• CLM6 Mimic
  • Reports - Dashboard

    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 Reports - Dashboards consists of several standard dashboards:

    Dashboard Name

    What it shows you…

    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.

     


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