DataViews Darren Reimer. What is DataViews? 1.A customizable tool to view your data. 2.A graphing...

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DataViews Darren Reimer

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

Thank you for your participation

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