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Dashboard administration

Next-generation dashboard: Power BI enhanced datasets

The Next-Generation Dashboard Editor uses Microsoft’s Power BI Editor suite, which is integrated and embedded directly into Legal Tracker. The integration of this technology enables organizations to build their own custom dashboards and data visualizations using the Power BI technology in next-generation dashboards.

Fields and measures in the dashboard editor

The following are the fields and measures available in the next-generation Dashboard Editor as of the August 31, 2022 release.
Category
Field and measure name
Accrual
Unbilled Total
Allocated Amount
Total Allocated Amount
Total Allocated Amount Current Quarter
Total Allocated Amount Previous Quarter
Total Allocated Amount Previous Year
Total Allocated Amount Previous Year Same Time
Total Allocated Amount YTD
Budget
Budget
Matter Count
Closed Matters
Created Matters
Matter Distinct Count
Opened Matters
Timekeeper Rate
Associate Hours
Attorney AN
Attorney Hours
Average Rate
Average Rate with Budget
Billed Amount
Billed Amount Previous Year
Billed Amount Previous YTD
Billed Amount YTD
Billed Hours
Non Attorney AN
Non Attorney Hours
Partner Hours
Partner PA
Rate Change (by Month)
Rate Change (by Quarter)
Rate Change (by Year)
Accounting Code
Accounting Code
Accounting Code Status
Accounting Code Value
Activity Code
Activity Code Description
Activity Code Title
Code
Approver
Approver Name
AP Routing
AP Routing Description
Billing Country
Country Name
Budget Phases
Budget Type version name
Is Active
Phase Description
Phase Name
Phased Budget Type
Date Last Refreshed
Date Last Refreshed
Date Type Loaded
Date Type
Expense Code
CodeTypePhaseOrCode
Expense Code Description
Expense Code Full Name
Expense Code Title Long
Expense Code Title Short
Fee Arrangement
Fee Arrangement Description
Fee Arrangement Name
Is Primary
Firm
Firm Name
Firm Classification
Firm and Matter Evaluations
Average Rating
Evaluation Performance Categories
NPS (Net Promoter Score)
Invoice Reduction
Invoice Number
Invoice Reduction
Invoice Reduction Previous Year
Invoice Reduction YTD
Invoice Status
Status Name
Invoice Tax Types
Tax Type
Tax Types List
VAT filter
LEDES
Effective Number of Units (Tasks)
Effective Total (Expenses)
Effective Total (Tasks)
Line Item Activity Code
Line Item Description
Line Item Expense Code
Timekeeper Classification
Timekeeper Name
Matter
Client Matter Number
Lead Company Person Name
Lead Outside Counsel Name
Matter Distinct Count Current Year
Matter Distinct Count Last Year
Matter Count Internal
Matter Name
Matters Count
Matters Count Previous Year
Matters Count Previous YTD
Matters Count YTD
No.2 Company Person
Matter Country
Country Name
Matter Custom Currency Fields
Currency Field Name
Currency Field Value
Matter Custom Date Fields
Date Field Name
Date Field Value then Year
Date Field Value then Quarter
Date Field Value then Month
Date Field Value then Day
Matter Custom Dropdown Fields
Dropdown Field Name
Dropdown Field Value
Matter Custom Number Fields
Number Field Name
Number Field Value
Matter Custom Rich Text Area Fields
Rich Text Area Field Name
Rich Text Area Field Value
Matter Custom Text Area Fields
Text Area Field Name
Text Area Field Value
