KNOWLEDGE MANAGEMENT CENTER - Epicor...2003/10/31 · Data Warehouse Cube SQL Server 2000 Windows 2000 Server IIS 5.0 Internet Explorer – Digital Dashboard OLEDB CommerceCenter

KMC 3.5 Users Guide for CommerceCenter

KNOWLEDGE MANAGEMENT CENTER

Revision History

Date: Revision Description: Page:

10/31/03 Initial Release

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The documentation in this publication is provided pursuant to a Sales and Licensing Contract for the Prophet 21 System entered into by and between Prophet 21 and the Purchaser to whom this documentation is provided (“License Agreement”). In addition, the licensed software to which this documentation refers may be supported in accordance with a customer support agreement by and between the same parties (“Support Agreement”). All warranties, conditions of use, transfer restrictions, and other provisions in the License Agreement or Support Agreement which are applicable to Licensed Software, are applicable to this publication. In addition, this publication may include inadvertent technical inaccuracies or typographical errors for which Prophet 21 is not responsible. Changes may be periodically made to this publication; these changes will be incorporated in new editions of the publication. Any questions about the material contained in the publication should be addressed to the Prophet 21 Customer Support Department by logging a support case on the customer web site at http://customer.p21.com/yCust/.

Nothing in this statement amends or extends the terms of your agreement with Prophet 21 including any warranties that may be included in our products. Warranties for such agreements are set forth in your agreement with Prophet 21.

Improvements and/or changes to the Licensed Software described in this publication may be made by Prophet 21 at any time without notice.

10/31/03 Prophet 21 CommerceCenter

The Prophet 21 system and Prophet 21 CommerceCenter are registered trademarks, and Prophet 21 is a trademark of Prophet 21. All other trademarks and registered trademarks are the property of their respective companies.

http://customer.p21.com/yCust/

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Table of Contents

1 INTRODUCTION TO KMC_____________________________________________ 5

2 KMC 3.5 NEW FEATURES ____________________________________________ 7

System-Wide Features ________________________________________________ 7

Sales Features ______________________________________________________ 8

Financial Features___________________________________________________ 12

Order Backlog Features ______________________________________________ 15

Inventory __________________________________________________________ 18

Turns_____________________________________________________________ 19

Analysis Page ______________________________________________________ 26

3 FEATURES OF WEB PARTS _________________________________________ 29

Terminology _______________________________________________________ 29

Options Common to All KMC Web Parts__________________________________ 30

Web Part Overview __________________________________________________ 33 Sales Web Parts___________________________________________________ 33 Financial Web Parts ________________________________________________ 39 Inventory Web Parts________________________________________________ 43 Turns Web Parts __________________________________________________ 46 Order Web Parts __________________________________________________ 53

4 ANALYZE/PIVOTTABLE FUNCTIONS__________________________________ 55

Customizing Reports_________________________________________________ 55 PivotTable Function Buttons _________________________________________ 56 Using The PivotTable Shortcut Menu___________________________________ 58 Filtering _________________________________________________________ 60 Adding Fields to a PivotTable_________________________________________ 61 How Data Fields Are Calculated_______________________________________ 63

1 INTRODUCTION TO KMC KNOWLEDGE MANAGEMENT CENTER

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Dimensions (Members) _____________________________________________ 67 Changing PivotTable Properties_______________________________________ 74 Keyboard Shortcuts for PivotTables____________________________________ 82

5 DIGITAL DASHBOARD LAYOUT AND SETTINGS ________________________ 85

Content/Layout/Settings Options________________________________________ 85 Content__________________________________________________________ 86 Layout __________________________________________________________ 93 Settings _________________________________________________________ 94

6 TROUBLESHOOTING_______________________________________________ 97

Common Problems and Solutions_______________________________________ 97

APPENDIX: TABLE CUTOUTS ________________________________________ 102 Keyboard Shortcuts for PivotTables___________________________________ 102

INDEX ____________________________________________________________ 103

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The Knowledge Management Center (KMC) provides a consolidated view of key performance indicators for quick and efficient enterprise analysis. Using OLAP database technology, you can access and customize multiple graphs detailing information specific to your inventory, sales, and finances. Research data by “drilling” into your graph, using cross tab PivotTables, and customized reporting that can be exported to Microsoft® Excel instantly.

Management reporting capability is the real power behind KMC. On a daily basis, KMC will take a “snapshot” of your CommerceCenter system, export the captured information, and perform various calculations to arrive at aggregate numbers related to an infinite combination of sales, inventory, and financial information. All of the exported data reside in their own optimized database (called P21Star), ready to be pulled into any number of reporting possibilities.

1 INTRODUCTION TO KMC

SQL Server P21 Database

KMC Digital Dashboard Architecture

DataWarehouse Cube

SQL Server 2000

Windows 2000 Server

IIS

5.0

Internet Explorer –Digital Dashboard

OLEDB

CommerceCenter Production DB KMC Server

ClientDigital Dashboard

1 INTRODUCTION TO KMC KNOWLEDGE MANAGEMENT CENTER

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Utilizing the data cubes, you can customize sales information by supplier, disposition, time period, and a variety of other possibilities. All of this power resides on your desktop and is accessed through the Digital Dashboard located on your secure internal web site. KMC uses Windows NT/2000 security so it integrates with your existing security model, allowing you to securely delegate knowledge to your decision-makers.

The Digital Dashboard is a powerful tool that allows you to create reports and view vital information instantly. The compiled CommerceCenter data provides a complete and comprehensive snapshot of daily decision-dependent factors. Begin your day with a quick overview of the most up-to-date transaction information – see your key figures on one screen without the hassle of long reports, lengthy printing processes, or waiting on the creation of a new custom report.

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This chapter covers the new features that have been added to Knowledge Management Center for release version 3.5. The rest of this manual has been updated for the 3.5 features’ functionality, but this chapter allows you to see everything new in KMC listed in one place.

The new features are organized by sub-dashboard (e.g., Inventory, Sales, etc.), with additional sections for Analysis and administrative pages.

Note: This chapter assumes you have already read the KMC User Guide and understand the basics of KMC.

SYSTEM-WIDE FEATURES

New Sub-dashboard Added

The KMC 3.5 sub-dashboard has been added to KMC. This sub-dashboard contains two Web Parts: Introduction and Prophet 21 Web Site link. Introduction is a broad definition of KMC and the value it brings to you, and the last Web Part is a link Prophet 21 web site.

Chart Numeric Data Easier to Read

This feature extends the amount of time for which you can view precise numerical data in charts by leaving the mouse focus on a particular part of the chart, as well as providing a better description. This allows you to carefully read the number instead of rushing to see it before it disappears from the screen.

