COVID-19 in 1.9 Minutes: the nine stages of how to track coronavirus in Archibus.

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The Workplace Maven Alliance (WMA) is excited to be starting our new Knowledge Series, “COVID-19 in 1.9 Minutes”. Today’s article is an introduction to the series and will give the audience the following:

  1. A broad overview of the content that will be covered.
  2. How the WMA has broken up the coronavirus into three main stages and nine steps within that.
  3. A quick description of each stage, each step, it’s Archibus application, and why that application is beneficial to a company.

Our purpose in this series is to demonstrate how Archibus is the only IWMS that can comprehensively track every stage and step in the process of responding and recovering to a coronavirus incident in any organization. Because of its well-established customization capabilities, it can mold to any need an organization may have. This allows it to be the IWMS that can answer that can track any and all stages of a health and safety incident, no matter how an organization decides to split up the stages.

We’ve decided to split up coronavirus reporting, responding, and returning stages into nine steps that we think every company will experience when preventing exposure to the virus. Every solution in the steps discussed can be accomplished with a standard, out-of-the-box, no-customization-required Archibus license.

An infographic of the nine stages most companies experience when encountering a COVID-19 related incident or taking preventive action against COVID-19.
The nine stages, according to the WMA, that a company may experience when encountering a COVID-19-related incident.

Report.

The steps in this stage are the steps taken in the initial phase of being exposed to coronavirus, or taking preventive action to stop its spread.

1. Report the incident with Environmental Health and Safety.

Let’s say that someone in an organization starts showing symptoms of the coronavirus during the workday. What is the organization’s health and safety management plan? Is there one in place, or does one need to be created? How are all stakeholders in the incident going to be notified of the response protocol so every safety step is executed?

Archibus Environmental Health and Safety allows incident management personnel to answer these questions, relay necessary safety information, and inform all stakeholders as quickly as possible upon reporting an incident. The application allows staff to create a report and fill in basic and granular information about the incident:

  • where and when it took place
  • any assets that were involved or affected
  • the type of incident (in this case coronavirus)
  • who was affected by the incident
  • who responded to the incident
  • what the response was
  • medical information and tracking
  • employee training for future incidents of this type

The strength of Archibus Environmental Health and Safety in this step is integration and connectivity; the software will pull in existing data—such as employee and location data, asset information, work order management, and more—to make the reporting process faster, easier, and more accessible to essential, key players.

What’s more, this application is currently free. Visit the landing page for more details, and talk to your Archibus provider to learn how to implement.

A quick overview of Archibus Environmental Health and Safety and how it can help organizations report health and safety incidents.

2. Disinfect the premises with Building Operations.

Once an incident has been reported, immediate action needs to be taken to take care of any consequences from the incident—in the case of COVID-19, a thorough disinfection of any affected areas.

Archibus Building Operations provides comprehensive capabilities for properly responding to incidents instantaneously. Using this application allows users to complete actions such as:

  • Automatically generating a work request to clean the area.
  • Sending a work request through the proper Service Level Agreement (SLA) to either speed up the completion process or guarantee that it gets the proper permissions.
  • Responsive/mobile functionalities for instant update on work order status, records, schedules, and more.
  • Creating location-based preventive maintenance schedules and procedures so that a location is cleaned and disinfected regularly, meeting any organizational or governmental requirements.
  • Keeping a record of cleanings and maintenance procedures for inspections.

Leveraging the cause code within a work request allows users to quickly indicate whether a work request is related to a COVID incident without having to write a detailed description of such. We highly recommend this feature because it reports can be generated from this data, allowing an organization to understand how many incidents have occurred that are related to COVID-19.

A feature that we have found sometimes gets under-utilized is the reference documents. This can be used to provide a standardized process for carrying out work orders, such as disinfecting and cleaning, so quality is maintained, and health and safety can be certain.

A quick overview of Archibus Building Operations and how it can help organizations respond quickly to incidents with automatically generated work requests.

Respond.

This stage involves the steps that allow an organization to take appropriate measures in keeping their employees safe and healthy.

