DataViews Darren Reimer. What is DataViews? 1.A customizable tool to view your data. 2.A graphing...
-
Upload
morgan-mckinney -
Category
Documents
-
view
217 -
download
0
Transcript of DataViews Darren Reimer. What is DataViews? 1.A customizable tool to view your data. 2.A graphing...
![Page 1: DataViews Darren Reimer. What is DataViews? 1.A customizable tool to view your data. 2.A graphing application that provides static charts or a visual.](https://reader036.fdocuments.net/reader036/viewer/2022062407/56649ced5503460f949b9d83/html5/thumbnails/1.jpg)
DataViews
Darren Reimer
![Page 2: DataViews Darren Reimer. What is DataViews? 1.A customizable tool to view your data. 2.A graphing application that provides static charts or a visual.](https://reader036.fdocuments.net/reader036/viewer/2022062407/56649ced5503460f949b9d83/html5/thumbnails/2.jpg)
What is DataViews?
1. A customizable tool to view your data.2. A graphing application that provides static
charts or a visual view of live data.3. A browser that allows free navigation
through your data (summarize, drill down, step back)
4. A report engine that allows for data export in a variety of formats (.pdf, .csv)
![Page 3: DataViews Darren Reimer. What is DataViews? 1.A customizable tool to view your data. 2.A graphing application that provides static charts or a visual.](https://reader036.fdocuments.net/reader036/viewer/2022062407/56649ced5503460f949b9d83/html5/thumbnails/3.jpg)
Why is DataViews Important?
• Allows for better management based on better more timely information.
• Saves valuable time by allowing unwanted information to be filtered out.
• Puts you in control of your data. You are not dependent on developers to write all the reports you need.
• Prepares you for the future. DataViews will be an integral part of future graphical ProfitMaster applications.
![Page 4: DataViews Darren Reimer. What is DataViews? 1.A customizable tool to view your data. 2.A graphing application that provides static charts or a visual.](https://reader036.fdocuments.net/reader036/viewer/2022062407/56649ced5503460f949b9d83/html5/thumbnails/4.jpg)
DataViews as a Custom View
• DataViews can be fully customized by:– Reordering, hiding, resizing columns– Filtering (static or dynamic)– Sorting– Creating custom calculated columns– Summarizing/totaling
![Page 5: DataViews Darren Reimer. What is DataViews? 1.A customizable tool to view your data. 2.A graphing application that provides static charts or a visual.](https://reader036.fdocuments.net/reader036/viewer/2022062407/56649ced5503460f949b9d83/html5/thumbnails/5.jpg)
DataViews as a Custom View
Easily do custommulti-column Sort.
![Page 6: DataViews Darren Reimer. What is DataViews? 1.A customizable tool to view your data. 2.A graphing application that provides static charts or a visual.](https://reader036.fdocuments.net/reader036/viewer/2022062407/56649ced5503460f949b9d83/html5/thumbnails/6.jpg)
DataViews as a Custom View
Do simple Filters like year-to-datesales over $30,000.
![Page 7: DataViews Darren Reimer. What is DataViews? 1.A customizable tool to view your data. 2.A graphing application that provides static charts or a visual.](https://reader036.fdocuments.net/reader036/viewer/2022062407/56649ced5503460f949b9d83/html5/thumbnails/7.jpg)
DataViews as a Custom View
Do complex multi-conditionFilters on any columns.
![Page 8: DataViews Darren Reimer. What is DataViews? 1.A customizable tool to view your data. 2.A graphing application that provides static charts or a visual.](https://reader036.fdocuments.net/reader036/viewer/2022062407/56649ced5503460f949b9d83/html5/thumbnails/8.jpg)
DataViews as a Graphing Tool
• 2 Main Types of Graphs:– Static graphs to summarize large data sets– Dynamic graphs that provide real-time
visualization• Variety of Graph Formats
- Bar - Stacked bar- Line - Stacked line- Pie
• Anything done in the table view can be done in the graph.
