Clarity

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:

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

I appreciate your answer. How do I get the sub report to align to dates across the top?

With a fix header you need a fix sub-report, for example if we need only 4 headers as Q1, Q2, Q3 and Q4 then i will have my sub report of width equals to width of Q1 multiply by 4 with starting X point equivalent to that of Q1 starting point. And then create Text Boxes for each Q header which will display name and color. Since header are fixed you can built formula to do so, like my date falls in first Q then i need to color my box with text to print or not using simple if else condition.

For more precision you can add 4 boxes so that you can indicate that start if falling under 2nd Box or 3rd box in case of 18th Feb scenarios. As soon as you are able to create logic for one date header, you can easily replicate that for others by copying entire element and changing its style and formula.

Note: Try to use Style for text color changes.   

Regards,

Prashank Singh

Oh, I understand now. Thank you so much!!