashank Singh