CONFIGURATION

Creating an events report

To create a new events report, go to General settings > Right click on Events Report > Create an events report for > Select the dimension

The following window is then enabled:

You must define the following characteristics, then click on the Validate button to safe the events report.

These characteristics are:

Name

The Name text field is obligatory. It is used to give a name to the events report being created.

Description

The Description text field is optional. It is used to provide a description to an events report.

Private

This box determines whether the events report is private or otherwise.

History

This represents the creation date and time and the most recent change to the events report, together with the login of the user who implemented the actions.

This characteristic cannot be edited.

Hide empty columns

If this box is checked, columns without events are not displayed.

Hide empty rows

If this box is checked, rows without events are not displayed.

Grouping

The Grouping dropdown list lets the user group data for analysis using a criterion, which may be:

  • None: this means no grouping is required;

  • Per period: therefore the user must choose the grouping period from a list (the same one as for time scale);

  • Per dimension: the user must choose the grouping and the headings of this grouping, with the resources used by it.

Cumulative values

This box, if checked, is used to produce cumulative totals of values given by calculation in data to be calculated.

This function works if a grouping exists.

Display all values

This box, if checked, is used to repeat the display of the value for a heading, if this value is identical for several successive lines of events reports.

If this box is not checked only differing values are displayed.

Display as

The list of choice of Display as is used to display the results calculated:

  • Either as a value,

  • Or, as a percentage of the total,

  • Or, as a percentage of the column,

  • Or, as a percentage of the line.

One event per line

This box, if checked, is used to repeat the line as many times as there are events.

Number of subtotals

The numeric field Number of subtotals is used to choose the number of subtotals displayed, as per the analysis and grouping criteria.

Example: the value 1 signifies that only the global total for the data calculated is to be displayed.

Data for analysis

The values of the Data for Analysis are a list of entities events and headings used for analysis. You must choose at least one.

Data to calculate

The data to calculate values are used to choose from the list of existing digital data, which are calculated by the events report.

Right-clicking brings up the following window:

Click on the Add button to add a new calculation, Duplicate to copy an existing calculation and Delete to remove a calculation.

Finally, for each data to calculate, you must define:

Name

Give the data to calculate a name.

Description

Give the data a description.

Display

Check to ensure that the data to calculate is shown in the final result.

Calculation type

This type can be:

  • Number of events,

  • Duration of events (h),

  • Duration of events (d),

  • Achieved duration (h),

  • Achieved duration (d),

  • Free period duration (h): only with functionality of events per line,

  • Free period duration (d): only with functionality of events per line,

  • Load in hours,

  • Load in days,

  • Free load (h),

  • Free load (d),

  • Valuations,

  • Form values: choose the numerical values of the form headings using the field entitled Form headings,

  • Resources values: choose the numerical values or persistent calculated headings for the resources using the field entitled Resource headings,

  • Formula: used to carry out calculations involving the data to be calculated for the events report (right click inside the setup window for the formula to select the data to be calculated) in the Formula field.

Caution

It is not possible to use “formula” type data to be calculated within another piece of formula type data to be calculated.

Display format

Select the format for displaying numerical values.

Note

The comma is set by using a full stop in VISUAL PLANNING. The thousand separator is set using a comma”,”:

Format

Example

0,000

12 000

Setting thresholds

Set the thresholds using a constant or one of the “data to be calculated”.

Warning

The thresholds are only displayed if the grouping has been activities.

Period

Choose a pre-defined period, a personalized or standard period (in this case the users can directly modify the period in the report by right clicking on the events report view).

Example: This Month means From the start of the first day of the current month to the end of last day of the current month.

Events filter

Chose an existing events filter, a personalized or standard filter (in this case the users can directly modify the filter in the report, by right clicking on the events report view).

Resource filter

The list of ‘Dimension’ filters is used to apply a resource filter to the dimension selected for the Events Report.

It is also possible to select a standard filter (See Use of standard filters) or a customized resource filter.

Export

These parameters must be completed if the export of the events report using a URL call is authorized.

URL "call"

Check this box to activate this parameter.

Activating authentication

Check this box if authentication is required to start the export of the events report.

User ID

Define the ID to be used by the user to call the export URL.

Password

Define the password to be used by the user to call the export URL.

Editing an events report

To edit an existing events report, go to the General settings panel,

Then left click on the events report to be modified

The corresponding section is activated to accept modifications to the events report.

See Creating an events report

Deleting an events report

To delete an existing events report, right click on the events report to be removed > Delete

The following warning message appears:

Then click on Yes to confirm the deletion, or No to cancel it.

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