This report is part of a series. See full collection of Quick Insights.

Actions

Supply results to service owners and business relationship managers.

Review service quantity time trend charts, especially for services flagged as Migrate or Eliminate.

If any of these trends rise (instead of fall) over time, determine appropriate strategies for reducing service usage in future months.

When cost model is complete, add cost to this report.

Data

REQUIRED

Service Allocations Direct Master Data.Service Name

Service Allocations Direct Master Data.Quantity

All Business Services.Objective

USEFUL

Service Allocations Direct Master Data.Unit of Measure

Build the report

BUILD REPORT TITLE

(top) Ribbon > Report > HTML.

In Edit Content window, paste:

<span style="font-size:x-large">Direct Services: Migrate & Eliminate</span>

BUILD SERVICE NAME LINE CHART

(top) Ribbon > Report > Table.

(left) Project explorer > Tables > Service Allocations Direct > Service Name: Drag to Rows area in ad hoc component configuration (AHCC) panel.

(top) Ribbon > Data > Insert > Insert formula column:

           Name: Quantity Change

           Enter formula: =(100 * Service Allocations Direct Master Data.Quantity /

If(CurrentDate("MM")=1, Service Allocations Direct Master Data.Quantity,

If(CurrentDate("MM")=2, TimePeriod(Service Allocations Direct Master Data.Quantity, -1),

If(CurrentDate("MM")=3, TimePeriod(Service Allocations Direct Master Data.Quantity, -2),

If(CurrentDate("MM")=4, TimePeriod(Service Allocations Direct Master Data.Quantity, -3),

If(CurrentDate("MM")=5, TimePeriod(Service Allocations Direct Master Data.Quantity, -4),

If(CurrentDate("MM")=6, TimePeriod(Service Allocations Direct Master Data.Quantity, -5),

If(CurrentDate("MM")=7, TimePeriod(Service Allocations Direct Master Data.Quantity, -6),

If(CurrentDate("MM")=8, TimePeriod(Service Allocations Direct Master Data.Quantity, -7),

If(CurrentDate("MM")=9, TimePeriod(Service Allocations Direct Master Data.Quantity, -8),

If(CurrentDate("MM")=10, TimePeriod(Service Allocations Direct Master Data.Quantity, -9),

If(CurrentDate("MM")=11, TimePeriod(Service Allocations Direct Master Data.Quantity, -10),

If(CurrentDate("MM")=12, TimePeriod(Service Allocations Direct Master Data.Quantity, -11), ""))))))))))))) - 100

           Format: Number

           Decimal places: 0

           Type: Numeric

(left) Project explorer > Time > Months (Yr): Drag to Columns area in AHCC panel.

(top) Ribbon > Ad hoc > Line.

Right-click table > Properties:

Chart > Chart number format: #'%'

General > Name: Service Quantity % Change Over Time (by Service Name).

General > Show header: Check box.

BUILD BUSINESS UNIT LINE CHART

Right-click on service name line chart > Copy to clipboard.

(bottom right) Report clipboard > Paste all.

Drag pasted table to any new location.

(left) Project explorer > Tables > Service Allocations Direct > Business Unit: Drag to Legend area in AHCC panel.

Remove Service Name from Legend area in AHCC panel.

Right-click table > Properties:

General > Name: Service Quantity % Change Over Time (by Business Unit).

BUILD DETAILS TABLE

(top) Ribbon > Report > Table.

(left) Project explorer > Tables > Service Allocations Direct > Service Name: Drag to Rows area in AHCC panel.

(left) Project explorer > Tables > Service Allocations Direct > Unit of Measure: Drag to Rows area in AHCC panel.

(left) Project explorer > Tables > Service Allocations Direct > Quantity: Drag to Values area in AHCC panel.

(top) Ribbon > Data > Insert > Inset formula column:

           Name: Objective

           Enter formula: =Lookup(Service Allocations Direct Master Data.Service ID, All Business Services, Service ID, Objective)

Drag Objective from Values area to Rows area in AHCC panel.

(left) Project explorer > Time > Months (Yr): Drag to Columns area in AHCC panel.