204460 create s curve reports

Create S-Curve Reports
for
P6R8.1 or P6R8.2
using
BI Publisher 11g
Presented by:
Paul G. Ciszewski, PMP
Dynamic Consulting
pciszewski@Dynamic-Consulting.net
(920) 883-9048

Overview
• Oracle Business Intelligence Publisher (BIP)
is a tool to create pixel-perfect reports
• To modify existing P6 Web Reports and to
create new P6 Web Reports, you must use
BIP
• When building your reports, you should use
P6‟s new Px Extended Scheme (database)
• Px Extended Scheme is de-normalized and
has P6 calculated values

Overview (cont.)
• Tables in the Px Extended Scheme begin with “P6”
• P6Project – list of all projects and related data by project (for ex: the “baseline planned labor units” for
project “TA Fall 13”)
• P6ProjectSpread - list of all projects and related data by project and date (for ex: the “planned labor
units” on November 15, 2013 for project “TA Fall 13”)
• P6Activity – list of all activities and related activity data for all projects (for ex: the “earned value labor
units” for activity “A1000” for project TA Fall 13)
• P6ActivitySpread – list of all activities and related activity data by date for all projects (for ex: the
“actual labor units” for activity “A1000” on November 15, 2013 for project TA Fall 13)
• P6ActivityCodeAssignment – list of all the activity codes and their values assigned to ALL activities.
If an activity has 5 activity codes assigned to it, then there would be 5 records in this table for the one
(1) activity
• P6ActivityCode – list of all activity codes and values
Note: There are no physical tables called P6Project (or P6Activity), the P6 tables are actually synonyms/aliases that point to
“Views”. “Views” are results from executed SQL statements. In the Px Extended Scheme, the “Views” are joins of native P6
tables (such as project, task) and new extended tables (such as projectx and taskx) – and the P6 security tables are
included.
For our presentation “SYNONYM” is the same as “TABLE”

BI Publisher - Introduction
• Two (2) main modules to create a BIP report
1. Data Model Editor – To extract data from
P6‟s Extended Px Scheme (database)
2. Create Report Layout – the presentation
of the data. But there are 2 tools
 Report Layout Editor (tool is within BIP)
 Word Template Builder (a MS WORD add-on)

BI Publisher – Presentation Objective
Presentation Objective
Go through all the steps to:
1. Develop the Data Model (SQL)
to extract the data from P6
2. Develop the S-Curve Template
in the WORD Template Builder
that uses the Data Model
3. Upload the Template to the
Report in BI Publisher
4. Move the Report and Data
Model to the P6Reports folder
5. Run S-Curve Report in P6 and
produce the same output as you
see on this slide

BI Publisher - Login
• User Name should exist in P6
• The user‟s security is applied

BI Publisher – Create Data Model (DM)
• Three (3) components needed to create the
DM for our examples
1. Create 1 List of Values (LOV)
2. Create 1 parameter
3. Create Data Set

BI Publisher – Create New DM

BI Publisher – Create New DM – P6 Tables
• Four (4) P6 Tables needed to create examples
1. P6Project (list of projects and all related data)
2. P6ActivitySpread (list of activities and activity data by date)
For version 1, I could have used P6ProjectSpread but P6ActivitySpread
works for both version 1 and 2
3. P6ActivityCodeAssignments (needed for version2)
4. P6ActivityCode (needed for version2)

BI Publisher – Create DM – Parameter
Desired “look and feel” in P6

BI Publisher – Create DM - Parameter
• First create list of values (LOV) for Projects
• Then create parameter using the LOV
• Parameter Label would be “Select Projects”

BI Publisher – Create DM – Create LOV‟s
SQL to retrieve the list of Project
ID‟s

BI Publisher – Create DM – Create Parameter
“p_project_id” is special parameter
recognized by P6
When “Parameter Type” is Menu,
user can select “LOV” value

BI Publisher – Create DM – Data Set
• Next, create a Data Set
• Data Set contains the SQL query/statements to
extract the P6 data (such as Baseline Planned
Labor Units) from the P6 tables
• In our example, our SQL query will sum the labor
units for all activities by date AND
• Our SQL statements will create running totals (see
next slide)
• The query result will be a record for each date of our
project(s) when work is planned or work is done