New BillTo Dimension

The Billto dimension in the Accounts Receivable, Order Backlog, and Sales cubes has been added to KMC. This dimension contains four rollup levels which filter bill to records based on geography: Country, State, City, and Zip Code. These rollup levels will be available in the PivotTable for the relevant cubes, and will not affect any Web Parts. The address information comes from the customer (not ship to) record, from the mailing address. This allows distributors with more than 64,000 customer records to get around Microsoft Analysis Services’ physical limit of 64,000 members loaded per dimension.

The rollup levels are as follows:

2 KMC 3.5 NEW FEATURES

2 KMC 3.5 NEW FEATURES KNOWLEDGE MANAGEMENT CENTER

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Each bill to name is within the zip code, which is within the city, which is within the state, which is within the country.

Rollup Level Added to Customer Dimension

The Customer dimension in all the relevant cubes now contains a rollup level which filters customer records based on SIC/NAICS code. This rollup level will be available in the PivotTable for the relevant cubes, and will not affect any Web Parts. The SIC/NAICS number will come from the customer record. This allows distributors with more than 64,000 customer records to get around Microsoft Analysis Services’ physical limit of 64,000 members loaded per dimension.

SALES FEATURES

Taker Dimension Added

The dimension Taker has been added to the Sales cube. It will display the name of the order taker from CommerceCenter (as determined by the CommerceCenter login ID of the order taker), and you can access the dimension from the PivotTable field list. In addition, the dimension has been added to the Top Sales Web Part, so you can access top/bottom sales by taker.

Source Location Dimension Added

The Sales cube now has the dimension Source Location available in the PivotTable field list. Prior to this addition, the only location represented was the sales location.

Freight and Other Cost Dimensions Added

The Freight and Other Cost dimensions have been added to the Sales cube. These dimensions will have no effect on the default Web Parts, but you can use them in PivotTables on the Analysis page. The Freight dimension includes both freight in and freight out sales. “Other charges” include all non-inventory items other than freight.

RMA Dimension Added

The RMA dimension was added to the Sales cube. This dimension allows you to filter RMAs from sales.

Invoice Type Dimension Added

The Invoice Type dimension has been added to the Sales data cube. This dimension allows you to filter sales by the following invoice types: orders, credit memos, debit memos, and manual invoices.

Invoice Type: Effect:

All Includes all invoices.

Orders Includes only invoices from orders.


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Credits Includes only credit memos except for tax adjustment, bad debt write-off, and bad debt recovery memos.

Debits Includes only debit memos except for tax adjustment, bad debt write-off, and bad debt recovery memos.

Manuals Includes only invoices made via Invoice Entry.

Note: The Sales data cube does not include sales tax adjustment memos, bad debt write-offs/recoveries, finance charges (late fees), down payments, advance bill notices, payment plan credits/debits, consolidated invoices, or quotes.

By default the Sales Web Parts will not include credit/debit memos or manual invoices. You can opt to include these in a PivotTable on the Analysis page.

Lot Bill Handling

Lot bill component lines will be excluded from sales, cost, and profit amounts displayed in the Sales cube PivotTable and Web Parts; only lot bill header lines will be included.

Period Added to Sales Trends Web Part

An additional month for the trailing year has been added to the Sales Trends web part so there are now 13 months displayed. This allows you to see sales for the year-ago month.


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Total Profit Figure Web Part Added

The Total Profit Figure Web Part allows you to display profit for suppliers, locations, companies, and product groups. You can adjust the time period for which you want to display profit (calendar month-to-date, quarter-to-date, year-to-date).

Drop-down list boxes filter by:

♦ Supplier

♦ Location

♦ Company

♦ Product Group

Buttons to set time period selection include:

♦ MTD

♦ YTD

♦ QTD

Note: The MTD, QTD, and YTD are all expressed in terms of calendar year, not fiscal year.


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Total Profit Percent Web Part Added

The Total Profit Percent Web Part allows you to display profit percent for suppliers, locations, companies, and product groups. You can adjust the time period for which you want to display profit percent (calendar month-to-date, quarter-to-date, year-to-date).


♦ Supplier

♦ Location

♦ Company

♦ Product Group


♦ MTD

♦ YTD

♦ QTD



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Top Profit Web Part Added

The Top Profit Web Part allows you to chart the top and bottom profit dollars across locations and companies by suppliers, takers, sales reps, product groups, and customers. You can adjust the time period for which you want to display top profit dollars (calendar month-to-date, quarter-to-date, year-to-date). Easily analyze information by drilling into data through the Analyze option.


♦ Category (suppliers, order takers, salesreps, product groups, customers, SIC-NAICS)

♦ Top/Bottom (Top 5, 10; Bottom 5, 10)


♦ MTD

♦ YTD

♦ QTD


FINANCIAL FEATURES The old Payables Web Part has been eliminated, and two new ones created in its place.


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Future Due Payables Web Part Added

View the total amount of open payables aged by due date and specified by days due in the future. Each group of days is arranged in “buckets” by week, and the bars in the graph are the weekly buckets. Easily analyze information by drilling into data through the Analyze option.

Note: Data in the following financial Web Part will be consistent with the AP Trial Balance Report in CommerceCenter.


♦ Company

♦ Branch

♦ Date


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Past Due Payables Web Part Added

View the total amount of open payables aged by due date and specified by days past due. Each group of days is arranged in “buckets” by week, and the bars in the graph are the weekly buckets. Easily analyze information by drilling into data through the Analyze option.



♦ Company

♦ Branch

♦ Date

AR Web Part Name Changes

The AR By Invoice Date Web Part has been changed to Receivables by Invoice Date, and the AR By Due Date Web Part has been changed to Receivables by Due Date.


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ORDER BACKLOG FEATURES

Validation Status Dimension Added

The Validation Status dimension has been added to the Order Backlog data cube.

Taker Dimension Added

The Taker dimension has been added to the Order Backlog data cube. It will display the name of the order taker from CommerceCenter (as determined by the CommerceCenter login ID of the order taker), and you can access the dimension from the PivotTable field list.

Quote Dimension Added

The Quote dimension has been added to the Order Backlog data cube.

Order Lines with No Disposition

On the Order Backlog Analysis page, an order line with no disposition was marked as “Allocated.” All order lines with no disposition are now marked as “None.”


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Top Open Sales Order Values Web Part Added

View rankings on open orders information for top or bottom performers. Customize the graph by customer, product group, salesrep, taker, and supplier ranked in groups of 5, 10, 15 or 20 top/bottom listings. Adjust the time period to display by month, quarter, or year-to-date. Easily analyze information by drilling into data through the Analyze option.


