Merlin – Do a bit of Magic in Reports – Part XVI
Vicky Stamatopoulou on 22. February 2013
Those of you who have checked our new post series about “Merlin report templates” know by now…
- How to modify existing reports
- How to edit description or report template names
- How to create your own report templates
- How to localize a Merlin report template
- Further tips for localizing an xslt report template
- How to add an option in an xslt report template
- How to add an option in a python / wbl report template
- How to add a property into an existing xslt report
- How to add a property into an existing python /wbl report template
Now let’s do some magic with the reports.
- Map a status or flag information to a graphic file
- Define the size of the project image over the options
- List overdue tasks along with the next activities, in “Next Due Activities” report
- Report planned, actual and planned vs actual work per phase in a chart
- Report expected work costs per role for your resources
- Report expected work costs per resources’ group
- Report the project’s name in the Next Due Activities report
- Modify the “Milestone Trend Report” to show the WBS in the table and in the chart
- Report expected or actual resources’ work per phase
- Report resources work cost per phase
- Report cash flow for expected cost or approved budget
- Report billable costs entered on elements
- Report element costs by type
- Report issues
- Report Events
- Output Project’s WBS
Output Project’s WBS
We have posted here in the past ways to display the WBS of a Merlin project.
If you prefer using a report template instead of AppleScripts, feel free to use following custom report template we present hereafter. It lists per default up to 3 levels of the WBS, ignores assignments and milestones, shows the project objective if existing and resources. Optional you may enable the view of milestones and limit the shown levels.
You may check contained ‘ProjectWBS.py’, “ProjectWBS.wbl” or “Info.plist” to see how we ask for items on the various levels, or how we iterate in their properties for the output.
Feel free to modify this custom report further as you require for your needs.
Credits for the CSS and other resources used: SlickMap CSS was created by Matt Everson of Astuteo and is licensed for free.
An output sample:
And the report options: (more…)
Tags: Customize, Merlin report template, Report, Template, WBS
Merlin – Do a bit of Magic in Reports – Part XV
Vicky Stamatopoulou on 12. February 2013
Those of you who have checked our new post series about “Merlin report templates” know by now…
- How to modify existing reports
- How to edit description or report template names
- How to create your own report templates
- How to localize a Merlin report template
- Further tips for localizing an xslt report template
- How to add an option in an xslt report template
- How to add an option in a python / wbl report template
- How to add a property into an existing xslt report
- How to add a property into an existing python /wbl report template
Now let’s do some magic with the reports.
- Map a status or flag information to a graphic file
- Define the size of the project image over the options
- List overdue tasks along with the next activities, in “Next Due Activities” report
- Report planned, actual and planned vs actual work per phase in a chart
- Report expected work costs per role for your resources
- Report expected work costs per resources’ group
- Report the project’s name in the Next Due Activities report
- Modify the “Milestone Trend Report” to show the WBS in the table and in the chart
- Report expected or actual resources’ work per phase
- Report resources work cost per phase
- Report cash flow for expected cost or approved budget
- Report billable costs entered on elements
- Report element costs by type
- Report issues
- Report Events
Report Events
To report events recorded in your Merlin project, you may customize the Elements area, click an Event row and call File > Print > PDF…
Should you like a report template, here is one outputting non private Events defined in your Merlin project.
Feel free to check the contained python file ‘MEREventsReport.py’, “MEREventsReport.wbl” or “Info.plist” to see how we ask for elements of kind ‘Event’, or how we iterate in their properties for the output. Feel free to modify this custom report further as you require for your needs.
An output sample: (more…)
Tags: Customize, Events, Merlin report template, Report, Template
MERLIN – DO A BIT OF MAGIC IN REPORTS – PART XIV
Vicky Stamatopoulou on 1. February 2013
Those of you who have checked our new post series about “Merlin report templates” know by now…
- How to modify existing reports
- How to edit description or report template names
- How to create your own report templates
- How to localize a Merlin report template
- Further tips for localizing an xslt report template
- How to add an option in an xslt report template
- How to add an option in a python / wbl report template
- How to add a property into an existing xslt report
- How to add a property into an existing python /wbl report template
Now let’s do some magic with the reports.
- Map a status or flag information to a graphic file
- Define the size of the project image over the options
- List overdue tasks along with the next activities, in “Next Due Activities” report
- Report planned, actual and planned vs actual work per phase in a chart
- Report expected work costs per role for your resources
- Report expected work costs per resources’ group
- Report the project’s name in the Next Due Activities report
- Modify the “Milestone Trend Report” to show the WBS in the table and in the chart
- Report expected or actual resources’ work per phase
- Report resources work cost per phase
- Report cash flow for expected cost or approved budget
- Report billable costs entered on elements
- Report element costs by type
- Report issues
Report issues
To report issues recorded in your Merlin project, you may use the Classic Report (File > New Report > Classic Report), disable other outputted areas and enable just the Issues part. It will output only issues needed to be fixed.