BI Publisher – Create DM – Data Set
Date
ACTSP_STARTDATE
Display Date
DISPLAYDATE
Baseline Labor Units
SUM_BLPLANNEDLABORUNITS
Running Totals
CUM_BLPLANNEDLABORUNITS
Feb 4, 2013 02/04 50 50
Feb 5, 2013 02/05 25 75
Feb 6, 2013 02/06 10 85
Feb 7, 2013 02/07 20 105
Feb 8, 2013
02/08 50 155
And so

BI Publisher – Create DM – Create Data Set
Then select “SQL Query”

You could use “Query Builder” for
simple SQL queries/statements.
“Query Builder” builds the SQL
query for us.
But for advanced/complex SQL
queries/statements, I just type it in
myself

I typed in the SQL
query/statement

BI Publisher – Create DM - Data Set / SQL
-- Version 1 - just BL planned labor units
SELECT
TRUNC(ACTSP.STARTDATE) AS ACTSP_STARTDATE,
TO_CHAR(TRUNC(ACTSP.STARTDATE),'mm/dd') AS DISPLAYDATE,
-- BL planned labor units summed by date
SUM(ACTSP.BASELINEPLANNEDLABORUNITS)
AS SUM_BLPLANNEDLABORUNITS,
-- BL planned labor units - running totals by date
SUM(SUM(ACTSP.BASELINEPLANNEDLABORUNITS)) OVER
(ORDER BY TRUNC(ACTSP.STARTDATE)
ROWS BETWEEN UNBOUNDED PRECEDING AND CURRENT ROW)
AS CUM_BLPLANNEDLABORUNITS
-- Two tables needed for version 1
FROM P6PROJECT PRJ,
P6ACTIVITYSPREAD ACTSP
WHERE PRJ.ID IN (:p_project_id) AND
PRJ.OBJECTID = ACTSP.PROJECTOBJECTID
GROUP BY TRUNC(ACTSP.STARTDATE)
ORDER BY ACTSP_STARTDATE
Breakdown SQL Query
SQL query to create four (4) columns:
- ACTSP_STARTDATE
- DISPLAYDATE
- SUM_BLPLANNEDLABORUNITS
- CUM_BLPLANNEDLABORUNITS
Summed and grouped by
TRUNC(ACTSP.STARTDATE)

SELECT
FROM P6PROJECT PRJ,
Tables Accessed/FROM Clause
P6Project with an alias of ”PRJ”
P6ActivitySpread with an alias of “ACTSP”

SELECT
FROM P6PROJECT PRJ,
Conditions/Where Statement
p_project_id is the Parameter
Before the user runs the report, they will
select 1 or more projects.
This statement will extract all project
records from P6Project with matching
Project ID‟s.
PRJ.ID are the project ID‟s you see in P6
such as “Fall TA 2013” or “EC500123”.
Tables are usually linked together (joined
together) using the unique key for the
record. But first we must look up the
correct record by Project ID. In the Px
Extended Scheme, the unique key is
called “ObjectID”.
ID ObjectID (other columns…)
Fall TA 2013 4501
EC500123 1287
Test Prj 123 9333
P6Project PRJ Table

SELECT
FROM P6PROJECT PRJ,
Conditions/Where Statement
This statement will extract all activity
records from P6ActivitySpread with
matching project ObjectID.
However in the P6ActivitySpread table,
the project‟s unique key column is called
“ProjectObjectID”.
So first we move to the correct project
record with “PRJ.ID IN (:p_project_id)“
then we get the ObjectID and use it to
extract activity records from the
P6ActivitySpread table using
ProjectObjectID

SELECT
FROM P6PROJECT PRJ,
Group Clause
The GROUP clause groups ALL activity
records together by STARTDATE.
The SUM() function, will sum all “Baseline
Planned Labor Units” from all Activities
that have the same STARTDATE.
Remember: The P6ActivitySpread table
has a record for each day of the Activity. If
the Activity has 24 budgeted hours over 3
days (Feb 1, Feb 2, and Feb 3), then there
will be 3 records in the P6ActivitySpread
table for that activity. Ex:
Activity Start BL Planned
ID Date Labor Units
A1000 2/1/13 8
A1000 2/2/13 8
A1000 2/3/13 8

SELECT
FROM P6PROJECT PRJ,
ACTSP_STARTDATE
This is the full date (without time)
used for sorting/ordering.
This value is not placed on the
chart/S-Curve.
In the P6ActivitySpread table,
ACTSP.STARTDATE is the start date
for the hours on this date

SELECT
FROM P6PROJECT PRJ,
DISPLAYDATE
This value will be shown across the
horizontal axis of the chart/S-Curve.
The date will be in “mm/dd” format
without the year to save space on the
report.

