sql training
TRANSCRIPT
Prophix for SQL Administrator Workshop
Craig Cullum
Agenda
• Introduction to P4SS
• Conceptual overview of OLAP
• Guided Exercises
• Hands on Report Building
• Closing Session
What is Prophix?
Tell me the Actual Sales figures for all of the Nestle Widgets sold in Shops in Western Australia in the
month of January 2008 in AUD Dollars
OLAP Technology
Online Analytical ProcessingAccounts
Departments
Regions
WA
Finance
Expenses
Data Dimensionality
You want to know the Actual Sales figures for all of the Nestle Widgets sold in Shops in Western Australia in the
month of January in AUS Dollar.
Data Dimensionality
You want to know the Actual Sales figures for all of the Nestle Widgets sold in Shops in Western Australia in the
month of January in AUS Dollar.
Version Account
Time CurrencyOrganisationProduct
HierarchiesTotal
Company
West Head Office East
Perth Karratha Sydney Melbourne Canberra
Depreciation
Interest Expense
Gross Margin
Operating Expenses
Earnings Before Tax
EBITDA
-
-
+
+
-
Accounts Roll up
Exercise 1Create the folders in which you will save future items.
Business Model Wizard
Time Dimension
Shared Dimension
!"#$%&'("
)"'*+
,%*-#./%'0
Financial Cube
Sales Cube
Parent-Child Dimension
Total Company
West Head Office East
Perth Karratha
Level Based (Regular) Dimension
Total Company
West Head Office
East
Perth Karratha Sydney Melbourne Canberra
1
2
3
Exercise 2Create the AWCG Financial Model
Business Process Manager
• Data Connectors
• Import data & structure
• Manipulate data
• Distribute reports
• Run system processes
Data Connectors
Exercise 3 & 4Import and edit the AWCG Financial Dimensions
Business Model Manager
Accounts Dimension
Account Types
• Asset
• Liability / Equity
• Revenue
• Expense (Default)
• Statistical
Time Conversion
Jan Feb Mar Qtr 1
Sum 100 200 300 600
First 100 200 300 100
Last 100 200 300 300
Avg 100 200 300 200
Time ConversionGross Margin / Gross Sales
Jan Feb Mar Qtr 1
Gross Margin
100 200 300 600
Gross Sales
200 300 400 900
% using SUM
50.0% 66.67% 75.00% 191.67%
% using formula
50.00% 66.67% 75.00% 66.67%
Exercise 5Edit the accounts dimension and set account attributes
Exercise 6Import AWCG Data for Actuals and Budget
Reporting and Data Entry Concepts
Dynamic Members
Dynamic MembersTotal
Company
West Head Office East
Perth Karratha Sydney Melbourne Canberra
Member Plus ChildrenTotal
Company
West Head Office East
Perth Karratha Sydney Melbourne Canberra
Children OnlyTotal
Company
West Head Office East
Perth Karratha Sydney Melbourne Canberra
Member Plus Descendants
Total Company
West Head Office East
Perth Karratha Sydney Melbourne Canberra
Descendants OnlyTotal
Company
West Head Office East
Perth Karratha Sydney Melbourne Canberra
Leaf DescendantsTotal
Company
West Head Office East
Perth Karratha Sydney Melbourne Canberra
Non-Leaf DescendantsTotal
Company
West Head Office East
Perth Karratha Sydney Melbourne Canberra
Ad-hoc Analysis
• A free form analysis tool
• Quickly analyse data
• Pivot Table functionality
• Drill Up & Drill Down
Data Views
Exercise 7 & 8Navigate Ad-hoc analysis and create data views for
reporting
Template Designer
• Data Entry Templates
• Auto-Refresh
• Report Templates
• Added to Report Binders
• Comprehensive charting
Exercise 9 & 10Create two Income Statement Reports
Named Sets
Named Set
!"#$%
&'()$*+,,-.,%/
+,,-
Exercise 11Edit your reports to include Named Sets as report
parameters
Exercise 12Design an input template for Online Data Entry
Security Manager
• No number of bullet points will explain this
Exercise 13Add users and assign appropriate security access
Report Binders
• Created as an Adobe PDF
• Distribute report templates via Email & URL
• Can add Microsoft Word & Excel documents
• Can be used multiple times
Exercise 14Create report binders for online distribution of reports
Workflow Manager
Exercise 15 & 16Design a Workflow Project for month end input
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