This is another template outputting just issues. You may choose to output all remaining issues, those already fixed, those in progress, or unassigned and of course rejected ones, and to restrict if required the output to issues for which a specific resource is responsible.
Feel free to check the contained python file ‘MERIssuesReport.py’, “MERIssuesReport.wbl” or “Info.plist” to see how we group the output to the above named categories or how the options are defined. Feel free to modify this custom report further as you require for your needs.
An output sample: (more…)
Tags: Elements, Issues, Report, Templates
MERLIN – DO A BIT OF MAGIC IN REPORTS – PART XIII
Vicky Stamatopoulou on 21. January 2013
Those of you who have checked our new post series about “Merlin report templates” know by now…
- How to modify existing reports
- How to edit description or report template names
- How to create your own report templates
- How to localize a Merlin report template
- Further tips for localizing an xslt report template
- How to add an option in an xslt report template
- How to add an option in a python / wbl report template
- How to add a property into an existing xslt report
- How to add a property into an existing python /wbl report template
Now let’s do some magic with the reports.
- Map a status or flag information to a graphic file
- Define the size of the project image over the options
- List overdue tasks along with the next activities, in “Next Due Activities” report
- Report planned, actual and planned vs actual work per phase in a chart
- Report expected work costs per role for your resources
- Report expected work costs per resources’ group
- Report the project’s name in the Next Due Activities report
- Modify the “Milestone Trend Report” to show the WBS in the table and in the chart
- Report expected or actual resources’ work per phase
- Report resources work cost per phase
- Report cash flow for expected cost or approved budget
- Report billable costs entered on elements
- Report element costs by type
Report element costs by type
Should you choose to record costs on elements of Merlin projects and define the cost type, you may want to have a report outputting costs by type.
So you need to get first all elements of a project. Following python method does so, excludes private elements…
Tags: Costs, Customize, Elements, Merlin report template, Report
MERLIN – DO A BIT OF MAGIC IN REPORTS – PART XI
Vicky Stamatopoulou on 12. June 2012
Those of you who have checked our new post series about “Merlin report templates” know by now…
- How to modify existing reports
- How to edit description or report template names
- How to create your own report templates
- How to localize a Merlin report template
- Further tips for localizing an xslt report template
- How to add an option in an xslt report template
- How to add an option in a python / wbl report template
- How to add a property into an existing xslt report
- How to add a property into an existing python /wbl report template
Now let’s do some magic with the reports.
- Map a status or flag information to a graphic file
- Define the size of the project image over the options
- List overdue tasks along with the next activities, in “Next Due Activities” report
- Report planned, actual and planned vs actual work per phase in a chart
- Report expected work costs per role for your resources
- Report expected work costs per resources’ group
- Report the project’s name in the Next Due Activities report
- Modify the “Milestone Trend Report” to show the WBS in the table and in the chart
- Report expected or actual resources’ work per phase
- Report resources work cost per phase
- Report cash flow for expected cost or approved budget
Report cash flow for expected cost or approved budget
We have used snippets from the ‘cost distribution’ report template as basis.
In a Python method we collect all tasks with group and sub-tasks.
In the WBL we iterate in this array and output the desired values
Getting the task number is easy, you need to ask its flatOrder. ‘title’ and ‘expectedCost’ bring the total costs of each item. The method spaceByLevel places a space before the item’s title for indentation purposes. It calculates as 15px per level. (more…)
Tags: Cash flow, Customize, Merlin report template, Report, Templates
Merlin – Do a bit of Magic in Reports – Part X
Vicky Stamatopoulou on 6. June 2012
Those of you who have checked our new post series about “Merlin report templates” know by now…
- How to modify existing reports
- How to edit description or report template names
- How to create your own report templates
- How to localize a Merlin report template
- Further tips for localizing an xslt report template
- How to add an option in an xslt report template
- How to add an option in a python / wbl report template
- How to add a property into an existing xslt report
- How to add a property into an existing python /wbl report template
Now let’s do some magic with the reports.
- What if you want to map a status or flag information to a graphic file?
- What if you want to be able to define the size of the project image over the options?
- What if you want to list overdue tasks along with the next activities, in “Next Due Activities” report?
- What if you want to report planned, actual and planned vs actual work per phase in a chart?
- What if you want to report expected work costs per role for your resources?
- What if you want to report expected work costs per resources’ group?
- What if you want to report the project’s name in the Next Due Activities report?
- What if you want to modify the “Milestone Trend Report” to show the WBS in the table and in the chart?
- What if you want to report expected or actual resources’ work per phase?
- What if you want to report resources work cost per phase?
What if you want to report resources work cost per phase?
We have used snippets from previous report templates posted in this series and related thread of Merlin’s user forum in Google.
