Within the Power BI Research Spend Reports there is a Help section at the bottom of the navigation selection, with tips, guidance on navigation and other helpful information. Below is a summary of that information.

Usage Tips

  • View button - on a smaller screen it may be hard to view the reports. If so, try the actual size selection and/or fullscreen to get a better view. You can also hide elements such as filters using the arrows:
  • Help tooltips - above charts and tables give more information about any specifics within a visual, such as formula calculations or filter options.
  • 'Reset to default' button - useful for quickly returning any filters back to their default settings.
  • Analysis Codes - by default all "180000 - FEC, FP7 & OVERHEADS" and "190000 - RESEARCH PARTNERS" are excluded (except for the Admin Overview page).  These can be restored using the tickboxes within the Level 2 Analysis Codes filter.  Alternatively you can filter at a more granular level, e.g. "144230-SAL-ACAD STAFF-RS" in the Transaction Type filter.
  • Three Dots - the three dots above any visual (chart, table etc.) allow data to be exported, as well as other options.
  • Sorting Tables - tables can be sorted by any column by clicking the column header. This can also be done using 'Sort by' within the three dots options above a visual.
  • Searching - you can search within your web browser using Ctrl + F for project numbers or names, for ease of locating information.

Guidance on Filtering

Click double left arrow at top right of screen to expand filters:

Default view shows all projects with an end date either in future or within the last two months (i.e. the -2 here)

To show projects ending in the last two years or beyond “Remaining Project Duration”, click the arrow icon to expand, change to -24 and Apply Filter.

You are not responsible for overheads or research partner billing, therefore these are not displayed by default

Expand “Level 2 Analysis Code”, tick / untick these top-level finance categories as appropriate

Power BI will remember the layout as you leave it.

  

Navigation

These pages cover budget, expenditure and commitment summary figures and calculations, but no transaction detail:

Overviews

Expenditure and Commitments Details

These pages cover transaction detail for expenditure or commitments:

Expenditure and Commitments Details

 

 

For any further help, questions, or suggestions please see the Research Office's Research Management Information website or email Research Spend Reports mailbox.