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CP-100A Whole New World of Business Intelligence

Mehul Desai, Premier Consulting & Integration

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Premier Consulting & Integration, LLC (PCI) is the leading provider

of financial management consulting services, implementation and

audit support for government contractors and marketing agencies.

Our consultants combine 30+ years of relevant experience acting as

former CFO’s, controllers and accountants. We offer small business

solutions that are affordable, easy to use and profitable.

Intro To PCI

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About Me

Mehul Desai, Principal Consultant

• 8 years of experience as an end user of Costpoint and Time & Expense

• 5 years of Consulting• Time & Expense • Labor & Accounts Payable• CER Report Authoring• CER Training• CER Upgrade Support

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Overview

During this session we will review a Whole New World of:

1. User Interface

2. Security Functionality

3. Data Modules / Data Sets

4. Dashboards / Charts

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User Interface

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User Interface

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User Interface

• Reorganized Reporting Packages and Reports

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Security Functionality

• Capabilities Security• Model Security (Org, Labor, Project)• Object Security (Projects, GL, AP, AR, etc.)

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Capabilities Security

Capability Consumer CER User

Advanced CER User

CER Developer CER/BI Admin Web Admin

Run/Subscribe Reports X X X X X

Dashboard (View) X X X X

Dashboard (Create) X X X X

Report Authoring X X X

Data Module X X X

Event Studio X X X

Framework Manager X X

Admin Console X X

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Model Security

• Can be Enabled/Disabled

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Model Security

• Organizational Security

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Model Security

• Labor Suppression Security

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Model Security

• Project Security

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Object Security

* No Model Security **Model Security

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Object Security

* No Model Security **Model Security

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Object Security

CER__ALL CER__PEOPLE

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Data Modules

• Used to combine data from data sets, packages, and other data modules

• Create joins/relationships between sources

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Data Sets

• Created from a package or data module

• Used to filter and create subsets of data

• Refreshed manually or on schedule

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Dashboards

• Creating a simple dashboard

• Click on New > Dashboard, from the bottom

left

• Select a template

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• Select a Source

Dashboards

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Dashboards

• Drag your measure onto your dashboard

• Continue to add and organize other

measures as needed

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Dashboards

• From visualizations, drag a column chart onto the

dashboard

• Drag the x-axis value (project, customer, etc.) to the

Bars section

• Drag your measure to the Length section

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Dashboards

• Collapse the column visualization using the collapse icon

• Filter your result set by dragging data items to the filter section

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Dashboards

• Your dashboard is ready to save and run

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Deltek BI Sessions

Tuesday, 2:10 – 3:10 – Gainesville 1-2CP-52: Costpoint Business Intelligence: Upgrading from CER 7.1 to CER 7.2.3

Tuesday, 3:20-4:20 – Naples 1-2CP-53: Report Authoring Tips and Tricks in Costpoint Business Intelligence CER 7.2.3

Tuesday, 4:30-5:30 – Naples 1-2CP-55 Costpoint Business Intelligence CER 7.2.3- Executive Dashboards and Financial Reporting

Wednesday, 10:00-11;00 – Naples 3CP-56: As a Costpoint Business Intelligence CER End User, How Do I Leverage the New Features After We Upgrade?

Wednesday, 11:10-12:10 – Naples 3CP-53: Data Modeling-How to Create Effective Data Models to Support your Dashboards and Reports

Wednesday, 2:10 – 3:10 - Naples 3CP:54: Designing and Creating Information-Rich Interactive Dashboards in Costpoint Business Intelligence CER 7.2.3

Wednesday, 3:20 – 4:20 - Naples 1-2CP-50: Costpoint Business Intelligence Roadmap

Thursday 9:40-10:40 – Sarasota 1-2CP-59: Administration for Costpoint Business Intelligence CER 7.2.3 - Setting Up The New Security Model and How to Effectively Guard Your Data

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Customer/Partner BI Sessions

Wednesday, 4:30-5:30 – Sarasota 1-2 – Hari Sury, Sury AnalyticsCP-57:Analytics for GovCons - A Roadmap To Success

Thursday, 8:30-9:30 – Sarasota 1-2 – Rich Hardin, VSECP-51:Deltek Costpoint Business Intelligence (CER) Leveraging Analytics: The Old, The new And Everything In Between

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