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STR54 - Strategic Portfolio Dashboard

Strategy Portfolios: For More Information step 16 of 16
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Overview

A strategic portfolio report comparing data on portfolio measures, such as cost and revenue to aid analysis on portfolio balance.  Report can be run against and sliced by different program attributes.

 

STR54.png

Strategic Portfolio Dashboard example

           

Business Outcomes

  • Supports the tracking of performance in terms of balance and risk of the portfolio.

           

           

Supporting Capabilities

  • Strategic Planning
  • Overview

           

           

Administration: User Parameter Configuration

Parameters Description Configuration Options Default/Example Settings
Slicer Attribute used for slicing in the report Only attributes in the framework and marked as analyzable can be used for slicing in the report slicer=str32_strategy
Choose Attribute for Chart 1:
Chart 2 Attribute:
Chart 3 Attribute:
Chart 4 Attribute:		 Any strategy single select strategic alternates structure that has been enabled in Attribute properties to be “Available in Configurable Charts”. This will determine the (pie chart) attribute that is selected when the dashboard and report open. Chart colors will be based on the attribute charting options. pie1_measure=strategy_count_strat
pie2_measure=grs_fm_fcst_cos_dflt_strategy
pie3_measure=grs_fm_fcst_ben_dflt_strategy
Label Text Determines the chart labels for the report label_text options percent|value|both label_text=percent

           

           

Administration: Hidden Parameter Configuration

Parameters Description Configuration Options Default/Example Settings
Table Columns Report supports 4 required/grouped columns plus 2 optional columns.   First three configurable values display grouped columns sbs_level_3_strategy
sbs_level_4_strategy
strat_name spsstatus_strategy assoc_work_strategy
Link to Work Ability to include the addition of strategic columns for projects related to the entities Available Options:
Yes (Y) or No (N)		 link_work=N
Report Title Configurable report title that appears at the top of the report. If a longer report title is required, then create additional report_title=xxx entries and these will be concatenated together based on the order in which they are listed in the configuration structure. report_title=Strategic Portfolio Dashboard

           

           

Technical/Database Information

Report (RDL) Location …/Reports/RPM_PROD/Strategy_RPM/RPM-STR54/RPM-STR54_v2.rd
Database This report uses the transactional database and updates will be real-time.
Report Developer Info: RPM-STR54_v2 RDL is a derivative of the CHART05 RDL