Knowledge Base and Samples
Reporting Solution - Current and Next assignments from a Project Tasks list
This article shows you how you can use and configure our ready to use sample reports that
let you display, at a specific date, the current and next assignments by users from a
Project Tasks lists.
- Min Version: Enesys RS Data Extension
- Last Updated: 07/07/2011
The reports we are providing in that solution will let you have an overview of the
current and next assignments by users at a specific date based on the data of some Project
Current and Next assignments are displayed in a timeline fashion using a
horizontal bar chart.
To get a better idea, the following screen shot shows the resulting report:
Current and Next assignments report
Downloading and configuring the solution
- Download the reporting
solution zip file.
- Unzip in any folder.
- Open the solution.
Reporting Solution - solution explorer
- Double click on the SharePointServer shared data source and makes the necessary
modifications as shown in the following screen shot.
Change the shared data source properties
As you can see, the use of data
source variables, makes it easy to configure a report so that it can run in another
environment without having to change neither the query nor the report. "Data sources
variables" is a concept specific to Enesys RS Data Extension.
Using the reports
The following reports are available in the solution:
Current and Next Assignments
This report displays user's current
and next assignments at the date you specify when running the report.
begins at the beginning of the first current task, and it ends at the end of the last
next task. Depending on the average duration of your tasks, this approach may be useful
to give a good overview of respective tasks duration. However, it can be more difficult
to read if some tasks span over multiple years when other tasks only last a few days or
An example of this report is shown in the following screen shot:
Current and next assignments - time frame depends on the tasks
Current and Next Assignments - Year
This report displays user's
current and next assignments at the date you specify when running the report.
However, the X-Axis displays a one year time frame starting one month before the
selected date. Contrary to the "TasksTimeline" report, having a mixture of very long and
short tasks does not affect the readability of the report. However, it's not possible to
have a visual overview of respective tasks duration because tasks can span outside the
one year time frame displayed.
An example of this report is shown in the following
Current and next assignments - one year time frame
This report is not meant to be executed directly. It
is used to display the details of a specific task when you click on an assignment within
either the "TasksTimeline". The design of this specific report is simplistic. The idea
was mostly to show how you can execute some other report when clicking on some
assignment in the main chart. Instead of executing another report, you could point to
the task details directly within SharePoint.
Display Assignment details from Current and Next Assignments report
The reports available in this solution rely on standard fields used by the SharePoint
2010 Project Tasks list. You can therefore run the solution "as-is" with any Project Tasks
Starting from those reports, you can also make the necessary modifications to address
your own needs.