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4. In the ''FIELDS'' section, search or select from the available Agreements. For example, ''Agr_Agreement''. <br/> 5. '''Select''' the options (from window on the right hand side) by which you want to create a personalized report. For example, ''Contract Type. Created By, ''and ''Expiry Date''. The information or the customized report will be displayed in the main window. | 4. In the ''FIELDS'' section, search or select from the available Agreements. For example, ''Agr_Agreement''. <br/> 5. '''Select''' the options (from window on the right hand side) by which you want to create a personalized report. For example, ''Contract Type. Created By, ''and ''Expiry Date''. The information or the customized report will be displayed in the main window. | ||
<div class="note-box">'''Note''': The Agreements, Clauses, Obligations & Fulfillments and Templates displayed in the Fields window are based on user authorization i.e. you can only see entities that you have permission to view. </div> <div class="image-green-border"><br/> 6. '''Click''' ''File >'' ''Save as'' to save and generate the report. A window opens so that you can enter a name for the report.</div> <div class="image-green-border"> </div> <div class="image-green-border">[[File:Power BI 6.png|420px|Power BI 6]]</div> <div class="image-green-border"> </div> <div class="image-green-border">7. Name the report and '''click''' ''Save''.</div> <div class="image-green-border"> </div> <div class="image-green-border"><div class="image-green-border">The saved report will appear in the ''Privileges ''section of the''Security Group Detail''s page. If you have ''Manage'' access to this report, then you will be able to view and access this report on the ICI user interface in the ''My Reports ''section of''Advanced Analytics'' tile.</div> </div> <div class="image-green-border"> </div> <div class="image-green-border">[[File:Reports Privileges 7.8.PNG|720px|RTENOTITLE]]</div> <div class="image-green-border"> </div> | <div class="note-box">'''Note''': The Agreements, Clauses, Obligations & Fulfillments and Templates displayed in the Fields window are based on user authorization i.e. you can only see entities that you have permission to view. </div> <div class="image-green-border"><br/> 6. '''Click''' ''File >'' ''Save as'' to save and generate the report. A window opens so that you can enter a name for the report.</div> <div class="image-green-border"> </div> <div class="image-green-border">[[File:Power BI 6.png|420px|Power BI 6]]</div> <div class="image-green-border"> </div> <div class="image-green-border">7. Name the report and '''click''' ''Save''.</div> <div class="image-green-border"> </div> <div class="image-green-border"><div class="image-green-border">The saved report will appear in the ''Privileges ''section of the''Security Group Detail''s page. If you have ''Manage'' access to this report, then you will be able to view and access this report on the ICI user interface in the ''My Reports ''section of''Advanced Analytics'' tile.</div> </div> <div class="image-green-border"> </div> <div class="image-green-border">[[File:Reports Privileges 7.8.PNG|720px|RTENOTITLE]]</div> <div class="image-green-border"> </div> | ||
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| + | == Report- Wise access control of Power BI Reports == | ||
| + | <div>ICI enables Admin to edit, report wise access of Power BI reports. This will include following functionalities: </div> | ||
| + | *<div>Admin can edit accesses (only one of the three access rights – Manage or View or None) through Security Group settings </div> | ||
| + | *To check if the security group setting of current reports is same as before the Update was made. Existing View/None access remained as it is for other existing reports. | ||
| + | *The ‘Power BI reporting’ privilege is removed from “Privileges” list of Security Group settings | ||
| + | *“Manage” access radio button for SSRS reports is disabled. | ||
| + | *“Manage” access radio button is enabled only for all Power BI reports (OOTB & Custom). | ||
| + | *If the user has created any report, it is visible in the ‘My Reports’ tab on “Analytics Reports” page. | ||
| + | *If my reports section is empty - “You have not created any report yet. Go ahead and try creating a report. See help documentation to get more info.” Message is displayed | ||
For Admin to edit accesses (only one of the three access rights – Manage or View or None) through Security Group settings: | For Admin to edit accesses (only one of the three access rights – Manage or View or None) through Security Group settings: | ||
| Line 72: | Line 58: | ||
#'''Click''' “Security Groups”, the Security Groups page opens. | #'''Click''' “Security Groups”, the Security Groups page opens. | ||
#'''Click''' the three dots icon and select “View Details”. | #'''Click''' the three dots icon and select “View Details”. | ||
| − | <div class="image-green-border | + | <div class="image-green-border">[[File:8.1 View Details 1.PNG|520px|8.1 View Details 1.PNG]]</div> <ol start="4"> |
| − | <li> | + | <li>The Default security group details are displayed. Click on “Report” tab. All Reports are displayed along with the access permissions “Manage”, “View” and “None”. </li> |
| − | The Default security group details are displayed. Click on “Report” tab. All Reports are displayed along with the access permissions “Manage”, “View” and “None”. | + | |
| − | </li> | + | |
</ol> | </ol> | ||
| − | <div class="image-green-border | + | <div class="image-green-border">[[File:8.1 Report 2.PNG|520px|8.1 Report 2.PNG]]</div> <div class="image-green-border"> </div> <ol start="5"> |
| − | <li> | + | <li>'''Click '''on “Edit” button on right top corner. “Edit Security Group” page opens. </li> |
| − | '''Click '''on “Edit” button on right top corner. “Edit Security Group” page opens. | + | |
| − | </li> | + | |
</ol> | </ol> | ||
| − | <div class="image-green-border">[[File:8.1 Edit SG 3.PNG|520px]]</div> <ol start="6"> | + | <div class="image-green-border">[[File:8.1 Edit SG 3.PNG|520px|8.1 Edit SG 3.PNG]]</div> <ol start="6"> |
| − | <li> | + | <li>'''Click''' on “Report” tab. Accesses can be now changed for each Power BI report from here. Any one of the three access can be chosen – “Manage” or “View” or “None”. </li> |
| − | '''Click''' on “Report” tab. Accesses can be now changed for each Power BI report from here. Any one of the three access can be chosen – “Manage” or “View” or “None”. | + | |
| − | </li> | + | |
</ol> | </ol> | ||
| − | [[File:8.1 Edit Report access 4.PNG|520px]] | + | [[File:8.1 Edit Report access 4.PNG|520px|8.1 Edit Report access 4.PNG]] |
<ol start="7"> | <ol start="7"> | ||
<li>'''Click''' on “Next” button from Report > Users > Privileges > Verify. After verifying all the changes made click on “Update” button. </li> | <li>'''Click''' on “Next” button from Report > Users > Privileges > Verify. After verifying all the changes made click on “Update” button. </li> | ||
| Line 102: | Line 82: | ||
Before Update: | Before Update: | ||
| − | <div class="image-green-border | + | <div class="image-green-border">[[File:8.1 Before update 5.PNG|720px|8.1 Before update 5.PNG]]</div> <div class="image-green-border"> </div> |
After Update: | After Update: | ||
| − | [[File:8.1 After update 6.png|520px]] | + | [[File:8.1 After update 6.png|520px|8.1 After update 6.png]] |
To check if the Power BI reporting privilege is removed from “Privileges” list of Security Group settings: | To check if the Power BI reporting privilege is removed from “Privileges” list of Security Group settings: | ||
| Line 111: | Line 91: | ||
#'''Click''' “View Details” for the Security Group for which you want to check the settings. | #'''Click''' “View Details” for the Security Group for which you want to check the settings. | ||
#'''Click''' on “Privileges” tab. Check for ‘Power BI reporting’ privilege in the list. It is not present. | #'''Click''' on “Privileges” tab. Check for ‘Power BI reporting’ privilege in the list. It is not present. | ||
| − | <div class="image-green-border">[[File:8.1 Previliges 7.PNG|520px]]</div> <div class="image-green-border"> </div> <div class="image-green-border"> | + | <div class="image-green-border">[[File:8.1 Previliges 7.PNG|520px|8.1 Previliges 7.PNG]]</div> <div class="image-green-border"> </div> <div class="image-green-border"> |
