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New SQL Reporting Services Reports in UniPhi 16

UniPhi Software, 14 Jul 2020

OK, so we're suppose to be publishing daily but we slipped a couple ok! So now getting back to business...

UniPhi 16 comes with three new reporting services reports. For those non-techy people, Reporting Services refers to the Microsoft platform used to create the reports by the UniPhi software development team. In this release, the following reports have been added or updated:

  • Programme Revenue by Code and Project
  • Programme Revenue by Code and Project Export
  • Portfolio Milestones

The most popular out of these 3 is the new portfolio milestone report. This report leverages off a bespoke report we built for one of our clients. It pivots the information into a matrix of milestones as column headings and projects as rows. This means you can scan down the screen and see when all "Go Live" milestones are going to occur or "Ribbon Cutting Ceremonies" (Good for ministers comms planning) etc. The storyboard dashboard out of Power BI is also a great visualisation of this portfolio data but that is for another blog post on another day.

One important UniPhi feature of this report is the use of project milestone templates to aggregate them into commonly named milestones, otherwise each column would be relevant for only 1 row. The parameter options at the top of the report allow you to select a milestone template to use that will then drive the column headings (even if a milestone's description has been changed by an end user, it will still aggregate under its associated template heading).

Portfolio milestone parameters including milestone template

The other good element of this report is that it contains links to the milestone data entry page for each project so you can quickly go and amend the data if one of the dates is wrong

As no doubt the sharp readers of our blog posts would have noticed, the other two reports are named exactly the same except that one has the word export at the end. We do this when we want one version of the report to be available for issuing to stakeholders with nice headers and the parameters of the report displayed at the top while the other is formatted as a data dump to excel for further manipulation. Of course the demand for this type of data dump is diminishing as the use of Power BI increases.

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