Deltek Insight 2011: Vision Analysis Cubes – Oh the Possibilities!

VI-227: Vision Analysis Cubes – Oh the Possibilities!

Deltek Insight 2011

Presented byVicki Morton

Agenda Key Takeaways and Bonestroo Overview of Vision Analysis Cubes Instructions/Options/Tips Live Demonstration Review/Business Impact Questions Call to Action Contact Information

April 18, 20232 ©2011 Deltek, Inc. All Rights Reserved

Key Takeaways See how easy it is to use Vision Analysis Cubes along with discovering the

benefits that come with it Learn some best practices, shortcuts and tips See the importance of being able to view your critical business information “real

time” and drill down to the details


Founded in 1956Multi-discipline engineering, planning and environmental science firm

300 employees in 12 offices located throughout the Midwest with headquarters in St. Paul, Minnesota

Ranked 197th among design firms nationally in Engineering News Record’s List of Top 500 Design Firms

Speaker

Vicki Morton, IS Manager


Vision Analysis Cubes Intro Free / part of Deltek Vision 5.x/6.1 Multi-dimensional using OLAP connection Interactive, live reporting Drill-down capability Uses Microsoft Excel pivot tables


What You Need Microsoft SQL Server 2005 SP2 Standard or Enterprise Edition Microsoft SQL Server 2005 Analysis Services Microsoft Excel 2010/2007 Microsoft Active Directory Domain Environment

Analysis Cubes users and database server must be members of the domain

Recommendations for Deltek Vision 6.1 Microsoft SQL Server 2008 Microsoft SQL Server 2008 Analysis Services


Precautions/Limitations Security based on Active Directory not Vision role security Limited to data from Projects Info Center and GL account data

Only includes standard fields Custom fields must be added by Deltek consulting services

Cubes are updated on time intervals set by database manager Data does not refresh automatically to your Excel pivot tables. Choose Refresh

from the PivotTable Tools – Options menu Test and validate!!!

Compare results against standard Deltek report


Launch Excel Choose Data – From Other

Sources (once you’ve established a connection, you can use Data – Existing Connections)

Choose From Analysis Services

Connect to Vision Cubes


Connect to Vision Cubes


Connection Established


Drag the item you want going down your spreadsheet to the “Row Labels” area

Drag the item you want going across your spreadsheet to the “Column Labels” area

Drag the number item you want calculated to the “Values” area

You can stack items to create multiple groupings/subtotals

Design Your Pivot Table


Know Your Data Projects Cube

Project financials Employee hours

GL Cube Income statement Specific accounts

Project Charge Types Overhead, promotional and regular

When you want to see “direct hours” in your report, use “labor total hours” with regular project charge type only

Project Primary Client vs. Project Billing Client

Filter On Fiscal Year–Quarter–Period to Choose Up-to-Date Information or Just Through A Closed Period

Validate!!!!


Scenario: A client service manager stops by and is on the way to an important client meeting and wants to know the revenue for all the projects we’ve worked on for that client over the past five years, grouped by project type. Oh, and if you can show who the project managers were that would be helpful.

Stack multiple items to create groupings/subtotals in

your pivot table


Scenario continued: Drill down to the next level and see individual project information.


Scenario: In preparation for a planning meeting, the CEO has requested a report showing the top 20 clients as well as the bottom 20 clients for this year based on revenue (please sort this high to low based on revenue).

Use the drop-down for the row data and choose “More Sort Options…” and then sort by Descending order by Revenue.


Scenario continued: Filter the client list to show just the top 20 clients based on revenue. You can also do this for the bottom 20.

Use the drop-down for the row data and choose “Value Filters – Top 10…”

Use the pull-downs to show the Top or Bottom 20 Items by Revenue.


Options/Tips Use the pull-down on an item in your

Values box and choose “Value Field Settings…” to change how the number is calculated and/or formatted in your pivot table

For example, you can use different calculations such as Sum or Count

You can also format the number from a variety of choices


Options/Tips Continued Use the PivotTable Tools – Design

options to quickly change the look of your report with some built-in styles


Options/Tips Continued Use the PivotTable Tools – Design –

Layout – Subtotals to choose where to display the subtotal rows


Use the PivotTable Tools – Design – Layout – Grand Totals to choose from several options

Options/Tips Continued


Use the PivotTable Tools – Design – Layout – Report Layout to choose from several options of how to display your pivot table



To insert an automatic page break between each sub-group, right-click on a group heading and choose “Field Settings...”

From the Layout & Print tab, check the “Insert page break after each item” box



By default, each time you refresh your pivot table, all the column widths will adjust back to autofit

If you would like to preserve the custom widths that you have set, right-click anywhere in your pivot table and choose “PivotTable Options…”

From the Layout & Format tab, uncheck the “Autofit column widths on update”



By default, pivot tables do not display an item if the value is blank. If you want to display all items, you must turn this option on

Right-click anywhere in your pivot table and choose “PivotTable Options…”

From the Display tab, click the “Show items with no data on rows/columns” check boxes



At times, you may want to reference your pivot table items as generic cell addresses (relative) or as specific item references (absolute)

From Excel Options – Formulas you can turn this feature off/on



Options/Tips Continued At times, you may wish to distribute the pivot table results to users but don’t want

them to modify the report Make a copy of your original file Choose Data-Connections and Remove the OLAP connection

At other times, you may wish to distribute the pivot table results in a format where the user can edit it like a normal Excel spreadsheet but no longer be connected to the live data (note that this will also remove all design formatting) Make a copy of your original file Select the entire spreadsheet (Ctrl-A) Copy Paste Values


At times, you may export data

from a standard Deltek report

which leaves numerous blank

cells. Here’s a quick method to

fill in those blank cells with

data from the cell above

Highlight the area you wish to

fill including the cells with data

Click the F5 button (Go To) and

click the Special… button.

Choose Blanks and hit OK.

Immediately type = then hit the

Up Arrow and then Ctrl-Enter

Highlight everything. Copy and

then Paste Special Values

Bonus Tip


April 18, 202328

Live DemoUsing Deltek Insight Image

©2011 Deltek, Inc. All Rights Reserved

Review/Business Impact Vision Analysis Cubes works with Microsoft Excel pivot tables to gives you

interactive, live reporting with the ability to analyze data and drill down to details Vision Analysis Cubes are limited to data from Projects Info Center and GL

account data and only include standard fields Future “mega cube” will provide ability to pull data from multiple info centers as

well as custom fields Users can easily create their own reports thus reducing dependency on

accounting and IT/IS Vision Analysis Cubes give you valuable and insightful reporting Vision Analysis Cubes…Oh the Possibilities!!!



Questions

Call to Action

Attend these related sessions for more info

• VI-230: Vision Dashboard Best Practices: Effective Communication Through VPM

• VI-208: The Future of Vision Performance Management


Contact Information Bonestroo, Inc.

www.bonestroo.com

Vicki Morton, IS Manager [email protected] Member of LinkedIn, Deltek Vision Large User Group, PUG, MN Vision User

Group, CRM User Group Experience with software training development and classroom instruction;

pivot tables and analysis cubes for extensive reporting Deltek Vision, Satori proCube, Apax Partners/Epicor/Spectrum iVantage,

Microsoft Office


http://www.bonestroo.com/

mailto:[email protected]


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Deltek Insight 2011: Vision Analysis Cubes – Oh the Possibilities!

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