3. Track remote employees with Emergency Preparedness.

Archibus Emergency Preparedness provides users with features to take appropriate preventive action, whether or not an incident has recently occurred. Pertaining to the COVID pandemic, some use cases we’ve found that Archibus excels at are:

  • Tracking an employee’s previous location in the workplace and whether they are assigned to work from home.
  • Using bulletins to notify when a building has returned to usability.
  • Determining who has evacuated and who hasn’t, should an evacuation, whether gradual or immediate, be necessary.
A quick overview of Archibus Emergency Preparedness and how it can help organizations execute preventive action plans.

4. Deliver employee assets with Enterprise Asset Management.

Archibus Asset Management tracks how many assets an organization has, in what condition they are, where they are located, who uses them, and much more. In the context of the coronavirus, this application can be a game-changer by:

  • Ensuring that remote employees have a complete and ergonomic setup in their at-home offices.
  • Whether your organization already has the equipment needed to supply at-home work spaces.
  • Understanding space utilization for future reporting.

Space utilization can come into play here, as it is connected to the asset and employee that is being tracked.

A quick overview of Archibus Enterprise Asset Management and how it can help organizations provide on-site and remote employees with ergonomics assets, access to websites, hardware, software, and more.

5. Survey for compliance with Compliance Management.

The next application, Archibus Compliance Management complements Asset Management extremely well in the context of COVID-19. Compliance Management can help users determine and maintain employee health and safety while they are working from home.

The application uses surveys to take the assumption out of determining whether remote employees have access to necessary equipment, such as:

  • Software
  • Hardware
  • Ergonomic chairs, desks, stands, keyboards, mice, etc.
  • Access to necessary servers, websites, and other remote locations.

Users can also send instructions to remote employees to ensure that they are taking care of themselves, such as:

  • Taking proper breaks.
  • Drinking enough water.
  • What type of ergonomic equipment they should invest in and why.
  • Virtual meeting tips, equipment, and software.

Surveys are extremely flexible. Users can customize all questions, response types, documents and instructions within a survey, as well as the geographic locations that will receive it or affiliation with a specific organization, should this be necessary. Senders can then view summary reports to understand how certain questions were answered, giving greater insight into an organization.

A quick overview of Archibus Compliance Management and how it can help organizations, through surveys, understand better the needs of their workforce, staff, and employees.

Return.

The following steps will aid an organization in executing their recovery plan so everyone can return to full productivity, whether that be with a restack of all facilities and a larger percentage of staff working from home than before, or a complete return to the original setup before COVID-19.

6. Redesign your space with Strategic Space Planning.

Much discussion has revolved around the fact that the new “normal” in the workplace may be slightly different from what employees are used to. Organizations may want to continue to practice social distancing, which requires floorplate restacking. Many organizations have also found that, not only does having remote workers cut down immensely on costs, but that their staff are just as effective when working from home, oftentimes more so.

Archibus Strategic Space Planning offers scenario planning which allows users to create floorplan schemas in AutoCAD without changing or editing the existing floorplate. Common changes organizations make include:

  • modified furniture
  • tenant improvements
  • rearranged furniture
  • reassignment of spaces between divisions, departments, etc.

Strategic Space Planning excels at:

  • Identifying space requirements by:
    • number of people
    • total area
    • types of rooms
  • Automatically running scenarios based on specific requirements, like the ones above, allowing organizations to maintain portfolio requirements for the next three-to-five years.
  • Analyzing a portfolio and determining the types of space an organization owns, which are being completely used, and which have space to use. For example, let’s say an organization owns a space that is a warehouse for two months out of the year, but is left empty the other 10 months. Can an organization leverage that space, cut costs, and even save money?

In our experience, the Archibus Space Planning and Management module can play a large role in this step because it tracks things like occupancy, allocation, and chargeback, which are key factors when redesigning and restacking your space. This encompasses about 80% of the requirements of going back to work.

A quick overview of Archibus Space Management and Strategic Space Planning and how these applications can help organizations restack their space to comply with social distancing.

