What are the metric report options?

Report Wizard metric reports allow you to report on data that is collected from information entered into metric templates. This article describes the Metric report options.

Note: Metric is a replaceable term in PowerSteering. Your organization may use a different label to represent metrics on your site.

1. Report Type and Category Options

Select a category and type for your report. See the article What does the Type tab do? for more information about this step. There are three different types of metric reports available in the Report Wizard:  

  • Projects/Metrics: Report on basic project information and the values in a selected metric. Each work item is reported as a separate row.
  • Projects/Metrics by Line Item: Report on basic project information and the values in a selected metric. Each work item/metric line item combination is reported as a separate row.
  • Projects/Metrics by Period: Report on basic project information and the values in a selected metric. Each work item/metric period combination is reported as a separate row.

2. Report Definition Options

  • Set the criteria for the data source for your report. You can limit data by selecting a specific portfolio, location(s) in the Work Tree or individual work types. See the article What does the Definition tab do? for more information about this step.

Metric Template: The metric template that you want to report data from.

Track Period: The period of time that you want to report data from. See the article What are the Report Wizard Period options? for track period definitions.

Periods: The metric periods that you want to report data for. This selection determines what Metric/Periods options are available on the Columns tab.

  • All: Monthly, Yearly, Quarterly and Display Total Metric/Periods options will be available on the Columns tab.
  • Month: Only Monthly Metric/Periods options will be available on the Columns tab.
  • Quarter: Only Quarterly Metric/Periods options will be available on the Columns tab.
  • Year: Only Yearly Metric/Periods options will be available on the Columns tab.
  • Whole Period: Only the Display Total option will be available on the Columns tab. Display Total reports the project total.

Metric Views: The metric views you want to report data from. These options will change based on the metric template that is selected.

Metric Line Items: The metric line items you want to report data from. These options will change based on the metric template that is selected.

3. Column Options (Repeating Columns)

  • Locate and select the columns you want displayed in your report. The columns that are available are based on the type and category you selected on the Type tab. Repeating Columns allows you to select metric columns at a summary level. The numbers displayed after each selection reflect the options selected on the Definition tab. See the article What does the Columns tab do? for more information about this step.

4. Column Options (All Columns)

  • Locate and select the columns you want displayed in your report. The columns that are available are based on the type and category you selected on the Type tab. The All Columns allows you to select columns for each metric view/metric line item/track period combination. See the article What does the Columns tab do? for more information about this step.

5. Layout and Formatting Options (Repeating Columns)

With Repeating columns selected on the layout tab, you can:

  • Group metric data. Metric data can be grouped by Period, Line Item, or View. Data can also have no grouping and appear on the same line.
  • Rename headings for metric data columns.
  • Change the format and width of metric data columns.
  • Change the order of grouped items.

See the article What does the Layout tab do? for more information about this step.

5.1. Change Order of Grouped Items

  • Click Custom order to change the sequence of items within a group. Drag and drop the item names into the desired order.

6. Layout and Formatting Options (All Columns)

With All columns selected on the layout tab, you can:

  • Change the order of the columns in your report by dragging and dropping column names into the desired order.
  • Rename headings for non-metric data columns.
  • Change the format and width of non-metric data columns.

See the article What does the Layout tab do? for more information about this step.

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