Table of Contents

Portfolio Status Report

Overview

A status report is a document or presentation that provides an update on the progress, current status, and key developments of a portfolio, task, or initiative. It is a valuable communication tool used in various professional settings to keep stakeholders informed about the Portfolio's health and achievements. Status reports are typically prepared at regular intervals, such as weekly, monthly, or quarterly, depending on the nature and duration of the portfolio.

Altus has a Status Report within the portfolio configuration enabling Portfolio Managers to easily share portfolio progress with a wide variety of key stakeholders.

Solution and Technical Details

Components

The diagram below articulates how information from the Altus database tables (Dataverse) are brought into the Status Report:

StatusReport_Overview.png

This enables information to be served up in a near real-time manner to end users.

Data Query Methods

Two data query methods are utilised to extract data from dataverse for inclusion in the Power BI status report:

StatusReport_DataQueryMethods.png

Embedding Approach

This approach leverages the Altus OOTB Power BI embedding method to house the Status Report. It provides more flexibility to intuitively fetch the Portfolio ID and filter the report based on it.

  1. Embed Paginated Report on a Power BI report. Use the Paginated report icon to embed the Status Report (Use Portfolio ID as the filter on this visual):

StatusReport_EmbeddingApproach.png

  1. Create a tab on the form of Portfolio and insert a HTML web resource:

In this HTML Web Resource, we wrote code to extract the Portfolio ID and feed to the report:

<html><head>
    <script src="sensei_SenseiPortfolio.bundle.js" type="text/javascript"></script>
    <script>
     var xrm = undefined;
      if (typeof Xrm !== "undefined") {
        xrm = Xrm;
      } else if (typeof parent.Xrm !== "undefined") {
        xrm = parent.Xrm;
      } else {
        throw Error("Xrm api not available");
      }

      function getPortfolioIDContext(){
        var recordId = parent.Xrm.Page.data.entity.getId();
        var recordIdtrim = recordId.substring(1, recordId.length-1);
        PortfolioUID = "&filter=Dim_Portfolio/sensei_Portfolioid eq '" + recordIdtrim + "'";
        return PortfolioUID;
      }

      async function getPBIURL() {
        const pbiEmbedConfig = await xrm.WebApi.retrieveMultipleRecords(
          "sensei_senseiconfigsettings",
          "?$select=sensei_value&$filter=(sensei_name eq 'PowerBIReport_PortfolioStatusReport_IQA')"
        );
        const pbiEmbedURL = pbiEmbedConfig.entities[0].sensei_value;
        return pbiEmbedURL;
      }


      async function loadIframe() {
        filters = await getPortfolioIDContext();
        pbiURL = await getPBIURL();
        document.getElementById("SenseiPowerBIIframe").src = ${pbiURL}${filters};
      }

    </script>
  <meta><meta></head>
  <body onload="loadIframe()" style="overflow-wrap: break-word" onfocusout="parent.setEmailRange();">
   <iframe id="SenseiPowerBIIframe" width="100%" height="100%" src="" frameborder="0" allowfullscreen="true"></iframe>
  </body></html>

In this HTML, we need to make changes to sensei_Portfolioid and PowerBIReport_PortfolioStatusReport_IQA according to different situations.

  1. Create a new new page in Configuration Settings to house the embed Power BI Report:

Put the name of this setting inside the HTML web resource. And the value of this setting should be the embedding value of Power BI report.

Data

The Altus Status Report includes the following data from a Program:

  • Details, Status Update Commentary and KPIs
  • Portfolio Summary
  • Decisions
  • Risks
  • Issues
  • Change Requests
  • Lessons Learned

Details, Status Update Commentary and KPIs

The first page of the status report provides some of the fields from the Details tab such as the Program Manager, Sponsor, Department, Location, and Investment Category.

It also provides the latest KPI values and status comments from the Status Updates section of the Program.

Programs and Portfolios Summary

The programs and Portfolios page provides a summary of programs and Portfolios for the selected Portfolio.

Decisions

The financials page provides a summary of the Decisions for the selected Portfolio.

Risks

The financials page provides a summary of the Risks for the selected Portfolio.

Issues

The financials page provides a summary of the Issues for the selected Portfolio.

Change Requests

The financials page provides a summary of the Change Requests for the selected Portfolio.

Lessons Learned

The financials page provides a summary of the Lessons Learned for the selected Portfolio.

Export Formats

Altus enables users to export the status to a number of useful formats including:

  • Microsoft Excel
  • PDF
  • CSV
  • Microsoft PowerPoint
  • Microsoft Word
  • Web Archive
  • XML

StatusReport_ExportFormats.png

The most frequently used formats are Microsoft PowerPoint and PDF.

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