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BI 101
Basics of Business Intelligence Reporting
           Keith Nelson & Cory Paetsch
Benefits Of Business
           Intelligence
            ! Automation of reports
                   ! Save time
! More free time for analyzing data and becoming
         proactive with business decisions
So I Have BI… Now What?
Terms You Will Need to Know!
!   Cube
!   Measure
!   Dimension
!   Briefing Book
How Can I Get the Most Out of
Business Intelligence?
!   GIGO
!   KISS
!   Setting up RQ4 Specific Functions
!   Recognize
Garbage In, Garbage Out!
RQ4 Specific Functions
RQ4 Specific Functions
RQ4 Specific Functions

 Good!          Bad!
RQ4 Specific Functions
Now That We’ve Established
 Your Foundation for BI…
Employee Profitability Per
     Clocked Hour
What information do we need?
!   Gross Profit of sales
!   Hours Punched
!   Wages
!   Commission Paid
!   Total Cost Of Employee
!   Profitability Per Hour
What Measures do we need to build?

! Wage
! Total Cost Of Employee
! Profitability Per Hour
If your employee is in group A wage is $10 per hour
If your employee is in group B wage is $20 per hour
           Everyone else is $15 per hour
How Can I Get the Most Out of
Business Intelligence?
! GIGO
! Performance Groups
! Inventory tree structure

! Employee setup
! Location setup
Let’s Start with our Custom Report
Highlights
Highlights
Highlights
Sorting
Sorting
Sorting
Filtering
Filtering
Filtering
BI: The Aftermath
!   Refund %
!   Profit Month Over Month
!   Top and Bottom Performing Employees
!   Handset Sales by Manufacturer
!   “Better Than Your Best”*
!   Tiered Commission
But Don’t Just Take it from Us…
Let’s face it, we are all companies that look at the numbers.  When we had seven stores, each day we had an employee
spend between an hour and an hour and a half compiling daily numbers for the stores and the managers of those stores.  
This was a pretty comprehensive month-to-date report with categories and metrics of all kinds tracked and displayed in a
meaningful way.  It took a lot of time to compile that report and since it was by hand there was a lot of room for error.  Not
only that, but if our reporting person wasn’t in the office the stores simply had to go without their daily numbers or the
employee responsible would have to do put together the report while vacationing.
 
We now have over forty stores.  You can imagine that with maintaining the same kind of reporting on that old system
would have been increased by six fold or worse.  Instead, the report has been built and maintained in the BI system.  It
gives us more flexibility to add and subtract various numbers or metrics and allows us to more easily track trends in the
database.  It has also eliminated nearly all the risk of human error in the reporting process. 
 
The Bottom Line; It took what would have become a full time job copying and pasting information from RQ4 and turned it
into a twenty minute routine each morning.  Not only are we able to create a report for our individual employees, but also
a second report for our individual stores and districts.
 
Instead of spending the money in wages for an additional person, we can get more productivity out of our existing
workforce, not to mention all the other benefits that BI has to offer beyond our simple daily reporting needs.
 
To anyone who is growing their company and is also considering the BI system I would simply say this.  There is no time
too soon to get with the program.  It will make your simple reporting needs easier and you’re your entire organization
more agile and able to make smarter decisions.  It also makes growth and integration of new stores, districts, or locations a
much less difficult task.

Adam Wagner
NorthStar Telcom
Remember This…
! Structure your data and database accurately
! Keep your reports simple and effective
! Customize what you create to make your point
iQmetrix.com | 1.866.iQmetrix




       © 2011 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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BI Basics

  • 1. BI 101 Basics of Business Intelligence Reporting Keith Nelson & Cory Paetsch
  • 2. Benefits Of Business Intelligence ! Automation of reports ! Save time ! More free time for analyzing data and becoming proactive with business decisions
  • 3. So I Have BI… Now What?
  • 4. Terms You Will Need to Know! ! Cube ! Measure ! Dimension ! Briefing Book
  • 5. How Can I Get the Most Out of Business Intelligence? ! GIGO ! KISS ! Setting up RQ4 Specific Functions ! Recognize
  • 11. Now That We’ve Established Your Foundation for BI…
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  • 16. What information do we need? ! Gross Profit of sales ! Hours Punched ! Wages ! Commission Paid ! Total Cost Of Employee ! Profitability Per Hour
  • 17. What Measures do we need to build? ! Wage ! Total Cost Of Employee ! Profitability Per Hour
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  • 19. If your employee is in group A wage is $10 per hour If your employee is in group B wage is $20 per hour Everyone else is $15 per hour
  • 20. How Can I Get the Most Out of Business Intelligence? ! GIGO ! Performance Groups ! Inventory tree structure ! Employee setup ! Location setup
  • 21. Let’s Start with our Custom Report
  • 31. BI: The Aftermath ! Refund % ! Profit Month Over Month ! Top and Bottom Performing Employees ! Handset Sales by Manufacturer ! “Better Than Your Best”* ! Tiered Commission
  • 32. But Don’t Just Take it from Us… Let’s face it, we are all companies that look at the numbers.  When we had seven stores, each day we had an employee spend between an hour and an hour and a half compiling daily numbers for the stores and the managers of those stores.   This was a pretty comprehensive month-to-date report with categories and metrics of all kinds tracked and displayed in a meaningful way.  It took a lot of time to compile that report and since it was by hand there was a lot of room for error.  Not only that, but if our reporting person wasn’t in the office the stores simply had to go without their daily numbers or the employee responsible would have to do put together the report while vacationing.   We now have over forty stores.  You can imagine that with maintaining the same kind of reporting on that old system would have been increased by six fold or worse.  Instead, the report has been built and maintained in the BI system.  It gives us more flexibility to add and subtract various numbers or metrics and allows us to more easily track trends in the database.  It has also eliminated nearly all the risk of human error in the reporting process.    The Bottom Line; It took what would have become a full time job copying and pasting information from RQ4 and turned it into a twenty minute routine each morning.  Not only are we able to create a report for our individual employees, but also a second report for our individual stores and districts.   Instead of spending the money in wages for an additional person, we can get more productivity out of our existing workforce, not to mention all the other benefits that BI has to offer beyond our simple daily reporting needs.   To anyone who is growing their company and is also considering the BI system I would simply say this.  There is no time too soon to get with the program.  It will make your simple reporting needs easier and you’re your entire organization more agile and able to make smarter decisions.  It also makes growth and integration of new stores, districts, or locations a much less difficult task. Adam Wagner NorthStar Telcom
  • 33. Remember This… ! Structure your data and database accurately ! Keep your reports simple and effective ! Customize what you create to make your point
  • 34. iQmetrix.com | 1.866.iQmetrix © 2011 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.