This report is part of a series. See .
Actions
- Discuss end user device (EUD) results with business unit or location heads. Determine why some BUs and locations have relatively high number of devices per employee. Decide if targeting a lower number (and by when) is an appropriate step.
- When cost model is complete, add cost to this report.
- If End User Devices.Consumer (name of employee) is available, add to this report—this will improve estimates of number of devices per business unit and location.
- If per-product satisfaction survey data available, add to this report—help determine which end user device products to retire.
Data
REQUIRED
End User Devices.End User Device ID
End User Devices.Device Type
End User Devices.Device Count
End User Devices.Location
End User Devices.Business Unit ID
Business Unit Allocation.Business Unit
Business Unit Allocation.Location
Business Unit Allocation.Total Staff
USEFUL
End User Devices.Product
End User Devices.Consumer
Build the report
REPORT TITLE
(top) Ribbon > Report > HTML.
In Edit Content window, paste:
<span style="font-size:x-large">End User Device Optimization</span>
KPI
(top) Ribbon > Report > KPI.
Select the newly added KPI.
(left) Project explorer > End User Devices > Device Count: Drag to KPIs area in KPI Configuration panel.
ADD COLUMNS TO BU DATA TABLE
(left) Project explorer > Tables > Business Unit Allocation Master Data.
In transform pipeline, insert FORMULAS step.
Add new column formula (numeric type): HC by BU = SumIf(Business Unit, Business Unit, Total Staff)
Add new column formula (numeric type): HC by Location = SumIf(Location, Location, Total Staff)
Above steps assume our business unit data table is expanded to include location, see example below:
TABLE: DEVICE COUNT BY BU
(top) Ribbon > Report > Table.
(left) Project explorer > Tables > End User Devices > Business Unit ID: Drag to Rows area in configuration panel.
(left) Project explorer > Tables > End User Devices > Device Count: Drag to Values area in configuration panel.
(top) Ribbon > Data > Insert > Insert formula column:
Name: Devices per Employee
Enter formula: =End User Devices Master Data.Device Count / Lookup(End User Devices Master Data.Business Unit ID, Business Unit Allocation Master Data, Business Unit, HC by BU)
Format: Number
Decimal places: 2
Type: Numeric
Summable: Uncheck box.
Right-click table > Properties.
General > Name: Device Count by Business Unit
General > Show header: Check box
BAR CHART: DEVICE COUNT BY BU
Right-click Device Count by Business Unit table > Copy to clipboard.
(bottom right) Report clipboard > Paste all.
Click and drag pasted table to any new location.
Remove Devices per Employee from Values area of configuration panel.
Move Business Unit ID from Rows to Columns area of configuration panel.
(left) Project explorer > Tables > End User Devices > Device Type: Drag to Rows area in configuration panel.
(top) Ribbon > Ad hoc > Bar > Stacked bar.
Right-click bar chart > Properties.
Chart > Reverse order: Check box
General > Name: Device Count by Business Unit
General > Show header: Check box
BAR CHART: DEVICES PER EMPLOYEE BY BU
Right-click Device Count by Business Unit table > Copy to clipboard.
(bottom right) Report clipboard > Paste all.
Click and drag pasted table to any new location.
Remove Device Count from Values area of configuration panel.
(top) Ribbon > Ad hoc > Bar.
Right-click bar chart > Properties.
Chart > Show data values: Check box
Chart > Multicolor single series charts: Uncheck box
Chart > Reverse order: Check box
Chart > Legend location: Hidden
General > Name: Devices Per Employee by Business Unit
General > Show header: Check box
TABLE: DEVICE COUNT BY LOCATION
(top) Ribbon > Report > Table.
(left) Project explorer > Tables > End User Devices > Location: Drag to Rows area in configuration panel.
(left) Project explorer > Tables > End User Devices > Device Count: Drag to Values area in configuration panel.
(top) Ribbon > Data > Insert > Insert formula column:
Name: Devices per Employee
Enter formula: =End User Devices Master Data.Device Count / Lookup(End User Devices Master Data.Location, Business Unit Allocation Master Data, Location, HC by Location)
Format: Number
Decimal places: 2
Type: Numeric
Summable: Uncheck box.
Right-click table > Properties.
General > Name: Device Count by Location
General > Show header: Check box
BAR CHART: DEVICE COUNT BY LOCATION
Right-click Device Count by Location table > Copy to clipboard.
(bottom right) Report clipboard > Paste all.
Click and drag pasted table to any new location.
Remove Devices per Employee from Values area of configuration panel.
Move Location from Rows to Columns area of configuration panel.
(left) Project explorer > Tables > End User Devices > Device Type: Drag to Rows area in configuration panel.
(top) Ribbon > Ad hoc > Bar > Stacked bar.
Right-click bar chart > Properties.
Chart > Reverse order: Check box
General > Name: Device Count by Location
General > Show header: Check box
BAR CHART: DEVICES PER EMPLOYEE BY BU
Right-click Device Count by Location table > Copy to clipboard.
(bottom right) Report clipboard > Paste all.
Click and drag pasted table to any new location.
Remove Device Count from Values area of configuration panel.
(top) Ribbon > Ad hoc > Bar.
Right-click bar chart > Properties.
Chart > Show data values: Check box
Chart > Multicolor single series charts: Uncheck box
Chart > Reverse order: Check box
Chart > Legend location: Hidden
General > Name: Devices Per Employee by Location
General > Show header: Check box
BAR CHART: DEVICE COUNT BY PRODUCT AND TYPE
(top) Ribbon > Report > Table.
(left) Project explorer > Tables > End User Devices > Product: Drag to Rows area in configuration panel.
(left) Project explorer > Tables > End User Devices > Device Count: Drag to Values area in configuration panel.
(left) Project explorer > Tables > End User Devices > Device Type: Drag to Columns area in configuration panel.
(top) Ribbon > Ad hoc > Bar > Stacked bar.
Right-click bar chart > Properties.
Chart > Reverse order: Check box
Chart > Legend location: Hidden
Data > Maximum rows: 99999
General > Name: Device Count by Product and Type
General > Show header: Check box
(top) Ribbon > Report > HTML.
In Edit Content window, paste: Hover over chart for product details
Reposition this HTML label near the bar chart (this hint text replaces the bar chart legend).
TABLE: DEVICE DETAILS
(top) Ribbon > Report > Table.
(left) Project explorer > Tables > End User Devices > End User Device ID: Drag to Rows area in configuration panel.
(left) Project explorer > Tables > End User Devices > Device Type: Drag to Rows area in configuration panel.
(left) Project explorer > Tables > End User Devices > Product: Drag to Rows area in configuration panel.
(left) Project explorer > Tables > End User Devices > Location: Drag to Rows area in configuration panel.
(left) Project explorer > Tables > End User Devices > Business Unit ID: Drag to Rows area in configuration panel.
(left) Project explorer > Tables > End User Devices > Device Count: Drag to Values area in configuration panel.
Right-click line chart > Properties.
General > Name: Device Details
General > Show header: Check box