Power BI Challenge 16 - Timesheet Utilisation Reporting

@ericet ,

I never use the Mobile view. It is too hard on my eyes to look at. I’ve had many clients try to use it, but none of them care for it either. Good for you if you use it, but I have no use for it.

Thanks
Jarrett

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Yeah, I’ve had the same experience with mobile reports. Most clients aren’t bothered by them, they just want good reporting they can view on their computer/iPad.

We no longer set up mobile views with our reports as the clients are not interested.

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@robert.maembe ,

Exceptional report! Within a very strong field of submissions, this may be my favorite. I absolutely love the depth of analysis and the actionable findings you pulled out of this data, and the way you’ve tailored the visual presentation both to inform but also to allow further exploration. The size/utilization finding you’ve drawn out of data and recommendation flowing from that are also excellent.

We had very similar approaches to the earnings scenario analysis, but I really like the way you explicitly separated the two primary drivers. The utilization calendar/bar chart hybrid is absolutely brilliant – I will definitely be filing that one away for future use.

In addition to the substantive analytical components, I also just really like the theme and style of this report. It conveys an enormous amount of information, but doesn’t feel overwhelming and has a a lot of visual elements but doesn’t feel overpacked – you’ve maintained some nice negative space that gives the report a great look.

Whenever I provide feedback on report, I tried to highlight some constructive ways to improve it, but here I’ve got nothing additional for you. Simply outstanding – thanks for participating, and I hope to see much more of your analysis and reporting in the future! Well done, sir…

rock

  • Brian
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Yes, iPad is my favourite place to use my reports. I make sure they work well on iPad and customers love them too.

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@UmaSuresh ,

Welcome to the Enterprise DNA Challenges! It’s always great to see new participants joining in. I really like what you’ve done from an analytics perspective in a number of ways: 1) you very clearly state your assumptions; 2) you extended beyond the bounds of the brief by bringing in additional information, attempting to provide additional value to the client; and 3) you looked at the key questions of resource utilization, earnings and profit (one of those “added value” categories) in a number of different ways - by project, actual vs. target, by year, etc.

I also like the idea of a single page report to give an “at a glance” picture of the status of all key metrics without having to navigate to additional pages. So, I think you have the foundation of an excellent report here. These are my suggestions on how to make it more effective:

  1. eliminate unnecessary information - for example, you first “Utilization” card immediately renders both the “Non-Utilization” card and the pie chart unnecessary. They provide no additional information that can’t be gleaned directly from the first card, so you can delete them and regain some valuable real estate (which I would NOT use for additional visuals, but instead allow more negative space in the report to make it seem less crowded). SImilarly, you don’t need the project slicer, since you can crossfilter the other visuals by clicking on one of the projects in say the Utilization by Project visual.

  2. reduce the number of colors - in any report, every color should mean something, and the presence of color often should indicate “hey, look at this - it’s important!”. But when you have a dozen or more colors in a report, it becomes visually overwhelming and the colors lose a sense of meaning. I think a good rule is to use the minimum number of colors necessary to convey your key messages. Check out this report, which I think is extremely effective and is primarily in just black and white - but when the “pop” of color shows up, it’s immediate clear what the developer thinks is important for you to explore/understand.

  1. Along the same lines of providing more clarity to the viewer as to what you think the most important points are for them to take away from this report, consider moving some of the analyses on this page that might be considered of secondary importance into tooltips - still maintaining the one page “status at a glance” you’re aiming for, but tiering the information into primary and secondary importance.

As I stated earlier, there is much to like here and I think you will find that by participating regularly in these challenges, getting direct input from other participants and Sam McKay (who individually evaluates every submission), and studying the other entries and their accompanying writeups, you will be absolutely amazed at how quickly your skills grow and your reports improve.

Thanks for participating, and I very much look forward to seeing you in future challenges!

  • Brian

Dear Mr.Brain

I am very much thanful to you for the time you took to evaluate my report and provide feedback. Having access to such great mentors truly helps me to advance my skills.

I will work on the improvement areas you suggested and even I am thinking of fine tuning my report based on the insights from others’ reports. I will definitely work on each and every suggestions you provided and I hope I would be able to implement the same in the future challenges.

Thank you so much, Mr.Brain !!!

Regards
S Uma

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@UmaSuresh ,

Truly my pleasure. This community has been (and continues to be) so essential in the development of my own skills that I’m glad to be able to pass on some of that learning to others.

As I’ve said many times before, the competitive aspect of these Challenges is the least important thing about them. The really valuable thing is to tailor the experience to make it work best for you. Want to revise your report and resubmit for comments - sure! Want to go back and do/redo past Challenges and submit those to the Community for review and comment - go for it! I’m sure in that situation @sam.mckay will still offer his review of the submission, just as if you’d submitted concurrent with when the Challenge first occurred. And those of us here in the forum community will be glad to do so as well.

  • Brian
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To the Data Challenge 16 Participants,

First, thank you all for participating! I know that putting together a quality Challenge entry takes significant time, and with work, family and other commitments that represents a big effort.

I also know from extensive experience with these Challenges that once you’ve submitted your entry it’s sometimes like finally getting rid of a houseguest who’s overstayed their welcome. I know it’s time to submit my entry when I get to the point where I flip to Power BI in the morning and instead of being excited to see my entry, I’m like “ugh. Are you STILL here?..”

