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HPM.T12
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<CMD><*1203
┌────────────────────────────────────────────────┐
│ TUTORIAL: Reports, Templates, & Import/Export │
└────────────────────────────────────────────────┘
In this lesson you:
■ view the types of reports available
■ see the many format choices for reports
■ learn to create and save templates
■ learn about batch reports
■ learn how to import and export files
──────────────────────────────────────────────────
Press Space bar><CMD>
<XFLD><Ctrl5><XFLD><ENDDEF><CMD><*1204
Before printing or plotting a report, you
need to have a project in memory. Also,
you must have set up HPM to work with
your printer(s) and plotter(s).
You won't actually print or plot a report.
Nor will you import or export a file, but
you will learn how these features work. There
are many types of reports you can produce.
And you'll see how templates and batch
reports help speed up production.
──────────────────────────────────────────────────
Press Space bar><CMD>
<XFLD><Ctrl5><XFLD><ENDDEF><CMD><*1204
~Before you begin~2
HPM needs to do a bit of clean-up work.
So just sit back for a moment, and wait
until the Main Menu appears....
───────────────────────────────────────────────────
Press Space bar><CMD>
<XFLD><Ctrl5><XFLD><7><F4><3><CtrlE>Test1<F10><F10>
<ESC><ESC><ESC><CMD><*1217
To produce a report, select ~Reports~2.
───────────────────────────────────────────────────
Type ~7~2><CMD>
<XFLD>7<XFLD><HOME><CMD><*4016
HPM displays the Reports list of
its text and graphics reports.
────────────────────────────────
Press Space bar><CMD>
<XFLD><Ctrl5><XFLD><ENDDEF><CMD><*4014
You select one by using Arrow
keys to move the cursor up and
down or left and right between
the two columns.
────────────────────────────────
Press Space bar><CMD>
<XFLD><Ctrl5><XFLD><ENDDEF><CMD><*4014
Then you pull down the Print
Options menu. Try it for Tasks
and Milestone Forms.
────────────────────────────────
Press F2><CMD>
<XFLD><F2><XFLD><ENDDEF><CMD><*4014
You select ~Run report~2.
───────────────────────────
Press Enter><CMD>
<XFLD><ENTER><XFLD><CMD><*4607
Using this fill-in, you can
■ Type a header and footer
for your report
■ Print the report
immediately or save the
report file on disk
■ Use any special control
codes your printer
requires
■ Pause between pages
(non-fanfold paper)
───────────────────────────
Press Space bar><CMD>
<XFLD><Ctrl5><XFLD><ENDDEF><CMD><*2614
If you print a report to a ~Disk file~2, you
can prepare files for other programs or print
your report later.
─────────────────────────────────────────────
Press Space bar><CMD>
<XFLD><Ctrl5><XFLD><ENDDEF><CMD><*3814
You can create files for programs
like Lotus 1-2-3, dBASE II or III,
and Professional File.
──────────────────────────────────
Press Esc><CMD>
<XFLD><ESC><XFLD><ENDDEF><CMD><*3813
From here, take a look at the
~Sort/Select~2 options available
for the current choice, Task &
Milestone Forms.
──────────────────────────────────
Press F2 and type ~4~2><CMD>
<XFLD><F2>4<XFLD><ENDDEF><CMD><*3008
This is the Sort/Select fill-in. You
used it before in earlier lessons.
With it, you specify the information
to include in the report. You can:
■ choose the columns for the report,
■ sort the data in each column, and
■ limit the data to a range of dates
or other values.
───────────────────────────────────────
Press Space bar><CMD>
<XFLD><Ctrl5><XFLD><ENDDEF><CMD><*3814
To see items that can be included
in the report, use the PgDn key.
──────────────────────────────────
Press PgDn><CMD>
<XFLD><PGDN><XFLD><CMD><*3814
When you have seen enough,
return to the Reports screen.
────────────────────────────────
Press Esc><CMD>
<XFLD><ESC><XFLD><CMD><*3814
Now see what happens when you want
to run a graphic report. Move the
cursor to ~Fast Track Chart~2.
───────────────────────────────────
Press Right Arrow><CMD>
<XFLD><RGT><XFLD><ENDDEF><CMD><*3815
You start by pulling down the
Print Options menu again.
───────────────────────────────────
Press F2><CMD>
<XFLD><F2><XFLD><ENDDEF><CMD><*3816
Now select ~Run report~2.
