Testing

Pam decides to work through an example scenario to see how the report performs. To perform this test, do the following:

  1. Start on the Executive Summary page. Here, we can see that the overall utilization is good and above our goal. All of the branches are above our target utilization. However, one Division, in particular, is noticeably below the average. This is the 3001 Management division. Let's investigate this Division further to see what is driving down utilization.
  2. In the %Utilization by Division visual, right-click on the 3001 Management column and choose Drillthrough and then Division Management.
  3. Checking the green dynamic title text, we can see that it correctly states 3001 Management.
  4. We can see that our utilization for salaried employees is quite low and that utilization is particularly suffering in Nashville.
  5. To investigate this further, right-click on the Nashville column in the % Utilization by Branch visual and choose Drillthrough and then Hours Detail.
  6. When checking our green dynamic title text, we are looking at resources for only 3001 Management and Nashville.
  7. Click on the % column header to sort by ascending.
  8. It looks like the least utilized person, Irwin, Rachelle, was just recently hired. Her utilization is low but so are her total hours.
  9. On the next line down, however, is Schaefer, Gustavo. This individual only has 3% utilization but has logged almost 500 hours.
  10. We want to check out how Schaefer, Gustavo is spending his time. Right-click on the row containing Schaefer, Gustavo and choose Drillthrough and then Employee Details.
  11. In the %GT Hours by Category, we can see that this individual is mostly spending their time doing Sales Support.
  1. We want to check out the next person on the list. Click the Back button (hold down the Ctrl key while clicking).
  2. Our Hours Detail page is just like how we left it.
  3. Right-click the row containing Beltran, Elvira and choose Drillthrough and then Employee Details.
  4. We can quickly see that this person has been taking a lot of PTO! Clicking on the first JobID code, we can see that over 72% of the 320 hours that were logged to this code are for PTO. Apparently, this individual is already on the unlimited PTO plan!
  5. Finally, Pam tests the Reset buttons. On the Employee Details page, hold down the Ctrl key and then press the Reset button.
  6. Do the same for the Hours Detail and Division Management pages.

Pam is satisfied that there is an intuitive flow to the report and that the report is in working order.

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