SOP for PowerBI Data Updates

Standard Operating Procedure for PowerBI Data Updates

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 FY24
  - 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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