Ⅰ. Exordium
Ⅰ- 1. Accomplishment Statement
When creating standard reports using Apptio One, the number of tables becomes enormous. And the number of monthly updated tables will increase as well, and it will be necessary to upload each file to a given table every month. We have heard that it is difficult for customers to understand which files have been imported into which tables, and how far they have been imported. We were able to break away from Excel management and provide benefits that can be grasped immediately.
Ⅰ- 2. Before – After
Before
Prepare a monthly upload file list in Excel, upload it in Apptio, and then repeatedly enterdata into the Excel file to check which file has been imported to what extent.
After
If you look at Apptio's Report, you can immediately see the "table name of the monthly upload cycle", "category of that table", and "how many months the file has been uploaded within the accounting period", and if you upload it,it will be reflected in the report.So you don't need to save the input to Excel.
Ⅱ. Procedured
Ⅱ- 1
1.Create Formulas from steps for each table in the monthly upload cycle.
a. Table Info Last Upload Date = DateFormat(TableInfo("Last Updated"),"M/d/yy hh:mm:ss a")
b. Table Info Source = TableInfo("Source")
c. Table Name = "Table Name"
d. Category = "010 - Financial"
※Fixed value (table name or category name) in ” ” of c. and d.
Ⅱ- 2
2. Create a dedicated Transform Table in the dedicated category and bring only the data created in 1. into that table.
Make one of the representative tables into an existing table, hide the data other than the data created in step 1, append the rest of the tables, and then process each table into one record with the step "Remove Duplicates".
Ⅱ- 3
3. Create a Master Data Table, append the Transform Table, make the Master Data an Existing Table for further modeling, and model from the step.
Ⅱ- 4
4. Create a new report
For ease of viewing, if a file is imported in that month, a green circle icon will turn on and the date and time of the import will be hidden.For the icon itself, if the Last Upload Date is not BLANK, we create a flag string that judges it as Green, and based on that flag string, the icon judgment is issued.Although it becomes difficult to see, you can also display a red circle icon where you have not captured.
Ⅲ. Results
Since the file import status can be grasped on the Apptio report, there is no need to go to see the upload step of each table, and once imported, there is no need to record and save it in Excel outside of Apptio.From the point of view of the customer who actually operates it, they do not remember how many monthly upload files there are in the first place and which file to import into which table. In order to operate from the initial state, we check the design documents and runbooks at the time of completion and carry out the import work, so Excel work outside of Apptio has become indispensable. . Since the import status is reflected in Apptio's Report, the Excel work is reduced (of course, there is no forgetting to enter into Excel), and the current status of file import can be grasped clearly and speedily.
Ⅳ. Lessons Learned
When the person who built the solution and the person who operates it are different, there is a big difference in knowledge and understanding. should.(The author should not be complacent)
By using custom reports, it is possible to create a report that the viewer envisions with very good accuracy.In this explanation, it was a report such as confirmation of the import file, but it is possible to create various reports for IT cost visualization using TBM best practices.
#ACE #Case Study #Custom Report
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