for Planning and BudgetingJanis Plume

Budapest, 2017

AboutJānis Plūme,BI Consultant

Previous: Quality management,Project management

Project planning and reporting

Let us take some export from an ERP tool!

• Dimensions

• Dimension hierarchies

• Measures

• Hours spent

• Costs

Data mapping and import

• Demo

Report examples

Worklogs in JIRA• Hours spent, original and

remaining estimates

• How to get the financial data (rates, budgets, etc.)?

Additional data import in the issues cube

• Simple Cost Rates (User property in JIRA)

Simple cost rates

• SQL for additional data import, accessing the user properties

• Data mapping

Rates in eazyBI• What has changed in the cube?

• How to calculate costs

• With user dimension

• Generic measure

• DEMO

Cost calculation• At the User level

• Generic cost calculation from property

Advanced cost calculation • Different cost rates for different periods

and projects

• Additional data import from source file

• Advanced calculation for rate period

Additional measures for cost calculation

• Generate the rates for time members from rates history

• Calculate the cost for period

What next?• JIRA Portfolio

• Building the Portfolio hierarchy in the Issues cube by eazyBI advanced settings

Tempo budgets• Cost cube and

import using the SQL - prototype

Questions?