7. Reduce footprint with Portfolio Management.

Real estate is usually the second biggest expense for an organization. How does an organization reduce its portfolio for cost savings while restacking floorplans to maintain social distancing? Archibus Portfolio Management gives an organization a detailed view into their real estate portfolio so strategic, cost-saving decisions can be made. Hand-in-hand with Strategic Space Planning, these two applications can help organizations determine exactly where they can save money by re-using or re-organizing space, leasing or subleasing space, buildings, and campuses, and much more. Some features that the application provides are:

  • Global Portfolio dashboard, which will summarize portfolio and lease costs by geographic location, types of space (such as office, warehouse, manufacturing, etc.
  • Cost Reporting, which will summarize and predict how much money an organization spends on real estate so they can forecast the next three to five years and achieve financial and space goals together.
  • Create custom metrics within Archibus to build what-if scenarios.
  • Use category and type to understand how you can reduce your area footprint, sublease, sell, reconfigure, or repurpose.
A quick overview of Archibus Portfolio Management and how it can help organizations understand their real estate portfolio, where to reduce, where to expand, and how to save money.

8. Manage change with Project Management.

Archibus Project Management allows organizations to organize and execute the space planning and portfolio projects discussed above: restacking and repurposing space, changing floorplates, and moving divisions, departments, and business units for cost effectiveness. Project Management allows users to:

  • set up bid packages
  • send bid packages to contractors
  • track the bid
  • select a bidder
  • track project progress with Gantt charts

This application shares information with Archibus Capital Budgeting. All the information for the basic steps of a project—identifying a project, detailed analysis, building out tasks, milestones, determining a team, initial baseline costs, and design costs—can be linked back to the capital budget. The application will then help managers determine what tasks need to be addressed first, the budget for each task, and where any remaining budget can be allocated.

Condition Assessment projects can also be bundled up in the same process above in Project Management, run through Capital Budgeting to define cost parameters, and then executed and finalized in Project Management.

Archibus Environmental Sustainability Assessment and Archibus Clean Building also integrate well with this application to help organizations manage any COVID-19 related building projects by project priority and cost.

AutoDesk has released many applications and plugins that complement this application well. Talk to your Archibus provider for more information about this.

A quick overview of Archibus Project Management and how it can help organizations manage their space planning and restacking projects as their workforce returns to the workplace.

9. Re-occupy your space with Enterprise Move Management.

Provides flexible solutions for returning to the workplace and maintaining social distancing; for example, instead of completely restacking a floorplate, an organization could decide to have every third desk enter the workplace on Monday, Wednesday, and Friday, rotating employees on those days until the pandemic is resolved.

Other phase approaches are possible and limitless. Many organizations have discussed the idea of only having 25% or 50% of their on-site workforce returning to the office space.

Archibus Enterprise Move Management makes this phase approach effortless by:

  • Creating flexibility by allowing the user to manage single and group moves.
  • Recording moves and changes through tickets.
  • Scheduling moves by generating work order tickets.
  • Coordinating all involved groups in the move process.
  • Mobile/responsive functionality for verifying staff’s assigned locations.

Archibus Reservations can add functionality by allowing users to create windows linked to work orders between moves and room usage for routine disinfecting to take place.

Archibus Hoteling will also let users stagger hotel space usage; for example some hotel spaces, spaced out for social distancing, could only be available during Monday, Wednesday, and Friday, while others could be available Tuesday and Thursday to allow a disinfection period.

Returning to the Strategic Space Planning step we discussed above, the scenarios created in the Space Planning application can be migrated into a Move Management project. One click of a button will make this scenario into a move project, saving users time, money, and energy.

A quick overview of Archibus Enterprise Move Management and how it can help organizations create, manage, execute, and complete single and group moves.

Get to know the Workplace Maven Alliance.

The WMA collectively has 150 years of experience in Archibus, AutoCAD,  IWMS, and CAFM solutions. We are a group of certified Archibus business  partners who are committed to finding the best solution for our clients. Formed in April of 2020, the alliance consists of:


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RSC featured on Archibus blog for Emergency Preparedness solutions for COVID-19

Watch our interview with ARCHIBUS’s Danielle Moore about our health and safety facilities solutions during COVID-19 (coronavirus).