To check “Global Reports” are renamed as “Custom Reports” on Advanced Analytics > Analytics Reports page: | To check “Global Reports” are renamed as “Custom Reports” on Advanced Analytics > Analytics Reports page: | ||
| Line 117: | Line 97: | ||
#'''Select''' “Analytics Reports”, the Custom Reports page opens. | #'''Select''' “Analytics Reports”, the Custom Reports page opens. | ||
| − | [[File:8.1 Custom Reports 8.PNG|520px]] | + | [[File:8.1 Custom Reports 8.PNG|520px|8.1 Custom Reports 8.PNG]] |
To check whether the “Manage” access radio buttons for SSRS reports is disabled: | To check whether the “Manage” access radio buttons for SSRS reports is disabled: | ||
| Line 124: | Line 104: | ||
#'''Click''' “Report” tab. Check for SSRS Reports, the “Manage” access radio button is disabled. | #'''Click''' “Report” tab. Check for SSRS Reports, the “Manage” access radio button is disabled. | ||
| − | [[File:8.1 Manage Disabled 9.PNG|520px]] | + | [[File:8.1 Manage Disabled 9.PNG|520px|8.1 Manage Disabled 9.PNG]] |
To check whether the “Manage” access radio button is enabled only for all Power BI reports (out-of-the-box and custom): | To check whether the “Manage” access radio button is enabled only for all Power BI reports (out-of-the-box and custom): | ||
| Line 131: | Line 111: | ||
#'''Click''' “Report” tab. Check for Power BI Reports, “Manage” access radio button is enabled. | #'''Click''' “Report” tab. Check for Power BI Reports, “Manage” access radio button is enabled. | ||
| − | [[File:8.1 Manage enabled 10.png|520px]] | + | [[File:8.1 Manage enabled 10.png|520px|8.1 Manage enabled 10.png]] |
If the user has created any report, then it will be visible in the “My Reports” tab on “Analytics Reports” page. To create a report: | If the user has created any report, then it will be visible in the “My Reports” tab on “Analytics Reports” page. To create a report: | ||
| Line 138: | Line 118: | ||
#'''Click''' on “Create” button, “Create Report” page opens. | #'''Click''' on “Create” button, “Create Report” page opens. | ||
| − | [[File:8.1 Create Report 11.PNG|520px]] | + | [[File:8.1 Create Report 11.PNG|520px|8.1 Create Report 11.PNG]] |
<ol start="3"> | <ol start="3"> | ||
| − | <li> | + | <li>Create a report and click on File > Save As. </li> |
| − | Create a report and click on File > Save As. | + | |
| − | </li> | + | |
</ol> | </ol> | ||
| − | [[File:8.1 Create Report 12.PNG|520px]] | + | [[File:8.1 Create Report 12.PNG|520px|8.1 Create Report 12.PNG]] |
<ol start="4"> | <ol start="4"> | ||
<li>Save Your Report. Enter “Name” of the report to be created or saved. for example “AccessControlReport_Test” Click “Save”. </li> | <li>Save Your Report. Enter “Name” of the report to be created or saved. for example “AccessControlReport_Test” Click “Save”. </li> | ||
| Line 152: | Line 130: | ||
</ol> | </ol> | ||
| − | [[File:8.1 My Reports 13.PNG|520px]] | + | [[File:8.1 My Reports 13.PNG|520px|8.1 My Reports 13.PNG]] |
| − | </div> | + | </div> |
| + | |||
== Asking a Question == | == Asking a Question == | ||
Latest revision as of 09:19, 17 May 2022
Contents
Power BI Integration with ICI
ICI integration with Power Business Intelligence (BI) provides real time analytics and ad-hoc report generation capabilities to the user, through a configurable option of providing the Advanced Analytics tile on the Dashboard as an additional entity, with the access controlled through Privileges defined in Security Groups. This is a configurable option that can be turned On/Off. It allows you to gain insights by slicing and dicing data to generate reports quickly, so that you can take necessary action. Using this tile, you can:
- View reports created using power BI integration
- Create new reports using a selected Entity as required
- Control created reports through Security Group
- Ask a Question
As a User, you can:
- Access the Advanced Analytics Reports page directly on clicking the Advanced Analytics tile. This opens the Advanced Analytics page with the Analytics Reports tile selected and displaying self-generated and global reports.
