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updating-procurement-spend-analysis-data.md

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Updating procurement spend analysis data

Export the data from the OCPO Data Warehouse

Ensure the destination file OCPO-supplier-spend-data-no-supplier-id.xlsxdoes not exist in the destination folder c:\Vulekamali Export.

OCPO Data Warehouse server

Open the SQL Server Execute Package Utility

OCPO Data Warehouse server

Select the SQL Server Integration Services (SSIS) package in the export folder called Vulekamali Supplier Demographic Spend analysis Export.dtsx

OCPO Data Warehouse server

Execute the package and check that no errors occurred in the Progress log.

OCPO Data Warehouse server

Find the output file OCPO-supplier-spend-data-no-supplier-id.xlsx in the destination folder.

OCPO Data Warehouse server

Update the Excel data file

When you open the exported Excel file, the TotalTransAmount will be interpreted as Text by Excel. We need to change it to interpret it as numbers.

Select the TotalTransAmount column

Excel

On the Data tab, click Text to Columns

Excel

Use the default data type Delimited

Excel

We're just using one column so leave Delimiters on just Tab

Excel

Use the default format General, and click the Advanced button to the right

Excel

Ensure the Decimal separator is . not comma to match the separator in the data.

Excel

Click finish. When done, the values will be right-aligned because they are now interpreted as numbers by Excel.

Excel

Update the PowerBI Report

Download the latest PowerBI report file from vulekamali.

Open the PowerBI report

Power BI Desktop

Update the data source to the location of the Excel file

Power BI Desktop

Refresh the data from the new Excel file

Ensure that the data is filtered on all pages such that SupplierType is not one of Government Entity or State Owned Entity:

Filter supplier data

Publish the file to the [email protected] PowerBI workspace by logging in as that user in Power BI Desktop, and clicking Publish.

Power BI Desktop publish to web

Open the file there, and click Publish to web

powerbi.com

Click Create embed code

powerbi.com "publish embed online" wizard

Click Publish

powerbi.com "publish embed online" wizard

Copy the HTML code to paste into vulekamali

powerbi.com "publish embed online" wizard

Find the HTML embed code in the Procurement Spend Analysis page editor in the vulekamali Content Management System.

Replace the old embed code with the new one.

Replace width="800" height="600" with width="100%" style="height: 75vh"

Save the page, and check that it is showing the updated data.

vulekamali page editor with Raw HTML embed code section

Preview the changes

Draft preview

Publish the changes when you are ready.

Upload the Excel dataset to vulekamali

Upload the excel file to a new dataset in CKAN and add it to the procurement spend analysis data group.

This file is useful for people who want to do more in-depth analysis than the online PowerBI dashboad allows.