Using Microsoft® Office Project’s Built-in Functions in Formulas
Advanced Formula Techniques for MS Project Experts
First Edition (ISBN 978-605-66611-1-2) - Released in March 2017 - 190 pages
Available to purchase as ebook in pdf format
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What is in the Book ?
The book is composed of two parts; the Function Reference that explains how to use all the built-in functions listed under the Project category and the Formula Toolbox that contains a set of formulas developed by using these functions and the other built-in functions.
In the Function Reference part, we will get into the details of all these powerful functions and explore their lesser-known capabilities. This part of the book can be used as a reference manual for the functions along with the colorful Function Reference Sheet that accompanies the book.
Each section in the Formula Toolbox part explains all the steps of the formula development process in detail. Some advanced formula techniques are implemented in these sections. You can add the formulas developed in this part to your formula toolbox and start to use them right away while working on the project schedules.
Who should read ?
This book is right for you if you already have knowledge and skills to develop and maintain the custom field formulas in MS Project's any standalone desktop version/edition supporting the feature. Otherwise, it is recommended to first study the ebook Mastering Custom Field Formulas in Microsoft® Office Project.
Why buy the Book ?
As an MS Project user who already has knowledge and skills to develop and maintain custom field formulas, you can create powerful formulas by utilizing the formula techniques and the features of the built-in Project functions discussed in detail in this book. Review the table of contents and the introduction section of the book here.
Some new interactive task filters were added to the product by the version 2013. If you are currently using a version of the product earlier than 2013, you won't be able to use these handy filters in your project plans since the new features utilized do not exist in the earlier versions. The formulas working similar to these filters have been developed in the book in order to help the users of the earlier versions benefit from the similar functionality. Also, by the help of these formulas, the users of the versions 2013 and later will be able to create a dashboard of the indicators displaying the results of the same conditions tested as these built-in interactive filters. The following formulas are developed in the book: Milestones Due in the Current Month, Tasks with No Actuals, Due This Week and Starting Soon.
The custom field formulas are mostly used to process projects' date and time information. Various date range formulas developed in the book will quickly show you the tasks whose dates fall into any particular date range specified.
The section Display Local Settings shows how to create a table and a graphical report (the report is for the versions 2013 and later) to list and print the settings for Project Calendar, Week starts on, Fiscal year starts in, Default start/end time, Hours per day/week, Days per month of any active project plan file.
The formulas developed to calculate the fiscal information in the section Calculating Fiscal Information will enable you to see the same fiscal information on the tables as the timescale which shows fiscal weeks, quarters and years. The purpose of these formulas is not to implement different models for the fiscal year, but instead, to have a consistent look between the fiscal information shown on the timescale and the corresponding information displayed on the task date fields of a task table. You can filter, group or sort any project's task data based on the fiscal weeks, quarters and years calculated by the formulas. Visit the sample pages here which explain how MS Project’s fiscal year feature works in detail.
By reading this book, you will also gain a better understanding of how MS Project's interactive filters and the fiscal year settings work. Also you will have a huge set of formulas to use in your work.
More Content | Articles
Follow the link to see a comprehensive set of articles which covers almost all possible formula scenarios in order to demonstrate how to use this feature to the fullest. Also see the articles Display Summary Durations in Elapsed Units and MS Project: How to Round Durations Up to the Nearest Whole Day explaining how to use the function ProjDurConv with practical examples. And this article shows how to develop a formula to calculate the number of working days remaining in the current fiscal year from the tasks’ finish dates, as well as how MS Project's fiscal year feature works: MS Project: How to Find the Days Left in the Fiscal Year from Task Finish Dates. Learn how to create a fiscal year to date formula (or filter) independent of the Fiscal year starts in setting here at: MS Project: How to Create a Fiscal Year to Date Filter.
How to Buy the Book
The book is available to purchase only as an electronic book, that is, an ebook. The stacked book picture at the top of the page is only provided for demonstration purposes. There is no printed version of this book. The mpp files for the book are not available to purchase. The details on the ebook format are as follows:
Click the button below if you want to purchase the ebook (Price: US$34.99). You will receive an email with the download link as soon as you complete the purchase.
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