So…usually when I do submit, the last thing I want to do is to write a book report about it. However, I would like to encourage you to take that final step and write up what you did. Your reports don’t need to be anywhere near as long as mine or others who shall go unnamed (we are obsessive crazypeople, and we know and accept that… :crazy_face:). But I guarantee that your report has elements in it that others will be interested in and find useful. Taking a bit of extra time to document that helps create the learning archive that I think makes the eDNA Challenge unique among all the others out there.

In developing my reports, I constantly go back to the writeups of others as references to get details on techniques I liked or to help solve problems I’m having, and so as a way to “pay it forward” as thanks for that incredible archival resource I write my reports on each submission.

The choice on whether to do that is entirely your own, but I hope you choose to do it. Thanks for listening.

  • Brian
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Hi @FPastor ,
I am reviewing your report and in terms of design the work you have done is crystal clear. I particularly appreciate the cards to present the KPIs. It’s crazy how the assembly of small elements gives a breathtaking whole

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@MehdiH thank you for your kind words. Your report looks great too. Excellent work.

Thanks

Federico Pastor

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@robert.maembe ,
For me, the most interesting visual you have produced is the “Utilization Rate Calendar” and here is why. During the development of my report, I tried to represent the number of hours worked per day with the “Matrix visual”, but since I put the projects in rows and the days of the year in columns, I could not visualizing more than 100 days due to visual limitation and adding slicers or changing the granularity to week or months was not satisfying to me. I therefore abandoned this visualization. But your approach changes the whole situation which will allow me to develop the visual I wanted to achieve. Thank you for sharing.

  • Mehdi
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Here’s the entry from one of our non-member participants, Omkar.

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Here’s the entry from one of our non-member participants, Hafiz.

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Nice job Hafiz ! I like it.

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Nice job ! It’s really great to see all these ideas.

Thanks everyone for your participation

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Good day everyone,
kindly find attached my challenge 16 entry.

This report tries to analyze the total money earned per each task and by project executed by the company and create an avenue to drill down to the total earned accumulated from organization client over time.

Each task’s duration (Time utilization rate) was analyzed and compared with the total amount of money earned on each project and the total number of days it took the organization to finish the project.

Also, this report looks at the Timeline story of each project executed by day, month, and year in respect to the client, project type, and categorization by task. This was achieved by using the Timeline storyteller visual. It helps to bring the summary of all the years activities into a single page of visual




Published Link: https://app.powerbi.com/view?r=eyJrIjoiNmVlY2Y1N2EtYzNjMC00NWRmLTlhYTQtZmFkMTZmNTg2MGZmIiwidCI6IjA2MzNmYTY1LTcwN2EtNDVmNy1hOTAwLTIxOTE2ZWMxNGRlOSJ9&pageName=ReportSection924c52d71c1fb3be7036

Regards,

David Akanji

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@davidcenna ,

Much respect to you and this report. Right from the opening look, you can tell this is going to be a BIG swing for the fences. I think the high-level story you’re trying to depict here in terms of the macro view of project duration and timings is really interesting, and done in a way I have never seen before. Does it work? – not entirely in my opinion. I think the circular view is somewhat confusing, and the legends are not sufficiently informative.

However, I would still view this report as extremely valuable, because I think it adds something new to the dialogue here about how best to depict that type of information, it showcases some really engaging animation and I think with some refinement has the potential when used in the proper situation to be an effective visual.

I have always advocated using the challenges as your own personal “mad scientist lab” to test out new ideas, techniques, visuals and other elements that down the road may become effective reporting components, and your report embraces that concept completely.

As such, big thumbs up from me on this one. Thanks for participating!

  • Brian

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It’s Aliiiiiiiiiivvvvvvvve!!!

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While, I enjoy seeing all these great reports and thanks again everyone for the amazing participation.

I thought the due date was Sunday, 3rd October 2021 ?

Reports are still coming in ?

The later you submit a report, you gain the advantage of seeing everyone’s submission that was done before. UmaSuresh, DianaWill, FPastor were the first three submission’s.

What are the rules ? If any, for submissions after the submission date ?

This is my first challenge, so I don’t know how it works.

Thanks to all the EnterpriseDNA community here, bunch of creative and impressive people. Really happy to be here with all of you.

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Hi @erict.

I’ll leave the administration of the challenge to @haroonali1000 and @EnterpriseDNA, but here’s a few thoughts:

While the consideration of the deadlines should be considered for the evaluation and assignment of challenge winners and mentions, that’s only a small benefit of participating. Many members (and non-members) participate as possible with their schedules, and all efforts should be applauded. The main benefit for me is to push myself to develop the best solution I can and challenge my skills, so being done on time, while always a goal, is a minor consideration for me.

I myself have participated in most of the challenges to date, only missing #2 (when I was invited to join the expert panel) and this most recent #16 (as other priorities prevented me from allocating a sufficient time interval). I have nonetheless followed this post with interest to see what I can learn from others’ comments and submissions.

Also, there have been several instances of members (and non-members) going back in time and completing a challenge or challenges at a later date when time and/or the opportunity presented itself, and this as well is encouraged and applauded.

The real competition is with yourself and is not time dependent.

(Sorry for rambling a bit … still early and the caffeine hasn’t kicked-in just yet.) Just my two cents.
Greg

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Hey @ericet I understand your point about people having a perceived advantage if you are able to view the work of people who have already submitted their entries.

For me though, the challenges are about learning & sharing rather than the competition or it’s outcome.

I was lucky enough to do well in a previous challenge and I’ll happily admit that looking at @FPastor submission made me realise I’d completely missed one aspect or criteria (I think I’d overlooked Age as a dimension/category in the Ambulance/Hospital challenge).

Additionally, seeing reports coming in early in the challenge is a great motivator.

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