OK, so we're
suppose to be publishing daily but we slipped a couple ok! So now getting back to business...
UniPhi 16
comes with three new reporting services reports. For those non-techy people,
Reporting Services refers to the Microsoft platform used to create the reports
by the UniPhi software development team. In this release, the following reports
have been added or updated:
- Programme Revenue by Code and Project
- Programme Revenue by Code and Project Export
- Portfolio Milestones
The most
popular out of these 3 is the new portfolio milestone report. This report
leverages off a bespoke report we built for one of our clients. It pivots the
information into a matrix of milestones as column headings and projects as
rows. This means you can scan down the screen and see when all "Go
Live" milestones are going to occur or "Ribbon Cutting Ceremonies" (Good
for ministers comms planning) etc. The storyboard dashboard out of Power BI is
also a great visualisation of this portfolio data but that is for another blog post on another day.
One
important UniPhi feature of this report is the use of project milestone
templates to aggregate them into commonly named milestones, otherwise each
column would be relevant for only 1 row. The parameter options at the top of
the report allow you to select a milestone template to use that will then drive
the column headings (even if a milestone's description has been changed by an
end user, it will still aggregate under its associated template heading).
Portfolio milestone parameters including milestone template
The other
good element of this report is that it contains links to the milestone data
entry page for each project so you can quickly go and amend the data if one of
the dates is wrong
As no
doubt the sharp readers of our blog posts would have noticed, the other two
reports are named exactly the same except that one has the word export at the
end. We do this when we want one version of the report to be available for
issuing to stakeholders with nice headers and the parameters of the report
displayed at the top while the other is formatted as a data dump to excel for
further manipulation. Of course the demand for this type of data dump is
diminishing as the use of Power BI increases.
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