RSC’s CEO, Bob Stephen, was recently interviewed by ARCHIBUS and featured on their blog about the solutions we have used over the years—and are now applying to the COVID-19 pandemic—to keep employees safe and healthy, reduce organizational costs, and track routine cleaning, medical incidents, remote workers, and more. Watch the interview in the video above. We’ve also summarized it below.

How to track COVID-19 in Archibus.

An image of a woman touching her temple as if not feeling well.
How can organizations quickly and effectively COVID-19 related incidents?

Our clients began looking for immediate incident tracking, or the capability for staff to record whether they weren’t feeling well and what they did about it: did they take the day off or were they exhibiting symptoms of coronavirus that required them to work remotely for a while? Once the initial report is made, we leverage Archibus Environmental Health and Safety (EH&S) to record:

  • who else was involved in the incident.
  • did anyone go to the hospital, and if so, who?
  • did the involved person(s) self-impose quarantine, or was it mandated by an organization?
  • were any medical diagnoses made?

What applications are needed prior to tracking through Environmental Health and Safety?

An image of a laptop, tablet, and smartphone side by side on a wooden table.
Some Archibus applications are necessary prior to tracking with Environmental Health and Safety to leverage correct data.

Before we can take a client into tracking health and safety incidents in EH&S, a couple of applications should be in place so the EH&S application can leverage data and make reporting quicker and easier than it’s ever been. Archibus Space Inventory and Performance and Archibus Personnel and Occupancy hold this essential data:

  • up-to-date floorplans.
  • accurate employee locations.
  • regular data synchronization process (mainly with HR system).
  • room category and type.

Having this data allows maintenance teams to know instantaneously where to go to disinfect or clean a location and contain a health and safety incident. In order to put this information on a work order, work request, or maintenance ticket, and automatically route these to a craftsperson, organizations should have the Archibus Building Operations application.

To determine the condition of a room, building, site, or campus, organizations should use Archibus Commissioning. This application allows users to record whether sites are safe, and, if not, why or how. Is the building defective? Does it need maintenance work? Does new construction need to happen?

Mobile devices and individual contributors in Archibus.

Archibus is fully responsive to enable users with mobile devices, tablets, and handhelds to record data and update the system instantly. These personnel are called individual contributors, and are essential if quick and accurate updates are the goal of an organization.

An image of a hand using a stylus to work a tablet.
Individual contributors can use mobile devices with Archibus to instantly update essential information.

Archibus reporting, metrics, and charts for the middle manager, and C-and V-level executives.

One of the main strengths of Archibus is the ability to report on data. Middle managers can generate monthly, yearly, or quarterly, reports. These reports can also be viewed in the form of metrics. These metrics can help an organization determine how many COVID-related incidents have occurred, as well as how many total incidents. Charts can also be made from reported data: bar charts, line charts, pie charts, and any other visual representation that will make strategic IWMS data digestible.

These reports, when delivered to the C- and V-level decision makers of an organization, can speak for themselves on the effectiveness of IWMS. Reports help guide and inform strategic decisions such as:

  • cost-saving measures.
  • space planning.
  • move management decisions.
  • incident response protocol.
  • routine maintenance and cleaning measures.

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What Reports are Required of an IWMS System?

The reports in an IWMS system are mostly used to make strategic decisions. Utilization of space is one of the more common reasons to invest in an IWMS.

When I was helping a  tech company sell their real estate to another company they told me that the numbers the IWMS system was producing did not line up with the numbers that the real estate company was producing. They told me that I had a couple of hours to figure out why. I found out the real estate company had excluded the vertical penetration of the building. I stayed late and walked all eight buildings with the real estate representative and proved all of my numbers. This resulted in a $30 million increase of the sale of the buildings. This made my job worth the work.So who are the people that are going to read these reports and learn from them? There are four basic audiences that I break it down into.

