Overview of User Set-up & SecurityOverview of User Set-up & Security

Template Overview

Unique Template & Mapping Technology

Off the shelf/customised Template containing lookups for linking to source data

Mapping connects source data fields with IR defined fields

Existing Templates

Out of the box Templates available include Retail; Manufacturing; Sales & Marketing; Finance

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Sales Template

Calculated VariablesVariables

Lookups

Report Template Definitions

1. Variables: Numeric or Currency Quantities e.g. Cost, Currency, Price, Qty

2. Calculated Variables: Report Formulas e.g. Total Sales = Sum (Qty * Price * Currency)

3. Lookups: Report Dimensions Customer, Date, Invoice, Item, Salesperson, Region

etc.

These fields will be linked to the source data fields using the Mapping

Administrator Functions

•To create a template log in as administrator and click on the Template link•To create a template log in as administrator and click on the Template link

Templates

•Templates can be Created/Imported•Also Edited/Cloned/Exported/Deleted or just viewed•Templates can be Created/Imported•Also Edited/Cloned/Exported/Deleted or just viewed

Creating a Template

•To create a new template enter the template nameand description•To create a new template enter the template nameand description

Creating a Template

•In Template Editor user can add Variables/Calculated Variables/Lookups•Reports can then be configured based on each template

•In Template Editor user can add Variables/Calculated Variables/Lookups•Reports can then be configured based on each template

Adding a Variable

•Enter variable Name •Set the Type to be number/currency•Set the Default Value if required•The Required field determines whether the variableis mandatory when used in a mapping

•Enter variable Name •Set the Type to be number/currency•Set the Default Value if required•The Required field determines whether the variableis mandatory when used in a mapping

Adding a Calculated Variable

•Give Calculated Variable aTitle and selectVariable Type i.e. number/currency/percentage/date

•We also need to decide on the type of function to use

•Give Calculated Variable aTitle and selectVariable Type i.e. number/currency/percentage/date

•We also need to decide on the type of function to use

Types of Calculated Variables

Sum: returns a calculated data total e.g. Total SalesSum: returns a calculated data total e.g. Total Sales

Min: returns minimum value of dataset e.g. Min QtyMin: returns minimum value of dataset e.g. Min Qty

Max: returns maximum value of dataset e.g. Max PriceMax: returns maximum value of dataset e.g. Max Price

Count: returns count of a specific dataset e.g. Count Qtyi.e. The number of Qty cells containing numeric valuesCount: returns count of a specific dataset e.g. Count Qtyi.e. The number of Qty cells containing numeric values

More Complex Calculated Variables

•Weighted Sum consists of a Numerator and Denominator

•Numerator can be numbers/mathematicalexpressions and/or functions of variables or dates

•Denominator can contain numbers/mathematicalexpressions and/or functions of variables or dates. Denominator should not be equal to 0

•Weighted Sum consists of a Numerator and Denominator

•Numerator can be numbers/mathematicalexpressions and/or functions of variables or dates

•Denominator can contain numbers/mathematicalexpressions and/or functions of variables or dates. Denominator should not be equal to 0

•Weighted Sum: used in calculations where divisionis required or in calculating averages e.g. Avg Price;Margin %

•Weighted Sum: used in calculations where divisionis required or in calculating averages e.g. Avg Price;Margin %

More Complex Calculated Variables

•Conditional Sum: Used to specify a condition and valueif the condition is true•Conditional Sum: Used to specify a condition and valueif the condition is true

•The upper text field corresponds to the condition ofinterest and the lower text field will hold if the value is true e.g. if the Cost > $5, a value of 1 will be displayed, otherwise a value of 0 will be shown

•The upper text field corresponds to the condition ofinterest and the lower text field will hold if the value is true e.g. if the Cost > $5, a value of 1 will be displayed, otherwise a value of 0 will be shown

Adding a Lookup

•Lookups contain the IR fields that are linked to the source fields in the database•Give the Lookup an Internal Name and AnalysisLabel (name Lookup will have when mapped)•Decide if Lookup will appear in Detail Analysis Report•Select Data Type e.g. Date/Text/Text with Lookup•Key Label & Description Label are 1st and 2nd attributes of lookup•Click Add to add more custom attributes

•Lookups contain the IR fields that are linked to the source fields in the database•Give the Lookup an Internal Name and AnalysisLabel (name Lookup will have when mapped)•Decide if Lookup will appear in Detail Analysis Report•Select Data Type e.g. Date/Text/Text with Lookup•Key Label & Description Label are 1st and 2nd attributes of lookup•Click Add to add more custom attributes

Configuring Reports

•Configure Reports for each template by adding/removing fields for each report type•Simply click on each report type to configure

•Configure Reports for each template by adding/removing fields for each report type•Simply click on each report type to configure

Configuring Reports

•Choose which fields will appear in Analysis Report•Change order of selected fields using green arrows•Choose which fields will appear in Analysis Report•Change order of selected fields using green arrows

Template Editor

•An existing Template can be edited in the Template Editor•To edit a Template click Change•To edit Variables/Calculated Variables/Lookups click on the individual variable/lookup OR click on the red X to delete

•An existing Template can be edited in the Template Editor•To edit a Template click Change•To edit Variables/Calculated Variables/Lookups click on the individual variable/lookup OR click on the red X to delete

Advanced Template Editor

•Under Advanced user can edit Num Default Dropdowns (number of Analyze By/Then By lists)•Edit Default Analyze By fields – used when user has been granted full access•Edit Restricted Analyze By fields – used when user has limited access•Edit User/Secondary User/Group Security to determine at which level data will be displayed in report

•Under Advanced user can edit Num Default Dropdowns (number of Analyze By/Then By lists)•Edit Default Analyze By fields – used when user has been granted full access•Edit Restricted Analyze By fields – used when user has limited access•Edit User/Secondary User/Group Security to determine at which level data will be displayed in report

• Having created a Template we are now ready to proceed with a Mapping to finalise our report

• The Mapping will connect the User’s Data (source) with the Interactive Reporting Template (destination)

• This process makes accessing data simple and concise by eliminating the need to deal with database tables and forms

Conclusion

Template Overview

In the Template define Variables, calculated

variables and lookups which will be linked to the source data in the Mapping

Use the Mapping to Connect source

fields with the fields defined in the Template

Adding a Calculated Variable

•Under Advanced the user can• Select Reports/Order By/Top & Bottom View/Show Total/% of Total•Select the Order Position in the report•Customise appearance e.g. Font Colour/Size/Threshold Value/Number of Digits

•Under Advanced the user can• Select Reports/Order By/Top & Bottom View/Show Total/% of Total•Select the Order Position in the report•Customise appearance e.g. Font Colour/Size/Threshold Value/Number of Digits