Forecast reports using Cross Tab feature in BIRT Maximo

Why Forecast is needed ? 

For planning of work or budgeting for long term operations, we need to forecast the upcoming work along with costs/labors/services/materials/tools associated with them.

What is Cross tab ? 

A Crosstab (or Cross Tabulation) is a table showing the relationship between two or more variables for quantitative analysis by showing the correlation change from one group of variables to another. It allows for the identification of patterns, trends and probabilities within data sets. Cross Tabulation is used across various industries, job roles and analysts. It benefits many people for forecasting cost or material requirement for the company.

Sample Requirement
I would like to create steps to develop a crosstab table in Maximo BIRT reporting functionality with a use case.; PM (Preventive Maintenance) Cost Forecast Reporting using Cross Tab feature.

Development steps
Create a report with predefined template – “Tivoli Maximo List Template”

Remove the “Detail Row” section from the template. Cross tab inserted into Detail section would result in duplicated rows, so it needs to be created in Header section.

 

Merge the cells in the Table header and insert the “Cross Tab” element into the table header

Construct the Data Set with all required output columns – this report shows all OOB fields to display the PM Cost forecast report with required Work Orders per month

Create a new Data Cube 

Associate the Data Set for Data Cube. Add Groups (Dimensions) for columns that we want to display in rows section and for column header (month in this case) of Cross Tab Section.

Summary field is the one which is at the right-hand side of Cross Tab element design.

Drag and drop the fields from Dimensions to rows section of the Cross Tab element.

Place the MONTH field from Dimension to column header section of cross tab

Place the Summarize field in the column field section. 

The design file is available in gitlab - https://gitlab.com/bysurendar/maximo/-/blob/master/reports/pmcostforecast.rptdesign

Output of the report:

Rows are the list of Preventive Maintenance records which have forecast generated for the given date range

Columns are months for which the forecast exists. 

Summarized values are the Work Orders that would be needed for a month to perform the Work.

Courtesy: Vijayabanu Pitachi 

References: 

https://www.ibm.com/docs/en/elo-mc/7.6.0?topic=tab-tutorial-creating-cross

https://www.youtube.com/watch?v=LKuCNuz67YA