Enterprise Administrator Training

1. Prophix Enterprise
Administrator Workshop
Craig Cullum

2. Agenda - Day 1
• Model Creation
• Building Account and Organisational
Structures
• Data Import
• Version Manager
• Process Manager

3. Agenda - Day 2
• Security Manager
• User Manager
• Workflow Process
• Data Entry
• Ad-hoc Analysis
• Report Library

4. What is Prophix?

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

7. OLAP Technology
• Online Analytical Processing

8. OLAP Technology
• Online Analytical Processing

9. OLAP Technology
• Online Analytical Processing
Accounts
Regions
East
Departments
Expenses
Finance

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. 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.

12. 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

13. Exercise 1
v6 - 37279 - 31733 - 78113 - 17702
v7 - 774104 - 124718 - 116113 - 455807

14. Dimensions
Total
Company
West Head Office East
Perth Karratha Sydney Melbourne Canberra

15. Exercise 2 - 3

16. Time Conversion
Method
Sum 1 2 3 6
Average 1 2 3 2
First 1 2 3 1
Last 1 2 3 3

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. 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. 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

20. 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

21. Weight By
• Typical use would be Revenue Calculation
• Rule of thumb, use denominator

22. Recalculate
• Performs the calculation after a
consolidation
• Important when using calculations that use
non leaf members

23. Prior Month
• Priormonth ([Account], Zero, Reset)
• Priormonth ([Account],Version, Continue)

24. Exercise 4 - 5

25. Versions
2000 2001 2002 2003 2004 2005 2006 2007 2008 2009 2010
Base
Year

26. Versions
2000 2001 2002 2003 2004 2005 2006 2007 2008 2009 2010
Base
History (Actuals) Year

27. 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

28. Exercise 7 - 8

29. Reporting and Data
Entry
• Data Entry
• Delta Analysis
• Line Item Schedule
• Ad-Hoc Analysis
• Report Library

30. Exercise 9

31. Exercise 10

32. Exercises 9, 11 - 12

33. 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

34. http://www.slideshare.net/craigcullum/enterprise-training