Building Reports in Business Intelligence

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BI comes with a lot of great reports built for you by the iQmetrix BI Team! In this session, we’ll show you how to leverage BI right away using the Standard Reports within the system. We’ll highlight some of our client favorites and discuss some simple and effective ways to introduce the reports into your business. For customers new to report building, we’ll build a basic report in Report Builder and highlight the data points of the BI Cubes you’ll be using to build reports.

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Building Reports in Business Intelligence

  1. 1. ® Building Reports in Business Intelligence Ashia Coleman & Andrew Tuplin
  2. 2. ® Andrew Tuplin Ashia Coleman
  3. 3. I TALK FAST! A TEAM! ® DAH DUUUH DAH DUH (Theme Song Here) BAM! MY NECK HURTS!
  4. 4. We Will Cover… •  •  •  •  •  •  •  •  •  •  What is B.I.? Why B.I.? Logging In Home Page Features Viewing Standard Reports Creating/Managing Subscriptions Managing Folder Securities Creating Linked Reports Editing Existing Reports What’s Possible? (Awesome Sauce) Questions! ® BI
  5. 5. Scan Here to access the Session Handout! OR tinyurl.com/iQBRIBI ®
  6. 6. ® What is B.I.?
  7. 7. What is B.I.? Standard Reports iQmetrix Visualizations ® Custom Reports Ad-Hoc Reports User
  8. 8. ® Why B.I.?
  9. 9. Why Use Business Intelligence? •  Your data how you want it •  Communicate better internally/externally •  Focus on what matters to your business ®
  10. 10. Why Use Business Intelligence? ® $ Data Reporting Knowledge Action
  11. 11. ® Logging In
  12. 12. ® Logging In First Last@DBName RQ4 Password
  13. 13. Home Page Features ®
  14. 14. •  What is B.I.? Why B.I.? •  Logging In •  Home Page Features •  Viewing Standard Reports •  •  •  •  •  •  Creating/Managing Subscriptions Managing Folder Securities Creating Linked Reports Editing Existing Reports What’s Possible? Questions! ®
  15. 15. ® Viewing Standard Reports
  16. 16. What are Standard Reports? •  •  ® Included when you launch 14 Reports •  Inventory Reports (x5) •  Sales and Trends •  Refunds •  Products •  Locations •  Employees •  + Report Builder Template Reports BI
  17. 17. Viewing Standard Reports ®
  18. 18. Standard Reports ®
  19. 19. ® Growth Trends (Report 1 of 3) Questions answered by G.T. •  Sales? •  Trending? •  Sub-Location performance?
  20. 20. Growth Trends - Parameters ®
  21. 21. Growth Trends - Chart ®
  22. 22. Growth Trends - Comparisons ®
  23. 23. Rank Location ®
  24. 24. ® Rank Location (Report 2 of 3) Questions answered by R.L. •  How do locations rank? •  Historical change? •  Fair comparisons?
  25. 25. Rank Location – Parameters: Metric ®
  26. 26. Rank Location ® New: Better Comparisons
  27. 27. Rank Location ®
  28. 28. Rank Employee •  Report includes same “divide by” feature as Rank Location •  Benefit? •  Can now compare employees who don’t work similar hours ®
  29. 29. Product Report ®
  30. 30. ® Product (Report 3 of 3) Questions answered by Product •  Lots •  Built for drill-in: product, location, employee •  Interconnected data •  Explore
  31. 31. ® Product: Drill In Example •  While in Top and Bottom Performers •  Question about a product
  32. 32. Product (top half) ®
  33. 33. Product (bottom half) ®
  34. 34. Final Notes on Standard Reports •  These reports are totally open. You may modify them however you like. •  Customize. •  Steal pieces you like for other reports. •  Make them work for you. •  Coming Soon: New Product Library reports! ®
  35. 35. •  •  •  •  What is B.I.? Why B.I.? Logging In Home Page Features Viewing Standard Reports •  Creating/Managing Subscriptions •  •  •  •  •  Managing Folder Securities Creating Linked Reports Editing Existing Reports What’s Possible? (Awesome Sauce) Questions! ®
