Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

The Dashboard page presents a summary of vendor expenses depicted in various graphs and charts. This main window shows the evolution of expenses by vendor, location, and total spend.

...

The following information is available on main dashboard:

Vendor Top 5

  • Hover over the vendor bar chart to show the total amount for each vendor for that month.

Location Top 5

  • Hover over the location pie chart to show the total amount for each location and percentage spend for that month.

  • Click a location in the pie chart legend to hide that location in the chart.

Total Spend

  • Hover over the total spend bar chart to show the total spend amount for each stacked vendor for that month.

  • Click a vendor in the bar chart legend to hide that stacked vendor in the chart.

Filter Dashboards List

The information can be filtered by:

  • Invoice Date: Select the specific month of invoice to display dashboards from drop-down list.

  • Vendor: Select the specific vendor to display dashboards from drop-down list.

  • Country: Select the country to display dashboards from drop-down list.

...

Vendor Dashboard

The following information is available on vendor dashboard:

Vendor Top 5

  • Hover over the vendor bar chart to show the total amount for the vendor for that month.

Location Top 5

  • Hover over the location pie chart to show the total amount for each location and percentage spend for that month.

  • Click a location in the pie chart legend to hide that location in the chart.

Total Spend

  • Hover over the total spend bar chart to show the total spend amount for the vendor for that month.

  • Click a series in the bar chart legend to hide that series in the chart.

...

Microsoft Power BI is a unified, scalable platform for self-service and enterprise business intelligence (BI). We use this tool to connect and visualize the data collected in the platform, which provides you a strong data visual into your cost, GL, services, savings, and inventory.

The Power BI Reports consists of several standard dashboards:

Dashboard Name

What it shows you…

Summary

Overall counts of your TEM environment and spend by vendor, cost group, address, and year.

Trending

Spend by vendor for a period of time, which can be adjusted with the main dashboard filters.

By GL

See a visualization of your spend and the GL Codes used to allocate your invoices each month.

By Account

See the invoice charges for your Accounts & Subaccounts by various categories.

By Location

See your spend by location.

*Requires that you maintain accurate location association with your services.

Wireless

See your wireless specific spend by year and lines.
*Requires wireless invoices to be processed in the platform.

Savings Dashboard

See the realized and pending savings that have been captured in the Savings Module.


The visualizations you see on the dashboard, such as charts, graphs, tables, are called tiles. You may interact with each tile, such as:

  • Applying a filter

  • Sorting the data

  • Exporting the results

Navigating a dashboard

When you select the Power BI Reports menu option, the Summary dashboard will open by default. You may tab through the other labelled dashboards to see the other aspects of your data.

Filtering

Each dashboard will provide you the opportunity to apply a Main Filter, typically a date range, vendor, and vendor type (wireless or wireline). The Main Filter will apply to all the tiles.

...

You may also click on a tile element, such as clicking on a vendor data bar, to filter your dashboard. If you hold down the “ctrl” key, you can select multiple elements within the tile as well.

...

Sorting your tile

You may sort data within a tile by clicking on the triple dot icon and then hover over Sort axis to see your sort options. The sortable values will vary based on the tile.

...

Exporting data

You may export each tile within a dashboard by clicking on the triple dot icon and then select Export data.

...

You will be presented with the allowable export options for the tile. Select how you want to export your data and then the file format. Click Export to begin the action.

...