Difference between revisions of "Standard/phase reports"
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Next to the flexible analysis editor, explained in the previous chapter, you also have standard reports available for use. The usefulness of each report: | Next to the flexible analysis editor, explained in the previous chapter, you also have standard reports available for use. The usefulness of each report: | ||
| − | + | *Each report has a pre-defined setup. Once you open a report, the supplier data is shown in the structure of that specific phase report. No customizing of columns is needed. | |
| − | + | *The phase reports allow an analysis that is similar to what you know in Excel from using pivot tables. Thus, you can copy one of the standard reports and customize it in the way you would like to look at the data. | |
| − | + | *Cross grids analysis: The phase reports allow you to analyse two or more grids in the same report. | |
In the Analysis phase, click on <the corresponding>: | In the Analysis phase, click on <the corresponding>: | ||
Choose the phase where you set-up your grid: | Choose the phase where you set-up your grid: | ||
To create your own report, use the following procedure: | To create your own report, use the following procedure: | ||
| − | + | *Click Copy filter | |
| − | + | *Set a name and click <the corresponding icon> | |
Your new report is then added into the list. | Your new report is then added into the list. | ||
To set up your report, click Filter in the column Actions: | To set up your report, click Filter in the column Actions: | ||
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===Phase report: General Tab=== | ===Phase report: General Tab=== | ||
In the filter on the page General, select the following parameters: | In the filter on the page General, select the following parameters: | ||
| − | + | *your suppliers | |
| − | + | *your grid / questionnaire | |
| − | + | *your columns/ question | |
| − | + | *your lines | |
Click <on the corresponding icon> to execute the filter: | Click <on the corresponding icon> to execute the filter: | ||
Your reports can be exported to Excel at any time by clicking <on the corresponding icon>. | Your reports can be exported to Excel at any time by clicking <on the corresponding icon>. | ||
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===Phase report: Layout Tab=== | ===Phase report: Layout Tab=== | ||
In the filter on the page General, select the following parameters: | In the filter on the page General, select the following parameters: | ||
| − | + | *your suppliers | |
| − | + | *your grid / questionnaire | |
| − | + | *your columns/ question | |
| − | + | *your lines | |
Click <on the corresponding icon> to execute the filter: | Click <on the corresponding icon> to execute the filter: | ||
Your reports can be exported to Excel at any time by clicking <on the corresonding icon>. | Your reports can be exported to Excel at any time by clicking <on the corresonding icon>. | ||
Latest revision as of 23:46, 3 April 2014
Content
Contents
- 1 Analysis via standard/phase reports
- 1.1 Phase report: General Tab
- 1.2 Phase report: Layout Tab
- 1.3 Phase report: Additional settings Tab
- 1.4 Example how to show data per line and supplier
- 1.5 Example how to show data per supplier and column
- 1.6 Example how to show data per column and supplier
- 1.7 Example how to add a total line per quotation grid
- 1.8 Example how to add sub-totals per supplier and column
- 1.9 Example how to add a line total per supplier
- 1.10 Show report in one of the project currencies
- 1.11 Phase report with rounds
Analysis via standard/phase reports[edit]
Next to the flexible analysis editor, explained in the previous chapter, you also have standard reports available for use. The usefulness of each report:
- Each report has a pre-defined setup. Once you open a report, the supplier data is shown in the structure of that specific phase report. No customizing of columns is needed.
- The phase reports allow an analysis that is similar to what you know in Excel from using pivot tables. Thus, you can copy one of the standard reports and customize it in the way you would like to look at the data.
- Cross grids analysis: The phase reports allow you to analyse two or more grids in the same report.
In the Analysis phase, click on <the corresponding>: Choose the phase where you set-up your grid: To create your own report, use the following procedure:
- Click Copy filter
- Set a name and click <the corresponding icon>
Your new report is then added into the list. To set up your report, click Filter in the column Actions: Alternativley, you can first open the new report and then click the filter icon above the table. Please follow the next chapter for this.
Phase report: General Tab[edit]
In the filter on the page General, select the following parameters:
- your suppliers
- your grid / questionnaire
- your columns/ question
- your lines
Click <on the corresponding icon> to execute the filter: Your reports can be exported to Excel at any time by clicking <on the corresponding icon>.
Phase report: Layout Tab[edit]
In the filter on the page General, select the following parameters:
- your suppliers
- your grid / questionnaire
- your columns/ question
- your lines
Click <on the corresponding icon> to execute the filter: Your reports can be exported to Excel at any time by clicking <on the corresonding icon>.
Phase report: Additional settings Tab[edit]
In the filter tab Additional settings, you can add lines or columns (depending on the Line grouping) showing additional information such as: min/max values, average, total, etc. You also have the possibility to add a colour display to minimum (green) and maximum (red) values. Please find on next pages some examples of analysis filters.
Example how to show data per line and supplier[edit]
Example how to show data per supplier and column[edit]
Example how to show data per column and supplier[edit]
Example how to add a total line per quotation grid[edit]
Example how to add sub-totals per supplier and column[edit]
Example how to add a line total per supplier[edit]
Show report in one of the project currencies[edit]
In the phase reports you can look at the supplier’s offers in any currency that is assigned to the project. To select another currency than the default project currency, open the report, then the filter and go to the Additional settings page. Choose the currency on the bottom of the page and then click Apply:
