Vantagepoint Intelligence Overview

Vantagepoint Intelligence (VI) is an optional module that you use to create customized views of your information. This includes role-based workbooks that are accessible as dashparts from the Vantagepoint Dashboard. The VI Desktop Tool allows you to connect Vantagepoint Intelligence to various data sources.

Powered by Tableau Software, the Vantagepoint Intelligence (VI) module provides project-based businesses with a business intelligence tool for consuming Vantagepoint data in a graphical, easily interpreted format. With the Vantagepoint Intelligence Server and Desktop, you can use your Vantagepoint SQL database as a data source to create graphical performance dashboards. You create these dashboards in the Desktop Tool and upload them to Vantagepoint using the Intelligence Settings. You can then view the dashboards in the Vantagepoint Dashboard application.

VI is a complimentary tool that provides unique visibility into an organization's performance data.

Key Reference Materials

The following references about VI are available in the Vantagepoint Information Center. To access the Vantagepoint Information Center, click the Deltek logo at the upper left corner of the help page.

Field Description
Cloud Administrator Online Help This help system provides guidance on configuring VI components for the cloud version of Vantagepoint.

Click the Cloud Administrator Online Help tile in the Vantagepoint Information Center to display the Cloud Administrator's Help System, and refer to the Set Up Vantagepoint Intelligence topic.

Vantagepoint Intelligence Installation and Configuration Guide This PDF guide explains how to install Vantagepoint Intelligence, Analysis Cubes, and the dashboard components that are included in the VI module for an on-premises installation of Vantagepoint.

Click the PDF Guides tile in the Vantagepoint Information Center to find and download the Vantagepoint Intelligence Installation and Configuration PDF guide.

Vantagepoint Intelligence Content and Functionality Overview guide This PDF guide describes Analysis Cubes and the data cubes that you can use to create VI workbooks through the VI Desktop Tool. The guide also provides descriptions of the dimensions and measures that are available for Project and General Ledger data cubes.

Click the PDF Guides tile in the Vantagepoint Information Center to find and download the Vantagepoint Intelligence Content and Functionality Overview PDF guide.

Upgrading from Vision

When you upgrade from Vision, you must re-upload your existing Performance Management workbooks to Vantagepoint through Intelligence settings so that you are able to use them in Vantagepoint. Deltek recommends that you check the contents of the workbooks before re-uploading them to Vantagepoint, as the Vantagepoint database is different from the Vision database and these differences could impact the workbooks. Reviewing the contents also makes it possible for you to validate those contents after you re-upload the workbook.

After you re-upload a workbook, you can use My Stuff > Dashboards to create a dashpart for viewing the workbook and then add that dashpart to a dashboard.