1) V and C level

These are CEOs, CFOs, CIOs, and all other chief executives and vice presidents. This group is looking for summarized data sheets packed full of numbers that will help them make strategic decisions. They are looking for anomalies so they can dig down and ask questions and figure out why the anomaly exists.

2) Managers/Directors

These people help to drive and accomplish the decisions made by the chief executives and vice presidents. The reports that are tailored for this level are similar to the V and C level, but are more detailed. This allows them to get to the depths of an anomaly and make decisions.

3) Individual Contributor

This level manages the raw data that provides the analysis for the company. They need very granulated reports that allow them to input and modify data for the two previous levels.

4) Staff at Large

The data for this level has basic information like locations of conference rooms, how to submit a work request, how to change the temperature, where are the hotel spaces in every building, etc. These reports allow all staff to search the IWMS system and then schedule or request what they need.

 

IWMS reporting at all four of these levels makes for a very strong system. The reports used and produced by the IWMS system justify the expense of the system. While they are not the most expensive systems that exist, they are not the least expensive, either. Sometimes these systems are reduced or removed in order to save money for the company. Without the reports produced directly form the IWMS system, it can take longer to see that there actually are results coming from using the IWMS.

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Friday Training Follow Up: Reports – RSC 12 Reports

Robert Stephen Consulting, LLC provides free 30-minute Client Training session every Friday at 10:00 AM PST.  RSC prides itself in providing learning opportunities for our clients.  We feel that if our clients know the system better, we will able to work better with them to discover and implement the solutions that they need.

Last week’s topic was Reports: RSC 12 Reports.  Bob Stephen, our CEO, highlighted seven reports – the other five are in the works.  RSC has created a number of reports to help our clients manage their space and personnel at a high level.  These reports contain useful information that can be presented to Chiefs and VPs to quickly get a sense of where the current workforce is located, how much their portfolio costs, and how often moves are taking place.  These reports are available to all our clients using Web Central.

The RSC Domain

RSC has created its own domain in Web Central.
Clients can create their own domains as well.
There are two processes, the RSC Reports and RSC SQL
Automation Engine

The RSC Standard Reports

Geography drill down for several views allows the user to
use one type of report at a variety of locations.

Space Occupancy
This chart shows a variety of ways of looking at occupancy. It draws a distinction between Occupied Seats and Seated Headcount.

Division Report
This is a summary report showing the headcount of divisions at various locations. Additional detail is available to justify the totals.

Building Summary
8 summary views of building area allocations by category, type, occupancy and others.

Site Summary
Similar to the building summary applied to sites.

Churn
Number of moves completed by month, comparing employee moves and new hire moves.

Employee Scatter Chart
Thematic geography map view showing location of buildings with icons indicating the number of workers at each place.

Global Workforce Report
A dashboard showing several datapoints:
  • Number of buildings
  • Rentable area
  • Seated headcount
  • Total Cost of Ownership

Combined with drill downs that help further dissect the information

If you’d like to know more about this particular training, email us at training@rsc2lc.com

We’d love to have you join us for this week’s training on AutoCAD, specifically BOMA Polylining, this Friday, Dec. 18. Please register by clicking on this link and follow the instructions:
Registering is required to receive a confirmation email and a link to the training.
Our weekly client trainings are held Fridays from 10:00 AM to 10:30 AM PST.  This is an opportunity to learn more about an area of ARCHIBUS that you may not be familiar with.
We look forward to seeing you there!

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Friday Training Follow Up: Types of Reports in ARCHIBUS

Robert Stephen Consulting, LLC provides free 30-minute Client Training session every Friday at 10:00AM PST!  RSC prides itself in providing learning opportunities for our clients.  We feel that if our clients know the system better, we will able to work better with them to discover and implement the solutions that they need.

