1. Vision Reporting (Infor PM10 Q&A)
- Configuration Tips
Matthew Fitzgerald
August 2008
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2. Improving Vision Performance
Broken down into four main areas
Efficient Writing of reports
Performance tools
Data/SQL tools
Report Timing & Delivery
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3. Efficient Writing of reports
Minimise use of Summary Links if possible
Minimise use of non required filters
Eg. Use of <ALL> for Account type
Minimise use of filters to joined data
Use formula locks for data that doesn’t change often
Eliminate multiple formulas in a cell with non-contiguous
data selections
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4. Vision Performance Tools
Vision Cache – introduced in V6.2.2
Optimise Summary Links – introduced in V6.3.1
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5. Vision Cache
Designed to reduce the extraction time required for reports
designed with large numbers of Summary Link formulas.
Cache allows users to build and populate a cache with data
that is relevant to the report.
The report is then designed using Cache formulas, as
opposed to Summary Link formulas, to extract data from the
cache as opposed to the live database.
Vision Cache is an Excel add-in, independent of Vision XL.
Vision Cache uses the same technology as the Vision Cube
Analysis function
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6. Optimizing Summary Links
Optimized Summary Links improves reporting performance.
When the worksheet is recalculated Vision identifies unique
Data Filter Items in the query definitions. Similar query
definitions are amalgamated to form a single query which is
extracted and stored in memory. The data set covers the
range of data required for reporting.
Individual Summary Link formulas in the worksheet report
from the extracted in-memory data set.
To activate the optimizing technology, select in Vision XL
Options list.
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7. Data/SQL tools
Transaction Archiving
SQL Database Indexing
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8. Ledger Archiving
Ledger Cleardown function
Removes historical or redundant transactions
Replaces with summarised balance transactions OR deletes
TIP!
Archiving should be a controlled and planned activity.
Actual Results transactions can be archived or
deleted permanently
The archiving facility is available in Sun 4 and Sun 5.
TIP!
Always archive your Actual Ledgers, don’t delete.
You will be able to access these transactions. .
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9. SQL Indexing
In a database, an index allows the database program to find
data in a table without scanning the entire table. An index in
a database is a list of values in a table with the storage
locations of rows in the table that contain each value
Typically offers the best performance “bang for your buck”
Vision will automatically use indexes if appropriate based
on the queries used to return data
Works best on transaction tables – e.g. ledger tables
Most financial reports work best using an index on the SunSystems
ledger table based on account code, period and an appropriate T
code
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10. Report Timing & Delivery
Scheduled update of reports
Use Vision Alert to extract reports overnight & view retained data
Distribute automatically
Report Archiving
Use offline formulas or cube analysis
Used Executive Archiving function to view historic/saved data instead
of re-extracting data
Net Enterprise
Publish data to Vision Net Enterprise for wide distribution
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11. Questions
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12. Thank you.
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