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FAQ

What is TFP Analytics On Demand?

TFP Analytics On Demand is a platform that provides access to live or signed off analytics to use in Excel, Power BI or any other tool you like.

The data has been designed by those closest to the business, with the aim of providing a single source of truth applied in a consistent way.

Why should I use TFP Analytics On Demand?

  • Looking to get access to data for your class to build out your own dashboard / reports / analytics?
  • Want access to the latest available data? or data which has been approved by the business for reporting use?
  • Are you someone who is willing to use your own data but wants to make sure it is accurate and consistent with the rest of the business?
  • Do you want access to data on demand than waiting for someone else to build it for you?

Then this platform is for you. It provides live or signed off analytics where calculations have been approved and the data is accessible when you want it

What is the difference between Live and Approved?

  • Live data is updated daily and is based on the previous night's snapshot of Prequel. This data is ❗not signed off❗ and should not be used for external reporting. Differences between in data between dates will not be explained by the analytics team as the cause of this is data entry into Prequel.

  • Approved data is signed off by the the CUO and is based on the month-end snapshot of Prequel. This data will be consistent throughout the month and can be used for external reporting. Once the month-end snapshot is available, the analytics team creates the data, provides reconciliations and explanations for any differences between month-end dates.

I have spotted something that needs changing, who do I speak to?

The great thing about opening up data access is that there are more eyes on the data. If you spot something, like a broker mapping that needs updating or something that doesn't look quite right, please contact the Portfolio Analytics Team

Can I request a feature?

Yes, we want to make sure the product is as useful as possible. If you have a feature request, please contact the Portfolio Analytics Team. Feature requests will be prioritised based on the value they bring to the business and the effort required to implement them.

Who do I ask for help?

If you have any questions or need help, please contact the Portfolio Analytics Team