Last week Bob Stephen, our CEO & Managing Director discussed Reporting in ARCHIBUS. Specifically, we covered the Four Types of Reports in ARCHIUBS.  These reports include:

  1. C & VP Level Reports
  2. Director and Manager Reports
  3. Individual Contributor Reports
  4. Reports for Staff at Large

If you’d like to know more about this particular training, email us at training@rsc2lc.com

We’d love to have you join us for this week’s training on Plain AutoCAD Basics this Friday 11/20.  Please register for the training here:
https://attendee.gototraining.com/r/6239139519237186817

Registering is required to receive a confirmation email and a link to the training.

Our weekly client trainings are held Fridays from 10:00 to 10:30am.  This is an opportunity to learn more about an area of ARCHIBUS that you may not be familiar with.

We look forward to seeing you there!

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How to Better Your Reporting

This is not the first time we’ve shared an article on reporting.  Quality reporting may be one of the most important things a Facilities Department can do!  The facilities management industry rapidly prioritizes data collection, management, and storage, and, because of this, reports must be accurate.

High quality, efficient reporting is vital for your company to grow, and IWMS’s play an integral role in reporting success.  An IWMS helps promote data accuracy, increase productivity, reduce cost, and effortlessly share information throughout a company.  Users can see what changes need to be made and more strategically plan for the future, making a direct impact on the bottom line. So, here are a few tips we have for better reporting:

Determine What to Track

The first step in successful reporting is to determining what to track.  Make a list of resources to manage, and make relationships between those resources.  For example:

  • What resources are you managing?
    • Costs
    • People
    • Space
    • Time
  • What does your boss need to know?
    • Cost per Area
    • Headcount changes over Time
    • Occupancy vs. Capacity
  • What are you trying to show with the data?
  • What point are you trying to make?

Once you have this information, you can create an idealized report.  An effective idealized report will direct strategic decisions that effect the bottom line.

Creating an Idealized Report

There is no standard list of what to track.  The information that matters most will vary from one company to another, thus the need for idealized reports. For example, tracking furniture won’t make sense for a publicly
traded corporation that considers the furniture depreciated the moment it is purchased, but tracking furniture does make sense for a company that is owned by a single private owner because of how taxes are assessed. Perhaps tracking employee locations through audits is useful as it will indicate how much capacity is available and how much is needed, unless 
your company tracks moves.  Tracking moves allows you to track churn rate, which indicates expansion and contractions.

IWMS and Excel Can Work Together

Excel is a great tool for developing an idealized report.  It is fluid and easy to work with, allowing users to quickly create a report that gets the point across.  Often it is used as a central reporting tool before moving to IWMS. We often get the question, “Can I export this to Excel?” This question has significantly more depth than just a “yes” or “no” answer.  If a facilities  manager is asking this question, it can indicate one or all of the following scenarios:

  1. A need for a report that is generated frequently.
  2. That the information provided from ARCHIBUS needs to be filtered or enhanced in some way.
  3. That the person asking the question has a strong grasp of the abilities of Excel, but may not understand the capacity of ARCHIBUS as a reporting tool.

That being said, don’t let your team spend too much time and energy manuallly creating reports in excel. Monthly reports should come directly from an IWMS.  Using an IWMS for reporting will keep all reports up to date and reduce processing time. When determining whether to transition to an IWMS, consider the total cost of a report:

  • How long does it take your team to produce this
    report? 
    • X #of hours
  • How often does your team produce this report?
    • Y frequency
  • How much is your team paid per hour?
    • Z cost/hour
  • X*Y*Z = cost of the report

An IWMS application, like ARCHIBUS, will generate the reports in a fraction of the time.  You will see the ROI in the long run by creating an ARCHIBUS report up-front. But, if you or your team want a specific excel report automated in ARCHIBUS, it can easily be created. Over time you will save money if the report can be created for less than the total cost of developing the report by hand.

In following these foundational guidelines, you can have greater success in your reporting.  By planning out your idealized report, you can ensure you and your team are tracking the right information and communicating correct statistics to help reduce overall cost.


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3 Simple Steps to Improving your Reporting Accuracy

Naturally, reporting accuracy can be difficult because of its complexity;  there are many, tiny pieces to the puzzle of reporting that all need to be correct in order to produce an accurate report. Accuracy can be accomplished by following the three foundational principles below.

