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PRD02 - Product Portfolio Balance

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Overview

Provides count of the outcomes in a portfolio, allowing analysis by a primary and secondary attribute.

           

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PRD02 Example

           

           

Business Outcomes

  • Drive data quality through data auditing
  • Ensure a balanced portfolio, by identifying when a portfolio is disproportionately  balanced based upon dynamically selectable attributes
  • Identify where adjustments should be made to portfolios based upon shifting organizational priorities

           

           

Supporting Capabilities

Outcome Management

           

           

User Parameters

Parameters Description Configuration Options Default/Example Settings
Primary Attribute (Pie Attribute) The primary attribute to use for the pie and the stacked bars Any product single select product alternates structure that has been enabled in Attribute properties to be “Available in Analyze Charts” or any levels of the primary structure can be used here.
The Pie Attribute enty will determine the default primary (pie chart) attribute that is selected when the dashboard and report open. This should be set to key attribute.
Chart colors will be based on the attribute charting options.		 pie_attribute=pbs_level_3_prod
Bar Chart Grouping Attribute to use for the X axis in the bar chart Any product single select product alternates structure that has been enabled in Attribute properties to be “Available in Analyze Charts”.
The Bar Category entry will determine the default bar chart stack attribute that is selected when the dashboard and report open. Set this to a key attribute for the customer.		 bar_category=pbs2_prod

           

           

Hidden Parameters

Parameters Description Configuration Options Default/Example Settings
Table Columns The selected primary attribute and grouping attribute in the parameter selection will automatically be displayed as the first two columns in the table. 
The values in the config structure define the two columns before product name, and two columns after product name		 Two columns available before the product name and it is recommended that WBS parent levels are used in these columns.
Two columns are available after the product name and it is recommended to use key status and/or responsibility attributes		 pbs_level_2_prod
pbs_level_3_prod
pbs6_prod
pbs98_prod
 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=Product Portfolio Balance

           

           

Technical/Database Information

Report (RDL) Location …/Reports/RPM/Product_RPM/RPM-PRD02/RPM-PRD02_v2.rdl
Database This report uses the transactional database and updates will be real-time.
Report Developer Info: RPM-PRD02_v2 RDL is a derivative of the CHART02 RDL