♦ Category (by suppliers, salesreps, product groups, customers, order takers, SIC-NAICS)

♦ Top/Bottom (top 5, 10, 15, 20; bottom 5, 10, 15, 20)

♦ For Date


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Top Quote Values Web Part Added

View rankings on open quote information for top or bottom performers. Customize the graph by customer, product group, salesrep, taker, and supplier ranked in groups of 5, 10, 15, and 20 top/bottom listings. Adjust the date for which you want to display open quotes. Easily analyze information by drilling into data through the Analyze option.




♦ For Date

Order Backlog Web Part Removed

The Order Backlog pie chart Web Part has been removed from the KMC Order Backlog default Web Parts.


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INVENTORY

Inventory Costing Basis Enhanced

The calculated inventory cost basis in the Inventory data cube will use the costing basis in accord with your CommerceCenter settings. If your cost is:

♦ FIFO (First In, First Out), inventory value will be calculated using the quantity in each FIFO layer and the layer’s FIFO cost.

♦ Average, inventory values will be calculated using quantity and the item/location’s MAC (Moving Average Cost).

♦ Standard, inventory values will be calculated using quantity and item/location’s Standard Cost.

In addition, if the Inventory Management System Setting Use Lot Cost as Inventory Cost is enabled, your items tracked by lots use their lot quantity and lot cost for their inventory cost calculation, regardless of CommerceCenter’s overall costing basis.

Period Added to Inventory Trends Web Part

An additional month for the trailing year has been added to the Inventory Trends web part so there are now 13 months displayed. This allows you to see the inventory value for the year-ago month.


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TURNS Some terminology will be useful in understanding the new features available in this new sub-dashboard. Some or all of the terms may already be familiar to you.

Term: Definition:

Turns Turns are the number of times your entire inventory (or one item, or one product group, etc.) has been sold in a particular amount of time. It is calculated as follows:

Turns = Cost of Goods Sold / Average Inventory Value

Where: Cost of Sales is the extended cost for the period for which you are measuring turnsand Average Inventory Value = [(Quantity Free + Quantity Allocated) x Cost] / # Days(where # Days is the number of days that have been collected by the DTS packages in the period for which you are measuring turns)

For Example: You want to find your turns for cutting tools for the last 30 days. The cumulative Cost of Goods Sold (COGS) for cutting tools is $500, and the average inventory value was $50. You would have ten turns for your cutting tools product group.

GMROI % GMROI % is Gross Margin Return on Inventory. This number represents the number of dollars in profit you get back on a particular item, product group, etc. per dollar spent on inventory. It is calculated as follows:

GMROI % = Profit $ / Average Inventory Value

Where: Profit $ = Sales – Cost of Goods Sold

For Example: You are still looking at cutting tools from the previous example. You want to know your return on investment for them. Cutting tools’ cumulative profit is $20 and its average inventory value is $50 (from the previous example). The GMROI % would be 0.4.


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Turn & Earn % Turn & Earn % is a number that indicates the balance between turns and profit percent. It provides a benchmark for the performance of a particular product line, vendor, etc. as a whole that is not offered by looking at either profit percent or turns in isolation.

Turn & Earn % = Profit % x Turns

Where: Profit % = (Sales – Cost of Goods Sold) / Sales

For Example: You are still looking at cutting tools from the previous examples. You want to find a general idea of their profitability versus the number of turns you get. The profit % is 20%, and the turns is 10. The Turn & Earn % is then 200% (20% x 10 = 200%).


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GMROI % Web Part Added

The GMROI % (Gross Margin Return on Inventory Percent) Web Part allows you to display the gross margin return on inventory percent across suppliers, locations, companies, and product groups. You can adjust the time period for which you want to display GMROI % (calendar month-to-date, quarter-to-date, year-to-date).


♦ Supplier

♦ Location

♦ Company

♦ Product Group

Buttons to set time period selection include: ♦ MTD

♦ YTD

♦ QTD



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Turn & Earn % Web Part Added

The Turn & Earn % Web Part allows you to display the product of profit and inventory turns across suppliers, locations, companies, and product groups. You can adjust the time period for which you want to display Turn & Earn % (calendar month-to-date, quarter-to-date, year-to-date).


♦ Supplier

♦ Location

♦ Company

♦ Product Group


♦ YTD

♦ QTD



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Turns Web Part Added

The Turns Web Part allows you to display the number of turns your inventory achieves across suppliers, locations, companies, and product groups. You can adjust the time period for which you want to display turns (calendar month-to-date, quarter-to-date, year-to-date).


♦ Supplier

♦ Location

♦ Company

♦ Product Group


♦ YTD

♦ QTD



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Top GMROI % Web Part Added

The Top GMROI % (Gross Margin Return on Inventory Percent) Web Part allows you to chart the top and bottom gross margin return on inventory percent across locations and companies by suppliers, product groups, and items. You can adjust the time period for which you want to display top GMROI % (calendar month-to-date, quarter-to-date, year-to-date). Easily analyze information by drilling into data through the Analyze option.


♦ Location

♦ Company

♦ Category (suppliers, product groups, items)

♦ Top/Bottom (Top 5, 10, 15, 20; Bottom 5, 10, 15, 20)


♦ YTD

♦ QTD



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Top Turn & Earn % Web Part Added

The Top Turn & Earn % Web Part allows you to chart the top and bottom product of profit and inventory turns across locations and companies, by suppliers, product groups, and items. You can adjust the time period for which you want to display top Turn & Earn % (calendar month-to-date, quarter-to-date, year-to-date). Easily analyze information by drilling into data through the Analyze option.


♦ Location

♦ Company




♦ YTD

♦ QTD



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ANALYSIS PAGE The Analysis page is the page that displays every time you click the Analyze button on a Web Part.

Name Changes

The following table lists some basic changes in names or layout.

Was: Changed To:

Quick Pivot Row Access Quick Filter

Tools Report Tools

Cube Select Cube


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New Toolbar

There is a new toolbar that replaces the old toolbar. There are two primary differences between the two toolbars:

First, the new toolbar does not contain a number of the buttons that were on the old tool bar, including:

♦ Copy

♦ Sort Ascending

♦ Sort Descending

♦ Autofilter

♦ Autosum

♦ Subtotal

♦ Move to Row Area

♦ Move to Column Area

♦ Move to Filter Area

♦ Move to Detail Area

♦ Promote

♦ Demote

♦ Expand

♦ Property Toolbox

In addition, new buttons were added. The table below explains the new buttons.

Name: Button: Description:

Save Report

Select the button Save Report. Enter the title of your report and select OK. The report will be stored to recall indefinitely.

Delete Report

Eliminates existing report from the drop-down menu.

Revert to Saved

Reverts the PivotTable to the saved report.