  36. 36. ® Creating/Managing Subscriptions
  37. 37. Creating/Managing Subscriptions Email Reports! Inbox ®
  38. 38. Create Subscriptions Tuesday Weekly @9AM ®
  39. 39. Creating/Managing Subscriptions ®
  40. 40. Creating/Managing Subscriptions ®
  41. 41. Creating/Managing Subscriptions ® BI
  42. 42. Creating/Managing Subscriptions ® BI
  43. 43. Creating/Managing Subscriptions ® BI
  44. 44. Creating/Managing Subscriptions ®
  45. 45. ® Managing Folder Securities
  46. 46. What Are Folder Securities? ® BI
  47. 47. Why Is This Awesome? Access Share ® Secure
  48. 48. Managing Folder Securities ®
  49. 49. Managing Folder Securities Store 1 Store 1 ®
  50. 50. Managing Folder Securities Store 1 ®
  51. 51. Managing Folder Securities ® IQDCAFirst Last@DBName BI
  52. 52. Managing Folder Securities Store 1 ®
  53. 53. •  •  •  •  •  •  What is B.I.? Why B.I.? Logging In Home Page Features Viewing Standard Reports Creating/Managing Subscriptions Managing Folder Securities •  Creating Linked Reports •  Editing Existing Reports •  What’s Possible? (Awesome Sauce) •  Questions! ®
  54. 54. ® Creating Linked Reports
  55. 55. Linked Reports ® Master Report Linked Reports
  56. 56. Creating Linked Reports ®
  57. 57. Creating Linked Reports ®
  58. 58. Creating Linked Reports ®
  59. 59. Creating Linked Reports ® BI
  60. 60. Parameters Lookup Report ®
  61. 61. Lookup Values ®
  62. 62. Creating Linked Reports ® BI
  63. 63. Creating Linked Reports ® Store 1 BI
  64. 64. Creating Linked Reports Store 1 ®
  65. 65. Creating Linked Reports ®
  66. 66. •  •  •  •  •  •  •  What is B.I.? Why B.I.? Logging In Home Page Features Viewing Standard Reports Creating/Managing Subscriptions Managing Folder Securities Creating Linked Reports •  Editing Existing Reports •  What’s Possible? (Awesome Sauce) •  Questions! ®
  67. 67. ® Editing Existing Reports
  68. 68. ® Editing Existing Reports •  Building reports doesn’t have to be scary! •  YOU + Templates =
  69. 69. Editing Existing Reports ®
  70. 70. Editing Existing Reports ®
  71. 71. Editing Existing Reports ® BI
  72. 72. Editing Existing Reports ® BI
  73. 73. Editing Existing Reports ® BI
  74. 74. Editing Existing Reports ® BI
  75. 75. Editing Existing Reports ® BI
  76. 76. Editing Existing Reports ® BI
  77. 77. Editing Existing Reports ® BI
  78. 78. Editing Existing Reports ® BI
  79. 79. Editing Existing Reports ® ([Performance Groups Name].&[13],[Measures].[Sales]) BI
  80. 80. Editing Existing Reports ® BI
  81. 81. Editing Existing Reports ® BI
  82. 82. Editing Existing Reports ® BI
  83. 83. Editing Existing Reports ® BI
  84. 84. Editing Existing Reports ® BI
  85. 85. Editing Existing Reports ® BI
  86. 86. Editing Existing Reports ® BI
  87. 87. •  •  •  •  •  •  •  •  What is B.I.? Why B.I.? Logging In Home Page Features Viewing Standard Reports Creating/Managing Subscriptions Managing Folder Securities Creating Linked Reports Editing Existing Reports •  What’s Possible? (Awesome Sauce) •  Questions! ®
  88. 88. ® Awesome Sauce!
  89. 89. ® Building Reports in Excel Report Builder (web) Single repository Backed-up nightly Many users Configurable security Supports highly designed reports - Excel - Quickly create Ad Hoc reports - Explore your data - Integrate with existing spreadsheets - Security: all or nothing - Share via copy/paste
  90. 90. ® Live Demo – Building Reports
  91. 91. ® © 2013 iQmetrix. All right reserved. iQmetrix, the iQmetrix logo, RQ4 and other trademarks, service marks, and designs referenced in this material are the exclusive property of iQmetrix Software Development Corp. and/or its subsidiaries.

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