───────────────────────────────────
Press Enter><CMD>
<XFLD><ENTER><XFLD><ENDDEF><CMD><*4810
Besides similar options
to text reports, you can
■ print vertically
or horizontally
(sideways)
■ print continuously
or repeat headers
and footers on
each page (page
breaks)
──────────────────────────
Press Space bar><CMD>
<XFLD><Ctrl5><XFLD><ENDDEF><CMD><*5011
■ Print in high quality
or low (faster)
■ Print in color
■ Set up pen and
transparency
options (plotters)
─────────────────────────
Press Space bar><CMD>
<XFLD><Ctrl5><XFLD><ENDDEF><CMD><*5011
■ Pause after each page
or allow continuous
formfeeds
■ Print a grid behind
timescale reports
─────────────────────────
Press Space bar><CMD>
<XFLD><Ctrl5><XFLD><ENDDEF><CMD><*5011
■ Show a legend
to explain
report symbols
■ Scale your
graphics
proportionally
───────────────────────
Press Space bar><CMD>
<XFLD><Ctrl5><XFLD><ENDDEF><CMD><*0904
Normally, you'd select by pressing the Arrow keys to
move the cursor to your choice. Then you'd press F10.
─────────────────────────────────────────────────────
Press Space bar><CMD>
<XFLD><Ctrl5><XFLD><ENDDEF><CMD><*0904
Since you're not actually printing anything in this
Tutorial, return to the Reports screen.
─────────────────────────────────────────────────────
Press Esc><CMD>
<XFLD><ESC><XFLD><CMD><*0808
Now you can examine the Templates
feature of HPM 3.0.
First pull down the Templates menu.
───────────────────────────────────
Press F4><CMD>
<XFLD><F4><XFLD><ENDDEF><CMD><*0808
You can create, edit, or remove
a template. You decide to create
one from scratch.
───────────────────────────────────
Press Enter><CMD>
<XFLD><ENTER><XFLD><ENDDEF><CMD><*0808
A fill-in asks
the report type.
You pick the
Gantt chart.
────────────────
Press Down Arrow><CMD>
<XFLD><DN><XFLD><ENDDEF><CMD><*0808
Confirm it.
────────────────
Press F10><CMD>
<XFLD><F10><XFLD><CMD><*0407
Normally you
would fill this
form out. But
for this lesson,
just confirm it.
────────────────
Press F10><CMD>
<XFLD><F10><XFLD><CMD><*0407
The ~Save as~2
~template~2 fill-
in appears.
You give it a
name but skip
a description.
──────────────
Type ~Test1~2><CMD>
<XFLD>Test1<XFLD><ENDDEF><CMD><*0407
Now confirm it.
───────────────
Press F10><CMD>
<XFLD><F10><XFLD><ENDDEF><CMD><*1414
Test1 is shown in the Template list window.
Usually you get here by pulling down the Lists
menu. Try it now by first returning to Reports.
───────────────────────────────────────────────
Press Esc><CMD>
<XFLD><ESC><XFLD><CMD><*1414
Pull down the Lists menu.
───────────────────────────────────
Press F3><CMD>
<XFLD><F3><XFLD><ENDDEF><CMD><*1414
Select ~Template list~2.
─────────────────────────
Type ~2~2><CMD>
<XFLD>2<XFLD><CMD><*1412
You see the Template list. You can
choose the Reports list or this one
from the Lists menu -- or switch
back and forth. But it's faster
to simply use a speed key.
───────────────────────────────────
Press Ctrl-V><CMD>
<XFLD><CtrlV><XFLD><CMD><*1414
You're at the Reports list. Now
repeat it.
───────────────────────────────────
Press Ctrl-V><CMD>
<XFLD><CtrlV><XFLD><CMD><*1414
You're back in the Templates list.
Now look at batch reports. Pull
down the Files menu.
───────────────────────────────────
Press F2><CMD>
<XFLD><F2><XFLD><ENDDEF><CMD><*1414
Select ~Batch reports~2.
───────────────────────────────────
Type ~2~2><CMD>
<XFLD>2<XFLD><CMD><*3608
The ~Order templates for batch~2
~report~2 fill-in appears. You'd
normally enter a number at each
template--to set the order of a
series of reports you'd want to
print. Confirming would set the
printer in motion--printing one
after the other. For now, just
return to the Template list.
───────────────────────────────────
Press Esc><CMD>
<XFLD><ESC><XFLD><CMD><*1414
Now return to the Reports window.
───────────────────────────────────
Press Esc again><CMD>
<XFLD><ESC><XFLD><CMD><*1414
Return to the Main Menu.
