Altus Reports - Release Notes
23rd April, 2024 - Version 2.00
1. Bug 23220 - Projects Report - Tasks Page - Filter Top Cards to Exclude Summary Tasks
Problem: Tasks page excludes all summary tasks
Solution: Filter is added in the Project reports under Project tasks and users cannot see the filter as its locked. The Tasks tab in the Project Insights Report only reports non-summary tasks. Exclusion of summary tasks is applied to the whole page.
2. Bug 22870 - Portfolio: Program Status - Details Bookmark - Visuals overlaid
Problem: Portfolio Report > Program Overview tab > Drill through to the Program Status page. Visuals from the Tracking bookmark aren't being hidden properly when you click on other bookmarks on the page.
Solution: All Tracking bookmark visuals are removed when you click on another bookmark.
3. Backlog 18075 - Reports: Power BI Insights Report - Register KPI changes
Problem: KPIs for Status registers are wrong and need to be modified with the below criteria.
Solution: Applied the following rule changes for KPI’s:
Similarly, all the KPIs need to be updated as per the below mentioned criteria:
Key Dates KPI Criteria:
| Rule | Indicator |
|---|---|
when statuscode = 955000003 (Done) then |
1 - Completed green tick |
when sensei_duedate is null then |
2 - Yellow Triangle |
when sensei_duedate < Getdate() then |
3 - Red Diamond |
else |
4 - Green Circle |
Risks:
| Rule | Indicator |
|---|---|
when statuscode = 955000000 (Postponed) then |
0 - Grey/empty circle |
when statuscode <> 1 (Active) then |
1 - Completed green tick |
when sensei_duedate is null then |
2 - Yellow Triangle |
when sensei_duedate < Getdate() then |
3- Red Diamond |
else |
4 - Green Circle |
Issues:
| Rule< | Indicator |
|---|---|
when statuscode = 955000000 (Postponed) then |
0 - Grey/empty circle |
when statuscodename <> 1 (Active) then |
1 - Completed green tick |
when sensei_duedate is null then |
2 - Yellow Triangle |
when sensei_duedate < Getdate() then |
3 - Red Diamond |
else |
4 - Green Circle |
Deliverables:
| Rule | Indicator |
|---|---|
when statuscode = 955000001 or 955000002(Completed or Cancelled) |
1 - Completed green tick |
when sensei_duedate is null then |
2 - Yellow Triangle |
when sensei_duedate < Getdate() then |
3 - Red Diamond |
else |
4 - Green Circle |
Decisions:
| Rule | Indicator |
|---|---|
when statuscode <> 1 ('Active') then |
1 - Completed green tick |
when sensei_duedate is null then |
2 - Yellow Triangle |
when sensei_duedate < Getdate() then |
3 - Red Diamond |
else |
4 - Green Circle |
Changes:
Rule |
Indicator |
|---|---|
when statuscode = 955000000 ('On Hold') then |
0 - Grey/empty circle |
when statuscode = 955000001 or 955000002('Approved' or 'Rejected') |
1 - Completed green tick |
when sensei_duedate is null then |
2- Yellow Triangle |
when sensei_duedate < Getdate() then |
3 - Red Diamond |
else |
4 - Green Circle |
4. Bug 23488 - Direct query becoming an import
Problem: Addition of a link causing error and making the direct query to be turned into import.###
Solution: Remove the link from “added custom” step from Fact_Constraint and Fact_Keydates_Program inside the model which was added as an extra step.
Instead LinkURL DAX has been created as an added column inside the table:
5. Bug 23219 - Project Report - Financials Page - Same EAC For Each Category
Problem: Financials on the Project status page were not displaying the correct calculations.
Solution: Portfolio model lacked relationship between the chart of accounts and the financial transactions, this has now been added.
6. Bug 22845 - The EAC calculation on Power Bi report is not accurate
Problem: In Portfolio report under Program status the financials were not being calculated correctly.
Solution: Totals have been fixed and EAC(Estimate at Completion) has been added as a new column under Program status-Financials-Details.
7. Bug 22889 - Dim_System Users - Update flow to remove the merge
Problem: The Dim_SystemUsers flow is removing users that are not bookable resources.
Solution: DIM_Systemuser dataflow has been modified and bookable resource table has been removed.
8. Bug 22871 - Work Model - User Can't See Projects-Registers They Are Assigned To
Problem: Risks, Issues, Changes, and other registers assigned to a user is not visible in work reports.
Solution: Entire work model has been recreated with addition of DIM_systemusers in the model. Work model now has RLS implemented exactly like Portfolio model.