Investment Analysis – BT – SQL

Investment Analysis - BT - SQL

Part of the Business Transformation Collection, this bubble-chart portlet displays investments per their alignment, status and total planned benefit. The:

X-axis displays the alignment

Y-axis displays the status

Bubble-size displays the total planned benefit

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Download Details

RegoXchange Content ID:EX1087

Submission Date:

Submitter:

Content Type: Clarity Studio

Related Modules: Financial Management

Company:Rego Consulting

Version Support

Versions Supported: 14.x, 15.x, 16.x+

Special Instructions

Special Instructions:

Check if the below lookups exist or not:

  • NPD Competitive Advantage
  • NPD Business Alignment
  • NPD Incremental Revenue
  • NPD Confidence
  • NPD Regulatory
  • NPD Tech Compliance

If the lookups do not exist, then xog in the lookups using the files:

  • WR0904_Static_Lookup_NPD_COMP_ADV.xml
  • WR0904_Static_Lookup_NPD_BUS_ALIGN.xml
  • WR0904_Static_Lookup_NPD_INCR_REV.xml
  • WR0904_Static_Lookup_NPD_CONF.xml
  • WR0904_Static_Lookup_NPD_REG_COMP.xml
  • WR0904_Static_Lookup_NPD_TECH_COMP.xml

Create the below mentioned fields as mentioned (on the Investment object) and link them to the corresponding lookups

Once the fields are created, XOG in the portlet using the bt.invAnalysis.xml file

For more details please refer to the work-instructions as mentioned in the file: Investment_Analysis_Instructions.xlsx

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