Clear Report

Clears all measures and members from the column, row, detail, and filter areas of the PivotTable.

PivotTable View

Displays PivotTable rows, columns, and filter options so that the areas can be customized.

Chart View

Allows you to view a chart of the data represented in the PivotTable. Select the type of chart to display the data specific to the analysis you are performing.


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View Both

Displays the PivotTable View and Chart View options on the same screen.

Tip! Charts work best when you keep your PivotTable simple. If you add too many layers of data, or make the filtering too complicated, the chart will not display accurately. Try to limit the table to a single dimension when creating charts with the PivotTable.

For any old functionality that is not covered under a new button, you will have to use the right-mouse-button (shortcut) menu functionality. An explanation of this is on page 58.

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This chapter discusses the available Web Parts in KMC.

Note: Prophet 21 does not support any changes to the KMC databases.

TERMINOLOGY Although KMC is accessible through many third party OLAP clients, the primary way you will see information is through your web browser. In order to understand Knowledge Management Center browser functionality, you need to be familiar with the following terminology:

Term: Definition:

Web Parts Web Parts are reusable components that can contain any kind of web-based information. The Web Parts discussed in this document are web pages. They include graph and summary information depicting Sales, Financial, Order, and Inventory details from CommerceCenter. Web Parts are selectable and customizable to suit viewing needs.

A concise presentation of multiple Web Parts. The Digital Dashboard allows users to view multiple components without keying web addresses or moving to additional screens. Integrating your company’s existing systems, you can customize the Digital Dashboard to view vital information key to your daily business processes. Some possibilities include:

Digital Dashboards

♦ Supplier web sites

♦ Microsoft® Outlook features

♦ Stock information

♦ Customer web sites

♦ Complementary Web Parts

♦ In-house ASP applications

Sub-dashboards A sub-dashboard is a nested dashboard in the root dashboard that groups Web Part information. Use these nested dashboards to create custom variations suited to the different needs of your departments and users.

PivotTable An interactive table that summarizes large amounts of data. PivotTables allow you to adjust the rows and columns to view different summaries of the source data and display details for areas of interest.

3 FEATURES OF WEB PARTS

3 FEATURES OF WEB PARTS KNOWLEDGE MANAGEMENT CENTER

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Data Cube Multi-dimensional format that contains pre-aggregated numbers specific to various calculations related to Sales, Finances, and Inventory. Information located through KMC is pulled from the data-specific data cube.

Dimension Fields Used to filter, break out, and sort aggregate information held in the data cube; they act like filter fields. Each data cube contains up to 64 dimensions, which are update night during export. Each dimension field is contained within a dimension set.

Dimension Set Groups related dimension fields together under a common heading.

Data Fields Hold the data for the data cube. They contain aggregated data from the previous day’s transactions. These are the actual values that are reported upon.

Star Schema The P21Star database where all the data that is transferred from CommerceCenter is stored.

Filter Limits data displayed by a specific value (generally a rollup level). For example, you could view sales on a quarter-by-quarter basis, and the filter would be Quarter.

Rollup Levels Dimensions are nested within each dimension set, and each level of nesting is a rollup level. In addition, each dimension after the first in a dimension set is nested within the dimension above it. For example, in the Time dimension set, Day is nested within Month, which is nested within Quarter, which is nested within Year. Rollup levels are used to filter, sort, and break out data.

OPTIONS COMMON TO ALL KMC WEB PARTS The options available in KMC Web Parts allow you to make changes to the default Web Part via filtering and save those changes, and access more information about the report displayed.

SAVE VIEW BUTTON

If you adjust filter options on a Web Part and want the changes to display in the Web Part by default, select the Save View button. For example, view total sales figures specific to your current location by adjusting the location ID on the Total Sales Figures Web Part. Select Save View, then you will view sales information specific to that location whenever you access the Total Sales Figures Web Part.

RESTORE BUTTON

If you adjust the default view for a specified Web Part, you can revert to the settings saved for the Web Part for your specific user ID by selecting the Restore button.


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ANALYZE/PIVOTTABLE BUTTON

The Analyze option is located on many Web Parts. This option allows you to open a second web page where you can create custom reports related to the Web Part through a PivotTable. Access the Analyze option by clicking Analyze or double-clicking the graph displayed on the Web Part.

Note: Data from the graph located on the Web Part will default in the PivotTable.

CALENDAR BUTTON

The calendar button allows you to select dates quickly and easily for date fields so you can go back to a sampling day to see that day’s data for all Web Parts except Sales, which is not tied to a sampling day.

Tip! The calendar function defaults to the system date on the local machine from which you are accessing KMC. If no information has been collected for this day, the graphs will be blank. Try adjusting the date to an earlier day if this occurs.

Click here to access the PivotTable.

Click here to access the Calendar tool.


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There are several functions with which you should be familiar to understand the next sections on Web Parts in Web Part Overview. Drop-down list boxes allow you to filter the data provided in the data display. You can filter by location, supplier, company, product group, branch, or date, to name a few, depending on the filter options available in the Web Part. For example, if you filter Total Sales by location, then you will see the total sales data only for the location you select.

Buttons allow you to set a time period. You can set the time period to MTD, QTD, or YTD by clicking on the button with that name. MTD is month-to-date, QTD is quarter-to-date, and YTD is year-to-date, and setting the time period will limit data to that period of time. For example, if you set Total Sales to YTD, all the sales data for that year so far will be displayed. The selected dimension will turn red.


Tip! To see a quick numerical display of dollar value in the Web Part graphs (for those Web Parts that use graphs), rest your cursor over a particular point in the graph; the value will display temporarily.

Drop-down field

Month-, Quarter-, Year-to-Date buttons

Data display (can be chart or number, depending on the Web Part)


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WEB PART OVERVIEW This section details the default Web Parts. When you install KMC, the following sub-dashboards and Web Parts will exist.

SALES WEB PARTS

Total Sales Figures

View a summary of total sales dollars by location, company, product group or supplier. Adjust the time period to display total sales dollars by month, quarter, or year-to-date.

Note: Data in the following Sales Web Part will be consistent with the Sales History Report in CommerceCenter as of version 9.5.


♦ Supplier

♦ Company

♦ Location

♦ Product Group


♦ MTD

♦ QTD

♦ YTD



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Sales Trends

View sales information in total dollar amounts for the past 13 months. Customize the graph by location, company, product group, or supplier. Easily analyze information by drilling into data through the Analyze option.



♦ Supplier

♦ Company

♦ Location

♦ Product group


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Top Sales

View rankings on sales information for top or bottom performers. Customize the graph by customer, product group, salesrep, and supplier ranked in groups of 5 or 10 top/bottom listings. Adjust the time period to display by month, quarter, or year-to-date. Easily analyze information by drilling into data through the Analyze option.



