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Log into OneDrive to retrieve the PowerBI folder
Note the files ending in “PowerBISource”
Folder link to be provided prior to task being assigned
Log into B2Gnow
Click on Reporting
Full List > Contracts
Download “All Payments Detail”
Click on the link “All Payments Detail”
Enter Start Date as the first day of the current fiscal yearFY24
Enter End Date as today’s date
Click “View Report”
Click the export dropdown menu
Choose to save as a excel file
Download “Contracts with goals and no subcontractors”
Click on the link “Contracts with goals and no subcontractors”
Click the export dropdown menu
Choose to save as a excel file
Download “Ethnicity and Gender Summary - Subcontractor”
Click on the link “Ethnicity and Gender Summary - Subcontractor”
Click the export dropdown menu
Choose to save as a excel file
Scroll down to Data
Download “Contracts Data Dump”.
Select “All” for Contract Status
Enter Start Date as 1/1/1900
Enter End Date as today’s date
Click “View Report”
Click the export dropdown menu
Choose to save as a excel file
Log into Outlook
Look for email with the updated attachment “LIS Contract Substantial Completion Report”
Save as “CC-LIS Contract Substantial Completion ReportPowerBISource.xlsx”
Replace the old files in the PowerBI folder with the new corresponding files
Save “All Payments Detail” as “AllPaymentsDetail PowerBISource.xlsx”
Save “Contracts with goals and no subcontractors” as “ContractsWithGoalsAndNoSubcontractorsPowerBISource.xlsx”
Save “Ethnicity and Gender Summary - Subcontractor” as “EthnicityGenderSummarySubcontractorsOnlyPowerBISource.xlsx”
Save “Contracts Data Dump” as “Data_Dump_ContractPowerBI source.xlsx”
Save “LIS Contract Substantial Completion Report” as “CC-LIS Contract Substantial Completion ReportPowerBISource.xlsx”
Save “Proposal download” as “ProposalList_PowerBISource”
Save “Utilization download” as “UtilizationPlanListPowerBISource”
Open the PowerBI report
Home > Queries > Refresh
If you run into an error it is most likely because a column name changed, check the file and make sure it matches with the template
Check if files are updated correctly
Open B2GNow and make sure it is on the home page
If Contract Summary is not on your dashboard, press “Personalize”
Check off “Contract Summary” and change Data to “To Organization”
Press “Add to Dashboard”
Open PowerBI B2G Report
If these numbers match up, the files were updated correctly
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