Events Report: configuration

 

Creating an events report

 

To create an events report, go to the Settings menu > Right-click on Events Report > Create an events report for > Select the dimension.

The following window is then enabled:

event report creation

You must define the following characteristics, then click on the OK button to save the events report.

These characteristics are:

 

Name

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

If the multi-language management is activated in the Admin center, it will be possible to fill in a name for this dimension in the proposed languages by clicking on the v7_adm_en_parametres_generaux_symbole_multilangue button.

Note

Name of the events reportg in french Nombre de jours d’absences du mois
Name of the events report in english Number of days of absence during the month
What is seen in a FR desktop Nombre de jours d’absences du mois
What is seen in a EN desktop Number of days of absence during the month

 

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 button is enabled, columns without events are not displayed.

 

Hide empty rows

If this button is enabled, rows without events are not displayed.

 

Grouping

The Grouping drop-down list serves to group the data for analysis according to a criterion which can be:

  • None: no grouping is required;
  • Per period: you must choose the grouping period from a list (the same one as for the time scale);
event report period
  • Per dimension: you must choose the grouping dimension and the headings and resources used by it.
event report group by dimension

Accumulate values

If enabled, this button is used to cumulate the values given by the calculation of the data to calculate.

This function works if a grouping exists.

 

Display all values

If enabled, this button is used to repeat the display of the value for a heading, if this value is identical for several consecutive rows in the events report.

If it is not enabled, only differing values are displayed.

 

Display in

The Display in drop-down list 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 row

If enabled, this button is used to repeat the row as many times as there are events.

 

Number of subtotals

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

For example, the value 1 means that only the overall total of the data to calculate will be displayed.

 

Data for analysis

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

event report date for analysis

Data to calculate

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

Right-click to display the following window:

event report data to calculate

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

For each data item to calculate, you must define the following:

Name

Give the data to calculate a name.

 

Description

Give the data a description.

 

Display

Enable the button to display the data to calculate 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 the one event per line functionality,
  • Free period duration (d): only with the one event per line functionality,
  • Workload in hours,
  • Workload in days,
  • Free load (h),
  • Free load (d),
  • Valuations: choose the calculation unit and valuation items in the corresponding fields,
  • Form values: choose the form numerical headings in the Form headings field,
  • Resources values: choose the numerical headings or persistent calculated headings for the resources in the Resource headings field,
  • Formula: used to carry out calculations between the data to be calculated in the events report in the Formula field.

Caution

You cannot use a “formula” data item to be calculated in another “formula” data item 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 thousands 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 activated.

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).

 

Calculation period type

Note

This field is available:

  • If there is a grouping per period,
  • For the following types of data to be calculated: number of events, duration of events (h or d), achieved duration (h or d), load (h or d), valuations, form headings or resource headings.

 

Calculation type

Behavior

Example

For an event with a start date on 31/01/2020 and an end date on 02/02/2020, if the grouping is by month and the calculation is performed on a duration in days

Proportionate to the periods passed through (except for Number of events)

The calculation total is smoothed on the periods passed through by the event There will be 1 d in January 2020 and 2 d in February 2020

Period start

The total calculation will be performed in the event start period There will be 3 d in January 2020

Period type:

The total calculation will be performed in the event end period There will be 3 d in February 2020

In each period

The total calculation will be repeated in each period between the start and end of the event There will be 3 d in January 2020 and 3 d in February 2020

Formula

When the data to calculate is a formula, you must define it in the “Specific” section.

Enter the formula in the window displayed. You can choose one of the calculated headings by right-clicking in the window.

event report formula

Resources filter

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

You can also select the 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

Enable this button to activate this parameter.

 

Activate authentication

Enable this button 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 Settings menu > Events report.

Click on the events report to be modified.

The corresponding section is activated to be able to modify the events report.

Deleting an events report

 

To delete an existing events report, right-click on the events report to be deleted > Delete.

The following warning message appears:

event report delete

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

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