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Planning Analytics Workspace Plans Overview - Custom Executive Reports

  • 1.  Planning Analytics Workspace Plans Overview - Custom Executive Reports

    Posted Fri September 06, 2024 10:45 AM

    I am aware of the Plans Overview report available by Plan in Applications and Plans; however, I was wondering if anyone has ventured into creating custom reports for Executive Management, apart from entering the relevant data in Excel and consolidating. Does PAW maintain the underlying data in cubes that would facilitate custom reporting? If so, which cubes contain this data?



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    Anthony Norris
    Financial Planning Systems Analyst
    Dallas Area Rapid Transit
    Dallas TX
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  • 2.  RE: Planning Analytics Workspace Plans Overview - Custom Executive Reports

    Posted Mon September 09, 2024 07:01 AM

    Hi Anthony,

    Are you referring to the budget data entered through plans?  Those should be stored in the cubes for access through the Reports.  You can use PAW to create custom reports with visualizations or you can use PAFE in Excel.  



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    Terry Hamlet
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  • 3.  RE: Planning Analytics Workspace Plans Overview - Custom Executive Reports

    Posted Mon September 09, 2024 10:16 AM

    Hi Terry,

    I have created plenty of reports based on budget data entered into PA Cubes.  I am asking if there are cubes containing data related to Plans and Tasks themselves that relate to the Overview; see screenshot below:



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    Anthony Norris
    Financial Planning Systems Analyst
    Dallas Area Rapid Transit
    Dallas TX
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