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

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

• Save your DM with a xxx extension

• 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

What we need…

• Contact Info

• Subject

• Specifics

!

Support

Knowledgebase

• Online Help

• 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!