Prophix Enterprise
Administrator Workshop
        Craig Cullum
Agenda - Day 1
• Model Creation
• Building Account and Organisational
  Structures
• Data Import
• Version Manager
• Proce...
Agenda - Day 2
• Security Manager
• User Manager
• Workflow Process
• Data Entry
• Ad-hoc Analysis
• Report Library
What is Prophix?
Tell me the Actual Sales figures for all of the Nestle
 Widgets sold in Shops in Western Australia in the
      month of Ja...
OLAP Technology
• Online Analytical Processing
OLAP Technology
• Online Analytical Processing
OLAP Technology
• Online Analytical Processing
              Accounts



                         Regions
                ...
Data Dimensionality


You want to know the Actual Sales figures for all of the
Nestle Widgets sold in Shops in Western Aust...
Data Dimensionality


You want to know the Actual Sales figures for all of the
Nestle Widgets sold in Shops in Western Aust...
Data Dimensionality

                   Version    Account

You want to know the Actual Sales figures for all of the
Nestle...
Exercise 1
  v6 - 37279 - 31733 - 78113 - 17702
v7 - 774104 - 124718 - 116113 - 455807
Dimensions
                            Total
                           Company



        West              Head Office   ...
Exercise 2 - 3
Time Conversion
      Method
 Sum      1   2   3   6


Average   1   2   3   2

 First    1   2   3   1


 Last     1   2 ...
Weight By Example

           January   February   March    Q1
 Price       $10       $9       $10      $29
Volume       1...
Weight By Example

           January   February   March    Q1
 Price       $10       $9       $10      $29
Volume       1...
Weight By Example

           January   February   March    Q1
 Price       $10       $9       $10      $29
Volume       1...
Weight By Example

           January   February   March     Q1
 Price       $10       $9       $10      $9.58
Volume     ...
Weight By

• Typical use would be Revenue Calculation
• Rule of thumb, use denominator
Recalculate

• Performs the calculation after a
  consolidation
• Important when using calculations that use
  non leaf me...
Prior Month


• Priormonth ([Account], Zero, Reset)
• Priormonth ([Account],Version, Continue)
Exercise 4 - 5
Versions
2000 2001 2002 2003 2004 2005 2006 2007 2008 2009 2010
                         Base
                         Year
Versions
2000 2001 2002 2003 2004 2005 2006 2007 2008 2009 2010
                         Base
   History (Actuals)     Year
Versions
2000 2001 2002 2003 2004 2005 2006 2007 2008 2009 2010
                         Base
   History (Actuals)     Yea...
Exercise 7 - 8
Reporting and Data
        Entry
• Data Entry
 • Delta Analysis
 • Line Item Schedule
• Ad-Hoc Analysis
• Report Library
Exercise 9
Exercise 10
Exercises 9, 11 - 12
Dashboard & Scorecard

• Current Year Actuals vs Version
• Scorecard view can be assigned to a user
• Trend Analysis & Exc...
http://www.slideshare.net/craigcullum/enterprise-training
Enterprise Training
Upcoming SlideShare
Loading in …5
×

Enterprise Training

773 views

Published on

Enterprise Administrator Training

Published in: Technology, Business
0 Comments
0 Likes
Statistics
Notes
  • Be the first to comment

  • Be the first to like this

No Downloads
Views
Total views
773
On SlideShare
0
From Embeds
0
Number of Embeds
18
Actions
Shares
0
Downloads
28
Comments
0
Likes
0
Embeds 0
No embeds

No notes for slide

Enterprise Training

  1. 1. Prophix Enterprise Administrator Workshop Craig Cullum
  2. 2. Agenda - Day 1 • Model Creation • Building Account and Organisational Structures • Data Import • Version Manager • Process Manager
  3. 3. Agenda - Day 2 • Security Manager • User Manager • Workflow Process • Data Entry • Ad-hoc Analysis • Report Library
  4. 4. What is Prophix?
  5. 5. 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. 6. OLAP Technology • Online Analytical Processing
  7. 7. OLAP Technology • Online Analytical Processing
  8. 8. OLAP Technology • Online Analytical Processing Accounts Regions East Departments Expenses Finance
  9. 9. 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.
  10. 10. 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.
  11. 11. 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
  12. 12. Exercise 1 v6 - 37279 - 31733 - 78113 - 17702 v7 - 774104 - 124718 - 116113 - 455807
  13. 13. Dimensions Total Company West Head Office East Perth Karratha Sydney Melbourne Canberra
  14. 14. Exercise 2 - 3
  15. 15. Time Conversion Method Sum 1 2 3 6 Average 1 2 3 2 First 1 2 3 1 Last 1 2 3 3
  16. 16. Weight By Example January February March Q1 Price $10 $9 $10 $29 Volume 10 16 12 38 Revenue $100 $144 $120 $364 Avg. Price = Revenue / Volume
  17. 17. Weight By Example January February March Q1 Price $10 $9 $10 $29 Volume 10 16 12 38 Revenue $100 $144 $120 $364 Avg. Price = Revenue / Volume
  18. 18. Weight By Example January February March Q1 Price $10 $9 $10 $29 Volume 10 16 12 38 Revenue $100 $144 $120 $364 Avg. Price = Revenue / Volume
  19. 19. Weight By Example January February March Q1 Price $10 $9 $10 $9.58 Volume 10 16 12 38 Revenue $100 $144 $120 $364 Avg. Price = Revenue / Volume
  20. 20. Weight By • Typical use would be Revenue Calculation • Rule of thumb, use denominator
  21. 21. Recalculate • Performs the calculation after a consolidation • Important when using calculations that use non leaf members
  22. 22. Prior Month • Priormonth ([Account], Zero, Reset) • Priormonth ([Account],Version, Continue)
  23. 23. Exercise 4 - 5
  24. 24. Versions 2000 2001 2002 2003 2004 2005 2006 2007 2008 2009 2010 Base Year
  25. 25. Versions 2000 2001 2002 2003 2004 2005 2006 2007 2008 2009 2010 Base History (Actuals) Year
  26. 26. Versions 2000 2001 2002 2003 2004 2005 2006 2007 2008 2009 2010 Base History (Actuals) Year Planning 1 Year Plan 3 Year Plan 6 Year Plan
  27. 27. Exercise 7 - 8
  28. 28. Reporting and Data Entry • Data Entry • Delta Analysis • Line Item Schedule • Ad-Hoc Analysis • Report Library
  29. 29. Exercise 9
  30. 30. Exercise 10
  31. 31. Exercises 9, 11 - 12
  32. 32. Dashboard & Scorecard • Current Year Actuals vs Version • Scorecard view can be assigned to a user • Trend Analysis & Exception Reporting • Dashboards are driven from Scorecards • Pretty Graphs and Charts
  33. 33. http://www.slideshare.net/craigcullum/enterprise-training

×