STEP 4 Subset: Defining a subset of projects (optional)

Focus on a set of projects that have specific characteristics.

Defining a subset

When you define a subset, you specify the projects to include in the summary calculations. Only the projects that match the criteria you define are included in the summary. For example, you can calculate financial benefits for a group of plant locations, or you can summarize projects of a specific type, such as Just Do It, DMAIC, and so on.
A: Match Criteria
Choose one of the following options:
Option Description
All Performs an AND operation to return the projects that match all the criteria.
Any Performs an OR operation to return the projects that match any of the criteria.
B: Select a field
Choose a field, and then set its condition. If necessary, you can add additional fields and conditions. For a list of filter conditions, go to Filter criteria.

Using subsets

Subsets are useful in the following cases:
  • You want to create a report that does not require high-level filtering. For example, you create three summaries: one that shows hard savings by green belt, one that shows hard savings by black belt, and one that shows hard savings by master black belt.
  • You want to summarize a metric under a specific set of conditions. For example, you create a summary that shows the mean savings and duration of projects started by green belts this year.
  • You reach the limit of grouping variables to use, so you create a summary for each grouping variable. For example, you create a summary for each business unit that shows the number of project starts and project closures year-to-date by belt type.
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