PRD34 - Product Portfolio Risk and Reward Matrix
RPM Analytics Catalog ▲ | RPM Product Analytics ▲ | RPM Analytic PRD34 ▼ |
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Overview |
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Product portfolio report, based on financial plan data, where the user can select revenue measures for the X Axis, Cost based measures for the bubble size and a risk based attribute for the Y Axis. |
Business Outcomes | Supporting Capabilities |
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Report Details |
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User Parameter Configuration (Information for Planview Administrators) | |||
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Parameters | Description | Configuration Options | Default/Example Settings |
Currency | Currency in which the amounts should be displayed | There are several values only if the multi currency option is enabled. Default is the system default currency | Default cannot be changed |
Version | Version to consider | Default is the version specified in the version_id parameter (or version marked as forecast otherwise) | Version_id= |
X: Benefit/Revenue Accounts | Specify the accounts that should be considered | This is a multi select parameter Only Benefits/Revenues can be selected | Default cannot be changed |
X: Filter Benefit/Revenue Line Attribute | Can be used to filter down on a given line attribute | By default it is “No Filtering” But one of the used line attribute could be selected. The values to consider for the filtering are defined in the next parameter | Default cannot be changed |
X: Revenue Filtered Selections | Has to be used if the “X: Filter Benefit/Revenue Line Attribute” is selected | Multi Select parameter | Default cannot be changed |
Y: Axis Attribute | Attribute to use for the Y axis | Could be any of the numeric product attribute | Y_axis=rpm_product_score |
Size: Cost Account Types | Determine which account type(s) should be used for the size | Multi Select Values are:
| size_account_type=ACTP$EXP size_account_type=ACTP$CAP size_account_type=ACTP$LAB |
Size: Cost Accounts | Determine which account(s) should be used for the size | Default is all accounts | Default cannot be changed |
Size: Filter Costs by Line Attribute | Can be used to filter down on a given line attribute | By default it is “No Filtering” But one of the used line attribute could be selected. The values to consider for the filtering are defined in the next parameter | Default cannot be changed |
Size: Cost Filter Selections | Has to be used if the “Size: Filter Costs by Line Attribute:” is selected | Multi Select parameter | Default cannot be changed |
Color: Attribute | Attribute to use for the color | Any of the attribute with defined colors could be used | Color_attribute=wbs709_prod |
Period Starting/Ending | Starting/Finishing Month for the interval | Default=Horizon start of the Financial Model Default=Horizon Finish of the Financial Model | Default=Horizon Finish of the Financial Model |
Max Line Attributes | Number of line attributes to consider in the table | Max_line_attributes=2 | |
Show Bubble Labels | Determine whether the labels should be displayed next to the labels | Values are:
| Show_bubble_label=both |
Hidden Parameter Configuration (Information for Planview Administrators) | |||
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Parameters | Description | Configuration Options | Default/Example Settings |
Table Columns | 2 columns before and 2 columns after the project name can be defined | It is recommended that SBS parent levels are used in the first two columns. It is recommended that the following two columns are used for key status and/or responsibility attributes | pbs_level_2_prod pbs_level_3_prod pbs2_prod pbs95_prod |
Bubble Label Attribute | What should be displayed next to the bubble | Bubble_label_attribute=product_description | |
Show Bubble Size | Indicates whether or not the amounts that is used for the size of the bubble should be displayed when Bubble labels are displayed | Available options are: Yes (Y) or No (N) | Show_bubble_size=Y |
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 Risk/Reward Matrix |
Additional Information |
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Details of the attributes, data types and parameters available for each report dimension;
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Technical/Database Information | |
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Report (RDL) Location | …/Reports/RPM_PROD/Products_RPM/RPM-PRDR34/RPM-PRD34_v2.rd |
Database | This report uses the transactional database and updates will be real-time. |
Report Developer Info: | RPM-PRD34_v2 RDL is a derivative of the FM34 RDL |