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REPORTING & ANALYTICS

REPORTING & ANALYTICS

Articles related to end user cost reports and Power Bi historical costing

Dashboards

Standard Dashboard - Overview

Standard Dashboard - System Breakdown

Standard Dashboard - Add Additional Fees

Standard Dashboard - Estimate Comparison

Standard Dashboard - Classification Sheet

How to use the Dashboard in Estimator

Advanced Dashboard Logic - How to use a SUMIFS Statement

Advanced Dashboard Logic - WBS Breakdown That Compares Two or More Estimates

Advanced Dashboard Logic - Taking Advantage of TRUE/FALSE WBS Properties

Advanced Dashboard Logic - Using INDIRECT function and References tab to prevent broken formulas

Error Synchronizing the Dashboard's Fees

Fix Error loading Dashboard Using Excel

Could Not Open Spreadsheet - Corrupt Workbook Stream

How to Hide/Unhide a Column in the Dashboard View

How to read a SUMIF formula

How To Repeat ‘Header’ Rows on Each Page of Your Printed Dashboard

How To Rename a Tab/Sheet in a Dashboard

How to Sum the Total Cost of a Cost Category in a Dashboard

Dashboard File Does Not Automatically Calculate Formulas Without a Refresh

How to Sum the Total Cost of a Cost Category for Specific Line Items in a Dashboard

Estimator Dashboard Calculation Mode

Alternates Dashboard Overview

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Power BI Reporting

How To Publish Power BI Files in Power BI Online

Customizing the WBS Selection List in the New Cost History Dashboard

Replacing an Attribute Slicer in the New Power BI Cost History Dashboard

How to Setup the Power BI Cost History Dashboard - On-Prem Clients

How To Create a Power BI Account

How To Use the Power BI Cost History Dashboard

How To Create a Slicer in the Power BI Dashboard

How To Create Runbook App to Update Power BI File in Azure - On-Prem

How To Share and Manage Power BI Dashboard Permissions

How To Create a Power BI Workspace

Filtering Out WBS or Project Properties

Hide Data From a Published Dashboard

How To Create a Gateway for the Power BI Dashboard

How to use Property Filters in the Cost History Dashboard

Rendering Images in Power BI

Error: 'Map and Filled Map Visuals are Disabled' in Power BI

How to Share Power BI Dashboards

How to Setup the Version Comparison Dashboard

How To Refresh Your Power BI Dataset via PBI Online

How To Set up the Power BI Yearly Cost Escalation Excel Workbook

A List of Handy Power BI Tutorials

How To Set Up and Use the Power BI Cost Database Management Tool

Custom Power BI Building: Database Access and SQL Views List

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Running Standard Reports

Downloads: Standard Report File Templates

How To Make the Reports Button Show Your Report Files for All Users

How To Populate Your Custom Report in Estimator

How To Generate CSV Files From a Report in Destini Estimator

How To Print Your Takeoff

How To Print Reports From the Estimate View in Team Estimator

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Branding Your Standard Report

Change the Logo Inside Your Cost Report

How to Change Your Report's Font And Colors

Customizing Your Standard Report's Behavior

How to Add a New Field To the Report

How to Remove Old Field From Report

How to Change Your Report Parameter's Default Value

How to Turn On/Off Content Inside Your Report

How to Change the Labels in Your Report

How to Add New Column To Report

Add Page Break to Your Report

Remove a Column From Your Report

How to Edit Decimal Precision in Standard Reports

Reorder Columns in Your Report

Add Project Properties in a Standard Report

How To Change the Format for Negative Numbers Printing in Standard Reports

How to Display Line Items in a Specified Order in a Cost Report

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Common Reporting Issues

How To Send Report as .repx File To Support

Unable To Print My Report

I Am Unable To Print My Report to Bluebeam

End User Reporting

Prerequisites for an Accounting Report

Legacy Custom Reporting Articles

How do I change the default sorting for a WBS Cost Report?

How To Show Whole Numbers Instead of Decimals in the WBS Cost Report

How to Update the Last Database Connection Profile in Report Designer

How To Open the Report To Change Format or Adjust Columns

Helpful Links to the Dev Express Report Designer

How To Make $0.00 Line Items Show in the Standard WBS Cost Report

How To Add Numbers to Line Items in the Report

How To Modify Your Custom Report To Show New WBS Properties

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Excel Report from Estimate View

How To Run and Format the Estimate View Excel Report

Error Exporting Estimate View Excel Report