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Cooking with Devon - Contract Management – Grocery List

By Devon Bilsing posted 5 hours ago

  

The Days() Keep Coming, and they don't stop...

Ingredients:

  • ITPF Contract Budget Data
  • Days() - function
  • Homemade Report

Assumptions:

Make this grocery list only if you have published contract data from Planning to Costing. 

Steps:

  • Create new table
    • Home Ribbon->New->Table
    • Name it Contracts Transform
    • Source is existing table
    • Select ITPF Contract Budget
  • Table Steps
    • Add Date Partition->Column=Date
    • Add Formulas
      • Count=1
      • Current Date=Days(CurrentDate())
      • End Date=Days(End Date)
      • Days to Renewal=End Date Days-Current Date Days
      • Renewal in 90 days (or number of your choosing)=If(Days to Renewal<=90, "Yes", "No")
      • Renewal in 120 days (again, chef's choice)=If(Days to Renewal>90 AND Days to Renewal<=120, "Yes", "No")
    • Add Model Step
  • Create new metric
    • Home Ribbon->New->Metric
    • Name Contract Total->modelled metric
    • Again! Name Contract Count->modelled metric
  • Navigate back to Model Object Step of Contract Transform
    • Switch metric to newly created Contract Total->use drop down menu “select a metric”
      • Add new driver for Contract Total
        • Using Column
        • Use the Amount
    • Switch metric to newly created Contract Count
      • Add new driver
        • Using Column
        • Use Count
  • Create new report
    • Home Ribbon->New->Report
    • Call it Contract Management
  • Add KPI Components
    • Report Ribbon->KPI
      • Drag into the KPI Configuration the two metrics you created (Contract Count and Contract Total)
      • Also drag into the KPI Filters configuration the Renewal 90 Days field you created in Contracts Transform table
        • Right click->edit filter->check only "yes"
      • Right click on KPI Component->copy to clipboard->past from clipboard onto report
      • Remove Renewal 90 days from Filters and bring in Renewal 120 days
        • Right click->edit filter->check only "yes'
    • For each KPI report component
      • Right click->properties
      • Change Name to reflect the filter you’ve applied to the component and check the "show header" box.
      • Click okay
  • Finally continue to build report components such as bar charts, pies, details tables how you see fit. Drag in columns from Contract Transform model object and use your newly created metrics
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