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SER02 - Service Portfolio Balance

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RPM Analytics Catalog ▲	RPM Service Analytics ▲	RPM Analytic SER02 ▼

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

Business Outcomes	Supporting Capabilities
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	Service Topology Service Financial Management

User Parameter Configuration (Information for Planview Administrators)
Parameters	Description	Configuration Options	Default/Example Settings
Primary Attribute (Pie Attribute)	The primary attribute to use for the pie and the stacked bars	Any single select service 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 entry 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=wbs713_service
Bar Chart Grouping	Attribute to use for the X axis in the bar chart	Any single select service 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=srv2_service

Hidden Parameter Configuration (Information for Planview Administrators)
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 project name, and two columns after project name	Two columns available before the service name and it is recommended that Service Breakdown Structure parent levels are used in these columns. Two columns are available after the service name and it is recommended to use key status and/or responsibility attributes	srv_level_2_service srv2_service asst701_service serv_techval
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=Service Portfolio Balance Count

Technical/Database Information
Report (RDL) Location	…/Reports/RPM_PROD/Service_RPM/RPM-SER02/RPM-SER02_v2.rdl
Database	This report uses the transactional database and updates will be real-time.
Report Developer Info:	RPM-SER02_v2 RDL is a derivative of the CHART02 RDL