Matter Custom Tree Node Fields
Tree Node Field Name
Tree Node Field Value
Matter Groups
Matter Group
Matter Status
Status
Matter Type
Matter Type
Matter Type (Custom)
Matter Type
Matter Type (full path)
Metropolitan Area
Metropolitan Name
Organizational Unit
Org Unit Name
Org Unit Name (w/o full path)
Period
Calendar Month Number
Current Fiscal Month
Current Fiscal Year
Cy Month Name Short
CY Quarter
Cy Year Number
Date Last Loaded
Fiscal Date Hierarchy then Fy Year Number
Fiscal Date Hierarchy then Fy Quarter
Fiscal Date Hierarchy then Fy Month
FiscalDateFirst > Date Hierarchy > Year
FiscalDateFirst, Date Hierarchy then Quarter
FiscalDateFirst, Date Hierarchy then Month
FiscalDateFirst, Date Hierarchy then Day
Fy Month Name
Fy Month Short Name
Fy Month Number
Fy Quarter Name
Fy Quarter Number
Fy Year Number
Month Difference
Period Hierarchy then Year
Period Hierarchy then Quarter
Period Hierarchy then Month
Practice Group
Practice Group
Practice Group Name
Province
Country Name
Full Name
State Name
Reduction Type
Reduction Type Description
Spend
Approved Expenses
Approved Expenses Previous Year
Approved Expenses YTD
Approved Fees
Approved Fees Previous Year
Approved Fees YTD
Approved/In Approval Expenses
Approved/In Approval Expenses Previous Year
Approved/In Approval Expensed YTD
Approved/In Approval Fees
Approved/In Approval Fees Previous Year
Approved/In Approval Fees YTD
Approved/In Approval Spend
Approved/In Approval Spend Excluding Tax
Approved/In Approval Spend Excluding Tax Previous Quarter
Approved/In Approval Spend Previous Quarter
Approved/In Approval Spend to Budget
Approved/In Approval Spend to Budget Excluding Tax
Approved/In Approval Spend to Budget,%
Approved/In Approval Spend vs Accruals
Approved/In Approval Spend vs Accruals Excluding Tax
Approved/In Approval Tax
Average Approved/In Approval Spend
Average Approved/In Approval Spend Excluding Tax
Average Invoice Turnaround
Average Invoice Turnaround YTD
Average Spend
Average Spend Excluding Tax
Billed Expenses
Billed Expenses Previous Year
Billed Expenses YTD
Billed Fees
Billed Fees Previous Year
Billed Fees YTD
Billed Spend
Billed Spend Excluding Tax
Billed Spend YTD
Billed vs Approved
Billed vs Approved Excluding Tax
Has Budget
Invoice Count
Invoice Count YTD
Invoice Number
Spend
Spend (for budget phases)
Spend Excluding Tax
Spend Rolling 12 Months
Spend to Budget
Spend to Budget Excluding Tax
Spend to Budget Excluding Tax, %
Spend to Budget, %
Spend vs Accruals
Spend vs Accruals Excluding Tax
Total Approved/In Approval Spend Excluding Tax Previous Year
Total Approved/In Approval Spend Excluding Tax Previous Year Same Time
Total Approved/In Approval Spend Excluding Tax YTD
Total Spend Previous Year
Total Spend Previous Year Same Time
Total Spend YTD
State
State Name
Substantive Law
Substantive Law
Substantive Law (Custom)
Substantive Law
Task Code
Substantive Law (full path)
CodeTypePhaseOrCode
Task Code Description
Task Code Full Phase
Task Code Title Long
Task Code Title Short
Timekeeper
Disability
Ethnicity
Gender
LGBTQ
Military Status
Timekeeper Name
Years of Experience
Timekeeper Classification
Classification ID
Code
Code Hierarchy then Code
Code Hierarchy then ClassificationID
Description
Is Lawyer Description
User
Firm ID
First Name
Last Name
Name
Vendor Type
Vendor Type

