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What’s New and Coming Up

Reporting & BI# A L L I A N C E 2 0 1 7

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YOUR PRESENTERS

Michael KapteinData ScientistJoined Sparkrock in ’15Customer Since ‘09

James FawVP Product Innovation, Founding PartnerJoined Sparkrock in ‘03

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WHAT’S NEW AND COMING UP IN REPORTING & BUSINESS INTELLIGENCEC E O & F O U N D E RAttend this session to see what is new since last Alliance for Reporting packages including the new K12 Reporting Pack, as well as Altus Analytics and Power BI.  We will highlight new features, demo key items, and talk about what we are working on next.

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AGENDA

INTRODUCTIONS

WHAT’S NEW

WHAT’S NEXT

Q&A

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WHAT’S NEW

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K-12 REPORTING JET REPORTS PACKAGE• Schedule 10 (Completed) • Section 7 (Completed)• Appendix H (In Development)• Schedule 3 (New)

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LET'S HAVE A LOOKDemonstration: K12 Reporting Package

Michael

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WHAT THE SPARKROCK LABS ARE WORKING ON NOW

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THE SPARKROCK LABS - LIVEA WORK IN PROGRESS!

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POWER BI AND JETPOWER B I DASHBOARDS BU ILT ON JET

• Power BI Dashboards

• HR Job Analysis

• Employee Turnover Analysis

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• A big product push for Microsoft• A push to the cloud• Hundreds of developers• New releases every month• Amazing openness to user feedback

including voting on enhancements• Self-serve.  Sort of

• You will have to be in this space!

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MULTIPLE DATA SOURCES ALLOW NEW FORMS OF ANALYSIS

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LET'S HAVE A LOOKDemonstration: Power BI Dashboards

Michael

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WHAT’S NEXT

16 WHAT’S NEXTHEALTH & HUMAN SERVICES  • MCSS AND OPERAT IONAL

REPORTSK-12 • Appendix H (In Development)• Schedule 3 (New)

HIGHER EDUCATION• COFO Reporting

BUDGET ING & PLANNING WITH JET• Starter Budgeting & Planning Pack

POWER BI /ALTUS ANALYTICS• Power BI Automated Integration• Purchasing Dashboards

NAV 2017 REPORTING• NAV 2017 Financial Reporting & Account

Categories

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LET'S HAVE A LOOKDemonstration: NAV 2017

James

18 FINANCIAL STATEMENTS IN NAV 2017G/L SETUP CHANGES• Define Account Categories• Define Account Subcategories• Review Account missing categorization

ACCOUNT SCHEDULES• Automatically Updated

FINANCIAL STATEMENT• Out of the box financial statements

• Balance Sheet• Income Statement• Statement of Cash Flows• Statement of Retained Earnings• Sales Taxes Collected

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K12 REPORTING PACKWHAT• Subscription to access a suite of reports

Ontario K12 organizations• Suite of Jet reports maintained and

updated by Altus/Sparkrock whenever ministry changes are made.

• Driven by CAB• May require some integration to your

specific G/L – Typically 1-2 hours.

REPORTS• Schedule 10 (Completed) • Section 7 (Completed)• Appendix H (In Development)• Schedule 3 (New)

20 CUSTOM REPORTING PACKAGEWHAT• Fixed price for creation of your reporting and/or

dashboard package• Up to 5 reports (max 3 tables per report)

unlimited filtered variations.• Typically 2-4 weeks to completion

PROCESS• Analysis with you & reporting package design • Report development for up to 5 reports• Initial training on how to run and maintain the

reports • Jet Scheduler configuration

PREREQUIS ITES• Jet installed and configured for use

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QUESTIONS?

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EVALUATIONSP L E A S E TA K E 5 M I N S T O C O M P L E T E A S E S S I O N E VA L U AT I O N .

WIN ME!One lucky survey will take home a

Ecobee Smart Wi-Fi Thermostat

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THANK YOU FOR LISTENING

@ S PA R K R O C K I N CW W W. S PA R K R O C K . C O

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