Costpoint Analytics: BestPractices for Extending andCreating Your Own AnalyticDashboardsWaymond Eng, Sr. Principal Designe...
AgendaKey TakeawaysExtending Costpoint Analytics       Value Out of the Box       Components of the Model       Extensi...
Key TakeawaysCostpoint Analytics provides an out of the box solution to trackGovCon key metricsCostpoint Analytics functio...
Extending CostpointAnalytics
Value Out of the BoxFully Functional Analytics Application built for GovernmentContractors:     Complete data load and fu...
Components of the ModelData and content are segregated between multiple QlikView(qvw) files:     Admin Folder – Configura...
Extensibility Scenarios    Several Methodologies:       Edit and append charts, tables, and even analytic tabs directly t...
Additional ConsiderationsRefresh/Deployment ConcernsAvoiding Upgrade IssuesSecurity ImplicationsPerformanceOther Misc Cons...
Tips and TricksExtensibility 101 – UDEFs that are referenced in configuration, one needs todecide whether to expose as fil...
Product Demonstration
ConclusionCostpoint Analytics provides an out of the box solution to trackGovCon key metricsCostpoint Analytics functional...
Q&A
Thank You!
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Deltek Insight 2012: Costpoint Analytics - Best Practices for Extending and Creating Your Own Analytical Dashboards

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Do you have the information you need to make the right decisions to move your business forward? Costpoint Analytics has great functionality out of the box, but the value of this exciting product doesn't end there. This session will cover how you can easily extend the value by creating your own interactive dashboard analytics with existing data in Costpoint Analytics, adding additional data from other sources, and leveraging other built-in properties and features. Intermediate Level.

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Deltek Insight 2012: Costpoint Analytics - Best Practices for Extending and Creating Your Own Analytical Dashboards

  1. 1. Costpoint Analytics: BestPractices for Extending andCreating Your Own AnalyticDashboardsWaymond Eng, Sr. Principal Designer, DeltekGC-463
  2. 2. AgendaKey TakeawaysExtending Costpoint Analytics  Value Out of the Box  Components of the Model  Extensibility Scenarios  Additional Considerations  Tips and TricksProduct DemonstrationConclusionQ&A2 ©2012 Deltek, Inc. All Rights Reserved
  3. 3. Key TakeawaysCostpoint Analytics provides an out of the box solution to trackGovCon key metricsCostpoint Analytics functionality can be extended to meetspecific customer requirements for additional metrics,visualizations, and analysisCostpoint Analytics can connect to other data sources andconsolidate content into a common dashboard view3 ©2012 Deltek, Inc. All Rights Reserved
  4. 4. Extending CostpointAnalytics
  5. 5. Value Out of the BoxFully Functional Analytics Application built for GovernmentContractors:  Complete data load and functioning dashboards that can be installed in less than a day  Simple configuration screens to set your company preferences  Security at organization and project manager levels  Complete end to end data load scripts, optimized for performance  Ability to load budget and forecast version for all metrics  Intuitive UI for data discovery and to get to answers quickly, assembled based on:  Best practices in dashboard and UI design  User feedback from customer executives5 ©2012 Deltek, Inc. All Rights Reserved
  6. 6. Components of the ModelData and content are segregated between multiple QlikView(qvw) files:  Admin Folder – Configuration, Data Dictionary, Load Data Scripts  Setup Folder – Connections, Org and PM Security  Budget Folder – Revenue, Backlog, Labor Utilization  Translate Folder – Variables and Expressions Libraries  Final Folder  Costpoint_Analytics_Projects (and _PM)  Costpoint_Analytics_Employees  Costpoint_Analytics_Summary  CRM_Analytics (and _EM)6 ©2012 Deltek, Inc. All Rights Reserved
  7. 7. Extensibility Scenarios Several Methodologies:  Edit and append charts, tables, and even analytic tabs directly to Deltek files (based solely on what’s in the current data model)  Modify expressions or calculations and edit the underlying logic to permanently filter existing data (for example)  Pull in and incorporate additional data tables from Costpoint, related 3rd party products, or other excel files  Create a new data model using Costpoint Analytics and respective data models as a starting point, pulling data from Deltek applications and related 3rd party applications  Create new data model from scratch pulling data from Deltek applications, related 3rd party applications, and/or other data sourcesEnd user can even extend Costpoint Analytics on the web viashared objects7 ©2012 Deltek, Inc. All Rights Reserved
  8. 8. Additional ConsiderationsRefresh/Deployment ConcernsAvoiding Upgrade IssuesSecurity ImplicationsPerformanceOther Misc Considerations8 ©2012 Deltek, Inc. All Rights Reserved
  9. 9. Tips and TricksExtensibility 101 – UDEFs that are referenced in configuration, one needs todecide whether to expose as filter, cycle group option or as a column intable(s)Metadata layer enhancements (hiding system fields, dimension/measures sortorder, data dictionary description tags)Disabling vs. deleting unwanted dimensions and expressionsImbedding calculations in UI vs. appending to our expressions library(performance and maintenance reasons)Conditional logic can be applied to field level nowMaking edits and changes in client-server designer vs. ajax web (for web-specific extensions)Appending to new Ad Hoc Data Discovery utilityPulling info from a new data source (using excel sheet as example)9 ©2012 Deltek, Inc. All Rights Reserved
  10. 10. Product Demonstration
  11. 11. ConclusionCostpoint Analytics provides an out of the box solution to trackGovCon key metricsCostpoint Analytics functionality can be extended to meetspecific customer requirements for additional metrics,visualizations, and analysisCostpoint Analytics can connect to other data sources andconsolidate content into a common dashboard view11 ©2012 Deltek, Inc. All Rights Reserved
  12. 12. Q&A
  13. 13. Thank You!

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