MC Dashboard: Requisitions
Overview
The Requisitions page provides an overview of the requisitions and trending spend.
- Permanently set filters:
- Date range is set to previous and current years.
- Asset Name field is not blank.
- Excludes canceled and deleted requisitions.
Slicers
The slicers help you filter and sort the data on the page so you see only what you need.
Tips
- Press Ctrl and click to select multiple items in a list.
- If no items are selected from a particular list, data will be displayed for all the items in that list.
Division, Asset
- Only includes divisions and assets that have requisitions.
- When a division is selected, all assets in that division are selected.
Status
- Based on the Status field from Helm CONNECT.
Year-Month
- Based on the Due Date field from Helm CONNECT.
- Can filter the data on the page by specific months in specific years.
Parts
- Based on the Parts - Name field from Helm CONNECT.
- Can filter the data on the page by any of the parts in any of the requisitions.
Requisition
- Based on a combination of the External Number and Requisitions-Name fields from Helm CONNECT.
Clear All
- Click this button to clear all applied filters.
KPI Cards
The KPI cards summarize the performance on the page. They can be filtered by the slicers.
Total Spend
- The sum of all spend across all requisitions.
- Formula per individual part in each requisition: SUM( (Est Price/Unit) * Quantity )
- The displayed number will change based on the filters applied.
Forecast
- The forecasted spend for the current year.
- Based on the current spend to date and then calculated as a run rate for the rest of the year.
- Formula: (Spend to Date) / (Days passed in year so far) * 365
- Only the Asset and Parts slicers filter this card.
Total Requisitions
- The total count of all requisitions.
- The displayed number changes based on the applied filters.
Avg Requisition
- The average spend per each requisition.
- The displayed number changes based on the applied filters.
Visualizations
NoteTo export data to a CSV file:
- Hover over the visualization and click the “…” button that appears.
- From the drop-down menu, select Export data.
Total Spend per Month
- Based on the Created Date field from Helm CONNECT.
- Displays the total spend broken out by asset on a month-to-month basis.
- X-Axis: Year-Month
- Y-Axis: Total Spend
- Displays months with zero spend to demonstrate a proper timeline.
- Tooltip: Hover over a set of data points in the chart to display the spend per asset for a specific month.
Total Spend per Part
- Displays the total spend broken out by part.
- Tooltip: Hover over a colored section of the chart to display the total spend for each part as well as its percentage of the total spend.
- Click the black arrow below the legend to scroll down through the legend.
Parts Status Breakdown
- Displays the total number of requisitions broken out by status,
- Tooltip: Hover over a colored section of the chart to display the percentage of the total parts that are made up by each status.
- Legend:
- Dark Green: Received On Asset
- Olive: Received On Shore
- Light Green: Closed
- Orange: New
- Yellow: Confirmed
- Blue: Ordered
Requisition Table
- Displays all requisitions by the External-Number + Requisitions Name field created in Power BI.
- Columns:
- Quantity: Number of each part.
- Est Price/Unit: Cost of each part.
- Total Spend: (Quantity)*(Est Price/Unit)