How to combine several reports into one ?

[J-Paul Millet]

Today, we need 4 separated reports in order to retrieve all the project information which is needed for some governance meetings:

• One based on pm_project table to get the project state, status and some attributes
• One based on the project_status table to get the last updated one for the project (1 record/ project)
• One based on the issue table to get the critical and last updated one for the project (1 record / project)
• One based on the decision table to get the critical and last updated one for the project (1 record / project)

Is there a way to combine the four SNOW PPM reports into one in order to get a report with 1 record per project with all the related information ?

I know that the standard reports are based on one table. But is there a workaround using database views for example?

Thanks

[Maharshi Chatte]

Hi,

Single Report cannot be created from different tables. However you can create dashboards and add various reports from various tables to see it in a single dashboard view.

Please mark the answer as correct/helpful if it works.

Regards,

Maharshi 

[J-Paul Millet]

Thanks Maharshi, The objective is to get the information into an Excel file (1 line by project). So, not sure the Dashboard is the solution. Correct ? Regards Jean-Paul

[gyedwab]

Using Explore Analytics, you can use a formula called Lookup() in a list view to pull a column from another table. So for example, you can create a report on the project table (pm_project) and then use Lookup() to pull a column from the other three tables, which would show up in one report.

A video on the feature is available here: https://www.youtube.com/watch?v=4QJJ0GqlnLU&ab_channel=ExploreAnalytics

[J-Paul Millet]

Thanks a lot. Very interesting and useful. What is the link between the "Reports view /run" module in PPM and this Explore Analytics ? I was looking at a combine report created via the "Reports view / run" feature. Thanks and sorry if my question is silly