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 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)

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.

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

DataViews as a Custom View

Easily do custommulti-column Sort.

DataViews as a Custom View

Do simple Filters like year-to-datesales over $30,000.

DataViews as a Custom View

Do complex multi-conditionFilters on any columns.

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.

DataViews as a Graphing Tool

Static Graphs

DataViews as a Graphing Tool

Static Graphs

DataViews as a Graphing Tool

Dynamic Graphs

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

DataViews for Navigating

Navigate from DataView…

DataViews for Navigating

…to DataView…

DataViews for Navigating

…to DataView

DataViews for Navigating

Compare sales by divisionfrom this year to last yearand drill down…

DataViews for Navigating

…to department…

DataViews for Navigating

…to class…

DataViews for Navigating

…to subclass…

DataViews for Navigating

…to full sales detail

DataViews for Navigating

Browse forward andbackward through your datalike a web browser.

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.

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.

DataViews as a Reporting Tool

Export a buying showreport to a compact pdf(Abobe Acrobat document).

DataViews as a Reporting Tool

Get data not currentlyavailable like sales bycustomer area(postal code or city).

DataViews as a Reporting Tool

Export data for specificcustomers to text file…

DataViews as a Reporting Tool

…open in Excel and doa mail merge in Word.

The DataViews Customizer

Customize how an existingDataView will display orcreate a new one.

SmartData

• Currently in development

• Will help you manage by exception.

• Allows for instant notification of events

• Possible alerts are:– Screen display– Sound– Email

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

Below Margin Alert

Below Margin Alert

Name UID Product Description Invoice # % Margin Customer 1 RP1 12859945 Cordless Drill ¼ in 154839-01 2.00%

Employee Return Alert

Employee Return Alert

Customer Name UID Invoice # Amount Customer 1 RP1 154839-01 $52.94

Total $52.94

Customer Order Alert

Customer Order Alert

Customer Name UID Order # Amount Customer 1 RP1 154839-01 $52.94

Total $52.94

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

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

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

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.

ActiveData

Simply choose the action (application)to execute for the selected data.

ActiveData

Almost any application inProfitMaster is a possible action.

Thank you for your participation

• ProfitMaster Canada would like to hear your comments about this session. Please remember to fill out your conference evaluation.