{"id":3307,"date":"2024-06-21T13:34:32","date_gmt":"2024-06-21T11:34:32","guid":{"rendered":"https:\/\/cleverdesk.nl\/support\/?page_id=3307"},"modified":"2024-07-05T15:24:04","modified_gmt":"2024-07-05T13:24:04","slug":"hoe-maak-ik-een-dataset-voor-de-projecturen-en-omzet","status":"publish","type":"page","link":"https:\/\/cleverdesk.nl\/support\/datasets\/hoe-maak-ik-een-dataset-voor-de-projecturen-en-omzet\/","title":{"rendered":"Hoe maak ik een rapport voor de projecturen en omzet?"},"content":{"rendered":"\n<p class=\"wp-block-paragraph\">Wil je meer weten over het gebruik van datasets? Lees dan eerst het <a href=\"https:\/\/cleverdesk.nl\/support\/?page_id=3253&amp;preview=true\">algemene artikel<\/a> over deze module binnen Cleverdesk.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Om een dataset te maken voor de projecturen en omzet doorloop je eerst de algemene gegevens van de dataset. Gebruik hiervoor de volgende gegevens:<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"442\" height=\"319\" src=\"https:\/\/cleverdesk.nl\/support\/wp-content\/uploads\/2024\/06\/image-20.png\" alt=\"\" class=\"wp-image-3308\" srcset=\"https:\/\/cleverdesk.nl\/support\/wp-content\/uploads\/2024\/06\/image-20.png 442w, https:\/\/cleverdesk.nl\/support\/wp-content\/uploads\/2024\/06\/image-20-300x217.png 300w\" sizes=\"auto, (max-width: 442px) 100vw, 442px\" \/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\"><\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Objecten<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">Je gaat eerst aan de slag met het selecteren van de juiste objecten. Voor een zo compleet mogelijk rapport adviseren wij de volgende objecten te selecteren:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Project<\/li>\n\n\n\n<li>Project.Projectstatus<\/li>\n\n\n\n<li>Project.Projectleiders<\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"843\" height=\"245\" src=\"https:\/\/cleverdesk.nl\/support\/wp-content\/uploads\/2024\/06\/image-21.png\" alt=\"\" class=\"wp-image-3309\" srcset=\"https:\/\/cleverdesk.nl\/support\/wp-content\/uploads\/2024\/06\/image-21.png 843w, https:\/\/cleverdesk.nl\/support\/wp-content\/uploads\/2024\/06\/image-21-300x87.png 300w, https:\/\/cleverdesk.nl\/support\/wp-content\/uploads\/2024\/06\/image-21-768x223.png 768w\" sizes=\"auto, (max-width: 843px) 100vw, 843px\" \/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\"><\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Velden<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">Vanuit deze objecten kan je nu de gewenste velden gaan selecteren. In dit overzicht willen we in ieder geval de volgend informatie zien: <\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Projectnaam<\/li>\n\n\n\n<li>Projectleider<\/li>\n\n\n\n<li><strong>Begroot aantal uur (custom veld)<\/strong>: (SELECT SUM(fb.TotaalUren) FROM FunctieBegroting fb WHERE fb.Activiteit.Project = project)<\/li>\n\n\n\n<li><strong>Geplanda antal uur (custom veld)<\/strong>: (SELECT SUM(ai.AantalUurPerDag) FROM AgendaItem ai WHERE ai.ProjectActiviteit.Project = project)<\/li>\n\n\n\n<li><strong>Gerealiseerd aantal uur (custom veld)<\/strong>: (SELECT SUM(pud.AantalUur) FROM ProjectUrenDeclaratie pud WHERE pud.Activiteit.Project = project)<\/li>\n\n\n\n<li><strong>Te factureren (custom veld)<\/strong>: (SELECT SUM((kr.AantalVerkoopEenheden &#8211; kr.AantalGefactureerd) * kr.EenheidVerkoopPrijs) FROM KostenRegel kr WHERE kr.AantalVerkoopEenheden != 0 AND kr.Project = project)<\/li>\n\n\n\n<li><strong>Omzet (custom veld)<\/strong>: (SELECT SUM(f.TotaalBedragEuroExBtw) FROM Factuur f WHERE f.Project = project)<\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"292\" src=\"https:\/\/cleverdesk.nl\/support\/wp-content\/uploads\/2024\/06\/image-23-1024x292.png\" alt=\"\" class=\"wp-image-3312\" srcset=\"https:\/\/cleverdesk.nl\/support\/wp-content\/uploads\/2024\/06\/image-23-1024x292.png 1024w, https:\/\/cleverdesk.nl\/support\/wp-content\/uploads\/2024\/06\/image-23-300x86.png 300w, https:\/\/cleverdesk.nl\/support\/wp-content\/uploads\/2024\/06\/image-23-768x219.png 768w, https:\/\/cleverdesk.nl\/support\/wp-content\/uploads\/2024\/06\/image-23.png 1234w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\"><\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Filters<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">Met behulp van de filters gaan we nu de projecten wegfilteren die geen projectleider hebben en daarnaast filteren we op de projecten met alleen een actieve status.