♦ Category (suppliers, salesreps, product groups, customers, order takers, SIC-NAICS)

♦ Top/Bottom (top 5, top 10, bottom 5, bottom 10)


♦ MTD

♦ YTD

♦ QTD



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Total Profit Figure

The Total Profit Figure Web Part allows you to display profit for suppliers, locations, companies, and product groups. You can adjust the time period for which you want to display profit (calendar month-to-date, quarter-to-date, year-to-date).


♦ Supplier

♦ Location

♦ Company

♦ Product Group


♦ MTD

♦ YTD

♦ QTD



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Total Profit Percent

The Total Profit Percent Web Part allows you to display profit percent for suppliers, locations, companies, and product groups. You can adjust the time period for which you want to display profit percent (calendar month-to-date, quarter-to-date, year-to-date).


♦ Supplier

♦ Location

♦ Company

♦ Product Group


♦ MTD

♦ YTD

♦ QTD



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Top Profit

The Top Profit Web Part allows you to chart the top and bottom profit dollars across locations and companies by suppliers, takers, sales reps, product groups, and customers. You can adjust the time period for which you want to display top profit dollars (calendar month-to-date, quarter-to-date, year-to-date). Easily analyze information by drilling into data through the Analyze option.


♦ Category (suppliers, order takers, salesreps, product groups, customers, SIC-NAICS)

♦ Top/Bottom (Top 5, 10; Bottom 5, 10)


♦ MTD

♦ YTD

♦ QTD



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FINANCIAL WEB PARTS

Future Due Payables

View the total amount of open payables aged by due date and specified by days due in the future. Each group of days is arranged in “buckets” by week, and the bars in the graph are the weekly buckets. Easily analyze information by drilling into data through the Analyze option.



♦ Company

♦ Branch

♦ Date


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Past Due Payables

View the total amount of open payables aged by due date and specified by days past due. Each group of days is arranged in “buckets” by week, and the bars in the graph are the weekly buckets. Easily analyze information by drilling into data through the Analyze option.



♦ Company

♦ Branch

♦ Date


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Receivables by Invoice Date

View open accounts receivable information by company, branch, and specified date. The graph depicts the total outstanding dollar amount aged in days from the invoice date. Easily analyze information by drilling into data through the Analyze option.

Note: Data in the following financial Web Part will be consistent with the AR Trial Balance Report by Invoice Date in CommerceCenter.

Drop-down boxes filter by:

♦ Company

♦ Branch

♦ Date


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Receivables by Due Date

View open accounts receivable information by company, and branch for a specified date. The graph depicts the total outstanding dollar amount aged in days by date due. Easily analyze information by drilling into data through the Analyze option.

Note: Data in the following financial Web Part will be consistent with the AR Trial Balance Report by Due Date in CommerceCenter.


♦ Company

♦ Branch

♦ Date


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INVENTORY WEB PARTS

Inventory Dollar Value

View a total inventory dollar value based on the type of inventory, supplier, location, company, and product group for a specific date.

Note: Data in the following inventory Web Part will be consistent with the Inventory Value Report in CommerceCenter.


♦ Type of inventory (free, allocated, backordered, on PO, in transit, reserved, on hand)

♦ Supplier

♦ Location

♦ Company

♦ Date

♦ Product group


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Inventory Levels

View inventory dollar amount information designated by the type of inventory, supplier, company, location, product group, and specific date. Easily analyze information by drilling into data through the Analyze option.



♦ Supplier

♦ Company

♦ Location

♦ Product group

♦ Date


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Inventory Trends

View average inventory dollar values for each of the past 13 months. Customize the graph by supplier, company, location, product group, or type of inventory. Easily analyze information by drilling into data through the Analyze option.



♦ Supplier

♦ Company

♦ Location

♦ Product group

♦ Type of inventory (free, allocated, backordered, on PO, in transit, reserved)


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TURNS WEB PARTS Note: To ensure that the numbers in these charts are completely accurate, you must run your DTS

packages every day. If you miss days, the calculations will be less accurate. For more information, see the KMC Administration Guide.

Some terminology will be useful in understanding the features available in this sub-dashboard. Some or all of the terms may already be familiar to you.

Term: Definition:

Turns Turns are the number of times your entire inventory (or one item, or one product group, etc.) has been sold in a particular amount of time. It is calculated as follows:

Turns = Cost of Goods Sold / Average Inventory Value

Where: Cost of Sales is the extended cost for the period for which you are measuring turnsand Average Inventory Value = [(Quantity Free + Quantity Allocated) x Cost] / # Days(where # Days is the number of days that have been collected by the DTS packages in the period for which you are measuring turns)

For Example: You want to find your turns for cutting tools for the last 30 days. The cumulative Cost of Goods Sold (COGS) for cutting tools is $500, and the average inventory value was $50. You would have ten turns for your cutting tools product group.

GMROI % GMROI % is Gross Margin Return on Inventory. This number represents the number of dollars in profit you get back on a particular item, product group, etc. per dollar spent on inventory. It is calculated as follows:

GMROI % = Profit $ / Average Inventory Value

Where: Profit $ = Sales – Cost of Goods Sold

For Example: You are still looking at cutting tools from the previous example. You want to know your return on investment for them. Cutting tools’ cumulative profit is $20 and its average inventory value is $50 (from the previous example). The GMROI % would be 0.4.


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Turn & Earn % Turn & Earn % is a number that indicates the balance between turns and profit percent. It provides a benchmark for the performance of a particular product line, vendor, etc. as a whole that is not offered by looking at either profit percent or turns in isolation.

Turn & Earn % = Profit % x Turns

Where: Profit % = (Sales – Cost of Goods Sold) / Sales

For Example: You are still looking at cutting tools from the previous examples. You want to find a general idea of their profitability versus the number of turns you get. The profit % is 20%, and the turns is 10. The Turn & Earn % is then 200% (20% x 10 = 200%).


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GMROI %

The GMROI % (Gross Margin Return on Inventory Percent) Web Part allows you to display the gross margin return on inventory percent across suppliers, locations, companies, and product groups. You can adjust the time period for which you want to display GMROI % (calendar month-to-date, quarter-to-date, year-to-date).


♦ Supplier

♦ Location

♦ Company

♦ Product Group


♦ MTD

♦ YTD

♦ QTD



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Turn & Earn %

The Turn & Earn (T&E) % Web Part allows you to display the product of profit and inventory turns across suppliers, locations, companies, and product groups. You can adjust the time period for which you want to display T&E % (calendar month-to-date, quarter-to-date, year-to-date).


