1. Performance Project Construction Financial Dashboards Class 2008B3 John Stires 10/31/08 Table of Contents TOC
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II.Overview PAGEREF _Toc243550789 4A.Data Sources Used PAGEREF _Toc243550790 41.Job Master PAGEREF _Toc243550791 42.Overhead PAGEREF _Toc243550792 43.Materials PAGEREF _Toc243550793 44.Labor PAGEREF _Toc243550794 4III.Page 1: Overhead Quarters PAGEREF _Toc243550795 5A.Use JobTotal/AllJobs for JOBFinancials PAGEREF _Toc243550796 5B.Chart Format PAGEREF _Toc243550797 5C.Left Scoreboard PAGEREF _Toc243550798 51.Filter(s) PAGEREF _Toc243550799 52.KPIs PAGEREF _Toc243550800 5D.Right Scoreboard PAGEREF _Toc243550801 51.Use the Master cube PAGEREF _Toc243550802 52.KPIs PAGEREF _Toc243550803 5E.Background PAGEREF _Toc243550804 5IV.Page 2: Purchase Breakdown by Client PAGEREF _Toc243550805 7A.Use the Materials cube PAGEREF _Toc243550806 7B.Chart Format PAGEREF _Toc243550807 7C.Filter(s) PAGEREF _Toc243550808 7D.Background PAGEREF _Toc243550809 7V.Page 3: Overhead Cost by Category by Quarter PAGEREF _Toc243550810 9A.Use the Overhead cube PAGEREF _Toc243550811 9B.Chart Format PAGEREF _Toc243550812 9C.Filter(s) PAGEREF _Toc243550813 9D.Background PAGEREF _Toc243550814 9VI.Page 4: Top Labor By Quarter PAGEREF _Toc243550815 11A.Cube PAGEREF _Toc243550816 11B.Chart Format PAGEREF _Toc243550817 11C.Filter(s) PAGEREF _Toc243550818 11D.MDX PAGEREF _Toc243550819 111.Modify the MDX to create a TOPCOUNT PAGEREF _Toc243550820 112.Base the TOPCOUNT on the LaborQuarters filter. PAGEREF _Toc243550821 11E.Background PAGEREF _Toc243550822 11VII.Page 5: Employee Labor Analysis PAGEREF _Toc243550823 13A.Displayed Data PAGEREF _Toc243550824 13B.Chart Format PAGEREF _Toc243550825 131.Table PAGEREF _Toc243550826 132.Bar Chart Total labor by quarter PAGEREF _Toc243550827 133.Line Graph Employee’s percent of the total labor per quarter. PAGEREF _Toc243550828 13 Overview In this project, a 5-page dashboard will be created showing construction overhead information. Obtain the data for these pages from the database SetFocusAllWorksAnalysis OLAP database on thesfbisrv1 server. Four data sources will required for each of four cubes: Data Sources Used Job Master Overhead Materials Labor Page 1: Overhead Quarters Use JobTotal/AllJobs for JOBFinancials Show Client/Job total and children rows. Chart Format Chart format will be percentages and KPIs. Left Scoreboard Use the Overhead cube Utilize the named sets: OverheadTotal and AllOverHeads. (Show Overhead Total and the overhead children.) Filter(s) Create a filter on quarters using the named set OverheadQuarters from the Overhead cube. Apply only to the left scoreboard. KPIs KPIoverheadTrend Right Scoreboard Use the Master cube Utilize the named sets: ClientTotal/AllClients for Client Financials (you can use the named set ClientsOpenReceivables as a filtered named set for the list of clients under open receivables KPI) KPIs KPIopenReceivables/asPctOfInvoiced KPIOverheadAsPctOfOTotalCost Background None specified. Page 2: Purchase Breakdown by Client Chart Material Purchase Amount and Material Purchase Type Description by quarter. Use the Materials cube Chart can be run for a single client, or an all client total. Chart Format Chart format will be a bar chart. Filter(s) Create a filter on Clients using the named set ClientsPlusAll from the Master cube Background Set the chart background based on the Client Name, and to the Client Filter. Page 3: Overhead Cost by Category by Quarter Chart the overhead dollar amount and overhead category description, by quarter. Use the Overhead cube Chart may be run for multiple overhead categories. Chart Format Chart format will be a line graph. Filter(s) Create a filter on Overhead description, using the names set AllOverheads from the Overhead cube. Background No background for the chart. Need to link explicitly on the overhead categories (specified in the line chart). Page 4: Top Labor By Quarter Chart the top 10 jobs by labor dollars, and the top 5 employees by labor dollars, by quarter. Cube Use the Labor cube Chart Format Chart format will display hours and dollars for the respective job and employee. Filter(s) Create a filter on Labor Quarters using the named set LaborQuarters from the Labor cube MDX Modify the MDX to create a TOPCOUNT Base the TOPCOUNT on the LaborQuarters filter. Background None specified. Page 5: Employee Labor Analysis Show an employee’s labor dollars by quarter, along with the percentage of labor for the jobs the employee worked on. Displayed Data Show that employee’s labor dollars by quarter, along with the percentage of labor for the jobs the employee worked on. For example, in the 3rd quarter, if the employee had $00 in labor dollars, and the total labor dollars for jobs that he worked on was $400 for that quarter, the % would be 25%. Chart Format Table Each job the employee worked on. Total labor for the job. The employee’s labor contribution, The employee % labor of the total for that job. Bar ChartTotal labor by quarter Line GraphEmployee’s percent of the total labor per quarter.