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PMRT Enterprise Analytics
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Creating an App in PMRT EA
02 Oct 2019
Creating an App in PMRT EA
Table of Contents – 2
Table of Contents
1 Purpose...........................................................................................................................3
2 Creating an App in PMRT EA ..........................................................................................4
3 AF Acquisition Data from Web CCaR, DAPR, MAR App, DAMIR .....................................5
4 Excel Spreadsheet..........................................................................................................9
Creating an App in PMRT EA
Purpose – 3
1 PurposeThe purpose of this document is to provide users instructions on how to create their own app and load data from various sources with step-by-step instructions.
Creating an App in PMRT EA
Creating an App in PMRT EA – 4
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2 Creating an App in PMRT EATo create a new app, select Create new app from the Work stream
When prompted, give the app a title, select Create, and on the next prompt, select Open app
From here, follow the guidance according to which data source you want to import. Data can be imported from these sources:
AF Acquisition Data (Web CCaR, DAPR, MAR App, DAMIR)Excel spreadsheet
Creating an App in PMRT EA
AF Acquisition Data from Web CCaR, DAPR, MAR App, DAMIR – 5
1.2.
3 AF Acquisition Data from Web CCaR, DAPR, MAR App, DAMIRThe following data will be imported from each data source:
Authoritative Data Source
Data Imported As of Date
PMRT - Web CCaR - Program Financial Requirements- Program Budgets- Program Baseline Obligation and Expenditure Forecasts- Program Revised Obligation and Expenditure Forecasts- Program Commitment, Obligation, and Expenditure Amounts- Program Should Cost
Data dependent on program's last published date
PMRT - DAPR - AML, IML and WML- Program Biographical Data- Program Contracts and Earned Value
Data updates hourly
PMRT - MAR App - Program Assessments & Assessment Comments- Program Issues- Program Acronyms- Program Accomplishments- Program Contracts and Earned Value- Program APB Cost/Schedule/Performance
Data dependent on program's last approved MAR
DAMIR - DAMIR Program List Data as of previous day
Additionally, there are two scripts included, which you can choose to include or exclude, depending on your needs.
Load Fiscal Year Info: sets the Current Fiscal Date and Fiscal Date From-To values to use in your app.Load Variables and Functions: loads all prerequisite variables and functions needed by the major EA visualizations that you might copy/paste into your app. Many of the visualizations in these apps rely on the existence of certain variables and functions. This script will initialize all of them rather than requiring you to define them manually.
Creating an App in PMRT EA
AF Acquisition Data from Web CCaR, DAPR, MAR App, DAMIR – 6
1.
2.a.
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After opening the newly created app, select Script editor
Rename existing script sectionClick on existing script title ‘Main’ to enable typing
Replace text with ‘AF Acquisition Data’
Copy and paste the following load text at the top of the existing script:
//Load AF Acquisition Data from Program and Portfolio Data StoreBINARY 'lib://Data Store - Program and Portfolio Data';
// Load Fiscal Year info$(Must_Include=lib://Acquisition_Internal Scripts/Acquisition_Fiscal Year Info.qvs);
// Load Variables and Functions$(Must_Include=lib://Acquisition_Internal Scripts/Acquisition_Variables and Functions.qvs);
// Set Application Configuration
Creating an App in PMRT EA
AF Acquisition Data from Web CCaR, DAPR, MAR App, DAMIR – 7
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This is what the load script should look like:
Click CTRL + S to force save the script
Click Load Data near top right hand data
Optional: Imported data tables/fields can be viewed under Data Model ViewerHere is an example of the Data Model Viewer:
Creating an App in PMRT EA
AF Acquisition Data from Web CCaR, DAPR, MAR App, DAMIR – 8
8. To refresh the data in the app, go to the Data Load Editor and click Load Data. To refresh the data in the app on a recurring basis, ask the Stream Manager to add a Reload Task to the app.
Creating an App in PMRT EA
Excel Spreadsheet – 9
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4 Excel SpreadsheetOne or more Excel spreadsheets can be imported to an app to create visualizations from the data on the spreadsheet(s).
After opening the newly created app, select Add data from files and other sources
Drop a file or select a file to attach
Select which tables (Excel sheets) and fields (Excel column headers) you want to import from the spreadsheet. Field names can be renamed to join data sets.
Creating an App in PMRT EA
Excel Spreadsheet – 10
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a.
Click the Add Data button. The script will be added automatically to the Data Load Editor and can be edited as necessary.To add, edit, delete spreadsheet data sources, go to the Data Manager
If you receive a message warning about synthetic keys, review the data structure in the Data Model Viewer. Additional information on synthetic keys can be found here: https://help.qlik.com/en-US/sense/June2019/Subsystems/Hub/Content/Sense_Hub/Scripting/synthetic-keys.htmTo refresh the data in the app, upload the latest version of the spreadsheet. As long as the spreadsheet still has the same name, the older version of the spreadsheet will be overridden.
In the Data Load Editor, open up the Attached Files
Creating an App in PMRT EA
Excel Spreadsheet – 11
b.
8.
Drop the file or click to select the file
Visit Qlik Help for additional ways to manage data uploaded from spreadsheets:https://help.qlik.com/en-US/sense/June2019/Subsystems/Hub/Content/Sense_Hub/DataSource/load-data-from-Excel.htm
