A Quick Reference Guide to assist in the use of the Waterline to Optimize Portfolios in Clarity’s Classic UX.  Reviews waterline menu, ranking rules, and use of filters.

Summarize an ad hoc list of investments or leverage your defined hierarchies to visualize and evaluate the performance of your portfolios, including financial data analysis.  Report Views include:

• Change Requests
• Cost Trend
• Cost
• Effort Trend
• Effort
• Hierarchy Summary
• Investment Drill Thru
• Investment Gantt
• Issue Summary
• Milestones
• Risk Summary
• Staff
• Status Report Summary
• Tasks

Demo Video -  https://www.youtube.com/watch?v=UNByLAWJ2Nw&list=PLXJ5ktuWV0jiS9CvBpHvBIwpKPmA9uvwK&index=4 The main .rpt file will access data through the Data Warehouse.  For clients on Rego’s AWS hosting, we have versions that work with Oracle and Postgres DB and access the live database, if the Rego Odata connector is being used.

This Excel document provides a template for mocking up and validating portlet requirements.  The template is important to use to help end users visualize the final output of a portlet. Template Defines:

• Portlet Name
• Portlet Purpose
• Portlet Description
• Portlet Security
• Portlet Placement
• Portlet Filter Fields/Layout
• Portlet Grid Fields/Layout

Utilize the PowerBI against the Clarity ODATA connector to get critical data for rich reports and dashboards. This class is a hand on beginner training class for PowerBI - learn how to build basic reports against the Clarity data warehouse.