Report: # of demands and planned cost per department by fiscal year

[ben244536969617]

HI All

Not sure if this should be in platform analytics or performance analytics or SPM, but we have just implemented Demand for a client and they would like to see a breakdown of demands by department, showing the number and planned 'in fiscal year cost' for each department.

Something like this:

Department	FY1 Number	FY1 Cost	FY2 Number	FY2 Cost	FY3 Number	FY3 Cost
IT	20	£3.2M	18	£2.7M	26	£5.1M
HR	6	£200K	8	£320K	4	£97K
Finance	3	£1.6M	0	0	2	£180K

If it can't show mulitple years, it would be good just to have the first 3 columns. I have managed to create this report using:

Type: Pivot Table

Data Source: Demand

Metric: Count of Entire Table

Metric: Total Planned Cost

Group By Rows: Department

However this report shows the TOTAL PLANNED COST - not the cost in the given Fiscal Year, so if a project is going to run for 10 years, it shows the total cost for all 10 years. 

I don't seem to be able to find any way to break it down by Fiscal Years - I have tried looking in Cost Plans and Planning Items (as I can see the costs in SPW Financials tabs)

Hopefully someone can give me some guidance on where to look.

Thanks

Ben

[Dinsdale · Accepted solution]

Hi Ben

I think what you want is accomplished by building the following visualisation. You can do this on a normal report too, with the same logic.

Visualisation type: Pivot table
Data Sources: Cost Plan Breakdown
Metric: "Count distinct > Task" and "Sum > Cost in demand currency" 
Group by: Fiscal Period > Fiscal Year
Rows: Task > Department

Try it. Please mark this answer as correct if it helped!

[ben244536969617]

Wow! Thank you, I have been searching for this for so long. That is super helpful, you are a rock star genius.

Thank you again!