creating advanced queries with the federal procurement
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CREATING ADVANCED QUERIES WITH THE FEDERAL PROCUREMENT DATA SYSTEM - PowerPoint PPT Presentation

CREATING ADVANCED QUERIES WITH THE FEDERAL PROCUREMENT DATA SYSTEM (FPDS) ACQUISITION HOUR WEBINAR March 18, 2020 3/18/20 WEBINAR ETIQUETTE PLEASE Log into the GoToMeeting session with the name that you registered with online Place


  1. 39 Available information – Metrics & Attributes Metrics – things that are measured Attributes – describes metrics March 18, 2020

  2. 40 Create a New adhoc report To select attributes, click in the rectangle Light grey with light blue at top, shows active area To select Metrics, click the Award folder March 18, 2020

  3. 41 Selecting Metrics 1. Click Award Folder - open 2. Click Dollar Values - open 3. Click Add (far right) to add element March 18, 2020

  4. 42 Metric – action obligation - added Can select 1, 2, or 3 (all) available Can also add Contract Actions March 18, 2020

  5. 43 Select attributes Light grey and light blue at the The selection folder was top indicates that this is the titled Metrics. It is now active feature Attributes March 18, 2020

  6. 44 Attribute categories Roughly: *Who *What *When *Where *How >200 data elements March 18, 2020

  7. 45 Adding attributes 1. 2. 3. 1. Click attributes folder to open 2. Select folder from list and click to open 3. Select Attribute and Add (far right) -- can add none or all March 18, 2020

  8. 46 Editing Metrics/Attributes Select – highlight Move up/down Select – highlight - delete March 18, 2020

  9. 47 Fundamental Report – metrics only March 18, 2020

  10. 48 Practice tip • Document queries • Utilize consistent, similar time periods • Document filters • If needed, can you reproduce your work? March 18, 2020

  11. 49 Excel tip - documentation Select > Copy March 18, 2020

  12. 50 Add Attributes for additional information Add March 18, 2020

  13. 51 Awards by Fiscal Year March 18, 2020

  14. 52 Agency, Department & Contracting Office – ID’s March 18, 2020

  15. 53 Develop tools for targeted filtering using “ID’s” Attributes Metric Selected selected ***Create an easy to use, Look up table that provides Department ID’s, Agency ID’s and Contracting Office ID’s. Export to Excel and save for reference. March 18, 2020

  16. 54 What does Contracting Office (W912QR) buy? Contracting Office ID Excel March 18, 2020

  17. 55 What does Contracting Office (W912QR) buy? Description of Requirement – in Product or Service Information Folder Partial listing March 18, 2020

  18. 56 Awards filtered by Business Size March 18, 2020

  19. 57 Awards filtered by Business Size – 4 steps Last step March 18, 2020

  20. 58 Contracting Office (W912QR) awards by size Excel March 18, 2020

  21. 59 Awards sorted by Count of NAICS Excel March 18, 2020

  22. 60 Awards sorted by Action Obligation - Excel Excel March 18, 2020

  23. 61 Top NAICS FPDS Ranking - 1 Excel March 18, 2020

  24. 62 Top NAICS FPDS Ranking- 2 Excel March 18, 2020

  25. 63 Top NAICS Codes – W912QR Ranked - FPDS March 18, 2020

  26. 64 NAICS search options • Single NAICS • Multiple NAICS • Add filter for each and advanced search OR • Manual entry • Using “show only” • Band of NAICS – using Between filter option March 18, 2020

  27. 65 NAICS search options – Option1 March 18, 2020

  28. 66 NAICS search options – Option1 This will fail! A contract is classified by one NAICS code. This query requires that all three be present. March 18, 2020

  29. 67 NAICS search options – Option1 March 18, 2020

  30. 68 Advanced Option – and/or March 18, 2020

  31. 69 Advanced Options – Grouping March 18, 2020

  32. 70 NAICS search options – Option1 March 18, 2020

  33. 71 NAICS search options – Option2 March 18, 2020

  34. 72 NAICS search options – Option2 Using the “Show Only” can add up to 10 elements. March 18, 2020

  35. 73 NAICS search options – Option2 March 18, 2020

  36. 74 NAICS search options – Option2 March 18, 2020

  37. 75 NAICS search options – Option2 (KO -W912QR & SB & ( A or B or C) March 18, 2020

  38. 76 NAICS search options – Option 3 March 18, 2020

  39. 77 Filter options – attribute value is not known March 18, 2020

  40. 78 NAICS search options – Option 3 March 18, 2020

  41. 79 NAICS search options – Option 3 These options will only work when the attribute filter is – show only. To select a series of items – Select – 1st item Hover over the 2nd item – then Shift + Enter To select non- consecutive items Hold use ctrl + Enter March 18, 2020

  42. 80 NAICS search options – Option4 (Banded) March 18, 2020

  43. 81 NAICS search options – Option4 (Banded) March 18, 2020

  44. 82 How do they buy? March 18, 2020

  45. 83 Vendor v. Contractor – March 18, 2020

  46. 84 24,605 Records Vendor v. Contractor – 1,752 Duplicate entries Vendor name 22,853 Vendors & 20,172 blank Contractor names ~ 88% At one time March 18, 2020

  47. 85 Who are the small businesses? • Options • Add Small Business Filter • Add PIID • Add Ref IDV PIID • Add Vendor Name • Select NAICS/PSC and add FPDS Filter • Filter by Size in FPDS or using Excel March 18, 2020

  48. 86 Filter used to select Small Businesses March 18, 2020

  49. 87 Small Businesses information March 18, 2020

  50. 88 1,500 pages max – page * 20 items per page Filter options – results Attributes and Metric March 18, 2020

  51. 89 Tailor searches • Broad • Select data elements • Narrow • Create Filters • Basic Filters • Advanced Filters • Example • Purchases by NAICS • All • Department of Defense • Navy • Army • NAVFAC MW March 18, 2020

  52. 90 Adding a Metric filter - 1 March 18, 2020

  53. 91 Adding a Metric filter - 2 March 18, 2020

  54. 92 Adding a Metric filter - 3 March 18, 2020

  55. 93 “banded” Metric filter – two thresholds Results depends upon the attributes which are selected. March 18, 2020

  56. 94 Adding a Metric filter – lower/upper values March 18, 2020

  57. 95 “banded” Metric filter – Complete March 18, 2020

  58. 96 “banded” Metric filter - Results March 18, 2020

  59. 97 “banded” Metric filter - information March 18, 2020

  60. 98 All “bands” are not equivalent • > lower threshold (3,500) and < = upper threshold (150,000) • Awards must be larger than 3,500 and less than or equal to 150,000 • Returned ~ 12 pages Is not the same as • > lower threshold (3,500) or < = upper threshold (150,000) • This will include – • Deobligations – negative values • Awards with 0.00 value • Awards less than the lower threshold (3,500) • Returned ~ 27 pages March 18, 2020

  61. 99 Top 10 vendors - W912QR by Action Obligation Metric filter applied March 18, 2020

  62. 10 0 Export Results - adhoc March 18, 2020

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