♦ Supplier

♦ Location

♦ Company

♦ Product Group


♦ MTD

♦ YTD

♦ QTD



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Turns

The Turns Web Part allows you to display the number of turns your inventory achieves across suppliers, locations, companies, and product groups. You can adjust the time period for which you want to display turns (calendar month-to-date, quarter-to-date, year-to-date).


♦ Supplier

♦ Location

♦ Company

♦ Product Group


♦ MTD

♦ YTD

♦ QTD



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Top GMROI %

The Top GMROI % (Gross Margin Return on Inventory Percent) Web Part allows you to chart the top and bottom gross margin return on inventory percent across locations and companies by suppliers, product groups, and items. You can adjust the time period for which you want to display top GMROI % (calendar month-to-date, quarter-to-date, year-to-date). Easily analyze information by drilling into data through the Analyze option.


♦ Location

♦ Company




♦ MTD

♦ YTD

♦ QTD



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Top Turn & Earn %

The Top Turn & Earn % Web Part allows you to chart the top and bottom product of profit and inventory turns across locations and companies, by suppliers, product groups, and items. You can adjust the time period for which you want to display top T&E % (calendar month-to-date, quarter-to-date, year-to-date). Easily analyze information by drilling into data through the Analyze option.


♦ Location

♦ Company




♦ MTD

♦ YTD

♦ QTD



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ORDER WEB PARTS

Top Open Sales Order Values

View rankings on open orders information for top or bottom performers. Customize the graph by customer, product group, salesrep, taker, and supplier ranked in groups of 5, 10, 15 or 20 top/bottom listings. Adjust the time period to display by month, quarter, or year-to-date. Easily analyze information by drilling into data through the Analyze option.




♦ For Date


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Top Quote Values

View rankings on open quote information for top or bottom performers. Customize the graph by customer, product group, salesrep, taker, and supplier ranked in groups of 5, 10, 15, and 20 top/bottom listings. Adjust the date for which you want to display open quotes. Easily analyze information by drilling into data through the Analyze option.




♦ For Date

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Any time that you are in a Web Part, and you click the Analyze button (if available), or if you double-click the chart, you will open a new browser window displaying the PivotTable page.

You can use PivotTables to customize your reports, to “surf” your data, to export data to Excel, and to otherwise adjust the properties of your data. By simply clicking and dragging, you can change the parameters of your charts. You can select what fields will be the data for the chart, and what the columns and rows filter by.

CUSTOMIZING REPORTS A typical PivotTable page will look like the following:

Note: The PivotTable for this Web Part may differ from the one you see, depending on if it has been customized.

4 ANALYZE/PIVOTTABLE FUNCTIONS

4 ANALYZE/PIVOTTABLE FUNCTIONS KNOWLEDGE MANAGEMENT CENTER

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Page Elements: Description:

Select Cube The database from which you can select fields for data and filtering.

Load Report Loads a PivotTable report that you saved previously.

Note: You can only see reports associated with your user ID (i.e., a report you saved).

Filter using the…level with the…Filter

Allows you to filter your data according to the values that you can select.

This page allows you to adjust the data, the columns, the rows, and the filtering fields of the report. You can then save the report to retrieve later.

Tip! Often simply reversing the position of the dimension from row to column or vice versa will allow a graph to properly display data.

PIVOTTABLE FUNCTION BUTTONS The Analyze page has a number of functions in it that will help you best utilize your PivotTable. The following is a list of some of the features:

Name: Button: Description:

Save Report

Select the button Save Report. Enter the title of your report and select OK. The report will be stored to recall indefinitely.

Delete Report

Eliminates existing report from the drop-down menu.

Refresh

Updates the PivotTable list from the KMC server.

Revert to Saved

Reverts the PivotTable to the saved report.

Clear Report

Clears all measures and members from the column, row, detail, and filter areas of the PivotTable.

Export to Excel

Runs Excel and copies the PivotTable list into a new workbook as an Excel PivotTable report, the interactive Excel equivalent to a PivotTable list.

PivotTable View

Displays PivotTable rows, columns, and filter options so that the areas can be customized.


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Chart View

Allows you to view a chart of the data represented in the PivotTable. Select the type of chart to display the data specific to the analysis you are performing.

Tip! Charts work best when you keep your PivotTable simple. If you add too many layers of data, or make the filtering too complicated, the chart will not display accurately. Try to limit the table to a single dimension when creating charts from the PivotTable.

View Both

Displays the PivotTable View and Chart View options on the same screen.

Field List

Displays the list of fields available from the source data for the PivotTable list so that you can add more data to the PivotTable list.

Help

Displays Help topics about how to use a PivotTable list.

Tip! Additional options are available in the shortcut (right-mouse button) menu. For more information, see the next section Using PivotTable Shortcut Menu. You can also change PivotTable properties (colors, numeric display, etc.); for more information, see page 74.


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USING THE PIVOTTABLE SHORTCUT MENU You can use the shortcut menu (also known as the right mouse button menu) to perform certain manipulations on your data in the column/row and entire PivotTable. To access the menu, the appropriate column/row (or the entire PivotTable) must be highlighted. The following tables describe the functionality available.

Column/Row Shortcut Menu Options

Option: Description:

Copy Allows you to copy data and paste it to another application.

Delete This button has no functionality in the PivotTable page; it is a vestigial button from Excel.

Sort Ascending Allows you to sort the field on which you right-clicked in alphanumeric or numeric order from zero to A to Z or from smaller to larger numeric values.

Sort Descending Allows you to sort the field on which you right-clicked in alphanumeric or numeric order from Z to A to zero or from larger to smaller numeric values.

Expand Expands the dimension on the PivotTable to display its members.

Move to Row Area Moves the selected field to the Row Area.

Move to Column Area Moves the selected field to the Column Area.

Move to Filter Area Moves the selected field to the Filter Area.

Move to Detail Moves the selected field to the Detail Area.

Remove Field Removes the selected field from the PivotTable.


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Subtotal Toggles totals display in the PivotTable.

AutoCalc This button has no functionality in the PivotTable page; it is a vestigial button from Excel.

Property Toolbox Opens the Property Toolbox.

PivotTable Shortcut Menu Options


Copy Allows you to copy data and paste it to another application.

AutoFilter Toggles the filters you have set up for the PivotTable. If the AutoFilter is disabled, then you will see the all the available data according to your measure and dimensions; if it is enabled, then the filters will be used.

Export to Excel Allows you to export a PivotTable to Excel. For more information, see page 83.

Field List… Opens the available field list so you can choose fields to add to the Filter Area.

Drop Areas Determines if drop areas that contain no data are displayed in the PivotTable.

Property Toolbox Opens the Property Toolbox.