In the WBL we mainly output all resources in the header of the table. This is possible over the following method in the Python script
And related WBL code iterating their titles
(more…)
Tags: Costs, Report, Templates
Merlin – Do a bit of magic in reports – Part VII
Vicky Stamatopoulou on 10. November 2011
Those of you who have checked our new post series about “Merlin report templates” know by now…
- How to modify existing reports
- How to edit description or report template names
- How to create your own report templates
- How to localize a Merlin report template
- Further tips for localizing an xslt report template
- How to add an option in an xslt report template
- How to add an option in a python / wbl report template
- How to add a property into an existing xslt report
- How to add a property into an existing python /wbl report template
Now let’s do some magic with the reports.
- What if you want to map a status or flag information to a graphic file?
- What if you want to be able to define the size of the project image over the options?
- What if you want to list overdue tasks along with the next activities, in “Next Due Activities” report?
- What if you want to report planned, actual and planned vs actual work per phase in a chart?
- What if you want to report expected work costs per role for your resources?
- What if you want to report expected work costs per resources’ group?
- What if you want to report the project’s name in the Next Due Activities report?
What if you want to report the project’s name in the Next Due Activities report?
Merlin delivers a template for “Next Due Activities” report which is based in XSLT. When editing this report template in order to get the value of the “project” for a task, you will see that it is not very easy to browse up the related xml node and locate the name of the parent project. To work around this issue, we simply modified the “classic report” python report to output the desired information. You may download it from here. An output sample: (more…)
Tags: Customize, Merlin report template, Report, Templates
Merlin – Do a bit of magic in reports – Part V
Vicky Stamatopoulou on 16. September 2011
Those of you who have checked our new post series about “Merlin report templates” know by now…
- How to modify existing reports
- How to edit description or report template names
- How to create your own report templates
- How to localize a Merlin report template
- Further tips for localizing an xslt report template
- How to add an option in an xslt report template
- How to add an option in a python / wbl report template
- How to add a property into an existing xslt report
- How to add a property into an existing python /wbl report template
Now let’s do some magic with the reports.
- What if you want to map a status or flag information to a graphic file?
- What if you want to be able to define the size of the project image over the options?
- What if you want to list overdue tasks along with the next activities, in “Next Due Activities” report?
- What if you want to report planned, actual and planned vs actual work per phase in a chart?
- What if you want to report expected work costs per role for your resources?
What if you want to report expected work costs per role for your resources?
You may download and use a report template we just created. Here an output sample:
(more…)
Tags: Customize, Merlin report template, Report, Templates
Merlin – Do a bit of magic in reports – part II
Vicky Stamatopoulou on 9. August 2011
Those of you who have checked our new post series about “Merlin report templates” know by now…
- How to modify existing reports
- How to edit description or report template names
- How to create your own report templates
- How to localize a Merlin report template
- Further tips for localizing an xslt report template
- How to add an option in an xslt report template
- How to add an option in a python / wbl report template
- How to add a property into an existing xslt report
- How to add a property into an existing python /wbl report template
Now let’s do some magic with the reports.
- What if you want to map a status or flag information to a graphic file?
- What if you want to be able to define the size of the project image over the options?
What if you want to be able to define the size of the project image over the options?
In the standard Merlin report templates, you have the option of enabling the “project image”. Should you choose to output the project image, Merlin checks in the “Misc” tab of the project settings whether you have defined such a file and renders it then into the report page in original size.
In case you have a much too large project image which you definitely need on your report, you would have to scale down the original picture and re-drop it in the project settings dialogue.
To avoid re-scaling, or to be able to do reports for different clients and projects but in a standard way, you may insert an option in the report template and re-size your project images accordingly.
Your workflow
- You define a new dict in the info.plist as…
<dict> <key>key</key> <string>projectImageScale</string> <key>title</key> <string>Project Image Scale</string> <key>valueClass</key> <key>possibleValues</key> (more...)
Tags: Customize, Merlin report template, Report, Templates
Merlin – Do a bit of magic in reports
Vicky Stamatopoulou on 8. August 2011
Those of you who have checked our new post series about “Merlin report templates” know by now…
- How to modify existing reports
- How to edit description or report template names
- How to create your own report templates
- How to localize a Merlin report template
- Further tips for localizing an xslt report template
- How to add an option in an xslt report template
- How to add an option in a python / wbl report template
- How to add a property into an existing xslt report
- How to add a property into an existing python /wbl report template
Now let’s do some magic with the reports.
- What if you want to map a status or flag information to a graphic file?
- What if you want to be able to define the size of the project image over the options?
What if you want to map a status or flag information to a graphic file?
If your report is an xslt report, just proceed as shown in the “Next due Activities” report for the ‘Status’ and ‘MS’ column.
That means, just do a test for the value you want to check and add an image html tag accordingly:
<xsl:if test="flagStatus = 'red'"> <img src="rsc/red.png" /> </xsl:if>
Tags: Customize, Merlin report template, Report, Templates
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