SELECT
FROM P6PROJECT PRJ,
SUM_BLPLANNEDLABORUNITS
This is the “Baseline Planned Labor
Units” from the Activity Spread
extended table summed by StartDate
(because of the “GROUP BY”
clause).
SUM() is a function.

SELECT
FROM P6PROJECT PRJ,
This statement will add up all “Baseline
Planned Labor Units” beginning at the first
row (UNBOUNDED PRECEDING) to the
current row (CURRENT ROW).
Using the STARTDATE for order (ORDER
BY TRUNC(STARTDATE))
The result is stored in
“CUM_BLPLANNEDLABORUNITS”
Notice: SUM(SUM())

SELECT
FROM P6PROJECT PRJ,
ORDER BY
Last, we will order all our records by
ACTSP_STARTDATE

BI Publisher – Create DM – Create XML Data
• After creating the LOV‟s, Parameters, and the
Data Set – you must generate XML data.
• To create the presentation part of the report,
you must have XML data
• You must save the XML data to the DM if you
are building the report in the Report Layout
Editor
• You must save the XML data to a file and
import it into your WORD document if you are
using the Word Template Builder

Data Set
The Data Set shows the four
columns being returned from the
SQL query/statement
Generate XML Data
Click this button to show the screen
when we can generate the XML.

1. Generate XML Data
Select 1 or more projects, then click
“Run”
2. XML Data
The XML data has
the tag names and
values.
3. Save XML
Either “Export
XML” to a file or
“Save As
Sample Data” to
the DM.

• Save the DM
• Next, build presentation part of report by first
creating a report called “SCurve-V1” and then
• Use Word Template Builder for layout

BI Publisher – Create Report

BI Publisher – Create Report – Select DM

BI Publisher – Create Report – Save Report in BIP
Report Layout Editor
If we were going to create the presentation
part in the Report Layout Editor tool, then I
would have selected a Template. However,
we will be developing the presentation part in
the “Word Template Builder” therefore we just
want to save the report.

BI Publisher – Create Report – Save Report
Enter Report Name

BIP – Create Report – Word Template Builder
• Switch to MS WORD
• Select BI Publisher Add-in tab
• Log into BIP
• Load XML file
• Create report‟s layout in WORD
• Add Report Title
• Add Chart (S-Curve)
• Save WORD file as RTF
• Upload Template to BIP Report

Log On
Enter Username
Enter Password
Enter IP of BIP server

BIP –Template Builder – Select Report
Select Report
Layout Templates
If there were templates in
BIP for this report, the
templates would be listed
here.

BIP –Template Builder – Load XML Data
Select XML File
This file was created
by the DM

BIP –Template Builder – Create Layout
2. Add Chart
Move cursor to
position in WORD
doc and double click
Chart object
1. Add Text
Using WORD‟s standard
features – such as
forecolor, center, font

BIP –Template Builder – Chart Properties

BIP –Template Builder – Chart Properties
Chart/Line Properties
Change other properties
such as 3-D effect, line
color, line name
Chart/Line Properties
1.Drag/Drop DISPLAYDATE to
Labels
2. Drag/Drop
to Values
3. Change Type to Line Graph
4. Uncheck Group Data

BIP –Template Builder – Report

• To upload Template into BIP
• Save File in WORD as RTF
• Select “Upload Template As” on BI Publisher
Add-in tab
• Save Template to the BIP Report
• Login into BIP
• Open/Edit Report
• Select Template Layout (that we just uploaded from Tmp Builder)
• View Report