Fact dimension matrix

Fact / Dimension
Spend
Budget
Matter count
Accrual
TK rate
Invoice reduction
Matter
Ledes
Allocated amount
Invoice tax
Attorney evaluation
Firm and matter evaluation
Matter custom fields
Accounting Code
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
Yes
N/A
N/A
N/A
N/A
Activity Code
N/A
N/A
N/A
N/A
N/A
N/A
N/A
Yes
N/A
N/A
N/A
N/A
N/A
Approver
Yes
N/A
N/A
N/A
N/A
N/A
N/A
N/A
Yes
Yes
N/A
N/A
N/A
AP Routing
Yes
Yes
Yes
Yes
Yes
Yes
Yes
Yes
Yes
Yes
N/A
Yes
Yes
Billing Country
Yes
N/A
N/A
N/A
Yes
Yes
N/A
N/A
Yes
Yes
N/A
N/A
N/A
Budget Phases
N/A
Yes
Yes
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
Expense Code
N/A
N/A
N/A
N/A
N/A
N/A
N/A
Yes
N/A
N/A
N/A
N/A
N/A
Fee Arrangement
Yes
N/A
N/A
N/A
N/A
N/A
N/A
N/A
Yes
Yes
N/A
N/A
N/A
Firm
Yes
Yes
Yes
Yes
Yes
Yes
Yes
Yes
Yes
Yes
Yes
Yes
Yes
Invoice Status
Yes
N/A
N/A
N/A
Yes
N/A
N/A
Yes
N/A
Yes
N/A
N/A
N/A
Invoice Tax Type
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
Yes
N/A
N/A
N/A
Matter
Yes
Yes
Yes
Yes
Yes
Yes
N/A
Yes
Yes
Yes
N/A
N/A
Yes
Matter Country
Yes
Yes
Yes
Yes
Yes
Yes
Yes
Yes
Yes
Yes
N/A
Yes
Yes
Matter Custom Fields
Yes
Yes
Yes
Yes
Yes
Yes
Yes
Yes
Yes
Yes
N/A
Yes
N/A
Matter Groups
Yes
Yes
Yes
Yes
Yes
Yes
Yes
Yes
Yes
Yes
N/A
Yes
Yes
Matter Status
Yes
Yes
Yes
Yes
Yes
Yes
Yes
Yes
Yes
Yes
N/A
Yes
Yes
Matter Type
Yes
Yes
Yes
Yes
Yes
Yes
Yes
Yes
Yes
Yes
N/A
Yes
Yes
Matter Type (custom)
Yes
Yes
Yes
Yes
Yes
Yes
Yes
Yes
Yes
Yes
N/A
Yes
Yes
Metropolitan Area
N/A
N/A
N/A
N/A
Yes
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
Organizational Unit
Yes
Yes
Yes
Yes
Yes
Yes
Yes
Yes
Yes
Yes
N/A
Yes
Yes
Period
Yes
Yes
Yes
Yes
Yes
Yes
N/A
N/A
Yes
Yes
N/A
N/A
N/A
Practice Group
Yes
Yes
Yes
Yes
Yes
Yes
Yes
Yes
Yes
Yes
N/A
Yes
Yes
Province
Yes
Yes
Yes
Yes
Yes
Yes
N/A
Yes
Yes
Yes
N/A
Yes
Yes
Reduction Type
N/A
N/A
N/A
N/A
N/A
Yes
N/A
N/A
N/A
N/A
N/A
N/A
N/A
State
Yes
Yes
Yes
Yes
Yes
Yes
N/A
Yes
Yes
Yes
N/A
Yes
Yes
Substantive Law
Yes
Yes
Yes
Yes
Yes
Yes
N/A
Yes
Yes
Yes
N/A
Yes
Yes
Substantive Law (custom)
Yes
Yes
Yes
Yes
Yes
Yes
N/A
Yes
Yes
Yes
N/A
Yes
Yes
Task Code
N/A
N/A
N/A
N/A
N/A
N/A
Yes
N/A
N/A
N/A
N/A
N/A
N/A
Timekeeper
N/A
N/A
N/A
N/A
Yes
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
Timekeeper Classification
N/A
N/A
N/A
N/A
Yes
N/A
Yes
N/A
N/A
N/A
N/A
N/A
N/A
User
Yes
Yes
Yes
Yes
Yes
Yes
Yes
Yes
Yes
Yes
N/A
N/A
Yes
Vendor Type
Yes
Yes
Yes
Yes
Yes
Yes
Yes
Yes
Yes
Yes
Yes
Yes
Yes

This article applies to:

  • Product: Legal Tracker
  • Subject: Dashboards
  • Audiences: Company