Hi,
The need is to create a specific extract which will be used in PowerBI. Solution will be a stored procedure which will update a specific table.
I would like to be able to see the aggregated budget (sum of budget of sub project or sub-sub project taking into account the allocation between project)
I would like to have the number of projects too.
An example
Main1
SUB1 allocated to 50% to MAIN1 ! Own budget : 100
subsub1 allocated to 100% Own budget : 100
Main2
SUB1 allocated to 25% to Main2 own budget : 100
Subsub1 allocated to 100% Own budget : 100
Result in my report
Main1 => Nbre project = 3, aggregated budget : 50% de 200 (budget sub1 + budget subsub1) => 100
Sub1 => nbr project = 3 : Aggregated budget :: 50% de 200 (budget sub1 + budget subsub1) => 100
Main 2 => Nbre project = 3, aggregated budget : 25% de 200 (budget sub1 + budget subsub1) => 50
Thanks for your help
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PPM Consultant
Wipro
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Original Message:
Sent: 06-30-2020 05:14 PM
From: Alistair Miller
Subject: Project Financial rollup : How to have it in a custom report
Hi Oliver
What format is the extract - is it a portlet, an ad hoc view, a report?
What detail do you need - just the top-level "Master", or all of the subordinates as well?
Original Message:
Sent: 06-29-2020 12:07 PM
From: OLIVIER RAMEL
Subject: Project Financial rollup : How to have it in a custom report
Hello,
I have to create an extract in order to be able to see the budget on my main project. I want the same functionality than what we have in the Hierarchy - Financial Rollup
In my report, I would like to have The result ORL Main 1 : Aggregated budget = 50 as we can see in the picture bellow
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PPM Consultant
Wipro
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