BIP –Template Builder – Create Layout

BIP – Open/Edit Report – View Report

BIP – Run Report from P6 to PDF Format

BIP – DM – Expand DM
• DM is currently plotting BL Planned Labor
Units
• Add Actual Labor Units and Earned Value
Labor Units
• Create new XML data file with new data
elements
• Import new XML into WORD Template Builder
• Modify Template to include new data elements
• Upload to BIP – run report

BIP – DM – Add More Data Elements
Original Section of SQL
Copy/Paste this section
New Section of SQL
Change
BASELINEPLANNEDLABORUNITS to
ACTUALLABORUNITS in 4 places
See Next Slide

BIP – DM – Add More Data Elements (SQL 1 of 2)
Original Section of
SQL
Copy/Paste this section
New Section of SQL
Change
BASELINEPLANNEDLABORUNITS
to ACTUALLABORUNITS in 4 places
-- Version 1 - BL planned Labor Units,
-- Actual Labor Units, and EV Labor Units
SELECT TRUNC(ACTSP.STARTDATE) AS ACTSP_STARTDATE,
SUM(ACTSP.BASELINEPLANNEDLABORUNITS) AS SUM_BLPLANNEDLABORUNITS,
AS CUM_BLPLANNEDLABORUNITS,
-- Actual labor units summed by date
SUM(ACTSP.ACTUALLABORUNITS) AS SUM_ACTUALLABORUNITS,
-- Actual labor units - running totals by date
SUM(SUM(ACTSP.ACTUALLABORUNITS)) OVER
AS CUM_ACTUALLABORUNITS,

BIP – DM – Add More Data Elements (SQL 2 of 2)
Another New Section of SQL
After copying the section in RED on
previous slide, change
BASELINEPLANNEDLABORUNITS to
EARNEDVALUELABORUNITS in 4
places.
-- (Continuation from previous slide)
-- EV labor units summed by date
SUM(ACTSP.EARNEDVALUELABORUNITS) AS SUM_EARNEDVALUELABORUNITS,
-- EV labor units - running totals by date
SUM(SUM(ACTSP.EARNEDVALUELABORUNITS)) OVER
AS CUM_EARNEDVALUELABORUNITS
FROM P6PROJECT PRJ,

BIP – DM – Add More Data Elements
New Data Elements in the Data Set
Generate XML
again with New
Data Elements
then Save It

BIP –Template Builder – Modify Template Add New Chart
Include all 3 running total
data elements.
Change Some
Properties
Color, labels, remove
3-D effect

BIP –Template Builder – Modify Template (show Project ID‟s)
Add Data Element
1. Click on Field
2. The Field Dialog box is
displayed
3. Double Click on data
element (such as
p_project_id)
4. The data element will
be added to the report
NOTE: p_project_id was
our parameter in our DM

• We must upload Template into BIP again
• Save File in WORD as RTF
• “Upload Template As” to save report
• Login into BIP
• Select Template Layout (that we just uploaded from Tmp Builder)
• View Report
• Move Report and DM to P6Reports folder
and reattach DM to Report

BIP – Expand DM/Report to include Activity Codes
• In many operations, the managers want to see
progress only for activities with a specific
Activity Code/Value combination
• For ex:
• By Phase: FOUND, DESGN, STRUC
• By Department: CON, PCH, ENG
• So, we need to add:
• List of Value: ActivityCodeLOV
• Parameter: p_activity_value
• SQL logic to the Data Set that uses new parameter

SELECT CODEVALUE FROM P6ACTIVITYCODE
WHERE CODETYPENAME = 'Phase' AND CODETYPESCOPE = 'AS_Global'

p_activity_value
1. Display “Select Phase”
2. Use ActivityCodeLOV
3. No Multiple Selection
4. Also changed the
values on p_project_id so
that the user can only
select one (1) project.

