Project Financial rollup : How to have it in a custom report

[OLIVIER RAMEL]

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

I have 3 levels of project and we use allocation between project. 
Do you if the result of the financial roll up is stored somewhere in the database (DWH perhaps ?)

Thanks for your help

Regards

Olivier RAMEL

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PPM Consultant
Wipro
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[Alistair Miller]

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?

[OLIVIER RAMEL]

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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[Alistair Miller]

Your query will need to get budget information for each project from NBI_PROJECT_CURRENT_FACTS_V. You can look at DWH_INV_HIERARCHY_V to get the project hierarchy and the percentage allocated to the parent. Multiply the budget from the project view by the allocation percent in the hierarchy view (you'll need to go recursively to build the hierarchy).

[OLIVIER RAMEL]

Hello Alistair

Thanks a lot, View is exactly what I need.

Regards,

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PPM Consultant
Wipro
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