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Enterprise Administrator Training
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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
OLAP Technology• Online Analytical Processing
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
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
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
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
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
January February March Q1
Price $10 $9 $10
Volume 10 16 12 38
Revenue $100 $144 $120 $364
Weight By Example
$9.58
Avg. Price = Revenue / Volume
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
http://www.slideshare.net/craigcullum/enterprise-training