VPVI-15 · Dashboards In today’s business world it is imperative that you can get information in front of the right people at the right time. Executive Dashboards need to deliver

VPVI-15:Creating Executive Dashboards in Vantagepoint

Ellen Keeley, Deltek

Ellen KeeleyDirector, Product Management

» Ajera & Vantagepoint focused

» Vantagepoint focus is on

Dashboards and Vantagepoint

Intelligence

» 27 years in the A/E software

industry with Timberline, Axium &

Deltek but I started at a Portland

architecture firm working with

Harper Shuman

2

DashboardsIn today’s business world it is imperative that you can get information in front of the right people at the right time.

Executive Dashboards need to deliver concise high-level metrics into the business performance across all organization levels and projects.

Vantagepoint Dashboards provides a flexible tool for you to design dashboards and dashparts with up to date relevant information customized to your employee’s needs – including those executives.

» Vantagepoint Dashboards

» Bases – What’s available

» Create dashparts emphasizing

» Date Ranges

» Top Reporting

» Calculated fields

» Conditional formatting

» Calculated Fields

» Dashpart Options

» Performance Tips

» What’s Coming

» Now What

Agenda

» Work with your teams to define

needs

» Clear and consistent naming

conventions

» Consistent use of colors

» Appropriate time frames

» Use charts for quick, effective

view into metrics

» Use clear labels

» Truncate larger values

» Be selective on how much data

you display

» Display only relevant information

that needs to be checked

frequently

» Know your audience

Designing Executive Dashboards

CONFIDENTIAL © Deltek, Inc. All Rights Reserved. 5

Vantagepoint Dashboards




Understand what information is available


» Dashpart Bases define the source of data to be used on a dashpart

» Dashpart Bases

» Project – project hub info, compensation and contract amounts, transactional totals, WBS levels

» Account - account information at account level

» Account Detail – account information at transactional level

» Favorite Reports

Dashpart Bases


Project Hub

Values

Amounts Information on the Linked Project values

Project User

Defined Fields

Project Base Calculated Fields

Project Base Columns

NameNumberClientProject ManagerPrincipalMarketingStart/End DatesAddressCompensationFeeContractTypeEstimated RevenueWeighted RevenueAnd more…

HoursRevenueBilledBillingUnbilledCostARNet RevenueGross MarginEffective MultiplierRealization RatioETC/EAC (budget)UnbilledBacklogAnd more…

Project Name

Project Number

Actual Cost

Direct Expense

Firm Cost

Hours

Labor Cost

Other Expense

Any user defined

fields available in

the Project Hub

are available

Any calculated

fields added to the

project base in

Dashpart

Designer are

available

Tips & Tricks with the Project Base


» Name & Number columns

» Automatically bring in a

project WBS structure

» Always appear as the

first two columns in a

dashpart

» When present on a

dashpart other grouping

is disabled


Account

Values

Amounts Transaction

Values

Account User Defined Fields

Account Detail Calculated Fields

Account Detail Base Columns

Account Name

Account Number

Account Type

Amount Accrual

Amount Cash

Credit Amount

Accrual

Credit Amount Cash

Debit Amount Accrual

Debit Amount Cash

Transaction Amount

OrganizationCurrencyDescriptionDue to/From CompanyFiscal Start & EndPeriodProjectPhaseTaskPosting DateReferenceTransaction DateTransaction Type

Any user defined

fields available in

the Accounts are

available

Any calculated

fields added to the

Account Analysis

base in Dashpart

Designer are

available


Account

Values

Amounts Account User Defined Fields

Account Calculated Fields

Account Base Columns

Account Name

Account Number

Account Type

Amount Accrual

Amount Cash

Credit Amount

Accrual

Credit Amount Cash

Debit Amount Accrual

Debit Amount Cash

Transaction Amount

Any user defined

fields available in

the Accounts are

available

Any calculated

fields added to the

Account base in

Dashpart

Designer are

available

Tips & Tricks with the Account Detail & Account Base


» Account amounts display with their natural sign. Liabilities, Revenue and Net Worth can display as positive using the option in Table/Chart Options

» Dashparts using these bases automatically filter to display information for Active Company only. To see another company, change the active company.

» Account Groups are not available. You can optionally use User Defined Fields to group accounts together on dashparts

Tips & Tricks with the Account Detail & Account Base


» Filter amount columns to

one or more Organization

or Accounts using Filter

on the amount columns

» For example, display

Accrual Amount for AR

accounts in one

column and Accrual

Amounts for AP

accounts in another

column



Understand what functionality is available

Date Ranges


Date Ranges Types


A date range can be applied to a currency column can be based on one of two types:

» Calendar

» Based on a calendar cycle. This may be a specific month, year, week etc. “current” is always the current date and time of the computer running the dashpart.

