Table of Contents

Altus Reports - Release Notes

27th May, 2024 - Version 2.1

1. Baseline Reports

Dataflows:

  1. DIM_Tasks: Following columns are added from sensei_tasks table.

    | sensei_effort sensei_effortcompleted sensei_effortremaining

  2. DIM_Projects: Following columns are added from sensei_projects table.

    | sensei_baselinecreatedby sensei_baselinecreatedon sensei_baselinedurationweekdays sensei_baselineefforttotal sensei_baselinefinish sensei_baselinestart sensei_isbaselined sensei_isbaselinedname

Models:

Portfolio Model:

  1. sensei_effort, sensei_effortcompleted, sensei_effortremaining columns are brought in to the model by navigating to transforming data and then refreshing DIM_Tasks table inside the model.

    Organisation identification code

  2. Fact_Baseline is created from sensei_baseline and bringing in the required columns

  3. Fact_Task_Baseline is created from sensei_taskbaseline table and bringing in the required columns

    Organisation identification code

  4. Columns added in DIM_Projects are brought into the model by navigating to transform data and refreshing the table. Only refresh preview within Power Query will bring in the newly added columns and not the model refresh.

  5. Measures for Baseline: Below measures are created for Baseline reports

    Organisation identification code

Reports:

Projects Report:

Project tab

  1. Under Projects tab Baseline finish and Baseline Variance has been added.

  2. If Finish is greater than Baseline finish then the font is made red

  3. If Baseline Variance is a positive value then the font is red else normal

    Organisation identification code

  4. Project status tab:

    Organisation identification code

Under Project status – Overview tab – Baseline Effort has been added and the remaining tiles have been rearranged. Baseline finish and Baseline Variance has been added on the top and Baseline finish added in Completed milestones and Upcoming milestones visual.

Organisation identification code

Under Project status – Details tab – Baseline information has been added.

2. Alternate Currency

All reports currencies will be updated to the base currency set in Altus.

Models:

In every model the DIM_Transactioncurrency is created to take the value of the base currency. If there are multiple currencies in transaction currency table then it will compare with org table and take the base currency.

Organisation identification code

All measures that have been used in the visual need to be formatted as Dynamic instead of currency with the below code. This needs to be done for all currency columns used in the visual.

Organisation identification code

Reports:

All reports will be automatically updated to the base currency.

3. Strategy report

Benefits tracking - Visual for Actual, Forecast, Planned and Goal by Month has been fixed.

Edit this page