On Microsoft AppSource

Variance Report

The VR matrix is the main section of the report where users can view the actuals and outlook for month, YTD, and year-end, for all the projects. 

Vendor/Cost Center Analysis

Analyze vendor and cost center costs by project and drill down to order numbers. Use these interactive visuals to analyze contractor costs associated with projects, orders, and cost centers. 

Drill Down Features

Users can click on the + sign in the Project and Description column to drill down and look at all the order numbers and cost breakdown for each project.  

Trend Analysis

A high-level overview of the program cost performance and is helpful when doing a time-period analysis. Various slicers can be used to focus on key areas which can be helpful in different cases e.g. forecast preparation.  

Slicers

Various slicers are available to narrow down the report. 

1.  Region Slicer (e.g. Northern, Southern) 
2. Project Slicer
3. Department
4. Cost Category
5. Year
6. Month

Filters

Filter by cost type, IO description and other values by expanding the filter panel on the right of the screen. 

 Step 1:

The Dollar Grid template app can load user data from Dataflows in Power BI service.

Step 2:

Provide the workspace id and dataflow id. There are 3 tables that are required in the Dataflow. The schema for these three tables should be defined as explained in the following steps.

Step 3:  

Financial Outlook

a. Order Number (Type: Text, Nullable: False)

b. Year (Type: Text, Nullable: False)

c. Cost Type (Type: Text, Nullable: False)

d. Jan-Dec 12 Columns (Type: Decimal Number, Nullable: True) 

Step 4: 

Financial Actuals

a. Order Number (Type: Text, Nullable: False)

b. Cost Type (Type: Text, Nullable: False)

c. Actuals (Type: Decimal Number, Nullable: False)

d. Fiscal Period (Type: Date (MM/DD/YYYY), Nullable: False)

e. Vendor Description (Type: Text, Nullable: True)

f. Cost Center (Type: Text, Nullable: True)

Step 5: 

IO List

a. Cost Category (Type: Text, Nullable: True)

b. Order Number (Type: Text, Nullable: False)

c. Order Description (Type: Text, Nullable: False)

d. Project ID (Type: Text, Nullable: False)

e. Project Description (Type: Text, Nullable: False)

f. Department (Type: Text, Nullable: False)

g. Region (Type: Text, Nullable: True)

Step 6:

Dataflow Authentication

For dataflow connectivity, please set authentication method to OAuth2 and Privacy Level to Organizational.