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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:

  1. Hover over the visualization and click the “…” button that appears.
  2. 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)

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