1. Have a regularly scheduled employee synchronization with the HR department.

A regularly scheduled employee synchronization with the HR department protects your data.  It assures that all employees are up to date in the system and that employee location and assets are current and tracked accurately.

2. Have a single move process that is followed.

No matter how large or small the move is, if you ensure that one particular move process is followed every single time, without exception, your data is significantly more likely to come out accurate.

3. Walk the floors on a regular basis.

Commit to update your data by walking floors anywhere from once a quarter to once a year.  Whichever time period you decide, keep it consistent!  The more consistent you are, the more accurate your data will be, resulting in more accurate reports.

Consistency 

The key to all these processes is consistency. Once these processes are established and consistent, reporting accuracy will be easier and relatively automatic.


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ARCHIBUS Client Server & Excel Pivot Table Reporting

BAATUG is a wonderful training event because it is more than just information on ARCHIBUS.  Often times, head of Robert Stephen Consulting, LLC, Bob Stephen, demonstrates tips, techniques, and best practices that make your workflow significantly easier.

A while back, Bob Stephen shared some tricks at an amazing BAATUG event hosted by Stanford.  This little technique Bob taught was so good that we created a tutorial to share with all you who missed the event.

This tutorial is broken into two parts:

  1. Writing reports in Microsoft Excel
  2. Exporting ARCHIBUS data to Microsoft Excel and updating it regularly

Sometimes you need a report that just isn’t in ARCHIBUS, or that you don’t want to be in ARCHIBUS, because you’d rather use the flexibility and power of Excel to combine the data from ARCHIBUS with other sources, or to slice and dice it using Excel Pivot Tables.  All of these things are possible using the technique described below.

The reason this works is because ARCHIBUS Client Server uses ODBC connections to reach the database, and so can Excel.  From this point forward, we will assume you know the afm password to the database.

Below are the steps:

  • Open a new, blank workbook in Microsoft Excel.
  • On the “Data” tab, choose “From Other Sources” then “From Microsoft Query” from the drop down, demonstrated in the image below.
  • A box will appear that lets you choose from which database you want to pull data. 
    • These are all ODBC data sources.  If you don’t see the one you want,  go into Client Server and set up a Project to connect to that database.  Once you’ve set up the Project connection it will become available.  (ARCHIBUS Client Server creates ODBC Data Sources to make its own connection to the database; we are piggybacking off that.)
  • Choose your data source and click “OK”.
    • For now, we’ll leave the “Query Wizard” box checked.
  • A database login dialog box will appear.  The Login ID will likely default to “afm.”  In order to move forward, you will need to know the password for the database.  Enter the password and hit “OK.”
  • The Query Wizard will now appear.  You should be able to choose which database table you would like to use for the data.  In this example we will use the em and rm tables.
  • Pick the columns you want and hit the “Next” button.
    • NOTE:  If you pick data from different but related tables, the Query Wizard does the join for you.
  • From there you will be taken through some other forms;  it is safe to click the defaults to get the data into Excel.
  • You should see something that looks like a grid — a rich set of data about rooms and the people that occupy them:
  • With just a little more effort a more detailed analysis can be done with Count of seated employees by Division Department sliced by Region/Site.
  • If and when the data in ARCHIBUS changes, you just need to Refresh it using the steps below:
    • Return to the “Data” tab.
    • Right click on the data, and click “Refresh”.
    • Your data is now up to date.
    • If you are using Pivot Tables, you will need to refresh these as well after making the changes.
  • Want to Edit your Query?
    • Click on the data table.
    • Select the “Data” tab, then “Properties” from the drop down menu.
  • Push the button to the right of “Name” to get “Connection Properties” dialog box.
  • Click the “Definitions” Tab, then “Edit Query” tab.
  • And you’ll be right back to editing the Query.
  • A Quick Note of Caution:
    • Queries are not portable.  They want to be run from the machine on which they were created.  If you email the spreadsheet to a friend, they will be able to see and change the pivot table, but will not be able to refresh the data or access the query.

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