- Access self-generated reports quickly from the My Reports section on the Advanced Analytics page.
- Access global reports from the Global Reports section of the Advanced Analytics page, if access is provided by the Administrator through Security Groups.
- Generate report based on different data models. For example, Agreement, Clause, Obligations & Fulfillments or Template. If ICI has only one dataset (for example, Agreement), then you will be taken directly to the Power BI user interface of the Agreement. However, if ICI has multiple datasets configured, then then you will be re-directed to the page where you can view a list of all the datasets in ICI. Clicking one of those datasets will direct you to the Power BI interface.
As an Administrator, you can:
- Save global reports as a separate entity and control access to such reports through Security Groups, either from the Security Groups tile or the Save Report window.
While creating reports, users with access to Power BI dashboards will now be able to see BusinessAppType filter in the agreement data model. Since the create report functionality is common to sourcing and contracting, using this filter allows users to create reports for either.
Using the BusinessAppType filter:
Go to Advanced Analytics > Create Report. Select a dataset, for example, Agreement. The BusinessAppType filter will be visible in the Agreement data type.
Viewing Existing Reports
To view reports:
1.Click the Advanced Analytics tile on the Dashboard. This opens the Advanced Analytics page.
2.Click a report that you created on the My Reports section. You can edit this report. For example, clicking the PowerBI_UserReport in the My Reports section opens it in Power BI as shown in the screenshot below.
3.Click a report on the Global Reports section to view a global report. Access to these reports is provided by the Administrator through Security Groups. For example, clicking the Power BI Report Contract Type in the Global Reports section opens it in Power BI as shown in the screenshot below.
Creating Reports
To create a Report:
1. Click the Advanced Analytics tile on the Dashboard. This opens the Advanced Analytics page.
2. Click the Create Report tile. The available datasets will be displayed.
3. Click the desired dataset. For example, Agreement. The Power BI user interface opens.
4. In the FIELDS section, search or select from the available Agreements. For example, Agr_Agreement.
5. Select the options (from window on the right hand side) by which you want to create a personalized report. For example, Contract Type. Created By, and Expiry Date. The information or the customized report will be displayed in the main window.
6. Click File > Save as to save and generate the report. A window opens so that you can enter a name for the report.
Report- Wise access control of Power BI Reports
- Admin can edit accesses (only one of the three access rights – Manage or View or None) through Security Group settings
- To check if the security group setting of current reports is same as before the Update was made. Existing View/None access remained as it is for other existing reports.
- The ‘Power BI reporting’ privilege is removed from “Privileges” list of Security Group settings
- “Manage” access radio button for SSRS reports is disabled.
- “Manage” access radio button is enabled only for all Power BI reports (OOTB & Custom).
- If the user has created any report, it is visible in the ‘My Reports’ tab on “Analytics Reports” page.
- If my reports section is empty - “You have not created any report yet. Go ahead and try creating a report. See help documentation to get more info.” Message is displayed
For Admin to edit accesses (only one of the three access rights – Manage or View or None) through Security Group settings:
- Click “Admin” tile on Home page.
- Click “Security Groups”, the Security Groups page opens.
- Click the three dots icon and select “View Details”.
- The Default security group details are displayed. Click on “Report” tab. All Reports are displayed along with the access permissions “Manage”, “View” and “None”.
- Click on “Edit” button on right top corner. “Edit Security Group” page opens.
- Click on “Report” tab. Accesses can be now changed for each Power BI report from here. Any one of the three access can be chosen – “Manage” or “View” or “None”.
