This article provides an overview of the integrated pivot reports in Meisterplan.

• What Data is Being Reported On?
• The Report Types
• Charts
• Field Chooser and Available Fields
• Other Functions
• Configuration
• Exporting a Report
• Included Templates

What Data is Being Reported On?

For integrated "Pivot & Charts"-type reports, the data set is generally based on the date range, portfolio, and scenario you have selected. You can change your selection at any time in the top left of your screen.

Reports showing allocation and capacity data also include projects and resources which are not part of the selected portfolio, if these projects and resources are connected to portfolio data:

• Such reports include all non-portfolio projects which have portfolio resources allocated to them.
• Such reports include all non-portfolio resources which are allocated to portfolio projects.

The Report Types

There are two types of integrated pivot reports in Meisterplan:

• Pivot & Charts: Projects, Allocations and Capacities
• Pivot & Charts: Financials

Different fields are available for different report types. Click on a report type name to learn more.

Charts

Pivot reports contain an optional chart to visualize the data. Select the desired chart type by clicking the Chart button in the toolbar. The chart type options are:

• Column
• Stacked Column
• Bar
• Stacked Bar
• Line
• Area

Select None in the Chart drop-down list in the toolbar if you don't wish to display a chart.

Hover over a chart to display associated information:

Field Chooser and Available Fields

To customize your report, click this toolbar button. The field list will open. Here, you may select the desired grouping, data and filter fields from allocations, projects and roles/resources:

Field Chooser Areas

• All Fields: select allocation, project and resource fields for grouping, filtering and displaying data.
• Filter Fields: drag fields to this area to filter by their values. Click the funnel icon to select the desired values.
• Row/Column Fields: drag fields to these areas to group by them.
• Data Fields: drag fields to this area to display them.

Available Fields

Different fields are available to include in a report depending on the report type. See the individual articles linked in the The Report Types section to learn more.

However, for each type of integrated pivot report, the following is true:

• Not all types of custom project fields can be included. You can include fields of the type Boolean, Currency, Date, Decimal, Integer, Lookup and String.
• Skills that are specified for resources in the Resource Pool can not be included.

Other Functions

Remove Fields

To remove a report field, right-click it and select Remove Field:

Save Configuration

Users with the access level Administrator or Data Manager can click this toolbar button to save the current state of the report view, including any active filters, sort orders, arrangement of grouping fields and expanded groups.

Please note that the Date Range, which can be set in the header, can not be saved for individual reports.

Interactive Report View Features

• Sort: click any grouping field to reverse the sort order.
• Filter: click the funnel icon on any filter or grouping field to filter the view. Search for field values by clicking the search icon. Use the Rank Category field to filter projects by rank: above Must-Have, Below Cut-Off or in between (Regular). Default: Must-Have and Regular.
• Drag Grouping Fields: any row or column grouping fields may be rearranged via drag-and-drop. For instance, you may switch dimensions by moving all row grouping fields to the column area and vice versa. Or, you may change the grouping hierarchy by switching fields within the row or column area.
• Display Details: click the small right arrow button on a row or column group to display its sub-groups (e.g., display quarters of a year, or months of a quarter).
• Hide Details: click the small down arrow button of an expanded group to hide its sub-groups.
• Expand All/Collapse All: right-click any row or column group and select Expand All to display all sub-groups of every row or column group in the report. Right-click and select Collapse All to hide all sub-groups.

Configuration

As with all Meisterplan reports, the name and viewing rights of integrated pivot reports are configured from the Reports view. You can read more about this in the article Reports View and Integrated Reports.

Depending on the report type, you can also configure options such as Allocation Unit or Time Unit using the toolbar in the respective report. For more information, see the following articles:

• Pivot & Charts: Projects, Allocations and Capacities
• Pivot & Charts: Financials

Exporting a Report

Click this toolbar button in order to export:

• Pivot as Excel: export the current state of the pivot grid to Microsoft Excel. Groups will only be expanded if they are also expanded in the pivot grid at the time of the export.
• Chart as pdf or image file: export the current state of the chart to a pdf, svg, png, jpeg or gif.

Included Templates