WORKBOOK SUMMARY
WILTON BRAGANÇA
BIOGRAPHY
Wilton Bragança
LinkedIn: www.linkedin.com/in/wilton‐bragança‐1706601
Business Intelligence & Analytics
Technology Services – Hewlett Packard Enterprise
Rio de janeiro - Brazil
Wilton has been working for HP since June of 1983. He is responsible for MV business in Brazil/LAC, responsible developing
strategic business plan, portfolio definition, communication and program sales, as well as, improvements sales and delivery
process. Responsible also for the Winback Program deployment strategic and execution plan to recovery and defense of our
installed base.
During these 35 years at HPE, Wilton worked in IB manage the PROP Brazil and Solution Architect for Big deals, Global
engagement Mgr., Solution Architect for DC Care, Account Support Mgr. for DC Care, District Manager in Rio de Janeiro , Project
manager and Customer engineer.
Wilton Bragança is graduated in Electronic Engineering at USU and post-graduate degree in Management and Business
Development at UFRJ. He became deep knower in Excel and Power BI.
In your work-life balance, Wilton with his 58 years olds, has a couple of beautiful teenage, plays his guitar with friends, 2
practicing sport and love surfing with your longboard all weekend…https://www.youtube.com/watch?v=FNyslR-nTBM&feature=youtu.be
REPORTS & DASHBOARDS
WILTON BRAGANÇA
Dashboard Regional Project
Country
Moved
Moved Potencial (Y) SFDC Inputs
Validation Subregion/ Current
toNext
to Next Win Rate
Countries On SFDC FY17 STATUS
# / USD Year
Year Total Pending FY TOTAL
SFDC Tagging WON
79 14
12 71 79 81 ## 108% 111%
Brazil 85 71 0
7.708 3.221
3.047 # 3.225 1.889 1.920 ## -4.483 59%
65 14 25 36 36 ## 45% 144%
Mexico 74 25 45
3.290 299
15 # 529 436 436 ## -2.761 82%
49 23
11 81 132 132 ## 212% 163%
MCA 121 81 17
1.520 872
260 # 2.870 2.507 2.507 ## 1.350 87%
193 41
24 177 247 249 113% 140%
LAC 280 177 62
12.518 4.392
3.322 6.624 4.833 4.864 -5.894 73%
Fictitious data for report /
Dashboard view only
Dashboard Sales
Vision
consolidated
by Strategy
Summary
Target versus
Gap
Funnel and
details
Fictitious data for report /
Dashboard view only
Business Dashboard
Consolidate
d view by
Country
Consolidate
d Sales
Internship
Funnel by
Quarter
Fictitious data for report /
Dashboard view only
Channel Dashboard
C
Consolidated o
Vision n
Channel f
Sales i
d
By Quarter e
n
By Status c
i
Sales
a
l
Fictitious data for report /
Dashboard view only
Planning Dashboard
Consolidated
view
Account.
Comparativ
e Potential
versus Real
Volume by
Manager
Fictitious data for report /
Dashboard view only
Dashboard Planning
Comparative
Planning Steps
Previous vs.
Planned Year
Forecast x
Planned
Current Result
x Forecast
Fictitious data for report /
Dashboard view only
Forecast Planning
Forecast study
considering
historical.
By Class of
Clients
Fictitious data for report /
Dashboard view only
One Page Report
Consolidated view of
Customer Purchase
History and Customer
Support History.
Extracts information
from an excell
database with over 70
columns, using
Vlookup and Pivot
table.
Fictitious data for report /
Dashboard view only
Base Analysis – RFP
RFP
Study base
analysis to
define better
strategy.
It allows
multiple
analyzes
considering
States,
Segment and
Sites.
Fictitious data for report
/ Dashboard view only
Risk analysis – RFP
RFP
Study price
analysis to
identify risks.
Allows
multiple
analyzes
considering
provider,
equipment
and sites.
Fictitious data for report
/ Dashboard view only
Customer Latam – Contractual Base
Customer
Study base
analysis to
map
opportunities
Allows
multiple
analysis
considering
Countries, BU
and Status
negotiation.
Fictitious data for report
/ Dashboard view only
Customer Latam - SLA
Customer
Study analyzes
SLA to identify
potential
growth.
Allows
multiple
analyzes
considering
Countries, BU
and SLA.
Fictitious data for report
/ Dashboard view only
Customer Latam - Invoice
Customer
Study analysis
for Invoice
mapping.
It allows
multiple
analyzes
considering
deadlines and
debt.
Fictitious data for report
/ Dashboard view only
MACROS & VBA
WILTON BRAGANÇA
MIGRAÇÃO ACP to EXCELL
This worksheet was created to expedite the validation of the quotations of equipment generated
in the ACPs in PDF format (ACP: Annex Configuration and Price).
Macro will extract data from ACPs to Excel where they will be generated:
Consolidated Summary by Equity / Values
Serial validation whether or not they were quoted
Preliminary Draft Billing Scheduling.
Use this material as a guide and if in doubt check the ReadMEfirst folder.
In preliminary tests, we verified the reduction of the validation time from 3 days to 30 minutes,
considering 2 thousand equipments.
It is important to emphasize that human validation and intervention will always be necessary, this
tool does not replace experts for verifications.
