Prophix for SQL Server Administrator Training Slide

1. Prophix for SQL
Administrator Workshop
Craig Cullum

2. Agenda
• Introduction to P4SS
• Conceptual overview of OLAP
• Guided Exercises
• Hands on Report Building
• Closing Session

3. What is Prophix?

4. 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

6. OLAP Technology

7. Online Analytical
Processing
Accounts
Regions
WA
Departments
Expenses
Finance

8. 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.

9. Data Dimensionality
Version Account
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.
Product Organisation
Time Currency

10. Hierarchies
Total
Company
West Head Office East
Perth Karratha Sydney Melbourne Canberra

11. Earnings
Before Tax Accounts
- Roll up
Depreciation
- Interest
Expense
+ EBITDA
+ Gross Margin
- Operating
Expenses

12. Exercise 1
Create the folders in which you will save future items.

13. Business Model Wizard

14. Time Dimension

15. Shared Dimension
,%*-#./%'0
Financial Cube
!"#$%&'("
)"'*+
Sales Cube

16. Parent-Child
Dimension
Total
Company
West Head Office East
Perth Karratha

17. Level Based (Regular)
Dimension
Total
Company
1
Head
West
Office
East 2
Perth Karratha Sydney Melbourne Canberra 3

18. Exercise 2
Create the AWCG Financial Model

19. Business Process
Manager
• Data Connectors
• Import data & structure
• Manipulate data
• Distribute reports
• Run system processes

20. Data Connectors

21. Exercise 3 & 4
Import and edit the AWCG Financial Dimensions

22. Business Model Manager

23. Accounts Dimension

24. Account Types
• Asset
• Liability / Equity
• Revenue
• Expense (Default)
• Statistical

25. Time Conversion
Jan Feb Mar Qtr 1
Sum 100 200 300 600
First 100 200 300 100
Last 100 200 300 300
Avg 100 200 300 200

26. Time Conversion
Gross Margin / Gross Sales
Jan Feb Mar Qtr 1
Gross
100 200 300 600
Margin
Gross
200 300 400 900
Sales
% using
50.0% 66.67% 75.00% 191.67%
SUM
% using
50.00% 66.67% 75.00% 66.67%
formula

27. Exercise 5
Edit the accounts dimension and set account attributes

28. Exercise 6
Import AWCG Data for Actuals and Budget

29. Reporting and Data
Entry Concepts

30. Dynamic Members

31. Dynamic Members
Total
Company
West Head Office East
Perth Karratha Sydney Melbourne Canberra

32. Member Plus Children
Total
Company
West Head Office East
Perth Karratha Sydney Melbourne Canberra

33. Children Only
Total
Company
West Head Office East
Perth Karratha Sydney Melbourne Canberra

34. Member Plus Descendants
Total
Company
West Head Office East
Perth Karratha Sydney Melbourne Canberra

35. Descendants Only
Total
Company
West Head Office East
Perth Karratha Sydney Melbourne Canberra

36. Leaf Descendants
Total
Company
West Head Office East
Perth Karratha Sydney Melbourne Canberra

37. Non-Leaf Descendants
Total
Company
West Head Office East
Perth Karratha Sydney Melbourne Canberra

38. Ad-hoc Analysis
• A free form analysis tool
• Quickly analyse data
• Pivot Table functionality
• Drill Up & Drill Down

39. Data Views

40. Exercise 7 & 8
Navigate Ad-hoc analysis and create data views for
reporting

41. Template Designer
• Data Entry Templates
• Auto-Refresh
• Report Templates
• Added to Report Binders
• Comprehensive charting

42. Exercise 9 & 10
Create two Income Statement Reports

43. Named Sets
Named Set
+,,-
!"#$%
&'()$
*+,,-.,%/

44. Exercise 11
Edit your reports to include Named Sets as report
parameters

45. Exercise 12
Design an input template for Online Data Entry

46. Security Manager
• No number of bullet points will explain this

47. Exercise 13
Add users and assign appropriate security access

48. Report Binders
• Created as an Adobe PDF
• Distribute report templates via Email &
URL
• Can add Microsoft Word & Excel
documents
• Can be used multiple times

49. Exercise 14
Create report binders for online distribution of reports

50. Workflow Manager

51. Exercise 15 & 16
Design a Workflow Project for month end input

52. http://www.fgtsupport.com.au

53. http://www.slideshare.net/craigcullum/sql-training