- Click on “Next” button from Report > Users > Privileges > Verify. After verifying all the changes made click on “Update” button.
- Changes are saved and the updated Security Group will appear on the top of the list “Security Groups”.
To check if the security group setting of current reports is same as before the Update in access was made:
- Click “View Details” for the Security Group for which you want to check the settings.
- Click on “Report” tab. Check for non-Power BI Reports. Their access permissions remained “View” and “None”.
For example, Agreement Clause Content Report – its access permission was “View”, before and after the Update.
Before Update:
After Update:
To check if the Power BI reporting privilege is removed from “Privileges” list of Security Group settings:
- Click “View Details” for the Security Group for which you want to check the settings.
- Click on “Privileges” tab. Check for ‘Power BI reporting’ privilege in the list. It is not present.
To check “Global Reports” are renamed as “Custom Reports” on Advanced Analytics > Analytics Reports page:
- Click on “Advance Analytics” tile on Home page.
- Select “Analytics Reports”, the Custom Reports page opens.
To check whether the “Manage” access radio buttons for SSRS reports is disabled:
- Click “View Details” for the Security Group for which you want to check the settings.
- Click “Report” tab. Check for SSRS Reports, the “Manage” access radio button is disabled.
To check whether the “Manage” access radio button is enabled only for all Power BI reports (out-of-the-box and custom):
- Click “View Details” for the Security Group for which you want to check the settings.
- Click “Report” tab. Check for Power BI Reports, “Manage” access radio button is enabled.
If the user has created any report, then it will be visible in the “My Reports” tab on “Analytics Reports” page. To create a report:
- Click on “Advance Analytics” tile on Home page and select “Analytics Reports”.
- Click on “Create” button, “Create Report” page opens.
- Create a report and click on File > Save As.
- Save Your Report. Enter “Name” of the report to be created or saved. for example “AccessControlReport_Test” Click “Save”.
- Click on “Advance Analytics” tile on Home page and select “Analytics Reports”
- Click on “My Reports”, report “AccessControlReport_Test” is visible here along with any previously created reports.
Asking a Question
To Ask a Question:
1. Click the Advanced Analytics tile on the Dashboard. This opens the Advanced Analytics page.
2. Click the Ask a Question tile. The available datasets will be displayed on the AskQuestion page.
3.Click the desired dataset. For example, Clause. The Power BI user interface opens.
4. Click the Ask a Question tile to ask a question about your data. This is also a configurable option that can be turned On/Off.
5. You can now ask a question about your data for the selected dataset (that is Clause). Data related to the Clause will be displayed. For example, clause agreements, date hierarchy, etc.
6. Select the option that you want information about. For example, if you select clause agreements, the available Clause Agreements that you are authorized to view will be displayed in a drop-down menu filtered based on the type ahead functionality.
7. Select an option from the drop-down list. For example, clause agreements by Business Status Expired and Expiry Date. So, based on your question, the Expired Clause Agreements with their Expiry Date will be displayed.
This displays the count at the bottom center of the window.
• You can also view the Agreements by pie chart, table, matrix, and so on.
Default Dashboards in Advanced Analytics
With the 7.9 release, in an effort to improve advanced analytics usability, additional functionalities have been added and some changes have been made.
Default Dashboards are now available in the Advanced Analytics section. The Advanced Analytics tile now displays the following 3 tabs:
Business Summary
This displays the following charts based on the defined KPIs and the authorization of the user (for example, Finance Head):
- Agreement Summary such as Top Agreements by Value, Top Expiring Agreements, etc. (based on the defined KPIs).
- Deviations Summary such as Deviated Agreements and Contract Value (s) by Org Unit, Deviated Agreements by Contract Type, etc.
- Expiring Agreements such as Expiring Agreements by Month, Agreements marked for Auto-Renewal, etc.
- Cycle Time Report such as Cycle Time (in Days) by Contract Types, Trend of Cycle Time by Month, etc.