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FILTERING The following sections explain filtering in detail.

Filtering at the Column Level, Row Level, or Filter Area

♦ Activate filter by using the triangle for each field to pull down a section list with check boxes

♦ List is alphabetical; it is sensitive to keystrokes and can be scrolled using arrow keys

♦ Can select more then one item at a time in each field

♦ Can drag in more then one field from the selection filter by each field concurrently

♦ A white or empty triangle means the field is not currently being filtered

♦ A blue or filtered triangle means the field is currently filtered

Using the Quick Filter Bar

♦ Works only on the Y Axis (Row Axis) - applies a custom top/bottom filter.

♦ You know this is on when the Auto Filter Icon is depressed

♦ Collects Measures & Fields from the Pivot Table.

♦ De-activate by un-depressing the Auto Filter Icon - or using the Triangle pull down to select All


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ADDING FIELDS TO A PIVOTTABLE You can adjust the report by selecting new fields from the PivotTable Field List or by deleting fields that are already located on the table.

Access the Pivot Table Field List by clicking the Field List icon located on the tool bar: .

There are two kinds of fields in the field list: data fields and dimension fields. Data fields appear in the Totals folder, and they can be inserted in the Totals or Details area of the PivotTable. Dimension fields can be inserted in any of the other areas of the PivotTable, and they are used to filter, sort, and break out data. You can see more specific dimensions by clicking the plus symbol next to each dimension.

Tip! The terms totals and measures are interchangeable; they both refer to aggregated numerical data.

Data Fields (measures)

Dimension Fields (members)

Add to allows you add a selected measure or member to the PivotTable.

Rollup levels


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Listed below are two ways of adding fields to the PivotTable.

1. Highlight the desired field. You can drag and drop the field to one of the areas on the table indicating:

♦ Drop Filter Fields Here

♦ Drop Column Fields Here

♦ Drop Row Fields Here

♦ Drop Totals or Detail Field Here

Note: When you highlight a field, you may drag more than one field with it. For example, the Time field has Day, Week, Month, Quarter, and Year associated with it. If you select Time and drop it in an area, all five parameters will be added. To select just one, click the plus symbol next to the dimension name and select from the rollup level choices that appear underneath the dimension name.

PivotTable Fields: Description:

Drop Filter Fields Here Drag-and-drop dimension fields by which to filter data into this area.

Drop Column Fields Here Drag-and-drop dimension fields into this area to set up columns.

Drop Row Fields Here Drag-and-drop dimension fields into this area to set up rows.

Drop Totals or Detail Fields Here

Drag-and-drop data fields into this area to provide data.


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2. Highlight the desired field and click the Add To button, then select where to display the field:

♦ Row Area

♦ Column Area

♦ Filter Area

♦ Data Area

♦ Detail Area

Removing Fields from a Report

You can remove fields from a report by dragging and dropping them outside of the PivotTable boundaries. They can be dropped when an “X” appears over them, or click the eraser button to clear the whole table.

HOW DATA FIELDS ARE CALCULATED Data fields are the fields in the field list that fall under the Totals folder in each data cube (in this case, the Sales data cube):

The following sections provide the calculations used to arrive at the numbers provided by the data fields.

Note: Sum in Calculation/Source means that all the values in the field will be added together, while Count means that only the number of times the data appears will be used.

Accounts Payable

The data in this data cube represent the same data that you can get from the AP Trial Balance Report in CommerceCenter.

Measure Name: Format: Calculation/Source:

Invoice Amount Currency Sum: apinv_hdr.invoice_amount

Amount Open Currency Sum: inv_amount – amount_paid + memo_amount – terms_amount_taken

Amount Paid Currency Sum: apinv_hdr.amount_paid

Memo Amount Currency Sum: apinv_hdr.memo_amount

Terms Amount Taken Currency Sum: apinv_hdr.terms_amount_taken

Dimensions: SnapShot, CompanyBranch, CashFlowAging, Vendor.


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Accounts Receivable

The data in this data cube represent the same data that you can get from the Aged Trial Balance Reports in CommerceCenter.


Total Amount Currency Sum: p21_ar_view.total_amount

Amount Open Currency Sum: total_amount – amount_paid – terms_taken – allowed + memo_amount + bad_debt_amount

Amount Paid Currency Sum: p21_ar_view.amount_paid

Terms Taken Currency Sum: p21_ar_view.terms_taken

Allowed Currency Sum: p21_ar_view.allowed

Memo Amount Currency Sum: p21_ar_view.memo_amount

Bad Debt Amount Currency Sum: p21_ar_view.bad_debt_amount

Dimensions: SnapShot, Customer, Ship To, Sales Rep, CompanyBranchLocation, CashFlowAging, InvoiceAging, DueAging, BillTO.

Sales

The data in this data cube represent the same data that you can get from the Sales History Report in CommerceCenter. This applies to CommerceCenter 9.5 only.


Quantity Number Sum: invoice_line.qty_shipped

Cost Currency Sum: invoice_line.cogs_amount

Sales Currency Sum: invoice_line.extended_price

Profit$ Currency Sum: extended_price – cogs_amount

Profit% Percent Sum: (extended_price – cogs_amount) / extended_price

Dimensions: Time, Item, Product Group, Supplier, Customer, Ship To, Sales Rep, CompanyBranchLocation, Invoice Type, Freight, OtherCharge, SourceLocation, Taker, BillTO.


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PO Backlog

The data in this data cube represent the same data that you can get from the Open Purchase Order Report in CommerceCenter.


Qty Open Number Sum: (Po_Line.Qty_Ordered – Po_line.Qty_received) / Po_Line.Unit_Size

Qty Open Value Currency Sum: (Po_Line.Qty_Ordered – Po_line.Qty_received) * (Po_Line.Unit_Price / Po_Line.Pricing_Unit_Size)

Qty Ordered Number Sum: Po_Line.Qty_Ordered / Po_Line.Unit_Size

Qty Ordered Value Currency Sum: Po_Line.Qty_Ordered x (Po_Line.Unit_Price / Po_Line.Pricing_Unit_Size)

Qty Received Number Sum: Po_Line.Qty_received / Po_Line.Unit_Size

Qty Received Value Currency Sum: Po_line.Qty_received x (Po_Line.Unit_Price / Po_Line.Pricing_Unit_Size)

Open Lines Number Count: Po_Line.Po_No of open, uncanceled, undeleted PO lines

Dimensions: SnapShot, Item, Supplier, Vendor, PO Type, Request Aging.

Order Backlog

The data in this data cube represent the same data that you can get from the Open Orders Report in CommerceCenter.


