Vision Reporting - Configuration Tips


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Vision Reporting - Configuration Tips

  1. 1. Vision Reporting (Infor PM10 Q&A) - Configuration Tips Matthew Fitzgerald August 2008 Infor Confidential Copyright © 2001-2007 Infor Global Solutions
  2. 2. Improving Vision Performance Broken down into four main areas Efficient Writing of reports Performance tools Data/SQL tools Report Timing & Delivery 2 Copyright © 2001-2007 Infor Global Solutions
  3. 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 3 Copyright © 2001-2007 Infor Global Solutions
  4. 4. Vision Performance Tools Vision Cache – introduced in V6.2.2 Optimise Summary Links – introduced in V6.3.1 4 Copyright © 2001-2007 Infor Global Solutions
  5. 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 5 Copyright © 2001-2007 Infor Global Solutions
  6. 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. 6 Copyright © 2001-2007 Infor Global Solutions
  7. 7. Data/SQL tools Transaction Archiving SQL Database Indexing 7 Copyright © 2001-2007 Infor Global Solutions
  8. 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. . 8 Copyright © 2001-2007 Infor Global Solutions
  9. 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 9 Copyright © 2001-2007 Infor Global Solutions
  10. 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 10 Copyright © 2001-2007 Infor Global Solutions
  11. 11. Questions 11 Copyright © 2001-2007 Infor Global Solutions
  12. 12. Thank you. 12 12 Copyright © 2001-2007 Infor Global Solutions Copyright © 2001-2007 Infor Global Solutions