- Configuration Statistics such as Distribution of Templates by Contract Types, Clauses by Category, etc.
Legal Summary
This displays the following charts based on the defined KPIs and the authorization of the user (for example, Legal Head):
- Agreement Summary such as Top Agreements by Value, Top Expiring Agreements, etc. (based on the defined KPIs).
- Deviations Summary such as Deviated Agreements and Agreement Value (s) by Org Unit, Deviations Trend, etc.
- Expiring Agreements such as Expiring Agreements by Month, Agreements Value Expiring in next 12 Months by Org Unit, etc.
- Cycle Time Report such as Cycle Time (in Days) by Contract Types, Trend of Cycle Time by Month, etc.
- Configuration Statistics such as Distribution of Templates by Contract Types, User Information, etc.
Legal Details
This displays the legal details at a more granular level based on the defined KPIs and the authorization of the user (for example, Legal Head):
- Agreement Summary such as Count of Agreements by Contract Type or Org Unit, Agreements by Status, etc. (based on the defined KPIs).
- Deviations Summary such as Deviated Agreements by Org Unit, Deviated Clause Cloud, etc.
- Expiring Agreements such as Expiring Agreements in 30 Days by their Org Unit, Agreements marked for Auto-Renewal in 30 Days by Org Unit, etc.
- Cycle Time Report such as Average Cycle Time (in Days) of Agreements, Month-wise Cycle Time Trend, etc.
Legal managers will be able to view specific user-level data in a tabular format in the Agreement Summary, Deviation Summary and Expiring Agreements sections, and act on the insights gained from the reports.
- Agreement Summary (Wait Time Report): Legal managers can view the data of users and the cycle time for agreement approvals when the status of the agreement is Waiting for Approval, Waiting for External Signature or Waiting for Internal Signature. This will enable them to reach out to users and evaluate the reasons of agreement iterations, number of days in status and take measures to minimize the agreement cycle time.
- Deviation Summary (User Wise Deviation Report): Legal managers can get a quick view of the list of deviated clauses in agreements along with the total deviations and users that initiated the deviation. This will enable them to reach out to respective users and understand the context of the deviations.
- Expiring Agreements:
- Expiring in next 30 days: Legal managers can view the names of all owners for agreements that are expiring in the next 30 days. This provides them visibility into all upcoming agreements that are expiring so that appropriate actions can be taken. In addition, the Party Name and Agreement Value can also be viewed.
- Auto-renewing in next 30 days: Legal managers can view the names of all owners for agreements that are set to auto-renew in the next 30 days so that appropriate actions can be taken. In addition, the Party Name and Agreement Value can also be viewed.
Filter Data by the Agreement Status
Legal managers can filter the data in the Power BI dashboard by the Agreement Status – Executed, and display data only for agreements that match the filter criteria. This makes data analysis easier because only the data that meets the specified criteria is displayed while the others are hidden, thereby helping them make informed business decisions. However, for expiring and auto-renewing agreements, legal managers can filter the data in charts by both Executed and Superseded states.
Even though the filter changes apply to all the 3 Power BI dashboard tabs, Business Summary, Legal Summary and Legal Details tabs, it is restricted to the following charts:
Business Summary
Legal Summary
Legal Details
When creating reports, you can select which data model you want to use. For example, you can select Agreements data model to get agreement centric attributes and other data. If you select Clauses data model, then you would get clauses centric attributes and other data. The same applies using the Ask a question functionality.
The following UX related changes have been made:
- Last Updated On text is changed to Data Source updated successfully.
- The Refresh icon (which shows the minimum time of refresh cycle among all datasets) is changed to the Refresh page button.
- The Save your report option is now available for global reports. Users can save a copy of the report. It is visible in the user’s My Reports section and can be modified as required. If special characters are added to the report name, an error message will be displayed.
- You can change the name of the report using the Edit Report Name option. If special characters are added when renaming a report, an error message will be displayed.
- You can also delete this report using the Delete Report option if it is no longer relevant.
