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Tiles

This report shows any number of simple numeric aggregated values for an entity field. You can show a single numeric field within a report as shown by the 6 example Tile reports below:

 Tiles.png

You can also show different numeric fields within a single report as shown by the single Tile report with four fields below:

 Tiles - 2.png

Design View Selection Comments
General

Topic: Project

Type: Tile

Title: <enter a meaningful title>

 

You can create a Tile report for any entity by changing the Topic, for example to portfolio, task, project log, and so on. This example is for project numeric fields.

Data

List Fields: Whichever of the following and others would be of value, for example standard, user-defined, or calculated numeric fields such as:

  • Count
  • Total Actual Cost
  • Budget Cost
  • Actual Hours
  • % Complete

To change the field title/heading value Display Name and Display Data as options, you can use the Field Options modal. For example, to change "Budget Cost" to "Budget" and display it as millions (M), within the Tile Fields area title select the edit icon for "Show Field Options" and in the resulting "Field Options" modal, edit the field "Display Name" and "Display Data As".

Screen Shot 2021-04-23 at 1.33.37 PM.png

Screen Shot 2021-04-23 at 1.33.47 PM.png

Keep in mind that a field can only be added to the Tile report once. So if you want to show Proposed Projects, Open Projects, and Closed Projects, because these would all use the Count field (with an appropriate filter applied), you will need to have a different Tile report for each. 

Display

Configure desired options within the Display tab, such as Headings, Data, Drilldown, or Aggregation.

  • Select the field name/Heading position (top or bottom)
  • For both Heading and Data, select fonts, styles, sizes, and colors
  • Optional set up drilldowns to reports or data for each field
  • (Targeted to be added in May release) If you want a field to aggregate based on Average, Minimum, or Maximum, choose an Aggregation option other than the default of Sum (for example, numeric values that are percentages likely should not be summed) 

Note that if you want to have different fonts, styles, sizes, and colors per selected field, you will need to create a Tile report per field; fields within the same Tile report will use the same Display options.

 

Variable Settings

Scope: Project

Filters: optionally include project filters, especially if you are creating multiple Tile reports for the same field such as Count

 

Selecting the Project Scope will cause this report to be available on Project Report grids and subsequently can be added to project Dashboards. You can select other Scope options if you want this report to be shown in other entity grids as well, such as Portfolio to run across a set of projects belonging to a portfolio.

As needed, you can also include Filters.

If you want to allow the user to change to a different Scope and/or Filter before running the report or when viewing the report, select the relevant checkboxes for Allow changing.