Datamine

2018 User Group Conference

Elevate your game!

Hi, I am

Jennifer Boucher

Response Line Rep

Agenda

• Datamine Usage

• Datamine Categories and Functions

• Datamine Saving

Datamine Usage

• More than one Datamine can be opened at a time

• Menu options in Quantum while Datamine is open remain accessible

Data Mining Tips

• When filtering …

• Use formatted date field for filtering (CCYYMMDD)

• Be sure to use upper case as Data Mine is case sensitive

• Be careful of AND/OR when using multiple lines

• ‘OR’ condition starts the filter rules anew

• Wildcards can be used: _ (underscore) = single character % = multiple characters

Data Mining Tips

• Rename fields for nicer report headings – fields are listed alphabetically

on Filter tab so be aware when searching for fields!

• Minimize a Data Mine to work with another Data Mine

• Create separate security gates for Data Mine areas using Enhanced

Security

• When working with large amounts of data, use the black arrows to see

the next or last 50 items (Keystone DM)

• Quantum Data Mines can be saved and shared for others to view/run

Why you will love it and can’t wait to get started !

• Create custom reports that fit your specific needs

• Export report to analyze your data

• What can I DM on ?

• G/L, A/R, A/P, Units, Parts, Point of Sale and Service

How do I know what category to select ?

• Define what you are after

• Remember what menu did you use when looking up data and pick the category that matches it

• Example, I want to know my Parts sales

• From a Parts inventory perspective – choose Parts inventory

• From a POS perspective – Choose POS Detail or Summary

• Define the difference

How do I know what fields to select –what do they all mean ?

• The field name is how or where you see the data in the specific

system menu

• If you aren’t sure what it means or if you may need it, include it

• Selections are interactive

How do I change the sort order ? Can I rename the fields?

• Can I change the sort order in DM or do I have to wait to export it to Excel?

Both!

• Can I rename the field so it makes sense to me? Yes.

• However, if you rename it, make sure it makes sense to someone else

Advance Filter

• Narrow down your system data to a manageable report

• Enter your filter criteria (use capitol letters)

• Some common tips:

• Parts: I want quantity on hand but don’t show me any parts that have zero.

* You can use Greater than zero OR Not equal to zero if you want to catch the negative on hand parts

• G/L: I want to find a certain dollar amount in my Wholegoods GL accounts.

*You can use Transaction amount Equal to. New filter. Edit code Equal to W.

*Or use Is in. You can list the G/L accounts you want your reporting to consider

How does the ‘AND’ filter work ?

• Data will be retrieved only when both test conditions are true.

• Example: if a data filter specifies that the color must be blue AND the vehicle type must be a truck, then only data on blue trucks will be returned

How does the ‘OR’ filter work ?

• Data will be retrieved when either test condition is true

• Example: if a data filter specifies that the color must be blue OR the vehicle type must be a truck, then data on any blue unit and all trucks will be returned

• Can be used to break test filters into more than one search

What is a Wildcard ?

• Several of the filter tests for Keystone Data Mine queries allow a percent sign (%)

and an underscore (_) to be used as wildcards

• % is a wildcard for multiple characters

• _ is a wildcard for a single character

• P1%4 could return P114, P141, and P10004 as results. The field will start with P1

and contain a 4 in one of the positions that follows

• P1_4 could return P1D4, P124, and P194 as results

Don't overuse wildcards. If another filter test will do, use it instead

Wildcards:

• Pay careful attention to the placement of the wildcard symbols

• You might not get the correct information

• When using wildcards, try not to use them at the beginning of the filter string

• Slow to process

How to save my DM and re-run it later

• Click the save icon on tool bar

• Under query options, you can save your DM and set it to run automatically and

export to Excel when you open it

More tips are available on the DIS on-line help under the System/Datamine options

Keystone vs Quantum

• Are the options the same? Yes

• I have saved DM files in Keystone, can I move them to Quantum? Yes

• I have saved Quantum DM files, can I move them to Keystone ? No

• Quantum allows you to make your saved DM files public (or private)

allowing anyone in the dealership to select and run the DM

Keystone vs Quantum

• Can I put a security gate on Datamine categories. Yes

• Keystone DM are saved to your PC

• Quantum DM are saved to the IFS directly on the AS400 and are included in

Backup

DMs are still ‘owned’ by user profile, if you disable a system profile,

they are no longer accessible

Support

Help us help you…faster!

• Detailed information about the issue you are reporting helps us

• Prioritize

• Assign to the right group/person

!

Support

What we need…

• Contact Info

• Dealership phone number

• Ticket Number (if you have an existing issue)

• Dealership name

• Additional contact info – Your name and how to contact you if different that the dealership phone number. Or if you are requesting help for someone else please include their name and phone number/email.

• Subject

• A brief description of the issue you are having (Network down, AS400 down, Quantum down, error message, printer issue, part issue, invoice issue, account issue, etc.)

• Specifics

• What is the error, what printer, what is the invoice number, what is the part number, what application, steps to duplicate the issue, etc. Feel free to include print screens, file set and division if applicable

!

Support

Knowledgebase

• Online Help

https://www.dis-corp.com/shares/library/as400/Quantum_Online_Help/index.htm

• Self Help

• Tutorials/Videos

Current online help documents:

1. Go to www.dis-corp.com to logon or register

2. Services > Training or Support > Knowledgebase

Thank you!