Platform

 View Only

 Report

Jump to  Best Answer
  • TBMStudio
Bhawna Singh's profile image
Bhawna Singh posted 06/21/21 01:18 PM
Hi,

Objective – XYZ  vendor to show up on Vendor Review report

Challenge – XYZ vendor's unavailability in Vendor Master Data table and rightly so.

Reason why XYZ vendor is not part of Vendor Master Data table – In our model, we are allocating XYZ vendor's cost as external labor (and not vendor). Model is working as desired.

Any inputs on how I can get the XYZ to show on the Chart in Vendor Review Report will be really appreciated. 

Thank you!


#TBMStudio
Debbie Hagen's profile image
Debbie Hagen posted 06/21/21 06:49 PM  Best Answer
@Bhawna Singh
Are all the vendors (including the XYZ Vendor) included in your Cost Source data?  I'm not sure it's possible topull data from two different data sets into one field in a report which is what you're trying to do.

If I understand right your saying "In the vendor review report display all the Vendors in my master data set + the vendor from over there in cost source in the same bar, column, line, chart as if they were all one field."    I don't believe we can do that.

My recommendation would be to contact your CSM or Premier CSM if you have one, and see if they can help, or engage a technical resource who can help.  I suspect the solution would be to change the model, but I could be wrong.

Adding some of my smart folks who may have some approaches that aren't coming to mind for me.
@Casey Skibo , @Chris Davidson , @Mark Nealey , @Chris Rhoades, @Allen Smith, @Haydn Ritter, @Elisabeth Price​​​​​​​​​​​​​
#TBMStudio
Bhawna Singh's profile image
Bhawna Singh posted 06/21/21 01:18 PM
@Debbie Hagen @Clifford Bird​​
#TBMStudio
Debbie Hagen's profile image
Debbie Hagen posted 06/21/21 01:37 PM
Hi Bhwana,
Let me check my understanding.  You have a vendor... XYZ vendor that doesn't exist in your Master Data Table or model, and that is desired?  But you want to pull that vendor into the report anyway?  Where does that vendor exist? If it's stored in your external labor data, do you have a field in that data set that indicates the name?



#TBMStudio
Bhawna Singh's profile image
Bhawna Singh posted 06/21/21 02:18 PM
Hello @Debbie Hagen -

From Cost Source, we allocate:
1. Vendor XYZ to external labor
2. Rest of the vendors go to Vendors 

Since, the XYZ is not part of the vendor master data, its not showing up on the Vendors Report. Its there a way to include XYZ in there?

Thank you.

#TBMStudio
Jenny Franklin's profile image
Jenny Franklin posted 06/21/21 03:41 PM
Wondering if you could append that one vendor to the Master - just talking (typing?) out loud, though..  😁
#TBMStudio
Bhawna Singh's profile image
Bhawna Singh posted 06/21/21 03:46 PM
@Jenny Franklin - I can't change the model.
Its just a reporting requirement.​
#TBMStudio
Debbie Hagen's profile image
Debbie Hagen posted 06/21/21 05:10 PM
What if you created a transform of the data set that contains that vendor and created a model step from it.  That way you aren't changing your existing model but have access to that data for reporting.  You wouldn't allocate anything, you'd just report out on the data?  Would that meet the requirement?  

Or are you trying to get it to show up as a row with the other vendor data? Like a bar in a vendor data bar chart or a row in a table?   I wonder if you could use a join between the two datasets to make that vendor data accessible.
#TBMStudio
Bhawna Singh's profile image
Bhawna Singh posted 06/21/21 05:22 PM

Hello @Debbie Hagen,

 

Need the later of what you have mentioned - to get it to show as a with other vendor data like a bar in a vendor bar chart/row in a table.

In the Ad Hoc Component Configuration – we can use up to 2 datasets. I tried adding the Cost Source’s vendor I need. However, faced these challenged:

  1. The Vendor data in the chart stopped showing up
  2. Then how to update existing KPIs – like OpEx, CapEx etc to include new vendor.

Thank you.​
#TBMStudio
Bhawna Singh's profile image
Bhawna Singh posted 06/22/21 01:55 PM
@Debbie Hagen - Hello Debbie, you got my requirement right and also I got the clarity. Thank you so much for your inputs.

Regards,
Bhawna​
#TBMStudio

Related Content