Get a detailed look at the latest update on Practice IQ, our dashboard business intelligence reporting tool, and see how you can track your firms KPI’s from your iPad. PIQ version 10.0 simplifies updating and maintaining your practice specific reports.

1. BUSINESS INTELLIGENCE
ON THE GO
Shane Ainsworth, John Barber

2. RUN SHEET
Business Intelligence
Practice IQ10
Choice (right tool for the job)
Takeaway facts

3. BUSINESS INTELLIGENCE
Changing data into information
Information leading to action
What has happened, Why did it happen, What is
happening, What will happen, What do we want
to happen
Right format, Right delivery, Right time
Not just PIQ

4. PRACTICE IQ 10
OWC Replacement
64 bit cross browser website compatibility (mobility)
Additional administration options
Consolidated solution
Incremental update
Enhance data uploads
New out of the box dashboards

5. PIQ 10 UX
Website
Pivots
SSRS
Data Entry
Console
Website
SSRS
Excel
Standard
PowerPivot
PowerView
Mobile
Website
Other
SharePoint
BPA
Tax
CRM
XPA
External
Workflow
PIQ 10 Solution
PM / Tax / XPA
Core
Data Entry
ExcelPerspective

6. PIQ 10 DEMO

7. CHOICE
(right tool for the job)
Online Pivots
Reporting Services (SSRS)
Excel
PowerPivot

8. DEMO

9. TAKEAWAY FACTS TECHNICAL
PIQ 10 still in development
PIQ 10 requires SQL2008 R2+
IE11 still shipped with Windows10 so PIQ 9.2 continues
PIQ 10 dashboard suite available for PIQ 9.2
Workflow 3.0 is available for PIQ 9.2 but requires SQL2008 R2+
Incremental update is available for PIQ 9.2
No change to OLAP DB structures between PIQ 9.2 and PIQ 10
Data uploads available now

10. TAKEAWAY FACTS GENERAL
PIQ is not just an intranet site with a pivot table
Online pivots are perfect for ad-hoc high level analysis
Reporting Services is great for structured dashboards,
lists and printing
Excel is better for larger volumes of data
If you want to work in Excel start in Excel
PowerPivot is worth a look
There are other tools available outside PIQ
You choose the right tool for the job

11. USEFUL RESOURCES
PIQ data dictionary
PIQ dashboards and drill through options
PIQ user guide
https://www.youtube.com/watch?v=hDJdkcdG1iA
http://www.youtube.com
– (Search Excel)
– (Search PowerPivot)
– (Search PowerBI)
http://ExcelCentral.com

12. reckon.com