I need to do some fiscal year reporting and have a reporting dilemma that I am trying to resolve. I need to provide a Project Report listing out all of the tactics that we completed for the fiscal year (Tactics = Emails, Blogs, Videos, Infographics, etc.) with the total number of actual project hours spent on each tactic, sortable by product line and market.
Anyway, I can configure 90% of the Project Report OK, but here is where I am having some trouble. We have Templates for each of our Project types (as mentioned, Emails, Blogs, Videos, Infographics, and so on). I am filtering the Project Report for these 'Templates' to get my tactics listing; however, for some of our tactics, we have multiple Templates, and I am trying to get the report to give me combined results for each tactic 'category'.
For example, for "Video", we have the following Templates:
Video Template
Video Update Template
Video Template - Localized Long Version
Video Template - Localized Short Version
All of our Video Projects use one of these 4 Templates.
What I want the report to be able to do is combine these 4 into 1, called "Video" and have the report indicate the total number of project hours for tactic category of "Video".
Keeping the math simple, say I have the following:
Projects using the Video Template = Combined 10 Actual Project Hours
Projects using the Video Update Template = Combined 10 Actual Project Hours
Projects using the Video Template - Localized Long Version = Combined 10 Actual Project Hours
Projects using the Video Template - Localized Short Version = Combined 10 Actual Project Hours
Here is what I am hoping the report will be able to indicate/show:
Videos = 40 Actual Project Hours
(Not all of our Templates are like this. For example, we only have 1 Infographic Template, so I don't need to do any combining for that. But, like Video, I have a number of Templates for some of our other tactics.)
I am hoping the above makes sense! Any help from the Reporting gurus would be most appreciated.
Thanks,
Terry Terry Hynd EBSCO Information Services