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Filter 1<\/strong>: projectProjectStatus.Naam &#8211; not equal &#8211; statisch &#8211; Gesloten  <\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Filter 2<\/strong>: projectProjectleiders.VolledigeNaam &#8211; not equal &#8211; statisch &#8211; NULL<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"147\" src=\"https:\/\/cleverdesk.nl\/support\/wp-content\/uploads\/2024\/06\/image-24-1024x147.png\" alt=\"\" class=\"wp-image-3313\" srcset=\"https:\/\/cleverdesk.nl\/support\/wp-content\/uploads\/2024\/06\/image-24-1024x147.png 1024w, https:\/\/cleverdesk.nl\/support\/wp-content\/uploads\/2024\/06\/image-24-300x43.png 300w, https:\/\/cleverdesk.nl\/support\/wp-content\/uploads\/2024\/06\/image-24-768x110.png 768w, https:\/\/cleverdesk.nl\/support\/wp-content\/uploads\/2024\/06\/image-24.png 1308w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\"><\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Voorbeeld<\/h2>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"292\" src=\"https:\/\/cleverdesk.nl\/support\/wp-content\/uploads\/2024\/06\/image-25-1024x292.png\" alt=\"\" class=\"wp-image-3314\" srcset=\"https:\/\/cleverdesk.nl\/support\/wp-content\/uploads\/2024\/06\/image-25-1024x292.png 1024w, https:\/\/cleverdesk.nl\/support\/wp-content\/uploads\/2024\/06\/image-25-300x86.png 300w, https:\/\/cleverdesk.nl\/support\/wp-content\/uploads\/2024\/06\/image-25-768x219.png 768w, https:\/\/cleverdesk.nl\/support\/wp-content\/uploads\/2024\/06\/image-25-1536x439.png 1536w, https:\/\/cleverdesk.nl\/support\/wp-content\/uploads\/2024\/06\/image-25.png 1768w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">Wil jij hulp bij de samenstelling van jouw dataset? Neem dan contact met ons op via <a href=\"mailto:projectbureau@idee101.nl\">projectbureau@idee101.nl<\/a>.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Wil je meer weten over het gebruik van datasets? Lees dan eerst het algemene artikel over deze module binnen Cleverdesk. Om een dataset te maken voor de projecturen en omzet doorloop je eerst de algemene gegevens van de dataset. Gebruik hiervoor de volgende gegevens: Objecten Je gaat eerst aan de slag met het selecteren van &hellip; <a href=\"https:\/\/cleverdesk.nl\/support\/datasets\/hoe-maak-ik-een-dataset-voor-de-projecturen-en-omzet\/\" class=\"more-link\">Verder lezen <span class=\"screen-reader-text\">Hoe maak ik een rapport voor de projecturen en omzet?<\/span><\/a><\/p>\n","protected":false},"author":6,"featured_media":0,"parent":3251,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"page-templates\/topic.php","meta":{"_acf_changed":false,"footnotes":""},"class_list":["post-3307","page","type-page","status-publish","hentry"],"acf":[],"_links":{"self":[{"href":"https:\/\/cleverdesk.nl\/support\/wp-json\/wp\/v2\/pages\/3307","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/cleverdesk.nl\/support\/wp-json\/wp\/v2\/pages"}],"about":[{"href":"https:\/\/cleverdesk.nl\/support\/wp-json\/wp\/v2\/types\/page"}],"author":[{"embeddable":true,"href":"https:\/\/cleverdesk.nl\/support\/wp-json\/wp\/v2\/users\/6"}],"replies":[{"embeddable":true,"href":"https:\/\/cleverdesk.nl\/support\/wp-json\/wp\/v2\/comments?post=3307"}],"version-history":[{"count":4,"href":"https:\/\/cleverdesk.nl\/support\/wp-json\/wp\/v2\/pages\/3307\/revisions"}],"predecessor-version":[{"id":3336,"href":"https:\/\/cleverdesk.nl\/support\/wp-json\/wp\/v2\/pages\/3307\/revisions\/3336"}],"up":[{"embeddable":true,"href":"https:\/\/cleverdesk.nl\/support\/wp-json\/wp\/v2\/pages\/3251"}],"wp:attachment":[{"href":"https:\/\/cleverdesk.nl\/support\/wp-json\/wp\/v2\/media?parent=3307"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}