Configuration Steps
- Access the Superset environment .
- Navigate to .
- Edit PlanDS.
- Provide the password for the database user.
- Test the connection.
Verification Steps
- Navigate to Charts.
- Filter Plan_Analytics.
- Navigate to Dashboards.
- Filter Plan_Analytics.
- Run each dashboard. The Dashboard must run without any error.
Unica Plan Datasets
Table 1. Dashboard Reports
| Report Name |
Description |
| Projects By Project Type | |
| Projects by Status | |
| My Task Summary | This dataset shows all users’ tasks with various statuses with their start and completed
timelines. |
| Spend by Project Type | |
| My Approval Summary | This dataset shows all users’ tasks with various statuses with their start and completed
timelines. |
| Projects Requested and Completed | |
| Budget by Project Type | |
| Marketing Financial Position | |
| Forecast by Project Type | |
| Completed Projects By Quarter | |
| Manager Approval Summary | |
| Manager Task Summary | |
Table 2. Plan Analytics
| Report Name |
Description |
| Project Tasks | |
| Resource Task Load | |
| Project Performance Summary | |
| Project Performance Crosstab (Custom) | |
| Project Health (Trend) | |
| Vendor Spend Summary | |
| System Projects | |
| Project Budget | This dataset shows system projects with their forecast, allocated and actual budges. |
| Marketing Activity | |
| Project Health (Monthly) | |
| Program Tasks and Milestones | |
| System Programs | |
| Project On Time Analysis | |
| Project Performance Summary (Custom) | |
| Overdue Milestone Report | |
Table 3. Object Specific Reports
| Report Name |
Description |
| Project Budget Summary By Quarter | |
| Approval and Compliance Listing | |
| Detailed Expense Breakout | |
| Team Members | |
| Plan Budget Summary By Quarter | |
| Program Budget Summary By Quarter | |
Customize your Reports
You can customize or create new Unica Plan reports using out of the box datasets.
These datasets consist of database SQLs. We recommend that you do not modify
existing datasets in case you want to create a new field in the same. Instead, you
can make a copy and modify SQL of datasets.
For more information, see https://superset.apache.org/docs/intro documentation.