BIP – DM – Expand SQL (to Include Activity Code Logic)
Same SQL
The SQL above this point
is the same as the
previous SQL
New SQL for Activity
Code Logic
Need the Activity Code
Assignment table
-- EV labor units summed by date
SUM(ACTSP.EARNEDVALUELABORUNITS) AS SUM_EARNEDVALUELABORUNITS,
-- EV labor units - running totals by date
SUM(SUM(ACTSP.EARNEDVALUELABORUNITS)) OVER
AS CUM_EARNEDVALUELABORUNITS
-- Three tables needed for version 2
FROM P6PROJECT PRJ,
P6ACTIVITYSPREAD ACTSP,
P6ACTIVITYCODEASSIGNMENT ACTAS
PRJ.OBJECTID = ACTSP.PROJECTOBJECTID AND
ACTSP.ACTIVITYOBJECTID = ACTAS.ACTIVITYOBJECTID AND
ACTAS.ACTIVITYCODETYPENAME = 'Phase' AND
ACTAS.ACTIVITYCODEVALUE IN (:p_activity_value)
New SQL for Activity
Code Logic
Add condition so that the
results will only include
Activities with an Activity
Code of „Phase‟ and the
Activity Value selected
(which is stored in
p_activity_value)

BIP – Update Report
After making the changes to the DM
• Save DM
• Create XML data
• Import XML data into Template in WORD
• Modify Template
• Upload Template to BIP
• View Report
• Move Report to P6Report folder (reattached DM)

BIP – Update Report – WORD Template Builder
This is just a table in WORD
Using the Field
control on the BIP
tab, added
p_project_id and
p_activity_value to
table cells – then
change forecolor to
RED
No changes were needed on
the Chart

BIP – Running Report in P6
On Reports Tab in P6, find Report in
list and Right Click – select „Run
Report‟. Then the „Report Settings‟
screen is shown
Select Project
Select Phase from Dropdown List
Click the „Run‟ button

BIP – Running Report in P6
Looks good but we need to
stop the EV and Actual lines
on the Data Date

BIP – Advanced Topic for Chart
In our example, Actual Labor Units and EV Labor
Units are plotted to the end of the project. I want
them to plot only to the Data Date
Plot to End of Project Plot to Data Date

BIP – Advanced Topic for Chart
To add support so that lines are only plotted to
the Data Date, we need to:
1. Modify the DM/Data Set so that our running
totals for Actual and EV will be set to -1 when
the Date (Start Date) is greater than the Data
Date AND
2. Add an “if” condition in the XSL code behind
the Chart in the WORD Template Builder.
Behind most objects on the Template Builder, there is a section where
you can add additional code (it‟s XML-type code)

BIP – Advanced Topic for Chart – DM Changes
AS CUM_ACTUALLABORUNITS,
(CASE WHEN TRUNC(ACTSP.STARTDATE) <=
MAX(TRUNC(PRJ.DATADATE)) THEN
ELSE
-1
END ) AS CUM_ACTUALLABORUNITS,
Old SQL for Running Total
for
CUM_ACTUALLABORUNITS
New SQL for Running Total
for
The CASE is an IF statement.
When the StartDate is <= the
Data Date, continue adding to
running total ELSE set it to -1
We did the same thing for
the running total for EV

BIP – Advanced Topic for Chart – Template Changes
Steps
1. Open Template/RTF file in
WORD Template Builder
2. Double click on Chart
3. Select „Advanced‟ tab

XSL Code
Unformatted but
if you copy/paste
to an XML editor
or to a NOTEPAD
file with an XML
extension then
open it in your
browser, it looks
a little better.
See next slide

XSL Code
Formatted after:
1. copying/pasting XSL
Code to a NOTEPAD
file,
2. saving with an XML
extension, then
3. opening in a browser
IF Condition
We need to insert an <xsl:if>
statement round the Cell elements for
both
CUM_EARNEDVALUELABORUNITS
and

To modify, I just used NOTEPAD and put in
NEWLINES so that it was organized.
Then I modified it in NOTEPAD, save it to a
txt file, then copy/paste back to the
Advanced tab.

The Yellow highlight shows the sections that had to
be modified. Note the “<xsl:if” statement.
The Grey highlight shows that we did not modify the
logic for CUM_BLPLANNEDLABORUNITS

Note: EV and Actual stop plotting after 4/26
but BL Planned plots to the end of the project

Wrap Up
When you download this PowerPoint
Presentation , you will also receive all Data
Models, SQL, Reports, and the XSL code with
the “IF” condition

End of Presentation
Questions?
Presented by:
Paul G. Ciszewski, PMP
Dynamic Consulting
pciszewski@Dynamic-Consulting.net
(920) 883-9048

204460 create s curve reports

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