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![Page 1: Overview of User Set-up & Security. Template Overview Unique Template & Mapping Technology Off the shelf/customised Template containing lookups for.](https://reader035.fdocuments.in/reader035/viewer/2022062408/56649e995503460f94b9c4e2/html5/thumbnails/1.jpg)
Overview of User Set-up & SecurityOverview of User Set-up & Security
![Page 2: Overview of User Set-up & Security. Template Overview Unique Template & Mapping Technology Off the shelf/customised Template containing lookups for.](https://reader035.fdocuments.in/reader035/viewer/2022062408/56649e995503460f94b9c4e2/html5/thumbnails/2.jpg)
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
![Page 3: Overview of User Set-up & Security. Template Overview Unique Template & Mapping Technology Off the shelf/customised Template containing lookups for.](https://reader035.fdocuments.in/reader035/viewer/2022062408/56649e995503460f94b9c4e2/html5/thumbnails/3.jpg)
Existing Templates
Out of the box Templates available include Retail; Manufacturing; Sales & Marketing; Finance
Need to finish slide with screenshots of Templates.....
![Page 4: Overview of User Set-up & Security. Template Overview Unique Template & Mapping Technology Off the shelf/customised Template containing lookups for.](https://reader035.fdocuments.in/reader035/viewer/2022062408/56649e995503460f94b9c4e2/html5/thumbnails/4.jpg)
Sales Template
Calculated VariablesVariables
Lookups
![Page 5: Overview of User Set-up & Security. Template Overview Unique Template & Mapping Technology Off the shelf/customised Template containing lookups for.](https://reader035.fdocuments.in/reader035/viewer/2022062408/56649e995503460f94b9c4e2/html5/thumbnails/5.jpg)
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
![Page 6: Overview of User Set-up & Security. Template Overview Unique Template & Mapping Technology Off the shelf/customised Template containing lookups for.](https://reader035.fdocuments.in/reader035/viewer/2022062408/56649e995503460f94b9c4e2/html5/thumbnails/6.jpg)
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
![Page 7: Overview of User Set-up & Security. Template Overview Unique Template & Mapping Technology Off the shelf/customised Template containing lookups for.](https://reader035.fdocuments.in/reader035/viewer/2022062408/56649e995503460f94b9c4e2/html5/thumbnails/7.jpg)
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
![Page 8: Overview of User Set-up & Security. Template Overview Unique Template & Mapping Technology Off the shelf/customised Template containing lookups for.](https://reader035.fdocuments.in/reader035/viewer/2022062408/56649e995503460f94b9c4e2/html5/thumbnails/8.jpg)
Creating a Template
•To create a new template enter the template nameand description•To create a new template enter the template nameand description
![Page 9: Overview of User Set-up & Security. Template Overview Unique Template & Mapping Technology Off the shelf/customised Template containing lookups for.](https://reader035.fdocuments.in/reader035/viewer/2022062408/56649e995503460f94b9c4e2/html5/thumbnails/9.jpg)
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
![Page 10: Overview of User Set-up & Security. Template Overview Unique Template & Mapping Technology Off the shelf/customised Template containing lookups for.](https://reader035.fdocuments.in/reader035/viewer/2022062408/56649e995503460f94b9c4e2/html5/thumbnails/10.jpg)
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
![Page 11: Overview of User Set-up & Security. Template Overview Unique Template & Mapping Technology Off the shelf/customised Template containing lookups for.](https://reader035.fdocuments.in/reader035/viewer/2022062408/56649e995503460f94b9c4e2/html5/thumbnails/11.jpg)
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
![Page 12: Overview of User Set-up & Security. Template Overview Unique Template & Mapping Technology Off the shelf/customised Template containing lookups for.](https://reader035.fdocuments.in/reader035/viewer/2022062408/56649e995503460f94b9c4e2/html5/thumbnails/12.jpg)
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
![Page 13: Overview of User Set-up & Security. Template Overview Unique Template & Mapping Technology Off the shelf/customised Template containing lookups for.](https://reader035.fdocuments.in/reader035/viewer/2022062408/56649e995503460f94b9c4e2/html5/thumbnails/13.jpg)
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 %
![Page 14: Overview of User Set-up & Security. Template Overview Unique Template & Mapping Technology Off the shelf/customised Template containing lookups for.](https://reader035.fdocuments.in/reader035/viewer/2022062408/56649e995503460f94b9c4e2/html5/thumbnails/14.jpg)
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
![Page 15: Overview of User Set-up & Security. Template Overview Unique Template & Mapping Technology Off the shelf/customised Template containing lookups for.](https://reader035.fdocuments.in/reader035/viewer/2022062408/56649e995503460f94b9c4e2/html5/thumbnails/15.jpg)
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
![Page 16: Overview of User Set-up & Security. Template Overview Unique Template & Mapping Technology Off the shelf/customised Template containing lookups for.](https://reader035.fdocuments.in/reader035/viewer/2022062408/56649e995503460f94b9c4e2/html5/thumbnails/16.jpg)
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
![Page 17: Overview of User Set-up & Security. Template Overview Unique Template & Mapping Technology Off the shelf/customised Template containing lookups for.](https://reader035.fdocuments.in/reader035/viewer/2022062408/56649e995503460f94b9c4e2/html5/thumbnails/17.jpg)
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
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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
![Page 19: Overview of User Set-up & Security. Template Overview Unique Template & Mapping Technology Off the shelf/customised Template containing lookups for.](https://reader035.fdocuments.in/reader035/viewer/2022062408/56649e995503460f94b9c4e2/html5/thumbnails/19.jpg)
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
![Page 20: Overview of User Set-up & Security. Template Overview Unique Template & Mapping Technology Off the shelf/customised Template containing lookups for.](https://reader035.fdocuments.in/reader035/viewer/2022062408/56649e995503460f94b9c4e2/html5/thumbnails/20.jpg)
• 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
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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
![Page 22: Overview of User Set-up & Security. Template Overview Unique Template & Mapping Technology Off the shelf/customised Template containing lookups for.](https://reader035.fdocuments.in/reader035/viewer/2022062408/56649e995503460f94b9c4e2/html5/thumbnails/22.jpg)
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