![Page 9: DataViews Darren Reimer. What is DataViews? 1.A customizable tool to view your data. 2.A graphing application that provides static charts or a visual.](https://reader036.fdocuments.net/reader036/viewer/2022062407/56649ced5503460f949b9d83/html5/thumbnails/9.jpg)
DataViews as a Graphing Tool
Static Graphs
![Page 10: DataViews Darren Reimer. What is DataViews? 1.A customizable tool to view your data. 2.A graphing application that provides static charts or a visual.](https://reader036.fdocuments.net/reader036/viewer/2022062407/56649ced5503460f949b9d83/html5/thumbnails/10.jpg)
DataViews as a Graphing Tool
Static Graphs
![Page 11: DataViews Darren Reimer. What is DataViews? 1.A customizable tool to view your data. 2.A graphing application that provides static charts or a visual.](https://reader036.fdocuments.net/reader036/viewer/2022062407/56649ced5503460f949b9d83/html5/thumbnails/11.jpg)
DataViews as a Graphing Tool
Dynamic Graphs
![Page 12: DataViews Darren Reimer. What is DataViews? 1.A customizable tool to view your data. 2.A graphing application that provides static charts or a visual.](https://reader036.fdocuments.net/reader036/viewer/2022062407/56649ced5503460f949b9d83/html5/thumbnails/12.jpg)
DataViews for Navigating
• Allows you to view information in the same way you think.
• 2 Ways to Navigate through data:– From DataView to related DataView– From a summarization to deeper levels of
detail• Graphs can be navigated in the same way
tables can be.• DataViews keeps a record of your
navigations that you can step back to
![Page 13: DataViews Darren Reimer. What is DataViews? 1.A customizable tool to view your data. 2.A graphing application that provides static charts or a visual.](https://reader036.fdocuments.net/reader036/viewer/2022062407/56649ced5503460f949b9d83/html5/thumbnails/13.jpg)
DataViews for Navigating
Navigate from DataView…
![Page 14: DataViews Darren Reimer. What is DataViews? 1.A customizable tool to view your data. 2.A graphing application that provides static charts or a visual.](https://reader036.fdocuments.net/reader036/viewer/2022062407/56649ced5503460f949b9d83/html5/thumbnails/14.jpg)
DataViews for Navigating
…to DataView…
![Page 15: DataViews Darren Reimer. What is DataViews? 1.A customizable tool to view your data. 2.A graphing application that provides static charts or a visual.](https://reader036.fdocuments.net/reader036/viewer/2022062407/56649ced5503460f949b9d83/html5/thumbnails/15.jpg)
DataViews for Navigating
…to DataView
![Page 16: DataViews Darren Reimer. What is DataViews? 1.A customizable tool to view your data. 2.A graphing application that provides static charts or a visual.](https://reader036.fdocuments.net/reader036/viewer/2022062407/56649ced5503460f949b9d83/html5/thumbnails/16.jpg)
DataViews for Navigating
Compare sales by divisionfrom this year to last yearand drill down…
![Page 17: DataViews Darren Reimer. What is DataViews? 1.A customizable tool to view your data. 2.A graphing application that provides static charts or a visual.](https://reader036.fdocuments.net/reader036/viewer/2022062407/56649ced5503460f949b9d83/html5/thumbnails/17.jpg)
DataViews for Navigating
…to department…
![Page 18: DataViews Darren Reimer. What is DataViews? 1.A customizable tool to view your data. 2.A graphing application that provides static charts or a visual.](https://reader036.fdocuments.net/reader036/viewer/2022062407/56649ced5503460f949b9d83/html5/thumbnails/18.jpg)
DataViews for Navigating
…to class…
![Page 19: DataViews Darren Reimer. What is DataViews? 1.A customizable tool to view your data. 2.A graphing application that provides static charts or a visual.](https://reader036.fdocuments.net/reader036/viewer/2022062407/56649ced5503460f949b9d83/html5/thumbnails/19.jpg)
DataViews for Navigating
…to subclass…
![Page 20: DataViews Darren Reimer. What is DataViews? 1.A customizable tool to view your data. 2.A graphing application that provides static charts or a visual.](https://reader036.fdocuments.net/reader036/viewer/2022062407/56649ced5503460f949b9d83/html5/thumbnails/20.jpg)
DataViews for Navigating
…to full sales detail
![Page 21: DataViews Darren Reimer. What is DataViews? 1.A customizable tool to view your data. 2.A graphing application that provides static charts or a visual.](https://reader036.fdocuments.net/reader036/viewer/2022062407/56649ced5503460f949b9d83/html5/thumbnails/21.jpg)
DataViews for Navigating
Browse forward andbackward through your datalike a web browser.
