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  • 1.  Aggregating rows/ row filters

    Posted Thu August 25, 2016 07:02 PM

    We are using Apptio's reporting functionality as the presentation for our resource and demand management data. This data has multiple lines due to the fact that one resource(FTE) could be working across several projects and BAU activities. I was wondering if anyone had developed any reports where you have been able to aggregate row data?

     

    The current purpose is to  present and over and under allocations by resource, and enhance our planning and forecasting of our 750 strong workforce. If anyone has managed to effectively aggregate rows within Apptio I would be grateful if you could share your experiences.





    #CostingStandard(CT-Foundation)


  • 2.  Re: Aggregating rows/ row filters

    Posted Tue August 30, 2016 04:05 PM

    Hi,

     

    When you say aggregate row data are you meaning group by the employee number/name?

     

    Thanks,

    Lauren Griessel


    #CostingStandard(CT-Foundation)


  • 3.  Re: Aggregating rows/ row filters

    Posted Tue August 30, 2016 06:35 PM

    Yes exactly, I want to group by employee number and or name.


    #CostingStandard(CT-Foundation)


  • 4.  Re: Aggregating rows/ row filters

    Posted Tue August 30, 2016 06:59 PM

    You can do this on the data and reporting level. 

     

    Data level: you would make anothe rtransofrm of your labor data after you have done all your claulations you need and click on the employee name/ID coloumn. You would then want to click on the group by field:

     

     

    This will group all the columns by the employee name. You would then want to ensure all the calculations and other fields you want to report off of are not various or aggregated incorrectly. You can fix them through more grouping or other functions. You would then use this data set to create the table you want on your labor report.

     

    Report level: Click on the table you are wanting to aggregate in edit mode. On the task ribbon at the top of the page you will then see a data tab:

     

     

    Click on the group option and group the table by the employee name/ID coloumn. Once again if the fields you want in the table in addition to the employee ID are various you will want to group by those as well or add them to your unique identifier.

     

    Second option on report level:You can make the data you are trying to aggregate a tree (you can see the option above). you would need to create a new ad hoc and start building the columns you want to see and then click on as tree. Ensure the employee ID is the grouped coloumn once again as well as the first thing you pull into the tree. This would give you the ability to collapse and expand certain fields based on groupings.

     

    Please let me know if these options do not work or if you would like more information on any of them. I can provide further detail if the explanations are not clear enough.

     

    Thanks,

    Lauren Griessel


    #CostingStandard(CT-Foundation)


  • 5.  Re: Aggregating rows/ row filters

    Posted Tue August 30, 2016 07:03 PM

    Great thanks you very much Lauren, this is very helpful.


    #CostingStandard(CT-Foundation)