Enterprise Training

Prophix Enterprise Administrator Workshop

Craig Cullum

Agenda - Day 1

• Model Creation

• Building Account and Organisational Structures

• Data Import

• Version Manager

• Process Manager

Agenda - Day 2

• Security Manager

• User Manager

• Workflow Process

• Data Entry

• Ad-hoc Analysis

• Report Library

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 Processing



Accounts

Departments

Regions

East

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



Data Dimensionality



Version Account

Time CurrencyOrganisationProduct

Exercise 1v6 - 37279 - 31733 - 78113 - 17702

v7 - 774104 - 124718 - 116113 - 455807

DimensionsTotal

Company

West Head Office East

Perth Karratha Sydney Melbourne Canberra

Exercise 2 - 3

Time Conversion Method

1 2 3 6Sum

1 2 3 2Average

1 2 3 1First

1 2 3 3Last

January February March Q1

Price $10 $9 $10

Volume 10 16 12 38

Revenue $100 $144 $120 $364

Weight By Example

$29

Avg. Price = Revenue / Volume


Price $10 $9 $10

Volume 10 16 12 38

Revenue $100 $144 $120 $364

Weight By Example

$29



Price $10 $9 $10

Volume 10 16 12 38

Revenue $100 $144 $120 $364

Weight By Example

$29



Price $10 $9 $10

Volume 10 16 12 38

Revenue $100 $144 $120 $364

Weight By Example

$9.58


Weight By

• Typical use would be Revenue Calculation

• Rule of thumb, use denominator

Recalculate

• Performs the calculation after a consolidation

• Important when using calculations that use non leaf members

Prior Month

• Priormonth ([Account], Zero, Reset)

• Priormonth ([Account], Version, Continue)

Exercise 4 - 5

Versions

2000 2001 2002 2003 2004 2005 2006 2007 2008 2009 2010BaseYear

Versions

2000 2001 2002 2003 2004 2005 2006 2007 2008 2009 2010BaseYearHistory (Actuals)

Versions

2000 2001 2002 2003 2004 2005 2006 2007 2008 2009 2010BaseYearHistory (Actuals) Planning

1 Year Plan

3 Year Plan

6 Year Plan

Exercise 7 - 8

Reporting and Data Entry

• Data Entry

• Delta Analysis

• Line Item Schedule

• Ad-Hoc Analysis

• Report Library

Exercise 9

Exercise 10

Exercises 9, 11 - 12

Dashboard & Scorecard

• Current Year Actuals vs Version

• Scorecard view can be assigned to a user

• Trend Analysis & Exception Reporting

• Dashboards are driven from Scorecards

• Pretty Graphs and Charts

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