![Page 22: DataViews Darren Reimer. What is DataViews? 1.A customizable tool to view your data. 2.A graphing application that provides static charts or a visual.](https://reader036.fdocuments.net/reader036/viewer/2022062407/56649ced5503460f949b9d83/html5/thumbnails/22.jpg)
DataViews as a Reporting Tool
• DataViews supplements current ProfitMaster reporting because with DataViews you can:– Access data not available in current
reports– Customize reports as you view them
• Third party tools (such as Monarch) are limited in that:– You can only export data that can be
retrieved through a ProfitMaster report.– The steps to extract the data or combine
multiple reports can be cumbersome.– Data cannot be viewed real time.
![Page 23: DataViews Darren Reimer. What is DataViews? 1.A customizable tool to view your data. 2.A graphing application that provides static charts or a visual.](https://reader036.fdocuments.net/reader036/viewer/2022062407/56649ced5503460f949b9d83/html5/thumbnails/23.jpg)
DataViews as a Reporting Tool
• DataViews can access any data in the database.
• DataViews can export in a variety of formats:– .xml (standards based data format)– .pdf (Adobe Acrobat format)– .csv (comma separated values)
• Data may be imported into your application of choice.
![Page 24: DataViews Darren Reimer. What is DataViews? 1.A customizable tool to view your data. 2.A graphing application that provides static charts or a visual.](https://reader036.fdocuments.net/reader036/viewer/2022062407/56649ced5503460f949b9d83/html5/thumbnails/24.jpg)
DataViews as a Reporting Tool
Export a buying showreport to a compact pdf(Abobe Acrobat document).
![Page 25: DataViews Darren Reimer. What is DataViews? 1.A customizable tool to view your data. 2.A graphing application that provides static charts or a visual.](https://reader036.fdocuments.net/reader036/viewer/2022062407/56649ced5503460f949b9d83/html5/thumbnails/25.jpg)
DataViews as a Reporting Tool
Get data not currentlyavailable like sales bycustomer area(postal code or city).
![Page 26: DataViews Darren Reimer. What is DataViews? 1.A customizable tool to view your data. 2.A graphing application that provides static charts or a visual.](https://reader036.fdocuments.net/reader036/viewer/2022062407/56649ced5503460f949b9d83/html5/thumbnails/26.jpg)
DataViews as a Reporting Tool
Export data for specificcustomers to text file…
![Page 27: DataViews Darren Reimer. What is DataViews? 1.A customizable tool to view your data. 2.A graphing application that provides static charts or a visual.](https://reader036.fdocuments.net/reader036/viewer/2022062407/56649ced5503460f949b9d83/html5/thumbnails/27.jpg)
DataViews as a Reporting Tool
…open in Excel and doa mail merge in Word.
![Page 28: DataViews Darren Reimer. What is DataViews? 1.A customizable tool to view your data. 2.A graphing application that provides static charts or a visual.](https://reader036.fdocuments.net/reader036/viewer/2022062407/56649ced5503460f949b9d83/html5/thumbnails/28.jpg)
The DataViews Customizer
Customize how an existingDataView will display orcreate a new one.
![Page 29: DataViews Darren Reimer. What is DataViews? 1.A customizable tool to view your data. 2.A graphing application that provides static charts or a visual.](https://reader036.fdocuments.net/reader036/viewer/2022062407/56649ced5503460f949b9d83/html5/thumbnails/29.jpg)
SmartData
• Currently in development
• Will help you manage by exception.
