MONTHLY DATA UPLOAD AND COLLECTION PROCESS – DB FINANCE REPORTING

1. Go to https://db.starhosted.com/StarPM/ and sign in with your credentials

2. Click on the grid ( ) in the top left corner

a.
3. Click on “Reporting”
4. Click on the desired report to run by typing the File Name from the table below in the
FILE NAME search bar in STAR
 FILE NAME (VIA STAR) DASHBOARD (POWER BI)
(*CTRL Click on any of the file names to take
you the specified parameters at the
bottom*)
DBSTAFFUTIL Utilization Analysis
DBREALIZATION_V2 Realization Analysis
SRARREC_WPY Cash Collections Analysis
SRARREC_WPY_Monthly Cash Collections Analysis
SRWIPREC WIP Analysis
DBDAYS Days Outstanding Analysis
DBSTAFF_BUDG_TO_ACT_HRS Scorecard *Not released for viewing yet*
SRSTAFFDETAILS Scorecard *Not released for viewing yet*
*SRARREC_WPY_MONTHLY requires two different reports run per month (one for account manager and
one for job primary partner)*

a.
5. Choose a “First Date” and “Last Date” (Make sure the range is no longer than a month
and that the data is all from the same month; for example, 1/1/2021-1/31/2021)
*DBDAYS ONLY HAS AN OPTION TO CHOOSE “LAST DATE” *
6. Use the “Group #” feature to retrieve the data based on a certain attribute(s) (See
figures below for specific parameter for each file)

7. Click “Render Report”

8. To save the file, click on the “Save” icon ( ) which will reveal a dropdown menu

9. Click the “Excel” option

10. Save the file in the designated folder via SharePoint (See below for which files belong in
which folder) ---- Path: Documents > Firm Operations Data > (Folder Name)
11. You can drag the downloaded file from your download folder into the desired folder or
Upload into SharePoint directly from the site

12. Once the file is in the folder, be sure to rename the file as laid in out in the naming
conventions (see table below)
13. Below is what a successful rename should look like
14. Go to the Power BI homepage

15. Click on “Apps” on the left-hand corner

16. Shade over “DB Finance” and three dots should appear to the right. Click on those three
dots
17. A dropdown menu will appear. Click “Edit”

18. Shade over “Financial Reporting Dashboards_Dec_22_22” dataset and a refresh icon
will appear. Click on that and wait for it to load.
19. Move over to the actual Power BI App (Financial Reporting Dashboards_Dec_22_22 - Power
BI)

20. In the top right corner of the Power BI App is a toolbar. Look for the refresh icon.
 a. After clicking the icon, the data may not populate right away. It may take 10-60
minutes (or even longer) to update.
ADDITIONAL NOTES:
- If you opt to not use the manual refresh feature, the app will update automatically via
the scheduled refresh feature (one update per day).
- It should take approximately 30 minutes to upload the data for all the reports (monthly).
- Some reports will not have certain parameters listed (e.g., DBDAYS does not have an
option for “First Date,” only for “Last Date”).
- If parameters do not match as displayed below, the model will not update correctly.
- When moving the updated STAR reports into the SharePoint folder, make sure to
maintain the same naming conventions.
- The SRARREC_WPY_Monthly Report will need two reports run each month. One for JPP
and one for AM.

Digital Advisory SharePoint File Directory

FILE NAME (VIA STAR) FOLDER NAME (VIA SHAREPOINT) FILE NAMING CONVENTIONS
DBSTAFFUTIL DBSTAFFUTIL DBSTAFFUTIL (M.D.YY-M.D.YY)
DBREALIZATION_V2 DBREALIZATION_V2 DBREALIZATION_V2 (M.D.YY-
M.D.YY)
SRARREC_WPY SRARREC_WPY SRARREC_WPY (M.D.YY-M.D.YY)
SRARREC_WPY_Monthly SRARREC_WPY_MONTHLY SRARREC_WPY_MONTHLY AM
(M.D.YY-M.D.YY) OR
 SRARREC_WPY_MONTHLY JPP
(M.D.YY-M.D.YY)
SRWIPREC SRWIPREC SRWIPREC (M.D.YY-M.D.YY)
DBDAYS DBDAYS DBDAYS (AS OF M.D.YY)
DBSTAFF_BUDG_TO_ACT_HRS DBSTAFF_BUDG_TO_ACT_HRS DBSTAFF_BUDG_TO_ACT_HRS
(M.D.YY-M.D.YY)
SRSTAFFDETAILS SRSTAFFDETAILS SRSTAFFDETAILS (M.D.YY)
*SRSTAFFDETAILS should only have one file in its folder at all time. When a new version is
extracted from STAR, the old version should be removed before adding the new version*

RUNNING REPORTS IN STAR (PARAMETERS NEEDED)

DBSTAFFUTIL

DBREALIZATION_V2

SRARREC_WPY
SRARREC_WPY_Monthly

SRWIPREC
DBDAYS

DBSTAFF_BUDG_TO_ACT_HRS

SRSTAFFDETAILS

Appendix
Video Training Recording