───────────────────────────────────
Press Esc once more><CMD>
<XFLD><ESC><XFLD><CMD><*2018
Now select ~Import/Export~2.
───────────────────────────────────
Type ~8~2><CMD>
<XFLD>8<XFLD><CMD><*3706
You see the Import/export list.
Files on the list are located in
your current subdirectory.
You would normally use the Arrow
keys to move through the list.
───────────────────────────────────
Press Space bar><CMD>
<XFLD><Ctrl5><XFLD><ENDDEF><CMD><*3708
You import and export task and
allocation information from here.
You can write HPM information to
files that Lotus 1-2-3 or dBASE
II/III can read. In turn, HPM can
import their data for your use.
───────────────────────────────────
Press Space bar><CMD>
<XFLD><Ctrl5><XFLD><ENDDEF><CMD><*3712
Pull down the Import/export menu.
───────────────────────────────────
Press F2><CMD>
<XFLD><F2><XFLD><ENDDEF><CMD><*3712
Select ~Import tasks~2.
───────────────────────────────────
Press Enter><CMD>
<XFLD><ENTER><XFLD><ENDDEF><CMD><*0602
HPM displays a fill-in. You would normally type in the
name of the file to import. Then you'd type the HPM
project filename to receive the information.
───────────────────────────────────────────────────────
Press Space bar><CMD>
<XFLD><Ctrl5><XFLD><ENDDEF><CMD><*0602
After you confirmed the names, HPM would ask you other
questions with other fill-ins--to make sure it could
read the data in the file you are importing.
───────────────────────────────────────────────────────
Press Space bar><CMD>
<XFLD><Ctrl5><XFLD><ENDDEF><CMD><*0602
A fill-in like this one appears when you choose the
~Import allocations~2--the other import choice. For
now, just return to the Import/export list.
───────────────────────────────────────────────────────
Press Esc><CMD>
<XFLD><ESC><XFLD><ENDDEF><CMD><*3710
Now see how HPM 3.0 exports project
information to other programs.
Pull down the Import/export menu.
───────────────────────────────────
Press F2><CMD>
<XFLD><F2><XFLD><ENDDEF><CMD><*3614
This time select ~Export tasks~2.
───────────────────────────────────
Type ~3~2><CMD>
<XFLD>3<XFLD><ENDDEF><CMD><*0602
This fill-in asks for your HPM 3.0 project filename
first. You Tab between fields and use the Arrow keys
to move up and down the list of files. Or, you can type
the filenames. Then you confirm your entries.
───────────────────────────────────────────────────────
Press Space bar><CMD>
<XFLD><Ctrl5><XFLD><ENDDEF><CMD><*0602
Normally HPM would next display the ~Export File Format~2,
a display of five formats to choose from.
───────────────────────────────────────────────────────
Press Space bar><CMD>
<XFLD><Ctrl5><XFLD><ENDDEF><CMD><*0402
The selections are:
Lotus 1-2-3 Ver 1a
Lotus 1-2-3 Ver 2
dBASE II
dBASE III
Delimited ASCII
───────────────────
Press Space bar><CMD>
<XFLD><Ctrl5><XFLD><ENDDEF><CMD><*0402
A fill-in like this one appears when you choose the
~Export allocations~2--the other export choice. For
now, just return to the Import/export list.
───────────────────────────────────────────────────────
Press Esc><CMD>
<XFLD><ESC><XFLD><ENDDEF><CMD><*1416
Now select ~Directories~2.
───────────────────────────────────
Press F3><CMD>
<XFLD><F3><XFLD><ENDDEF><CMD><*3608
The choices are similar to those
in the Project and Calendar lists.
The main option is for switching to
another subdirectory.
Return to the Import/export list.
───────────────────────────────────
Press Esc><CMD>
<XFLD><ESC><XFLD><ENDDEF><CMD><*3614
That's all for this lesson.
───────────────────────────────────
Press Esc><CMD>
<XFLD><ESC><XFLD><CMD><*2018
Now for a brief review...
───────────────────────────────────
Press Space bar><CMD>
<XFLD><Ctrl5><XFLD><ENDDEF><CMD><*1202
~In summary ...~2
■ Select from a list of text or graphic
reports
■ Format text reports by sorting and
selecting the items to print.
■ Choose the way you want text and
graphic reports to appear
■ Create and save your report forms
as templates--and print in batches
■ Export and import data between HPM
and Lotus 1-2-3, dBASE II/III, or
read and write delimited ASCII files
──────────────────────────────────────────────────
Press Space bar><CMD>
<XFLD><Ctrl5><XFLD><ENDDEF>