• Allows for instant notification of events
• Possible alerts are:– Screen display– Sound– Email
![Page 30: DataViews Darren Reimer. What is DataViews? 1.A customizable tool to view your data. 2.A graphing application that provides static charts or a visual.](https://reader036.fdocuments.net/reader036/viewer/2022062407/56649ced5503460f949b9d83/html5/thumbnails/30.jpg)
Credit Override Alert
Credit Override Alert
Name UID Override UID Transaction # Invoice # Amount A&B Homes RP1 MST 1258956 154839-01 $158.65
Total $158.95
![Page 31: DataViews Darren Reimer. What is DataViews? 1.A customizable tool to view your data. 2.A graphing application that provides static charts or a visual.](https://reader036.fdocuments.net/reader036/viewer/2022062407/56649ced5503460f949b9d83/html5/thumbnails/31.jpg)
Below Margin Alert
Below Margin Alert
Name UID Product Description Invoice # % Margin Customer 1 RP1 12859945 Cordless Drill ¼ in 154839-01 2.00%
![Page 32: DataViews Darren Reimer. What is DataViews? 1.A customizable tool to view your data. 2.A graphing application that provides static charts or a visual.](https://reader036.fdocuments.net/reader036/viewer/2022062407/56649ced5503460f949b9d83/html5/thumbnails/32.jpg)
Employee Return Alert
Employee Return Alert
Customer Name UID Invoice # Amount Customer 1 RP1 154839-01 $52.94
Total $52.94
![Page 33: DataViews Darren Reimer. What is DataViews? 1.A customizable tool to view your data. 2.A graphing application that provides static charts or a visual.](https://reader036.fdocuments.net/reader036/viewer/2022062407/56649ced5503460f949b9d83/html5/thumbnails/33.jpg)
Customer Order Alert
Customer Order Alert
Customer Name UID Order # Amount Customer 1 RP1 154839-01 $52.94
Total $52.94
![Page 34: DataViews Darren Reimer. What is DataViews? 1.A customizable tool to view your data. 2.A graphing application that provides static charts or a visual.](https://reader036.fdocuments.net/reader036/viewer/2022062407/56649ced5503460f949b9d83/html5/thumbnails/34.jpg)
Late Receipt Alert
Late Receipt Alert
PO Vendor Order Date Delivery Date 22504 Vendor 1 09/03/02 09/16/02 22971 Vendor 2 09/05/02 09/17/02 22985 Vendor 3 09/06/02 09/16/02
![Page 35: DataViews Darren Reimer. What is DataViews? 1.A customizable tool to view your data. 2.A graphing application that provides static charts or a visual.](https://reader036.fdocuments.net/reader036/viewer/2022062407/56649ced5503460f949b9d83/html5/thumbnails/35.jpg)
Overdue Special Order Alert
Overdue Special Order Alert
PO UID Invoice # Customer Name Amount Received Date 22504 ABC 112586-01 CUST 1 Customer 1 $568.29 08/23/02 22971 XYZ 159945-01 CUST 2 Customer 2 $374.92 06/19/02
Total $943.21
![Page 36: DataViews Darren Reimer. What is DataViews? 1.A customizable tool to view your data. 2.A graphing application that provides static charts or a visual.](https://reader036.fdocuments.net/reader036/viewer/2022062407/56649ced5503460f949b9d83/html5/thumbnails/36.jpg)
Promotion Alert
Promotion Alert
Product # Description On-Hand Event 115856 Garbage Can - Steel 2 Fall Sale 286499 Cordless Drill – ¼ in 0 In-House Special
![Page 37: DataViews Darren Reimer. What is DataViews? 1.A customizable tool to view your data. 2.A graphing application that provides static charts or a visual.](https://reader036.fdocuments.net/reader036/viewer/2022062407/56649ced5503460f949b9d83/html5/thumbnails/37.jpg)
ActiveData
• Also currently in development
• Offers access to full ProfitMaster functionality from within the context of a DataView.
• Almost any application in ProfitMaster is a potential action.
• Only actions that make sense in the specific DataView column are displayed.
![Page 38: DataViews Darren Reimer. What is DataViews? 1.A customizable tool to view your data. 2.A graphing application that provides static charts or a visual.](https://reader036.fdocuments.net/reader036/viewer/2022062407/56649ced5503460f949b9d83/html5/thumbnails/38.jpg)
ActiveData
Simply choose the action (application)to execute for the selected data.
![Page 39: DataViews Darren Reimer. What is DataViews? 1.A customizable tool to view your data. 2.A graphing application that provides static charts or a visual.](https://reader036.fdocuments.net/reader036/viewer/2022062407/56649ced5503460f949b9d83/html5/thumbnails/39.jpg)
ActiveData
Almost any application inProfitMaster is a possible action.
![Page 40: DataViews Darren Reimer. What is DataViews? 1.A customizable tool to view your data. 2.A graphing application that provides static charts or a visual.](https://reader036.fdocuments.net/reader036/viewer/2022062407/56649ced5503460f949b9d83/html5/thumbnails/40.jpg)
Thank you for your participation
• ProfitMaster Canada would like to hear your comments about this session. Please remember to fill out your conference evaluation.