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Tableau: The Pace of Commitment and Expenditure Report

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Info
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This page details necessary information about The Pace of Commitment and Expenditure Report. It describes important tools available in the report, and shows an example using all of these tools. 

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titleHow to Use the Pace Report
Expand
titlePace Report Screenshot

Note: The above image references the Expenditures view of the Pace Report.

UI Steps
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UI Step
Navigation Tabs

Use the Navigation Tabs to switch between different views of the report. There are 4 different views:

  • Expenditures: includes all approved invoices (does not include pending or rejected invoices)
  • Net Commitments: the aggregate total (actual commitments plus dis-encumbrances) of all signed contracts + contract pre-encumbrances
  • Positive Commitments: includes actual commitments only
  • Negative Commitments: includes disencumbrances only

The views listed are the same that appear on the main page of the Pace of Commitment and Expenditure Report.

UI Step
Parameter Display

Selected Grouping Parameters appear in this section as separate columns. Each successive Grouping Parameter selected will be displayed as a separate column to the right of the previous Grouping Parameter selected, creating a hierarchical structure to the data that helps you identify the inherent relationships you want reported.

UI Step
Data Display

This section displays all report data based upon the selected Time Parameters, Grouping Parameters and Filters. This section is adaptive and updates as Time Parameters, Grouping Parameters and Filters are set.

UI Step
Time Parameters

Allows you to define the time periods for data shown in the Data Display section.

UI Step
Grouping Parameters

These parameters control the sorting and grouping of the data by different organizational and funding codes. As parameters are set for each field in this section, they are displayed as separate columns in Parameter Display section and parsed to show the hierarchical data relationships. You are only able to select one parameter for each drop-down.

UI Step
Filters

These 11 drop down fields relate to the Grouping Parameters and allow you to select which to include/exclude. If you make changes to any of the drop-down fields in this section, be sure to hit the Apply button at the bottom of the drop-down window to confirm and apply your selection.

Image Modified

Note: The above image references the Expenditures view of the Pace Report.

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titlePace Report Example

In the example shown below, DIVISION DESC and FUND CODE are set as the Grouping Parameters for the First Field and Second Field in the Grouping Parameters section. We can see in the Parameter Display section how these Grouping Parameters are displayed in separate columns with a structure that shows the relationships between the data elements.

Additionally, a Time Parameter was set to show only data relevant for the 2018 and 2019 Calendar Year which is can be seen in the Data Display section.

Lastly, a Filter was set in the DIVISION_DESC drop-down to only show the Distributed Energy Resources and Large Scale Renewables data elements of the selected Grouping Parameters. We can see in the DIVISION DESC column in the Parameter Display how the Filter effected the viewable data set in both the Parameter Display and Data Display sections.

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titlePace Report Example
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