By Wilton Braganca
MIGRATION ACP to EXCELL
Equipment
List
• ACP Consolidated
• Serials validated
• Billing Scheduling
ACP
Configuration and
Price Appendix
Requisitos Capacity Assumptions
. Customer Serial List Up to 2000 Eqtos/Seriais Do not change folder names
. ACP with individual Up to 30000 lines Only for HP equipment
values per Serial.
By Wilton Bragança & Sidonia Lopes
Relatório Chamados
Issue:
• Generate report monthly using two SFDC reports, consolidate into single report on specific
columns, filter for each customer, validate called duplication, unify equal cases (Reactive /
Proactive), report aggregate month on clients master report ...
• Time generation manually report from 3 days ...
Proposition:
• Automate reporting using MACROs to streamline consolidation, validation and final report generation
• Reduce time and accuracy
• Standardize report and make use of all ASMs
Benefits:
• Streamlined consolidation, validation and generation final report
• Reduction time from 3 days to 3 minutes
• Improve accuracy and timing for validation
• Allows use for all ASM and Clients
Call Report from SFDC 1
Final Report
Account Name
2 Case Number
3 Opened Date
4 Onsite Date
Proactive Case 5 System Fis Time
1 Organization Name 6 Closed Date
2 Case Number: Case Number Remote Cases 7 Product Number
3 Case Creation Date 1 Account Name 8 Asset Serial Number
4 Onsite Date 2 Case Number 9 Subject
5 System Fix Time 3 Date/Time Opened 10 Issue
6 Close Date 11 Resolution Plain Text
7 Product Number
4
5
Onsite Date
System Fis Time
Remote Cases 12 Coverage
8 Serial Number
6 Date/Time Closed 13 Coverage Response
9 Problem Description
7 Product Number 14 Contact Name
10 Closing Summary
Case Number: Resolution Plain 8 Asset Serial Number 15 Contact: Email
11 Text 9 Subject 16 Contact: Work Phone
12 Case Number: Coverage 10 Issue 17 Service Portfolio
13 Case Number: Coverage Response 11 Resolution Plain Text 18 Case Origin
14 Contact Name 12 Coverage 19 Resolution Code
15 Contact Email 13 Coverage Response 20 Resolution Type
16 Contact Phone 14 Contact Name 21 Entitlement SLA Response
17 Case Number: Service Portfolio 15 Contact: Email Physical City
22
18 Case Number: Case Origin 16 Contact: Work Phone 23 Product Description
19 Resolution Code 17 Service Portfolio
20 Case Number: Resolution Type 24 Severity
18 Case Origin
Case Number: Entitlement SLA 25 Task Type
19 Resolution Code
21 Response 26 External Task Identifier(Parent)
20 Resolution Type
22 City 27 State
23 Product Description
24 Severity
21
22
Entitlement SLA Response
Physical City
Proactive Case 28 Assigned Partner
29 Assigned Resource
25 Task Type 23 Product Line
30 Case Number: Case Aging
26 External Task Identifier(Parent) 24 Contract Identifier
31 Case Number: Contract Identifier
27 State 25 AMID
32 Case Number: Status
28 Assigned Partner 26 Status
29 Assigned Resource
33 Scheduling Status
27 Web Company
30 Case Number: Case Aging 34 Product Line
Contract Identifier
31 Case Number: Contract Identifier
32 Case Number: Status
Remote Cases 35
36 AMID
33 Scheduling Status 37 Status
Copy
Generation Report DCC
1.
Reports To generate the report the first time in the month with the new collection of Remote and
Proactive Cases, you will need to:
Consolide 1. Copy and Paste report in the corresponding tabs (Remote / Proactive), remembering to
2.
Cases delete the previous month that are in the tabs.
2. Rotate Macro Consolidate Cases. Confirm on the "Consolidated Month Report" tab the
information transferred from Remote / Proactive.
Add 3. Include customer names in the Clients Names tab (Cellular C5 to C10)
3.
Customer 4. Run Macro Filter Client. Confirm that only the searched clients will be displayed.
5. Rotate TempTap Macro to transfer the search result to this folder for final adjustments before
Filter transferring to the Master Report.
4. 6. Rotate Macro TransferirToReport, so that results are validated on the Temporary tab for the
Customer
Master Report.
Review
5. To generate reports from other customers you will need:
1. Record in the Customers Name tab the names of Customers to be searched for.
6. Final 2. Place Customer Master Report as Second Tab (Sheet (2))
Report 3. Perform steps 3 through 6 above. No need to run Consolidation Macro.
Manual Activity Macro
Relatório Chamados SFDC - Macros
Consolide Cases
Join Report Remote and Proactive Report on a single "Consolidated Monthly Report" tab (Sheet 1).
Clears data from SFDC reports
Associates respective Reports columns for the Final Report
Filter Customer
You will record in the Report Month the clients registered in the tab "Customer Names" (Cellular C5 to C10)
Allows 20 variations of customer names to be searched in consolidated reports
Ability to redo filter with new names
TempTab
Copies selected clients list to "Work" tab in order to make the final hits
Eliminates original data risk and loss
Lets you work on customer data, delete redundancy, and consolidate details of so-called
TransferirToReport
Transfers the relation from the Work tab to the Master Report, adding at the bottom of the list
Maintains standard client report
Streamlines inclusion
Thank you
I learned that the perfect is the enemy of the
good and sharing knowledge is worthy of our
existence ...
By Wilton Braganca
