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iSave | Spotfire Parent/Child & Operational Health Dashboards

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Presentation on theme: "iSave | Spotfire Parent/Child & Operational Health Dashboards"— Presentation transcript:

1 iSave | Spotfire Parent/Child & Operational Health Dashboards
May 5, 2019

2 Parent/Child Dashboard How-To
iSave | Spotfire May 5, 2019

3 Parent/Child Dashboard
Link Navigate to Spotfire via the following link: Then click on either the Parent/Child button on the page banner or the icon If you are unable to access Spotfire, send an to Nizam Cs with your name and SSO to request access. iSave | Spotfire May 5, 2019

4 Parent/Child Dashboard
Parent Child Projects Banner # of Parent Projects Total $ of Est. Savings for Parent # of Parent Projects Not Shared Total $ of Est. Savings for Parent Projects Not Shared # of Parent Projects Shared Total $ of Est. Savings for Parent Projects Shared # of Child Projects Created without a linked Parent Project Total $ of Est. Savings for Child Projects without a linked Parent Project % of Parent Projects to Child Projects $ Variance Total $ of Est. Savings Variance Between Parent and Child Projects iSave | Spotfire May 5, 2019

5 Parent/Child Dashboard
Summary | Parent Child Metrics Default = Executed & Realized Savings Stages You can select how you would like to view the data here Depending on your ‘View By’ selections, summary-level details will populate in the interactive graph above. To view project-level details, select the line you’d like to see and it will populate the details in the charts below. iSave | Spotfire May 5, 2019

6 Parent/Child Dashboard
Details | Parent Projects – Child Not Created ($K) This chart will display the project-level details based on your selection in the Summary chart. It will display Parent Projects that have been created with no linked Child Projects created against it. Example #1: In this line, you will notice that Charles DeCalonne has created Parent Project GEPRJ1532; however, he has not shared the Division with anyone as the ‘Shared With’ field is blank. Charles has an action item as he needs to go into this project and share it with the applicable Child Project Owner. Example #2: In this line, you will notice that Mark Chadwick has created Parent Project GEPRJ28608 and shared the project with Peter Toth and Rebeka Mónika Visnyei; however, Peter and Rebeka have not replicated the project and changed it to a Child project. Peter and Rebeka have an action item. iSave | Spotfire May 5, 2019

7 Parent/Child Dashboard
Details | Parent Projects – Child Created ($K) This chart will display the project-level details based on your selection in the Summary chart. It will display Parent Projects that have a linked Child Project to it but have a variance between the Parent Project savings and the Child Project savings. A negative number “-$” is indicative of Child project savings less than the estimated Parent project savings amount. iSave | Spotfire May 5, 2019

8 Parent/Child Dashboard
#Parent Projects by Aging Days (Child not Created) This chart will display the number of Parent projects that have been created and shared with no linked Child projects created against it. The chart compares aging of days between the Parent project creation date to date of the data feed. For example, 38 Parent projects shared still have no linked Child projects that have aged between days. iSave | Spotfire May 5, 2019

9 Operational Health Dashboard How-To
iSave | Spotfire May 5, 2019

10 Operational Health Dashboard
Link Navigate to Spotfire via the following link: Then click on either the Operational Health button on the page banner or the icon If you are unable to access Spotfire, send an to Nizam Cs with your name and SSO to request access. iSave | Spotfire May 5, 2019

11 Operational Health Dashboard
Defects By Banner Click on the information icon to obtain additional information about each of the defects such as “What is Required?”, “Why is this important?” and “How do you fix this?” **Please note that how-to video links will be added in place of the “LINK” in the coming weeks which will visually show you how to make these changes.** iSave | Spotfire May 5, 2019

12 Operational Health Dashboard
View By You can adjust your View By here then further adjust by Commodity. iSave | Spotfire May 5, 2019

13 Operational Health Dashboard
Defects by Start/End Date You can select the line item you wish to obtain project-level detail for simply for clicking on the line. Then click on the Details button. In the example below, this will populate the project-level detail for all projects exceeding 1-year in length for Corporate projects. It will then navigate you to a new tab containing the project-level detail as indicated below. iSave | Spotfire May 5, 2019

14 Operational Health Dashboard
Defects by Approval Status For projects listed under the Strategic Project side, the chart will display all Child or Business Specific projects that are above the established approval thresholds for the businesses selected within the project that are in an Executed or Realized savings stage but have not been sent for approval. For projects listed under the Quick Project side, the chart will display all Business Specific projects entered into the Quick Entry module that have total savings above an established business threshold; therefore, being non-compliant with the requirements outlined for Quick Entry. You can adjust the chart by showing projects in Executed and Realized or one or the other. iSave | Spotfire May 5, 2019

15 Operational Health Dashboard
Defects by Savings Split You can select the line item you wish to obtain project-level detail for simply for clicking on the line. Then click on the Details button. In the example below, this will populate the project-level detail for all projects missing a savings split across the length of the project. It will then navigate you to a new tab containing the project-level detail as indicated below. iSave | Spotfire May 5, 2019

16 Operational Health Dashboard
Defects by Region/Country Split You can select the line item you wish to obtain project-level detail for simply for clicking on the line. Then click on the Details button. In the example below, this will populate the project-level detail for all projects missing a Region/Country designation. It will then navigate you to a new tab containing the project-level detail as indicated below. iSave | Spotfire May 5, 2019

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