Inventory Model: Unit Assignment Type - Direct vs. Referral

There are two ways a client can be assigned to a unit - directly through an enrollment or through a referral with the Unit Queue. A dimension in the Inventory Model was developed to capture this data. This Look makes it easy to review clients that were enrolled in a program within the Reporting period, were connected to a unit attached to the program, and whether the connection to this unit was from a referral or attached at the enrollment level. 

The steps below outline how to create this Look. 

1. Explore - Inventory Model
2. Fields

   Add the following fields to the Look: 

• • Dimensions

    • Inventory - Programs Program Name - Unit 
    • Unit Occupancy - Assignment Method 
      • Pivot this measure by selecting the ‘Pivot Data’ icon

• • Measures

    • Clients - Number of Clients

    3.   Filters

            Add the following fields as filters to the Look: 

• • Enrollments - Reporting Period Filter: is in the past 2 quarters
  • Unit Occupancy - Assignment Method: is not null 

Select Totals and Row Totals in the Data Toolbar. Update the Row Limit as needed.