One click access to CLARIFIED for Clarizen reports from Clarizen

Currently we're working on new functionality which makes it possible to open CLARIFIED for Clarizen reports from within Clarizen or Salesforce.

From the custom actions menu in Clarizen it will be possible to open a popup window with the report of your needs based on CLARIFIED for Clarizen's dataset which holds your project data. Out-of-the box it will be possible to open project status, billing or resource utilization reports. Over time we will extend this set with new reports or custom built reports only accessible for your organization.

Open reports from within Clarizen or Salesforce 

See Project details within seconds

Interested in this and much more CLARIFIED for Clarizen has to offer?

• v6 compatible
• Clarizen Partner: supports every Clarizen edition (profesional, enterprise, unlimited)
• CLARIFIED for Clarizen can connect to numerous BI tools like Tableau, Dundas, Cubeware and TARGIT.
• Within a few clicks access to all your Clarizen Project data.
• Out-of-the-box slice and dice functionality.
• No more time needed to develop Excel queries or lookup’s.
• Out-of-the-box reporting for billing purposes is easy. Fields include Billing Type, Fixed Price and Period selection. So reporting all Revenue that should be billed in a given period is easy and saves a lot of time and errors for the accounting department.
• Resource Utilization can be represented graphically, both on individual and on Group level. Resource Utilization can be shown on Planned and Actual effort.

Watch the product video here or sign up now for the 30-day trail. Click here to try it free for 30 days!

MOVIE: Use QlikView to analyze your Clarizen project data

With CLARIFIED for Clarizen it's possible to analyse, create dashboards or reports with Qlikview on your Clarizen project data. In the video below you can see how it's done.

Main features and benefits of QlikView:

• use of an in-memory data model
• automated data integration and a graphical analytical environment attractive for customers
• fast and powerful visualization capabilities
• flexible - allows unlimited dimensions and measures and can be modified in seconds
• integrated - all in one solution : dashboards, power analysis and simply reporting on a single architecture
• risk free - available as a fully-functional free trial download

Next to Qlikview it's possible to use numerous other BI tools which can connect to a Microsoft Analysis Services cube.

Interested?

You can use CLARIFIED for Clarizen free for 30 days to make sure you like it. We don't ask you for a credit card when you sign up, so if you don't like it, there's nothing to cancel. And because CLARIFIED is Cloud Based, there is nothing to install! Click here to try it free for 30 days.

MOVIE: Connect to CLARIFIED for Clarizen within seconds using Tableau

As a follow up on the previous post we want to show you how easy it is to connect Tableau 8.0 to CLARIFIED for Clarizen.

Within a minute you're connected and can start using Tableau's powerful visualization and analytical capabilities. No need to develop expensive and timeconsuming Excel file sources. All your Clarizen project data already resides in your CLARIFIED for Clarizen environment ready for you to use.



Next to Tableau you can use numerous other BI tools which can connect to CLARIFIED for Clarizen.

Interested?

You can use CLARIFIED for Clarizen free for 30 days to make sure you like it. We don't ask you for a credit card when you sign up, so if you don't like it, there's nothing to cancel. And because CLARIFIED is Cloud Based, there is nothing to install! Click here to try it free for 30 days.

You can also use Tableau 14 days for free, download your trial here.

Next week:
Keep an eye on this blog next week when we will show you how easy it is to create your own dashboards based on your Clarizen project data with Tableau and CLARIFIED for Clarizen.

Clarizen project data in Tableau

As we get more and more questions about if it is possible to use CLARIFIED for Clarizen data in Tableau, I will show you some examples below.


With Tableau it is very easy to create dashboards and analytics on CLARIFIED for Clarizen data. A connection to the CLARIFIED Cube can be made in minutes with the Microsoft Analysis Services connection in Tableau. In addition, Tableau has also a server version in which you can share your worksheets with other users. Read more about Tableau here: www.tableausoftware.com or view the Tableau product demo here : https://www.youtube.com/watch?v=37Mx3uZRwBE

Below are some examples that we have created with Tableau and the Clarizen Demo environment:

- Profitability By Account

- Profitability by Project Type

- Profitabilty by Project Manager

- Active Projects per Project Manager

- Resource Utilization

Profitability by Account


Click here to view the original screenshot.


Profitability by Project Type


Click here to view the original screenshot.


Profitability by Project Manager


Click here to view the original screenshot.

Active Projects per Project Manager

Click here to view the original screenshot.


Resource Utilization

Click here to view the original screenshot.

Resource Utilization

Click here to view the original screenshot.

30-Day free Trial

You can use CLARIFIED for Clarizen free for 30 days to make sure you like it. We don't ask you for a credit card when you sign up, so if you don't like it, there's nothing to cancel. And because CLARIFIED is Cloud Based, there is nothing to install! Click here to try it free for 30 days.

More information

Visit our website at www.clarified.biz for more information about CLARIFIED for Clarizen.

CLARIFIED for Clarizen: report section added to the portal.

Together with the release of CLARIFIED for Clarizen v1.3.3 we've also added a new section to the CLARIFIED for Clarizen portal: the report section.

In this new section it's possible to download template reports which can serve as a starting point for your custom reports. We're starting off with Microsoft Excel templates and will expand the section with templates for other BI tools like Tableau in the coming months.

Microsoft Excel templates in the following categories are now available for you to download: summaries, project, financials and resources. In the weeks to come we will extend the Microsoft Excel templates portfolio with new templates and new categories.

Templates that are available right now are:

• Customer summary
• Projects overview on state
• Projects earned value chart
• Billing
• Resource Utilization

Watch this video to see where you can find the report section and how to download and refresh the Microsoft Excel template you downloaded!

Sign-up now!
You can use Clarified for Clarizen free for 30 days to make sure you like it. We don't ask you for a credit card when you sign up, so if you don't like it, there's nothing to cancel. And because Clarified is Cloud Based, there is nothing to install! Click here to try it free for 30 days.

More information
Visit our website at www.clarified.biz for more information about CLARIFIED for Clarizen.