Unica Plan Configuration and Reporting Schema
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, Plan_Dashboard, Plan, Team_OBJS, Plan_OBJS, Project_OBJS, or Program_OBJS.
- Navigate to Dashboards.
- Run each dashboard. The Dashboard must run without any error.
Unica Plan Datasets
| Report Name | Description |
|---|---|
| Approval Awaiting Action | This dashboard displays the approvals which require the action of logged in users. |
| My Tasks | This dashboard shows all the tasks of logged in users. |
| My Project Health | This dashboard shows the health status of logged in user’s projects. |
| My Active Projects | This dashboard lists the projects of logged in users which are in active status. |
| Vendor Spend Summary | This dashboard shows a summary of vendor-wise spend and procurement details. It provides insights into the total spend, categorized expenses, and vendor performance. |
| System Projects | This dashboard provides an overview of system-wide projects, including status, progress, and key milestones. It highlights delays, risks, and dependencies associated with ongoing projects. |
| System Programs | This dashboard presents an overview of various system programs, their progress, and key performance indicators. |
| Project Health (Monthly) | This dashboard provides a monthly snapshot of project health, highlighting project health scores such as timeline adherence and overall project progress. |
| Project Health (Trend) | This dashboard displays the historical trend of project health over a period of time. It identifies deteriorations in project performance. |
| My Task Status | This dashboard shows the percentage of progress of tasks of logged in users. It shows the percentage of on time completed, late completed, early completed and skipped tasks. |
| My Task Overview | This dashboard shows an overview of today's tasks of logged in users. The overview shows count of today's active, overdue, on time and due to finish today tasks. |
| My Task Progress | This dashboard shows progress of tasks of logged in users. It shows count of on time completed, late completed, early completed and skipped tasks. |
| My Approval Status | This dashboard shows the percentage of progress approval tasks of logged in users. It shows percentage of on time completed, late completed and early completed approval tasks. |
| My Approval Overview | This dashboard shows an overview of today's approval tasks of logged in users. The overview shows count of today's active, overdue and on time approval tasks. |
| My Approval Progress | This dashboard shows progress of approval tasks of logged in users. It shows count of on time completed, late completed and early completed approval tasks. |
| Project Budget | This dashboard shows system projects with their forecast, allocated and actual budgets. |
| My Alerts | This Dashboard lists down all the alerts for logged in user. |
| My Requests | This Dashboard displays all the requests raised by logged in user. |
| Report Name | Description |
|---|---|
| Projects By Project Type | This report shows projects grouped by templates used. |
| Projects by Status | This report shows the projects grouped by status of projects. |
| My Task Summary | This dataset shows all users’ tasks with various statuses with their start and completed timelines. |
| Spend by Project Type | This report shows actual spends grouped by project types. |
| My Approval Summary | This dataset shows all users’ tasks with various statuses with their start and completed timelines. |
| Projects Requested and Completed | This report shows the count of requested and completed projects on the monthly basis. |
| Budget by Project Type | This report shows budget amounts grouped by project types. |
| Marketing Financial Position | This report shows different project budget amount metrics for each Quarter. These metrics involves Budget amount, Forecast amount, Committed amount, Actual amount. |
| Forecast by Project Type | This report shows forecast amounts grouped by project types |
| Completed Projects By Quarter | This report shows the quarterly completed status of projects on metrics: Early, Late, Ontime. |
| Manager Approval Summary | This report shows manager’s approval tasks with various statuses with their start and completed timelines. |
| Manager Task Summary | This report shows manager’s tasks with various statuses with their start and completed timelines |
| Report Name | Description |
|---|---|
| Project Tasks | A list of all tasks and their status for the specified project. |
| Resource Task Load | A list of tasks assigned to selected users. The report returns tasks for each project that falls into the specified date range. |
| Project Performance Summary | Project listing with standard attributes. |
| Project Performance Crosstab (Custom) | Crosstab of project performance metrics including leads passed, revenue and ROI, aggregated over initiative and project type vs business units. |
| Project Health (Trend) | This report provides a trend of health score across several projects and months. This provides a useful way to understand and compare how the health of projects have changed across time. |
| Vendor Spend Summary | Displays total invoiced expenses for specified vendors in specified date range, including breakouts for paid, approved and received expenses. |
| System Projects | A count of all projects in the system by status and template type. |
| Project Budget | This dataset shows system projects with their forecast, allocated and actual budges. |
| Marketing Activity | A list of users and the marketing projects and sub projects that they own. |
| Project Health (Monthly) | This report provides a monthly view of the health status of one or more projects. A drill down view is provided per project to see a daily project health status. |
| Program Tasks and Milestones | A list of all milestones for the program selected in the parameter field. |
| System Programs | Count of all programs in the system by template type and status. |
| Project On Time Analysis | List of all projects that were done early or were overdue. |
| Project Performance Summary (Custom) | List of projects grouped by initiative, with Projects By Project TypeProjects By Project Typebudget, cost, revenue, response rate and lead generation performance data. |
| Overdue Milestone Report | A list of milestone tasks in workflows that are currently overdue. |
| Task on Time Analysis | Displays particular tasks that are either completed early or late by project along with average early/late variance. |
| Resource Utilization Summary | A summary of resource utilisation percentages by user. Select start and end dates to specify a date range for the report. |
| Report Name | Description |
|---|---|
| Project Budget Summary By Quarter | This report shows the quarterly budget of the project. |
| Approval and Compliance Listing | This report shows overview of Approval Processes associated with Project. |
| Detailed Expense Breakout | This report shows the details breakout of the expenses. |
| Team Members | This report lists all the team members. |
| Plan Budget Summary By Quarter | This report shows quarterly and program wise budget distribution of Plan. |
| Program Budget Summary By Quarter | This report shows quarterly and project wise budget distribution of Program. |
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.