Topic
The Summary of Award Database was a custom application built to document Summary of Award submissions for contracts and purchase orders (POs). In May of 2023, this database was retired and the information housed within the database was archived into a publicly accessible Tableau report. This article will walk you through navigating to the Tableau report, searching for a specific contract or PO, and downloading the information from the table if needed.
Description
Navigating to the Report:
To navigate to the Summary of Award Data Archive Tableau report, please click here.
Searching for a Contract or PO:
- To search for a contract or purchase order, type the contract or PO ID into the search box at the top of the page. You can type in all or part of the ID.
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Hit “Enter” on your keyboard.
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Your final search results will appear on the page.
- To clear your search results and search for another contract or PO ID, hit the “x” within the search bar at the top of the page.
Reviewing (and Downloading) your Contract or PO Information:
- To review basic details about your contract or PO, hover over the blue “i” on the far right side of the row that corresponds to your contract or PO. A box will pop up that gives you additional details.
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If you need to review the full record for a single PO or contract, you can download the record by following these steps
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(a) Either search for the specific contract or PO ID by following the steps in the previous section, or click on a contract or PO ID and select “Keep Only”
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(b) At either the top or bottom of your screen, locate and click this icon:
2. (c) This will allow you to view/download the full record in two formats. Select one of the following options:
- Data: This will open a new pop up window that will allow you to scroll through all of the fields contained in the Summary of Award Database
- Crosstab: This will allow you to download the record into an Excel file for easier viewing
- Note that the options of Image, PDF, and Powerpoint will not download the full set of information, only a screenshot of the search results
- If you need to download a full record of the entire Summary of Award database, you can do so by clicking on the “CSV” icon to the right of the search box at the top of the screen. Note that there are over 12,000 records in the database. The data will download into a CSV format which you can open in Microsoft Excel, but it may be difficult to navigate through the sea of records to find what you need. It may take several minutes to download this file due to the quantity of the records.
Additional Information
For help with this data archive, please utilize this eForm to submit a TeamDynamix ticket to the Procurement Service FIN Analytics team. If you are unable to access the eForm, you can send an email to fin-analytics@umich.edu.