Federal Spending Analytics

1. Filter the data by selecting the filter icon next to any column in the table view and selecting the information you want to view. Both the graph element and the table will update accordingly.
   1. Each column that can be filtered has a filter icon in the column header. Filters may be dropdowns, date constraints, or text fields.
      1. The description field filter searches across all of our opportunity artifacts, not just the description from FPDS, making it an incredibly powerful search field

      2. Filters are applied at the funded award level (e.g., task order, grant). Contract Vehicles may show in your results where the primary dates, NAICS, or other values differ from the filter settings but a drill down to the award will show the correct settings.

2. To filter on Contractor attributes, click the blue double-arrow next to the filter icon in the Contractor column.
   1. New columns for contractor values will show in the grid. Filter on any combination of contractor and award attributes to find your niche.
      1. Look for teammates, competition, or companies losing their competitive advantage, e.g., losing their 8A status.
3. Save your data filters for reuse, and for use in reports (data and graphical element combinations). Export data to Excel using the Excel download button at the top right corner of the grid.

Building a chart from scratch works best if you have already applied your intended data filters to the pipeline or award analytics data. This way you can see if the data you are analyzing is show in its best light as you select the different components, and update your choices accordingly. While you should familiarize yourself with the fill set of chart component options linked above, there are only a few options that must be selected to form a basic chart.

1. Select a grouping element. This is the element that will drive your chart. The group you select will determine how your data is sliced & diced in the analytics. As soon as a grouping element is selected you will see a chart or graph appear in the pane to its right.
2. Toggle between the chart types to select the one that best fits the message that you are trying to convey with the analytics.
3. Update the value to reflect the data you are trying to measure.

That's really all that is required to make a basic chart, although familiarizing yourself with all of the components and building more advanced charts is a great way to build more customized content.

To save your chart, you can do one of two things:

1. To save the chart as part of a report, click a floppy disk at the report name level . The first disk, Save, will overwrite the settings for the existing report. The second disk, Save As, will save a new report that includes the chart.
2. To save the chart to your favorites section (not to a report), click the Star+ icon. This will save the chart to your favorites.

Building a report is as easy as pulling up the data you want to see on the screen and saving when you have everything the way you want it. You can customize the data filters, grid elements, and chart elements, and all will be saved simultaneously into the report. You don't need to customize all three areas, but whatever you do have visible on the screen when you hit save is what will be saved.

First, click the icon to create a new report. The icon is visible in the report controller box, as well as in each section of the dropdown where you have permissions to build a report.

Or, a great shortcut is to open a report with a grid view and/or a chart you want to reuse, then to use "Save As" to save those elements with a new data filter that works for the report you want to build.

Data filters

The data filters are any filters you apply to the data in the grid portion of the page. These filters are shown in either of two ways:

• If the column is visible on the page, the filter icon will be green to indicate a filter has been applied and saved. The filter icon will be orange if a filter was applied but has not been saved in the report, and gray if no filters have been applied to the data.
• If a filter was applied to a column not currently visible on the page, a message will appear above the grid letting you know that the data has been filtered on a given element.

Grid Views

The grid view is defined as the columns visible in the grid display. On the Pipeline page, most Capture2Proposal and Custom Capture data elements can be shown in the grid view, so the combinations for which elements to display, and in what order, are virtually limitless. For the Funded Awards, options are more limited.

For the Grid in Pipeline:

1. Select which columns to display using the grid editor icon in the top left corner of the grid to display all possible options.
   1. Options will display in an alphabetical list of all Capture2Proposal standard elements in green, then of all custom capture elements in blue.
2. Drag and drop elements between the columns on the left, representing all unused elements, and the right, representing those in the view. You can also drag and drop elements on the right up and down to change the display order.
   
   
3. Edit the columns further within the grid:
   1. Drag and drop columns to change their order.
   2. Resize columns by dragging at the edge of two columns.
   3. Lock one or more columns on the left side of the screen to keep them visible even if you scroll right to see additional data.

For the Grid in Funded Analytics:

You cannot change the column order or add custom options to the display, but you can still do the following:

1. Resize columns by dragging at the edge of two columns.
2. Expand or collapse the view of contractor attribute columns by clicking the blue arrows in the Contractor Column.

Charts & Graphs

Select from a favorite graph to add it to the report, or build a new chart from scratch. Go to Chart Building 101 for all the information on how to complete these actions.

Before saving your report, check that the name in the report element box matches what you want for the report. If you are editing an existing report, this should be the case. If not, use the "Save As" icon to create a new report with a new name.