vpvi-83...• tooltips (“hover text”) • details page –individual opportunity details •...
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VPVI-83:VPM Deep Dive: Create a Winning Opportunities Dashboard
Rachel Beil, RTI Health Solutions
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• A business unit of RTI International
• RTI Health Solutions (RTI-HS) provides consulting and research expertise to pharmaceutical, biotechnology, diagnostics, and medical device companies
• 300+ employees
• Vision Core, CRM, Resource Planning, Purchasing, Multicurrency, VPM
RTI Health Solutions
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Rachel Beil Business Systems Administrator
• 15+ years as Programmer/Analyst, Application Administrator, System Administrator
• Joined RTI Health Solutions June 2017
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What is VPM
Disclaimer: We are on prem. The VPM module for Vision cloud customers does have some slight variations in functionality. Be sure you check with Deltek and understand the differences between cloud and on prem.
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public.tableau.com examples
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VPM Basics
• Worksheets and Workbooks
• Dashboards, Dashparts, Reports
• Dimensions and Measures
• Pills and Shelves
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VPM Basics: Worksheets and Workbooks
Excel Tableau Desktop
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VPM Basics: Dashboards, Dashparts, Reports
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VPM Basics: Dimensions and Measures
• Dimension - Qualitative Data• Examples:
• Names
• Dates
• Categories
• Blue in Tableau
• Measure - Quantitative Data• Examples:
• Numbers
• Green in Tableau
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VPM Basics: Pills and Shelves
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• The Audience: Business Development
• Opportunity data to support client interactions
• Long manual process (Excel) to format the data
BD Opportunities: The Challenge
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• Stage
• Stage Date (custom) = date the opportunity went into its current stage
• Win Rate = Awarded / (Awarded + Not Awarded)
• Volume and USD
• Original and Add-on
• Filters: Date, Practice Area, Study Type, Therapeutic Area, Client, Stage
• Ideally, individual Opportunity details
BD Opportunities: The Data Requirements
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• Filters
• Bar graph / line graph – Opportunity stage and win rate over time
• Stacked bar graph
• Line graph
• Dual axis
• Tooltips (“hover text”)
• Details page – individual opportunity details
• Donut chart – overall win rate
BD Opportunities: The Dashboard
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Add to one worksheet, then apply to all worksheets in the dashboard
BD Opportunities: Filters
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Options to customize your filters
BD Opportunities: Filters
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BD Opportunities: Bar Graph / Line Graph
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BD Opportunities: Bar Graph / Line Graph
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BD Opportunities: Bar Graph
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BD Opportunities: Stacked Bar Graph
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BD Opportunities: Stacked Bar Graph
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BD Opportunities: Line Graph
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BD Opportunities: Dual Axis
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BD Opportunities: Tooltips
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BD Opportunities: Details Page
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BD Opportunities: Details Page
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BD Opportunities: Details Page
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BD Opportunities: Details Page
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BD Opportunities: Details Page
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BD Opportunities: Donut Chart
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http://www.vizwiz.com/2014/12/donutcharts.html
BD Opportunities: Donut Chart
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• If you’ve added grid data to your data set, you may need to use LOD expressions for certain aggregations • { INCLUDE [Opportunity ID] : MAX([Dollar Amount USD]) }
• Alternatively, you can add row numbers in your query:• ROW_NUMBER() OVER(PARTITION BY OV.OpportunityID ORDER BY OV.OpportunityID
ASC) AS Row#
• Complex custom sql queries and LOD expressions can affect performance –you may need to use a data extract• We use a view plus an extract for BD Opportunities
BD Opportunities: Advanced Tips
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Vision 7.6: Tableau 9.3
Vantagepoint 3.0: Tableau 2019
Tableau features for current and previous releases:
https://www.tableau.com/products/all-features
VPM: What’s Next