» Available the Account Base or Account Detail Base

» Fiscal

» Based on the fiscal calendar for the current company selected. When assigning periods “current” is always the current period assigned to the company being reported. “Active period

» Available on the Account Base, Account Detail Base and Project Base

Date Ranges


Calculation options:

» Relative Periods

» These dates are calculated based on Today’s date or current fiscal period to determine date range applied to amount

» Example: Fiscal Period, Month, Year, Today

» Use case: I want to show Revenue columns for the last 5 fiscal periods based on the current period

» Set Periods

» These are dates that are set based on predetermined date ranges either based on fiscal period setup or calendar dates or specific date ranges

» Example: January, February, 02-2018, 03-2018, Specific Date

» Use case: I want to see Account activity columns for Fiscal periods 01-2018, 02-2018, 12-2018

Date Range ExampleFiscal Period / Relative Dates


» I want to display Revenue for the last 6 fiscal periods

» Last 6 periods change as the current period changes

CONFIDENTIAL © Deltek, Inc. All Rights Reserved.21

» Add the Revenue column once for each column you want to display revenue

» Click on Date Ranges to assign a date range to the column

Date Range ExampleCalendar Period, Set dates


» GL activity for the three

months of Qtr 4 2018

» This dashparts will always

display these dates

Date Range ExampleCalendar Period, Set dates



months of Qtr 4 2018


display these dates

Date Range ExampleCalendar Period, Current Month last year



months of Qtr 4 Last Year


display the three months of

the previous calendar year

Date Range Charts


Top/Bottom Reporting


Top / Bottom Reporting


Conditional Formatting


Conditional Formatting – Row or Column


Calculated Fields


» Calculate amounts tailored to your specific need

» Stored as part of the Base for use in other dashparts

» Supports

» Mathematical equations

» SQL statements

Calculated Fields




» Chart Options

» Stack Columns

» Legend Location

» Rotate Labels

» Display pie as %

» Column Properties

» Measure Description

» Define Colors

» Show Values on Chart

Dashpart options - Charts


Account Base Filters


» Utilize the Chart & Table Option to uncheck Always Rebuild Dashpart

» Use the Saved Search filter to reduce data returned on the dashpart

» Dashparts are most effective when they are concise – only select the data you want the end user to consume

» We are always looking at ways to improve performance so please give us your feedback

Tips for Performant Dashparts


What’s Coming



The information shared today regarding

future product features is considered

confidential. Furthermore, it does not

represent a commitment on the part of

Deltek to deliver the new functionality

that is discussed, nor does it obligate

Deltek to deliver any new functionality

within any specific timeframe.

» Employee Base

» Project Base fields to support billing process

» Multiple chart types

» Custom tooltip

» Web url dashparts

» Share dashparts with new Import / Export

» Maximize dashparts

3.0 Release


» Budget Columns based on

Planning on Project Base

» Drill to Detail on Project Base

» In-line Filtering on Dashparts

3.5 Release


» Linking to specific

Dashboard

» Project Detail Base

4.0 Release


Now What?


Visit the Vantagepoint Readiness Portal» Key resources to prepare for

upgrade.

» Checklists

» Frequently Asked Question

» Focused explanation of key

reimagine areas

» Product demos to help users

prepare


Readiness Portal


» Learn about the Features> Dashboard

» Dashboard Overview

» Default Dashparts and Dashboards

» All about Dashpart Bases

» Designing Vantagepoint Dashboards

» Designing Table Dashparts

» Designing Chart Dashparts

» Using Date Ranges in Table Dashparts

» Administrator Learning > Exciting Big

Changes > Dashboards

» Dashboard Overview

» Default Dashparts and Dashboards

Usability Lab @ Insight» Visit the Kiosk in the Xpo hall

between Customer Showcase and

Customer Care

» Sign up in the Xpo Hall for 1:1

usability testing sessions with a UX

Designer

» Take a self-directed usability test at

the kiosk


Attend These Sessions to See More Vantagepoint


» VPVI-02: Get Ready for Vantagepoint: Vision to Vantagepoint

» VPVI-03: Get Ready for Vantagepoint: DPS to Vantagepoint

» VPVI-04: Get Ready for Vantagepoint Accounting

» VPVI-06: Getting Ready for CRM In Vantagepoint

» VPVI-07: This is Vantagepoint

» VPVI-08: Welcome to the Projects Hub in Vantagepoint

» VPVI-12: To Vantagepoint 3.0 and Beyond!

» VPVI-13: Introduction to Vantagepoint Resource Planning

» VPVI-14: Introduction to Vantagepoint Dashboards

» VPVI-15: Creating Executive Dashboards in Vantagepoint

» VPVI-16: Create Winning Proposals with Vantagepoint

» VPVI-20: How to Apply Design Thinking to Your Vantagepoint

Configuration

» VPVI-24: Tips and Tricks Multi-Company in Vantagepoint

» VPVI-25: Thinking Out Cloud

» VPVI-26: Streamline Information Management with Deltek PIM &

Vantagepoint/Vision

» VPVI-27: Security, Screen Designer and UDFs

» VPVI-28: Manage Project Progress with Planning Reports and Alerts in

Vantagepoint

» VPVI-30: Getting the Most out of Vantagepoint T&E

» VPVI-41: Preparing for Deltek Vantagepoint CRM

» VPVI-46: How will Vantagepoint Impact your Consulting Firm

» VPVI-76: The New Vantagepoint Export Utility

Questions & THANK YOU

Documents

VPVI-15 · Dashboards In today’s business world it is imperative that you can get information in front of the right people at the right time. Executive Dashboards need to deliver