Qty Ordered Number sum: oe_line.qty_ordered

Total Value Currency sum: oe_line.unit_price x (( oe_line.qty_ordered – oe_line.qty_cancelled) / oe_line.pricing_unit_size)

Qty Open Number sum: oe_line.qty_ordered - oe_line.qty_invoiced - oe_line.qty_cancelled

Open Value Currency sum: oe_line.unit_price x (( oe_line.qty_ordered – oe_line.qty_invoiced – oe_line.qty_cancelled) / oe_line.pricing_unit_size)

Cost Currency sum: oe_line.sales_cost x (( oe_line.qty_ordered – oe_line.qty_cancelled) / oe_line.pricing_unit_size)

Dimensions: SnapShot, Item, Product Grp, Supplier, CompanyBranchLocation, Customer, Ship To, Line Item Disposition, Taker, Quote, RMA, BillTO, Validation, SalesRep, LineItem.


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� See calculation for these fields above.

Inventory

The data in this data cube represent the same data that you can get from the Inventory Value Report in CommerceCenter, averaged fro the number of days that you collected data.


Count Number Count: days with data collected

Qty Free Number Average: (inv_loc_view.qty_on_hand – qty_allocated) / count

Qty On Hand Number Average: (inv_loc_view.qty_on_hand) / count

Qty Back Ordered Number Average: (inv_loc_view.qty_backordered) / count

Qty Allocated Number Average: (inv_loc_view.qty_allocated) / count

Qty On PO Number Average: (inv_loc_view.qty_on_po) / count

Qty In Transit Number Average: (inv_loc_view.qty_in_transit) / count

Qty Reserved Number Average: (inv_loc_view.qty_reserved_due_in) / count

Qty Free Value Currency Average: (Cost (FIFO/MAC� or Standard) x (qty_on_hand – qty_allocated)) / count

Qty On Hand Value Currency Average: (Cost (FIFO/MAC� or Standard) x qty_on_hand) / count

Qty Back Ordered Value Currency Average: (Cost (FIFO/MAC� or Standard) x qty_back_ordered) / count

Qty Allocated Value Currency Average: (Cost (FIFO/MAC� or Standard) x qty_allocated) / count

Qty On PO Value Currency Average: (Cost (FIFO/MAC� or Standard) x qty_on_po) / count

Qty In Transit Value Currency Average: (Cost (FIFO/MAC� or Standard) x qty_in_transit) / count

Qty Reserved Value Currency Average: (Cost (FIFO/MAC� or Standard) x qty_reserved) / count

GMROI Number Profit $ / Average Quantity On Hand Value

Turns Number Cost of Goods Sold / Average Quantity On Hand Value

Turn & Earn % Number Profit % x Turns


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Dimensions: SnapShot, Item, Product Group, Supplier, CompanyBranchLocation.

� Calculates with FIFO if that is used instead of Moving Average Cost.

DIMENSIONS (MEMBERS) The dimensions allow you to filter, sort, and break out data that you add to your PivotTable. The following tables list all the dimensions for each data cube in three separate categories: shared dynamic dimensions, static dimensions, and time dimensions.

Shared Dynamic Dimensions

A shared dynamic dimension is a dimension that comes from CommerceCenter and is updated each time you run the DTS package. The following tables provide you with useful information about each shared dynamic dimension.

The rollup level name is the name of the nested levels inside the general dimension dataset (e.g., Company and Product Group are both rollup level names inside the general dimension Product Group); the rollup level is the number of levels deep into the nested rollup levels that the rollup level name is; the P21Star source table is the table in the P21Star database from which the dynamic data for the dimension comes; the CC source is the source of the dimension from within CommerceCenter, the last column lists the data cubes in which the dimension is used (note that the data cubes are the same for all rollup levels within a dimension dataset).

Customer

Rollup Level Name: Rollup Level:

P21Star Source Table: CC Source: Used In:

SIC_NAICS Code 1 CustomerDim customer.sic_code Sales, AR, Order Backlog

Customer Name 2 CustomerDim customer.name + customer ID

Vendor



Vendor 1 VendorDIM vendor.name + vendor ID Sales, AP, PO Backlog


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Supplier



Supplier 1 SupplierDim supplier.name + supplier ID

Sales, Inventory, Order Backlog, PO Backlog

Sales Rep



SalesRepName 1 SalesRepDim contacts.first + mi + last + contact ID

Sales, AR

Product Group



Company 1 ProductGroupDim company.name Sales, Inventory, Order Backlog

Product Group 2 ProductGroupDim productgrpid + prod grp description


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Bill To



Country 1 BillToDim address.mail_country Sales, AR, Order Backlog

State 2 BillToDim address.mail_state

City 3 BillToDim address.mail_city

ZipCode 4 BillToDim address.mail_postal_code

BillToName 5 BillToDim customer.name + ship to ID

Ship To



Country 1 ShipToDim address.country Sales, AR, Order Backlog

State 2 ShipToDim address.state

City 3 ShipToDim address.city

ZipCode 4 ShipToDim address.zipcode

ShipToName 5 ShipToDim shipto.name + ship to ID


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Company Branch Location



Company 1 CompanyBranchLocationDim

company.name Sales, AR, Inventory, Order Backlog

Branch 2 CompanyBranchLocationDim

branch.description

Location 3 CompanyBranchLocationDim

location.name + location ID

Company Branch



Company 1 CompanyBranchDim company.name AP

Branch 2 CompanyBranchDim branch.description

Item



Product Group 1 ItemDim inv_loc.product_group_id Sales, Inventory, Order Backlog

Item Group 2 ItemDim inv_loc.item_id

Item 3 ItemDim inv_loc.item_id


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Static Dimensions

Static dimensions are dimensions with set values (e.g., Y or N, 1 or 0, etc.), rather than values taken dynamically from CommerceCenter. The following tables detail each static dimension.

Freight


Hard-Coded Possible Values: Used In:

Freight Desc 1 YES, NO Sales

RMA



RMA 1 YES, NO Sales

OtherCharge



Othercharge Desc 1 YES, NO Sales

InvoiceTypeName



InvoiceTypeName 1 CREDIT, DEBIT, ORDER Sales

Validation



Validation 1 HOLD, COD, APPROVED, OK Order Backlog


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CashFlowAging



Aging 1 Future 1-7, Future 8-14, Future 15-21, Future 22-28, Future 29+, Past 0-7, Past 8-14, Past 15-21, Past 22-28, Past 29-35, Past 36-42, Past 43-49, Past 50-56, Past 57+

AR, AP

DueAging



Aging 1 Current, 1-30, 31-60, 61-90, Over 90

AR

InvoiceAging



Aging 1


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Quote



Quote 1 YES, NO Order Backlog

Time Dimensions

The time dimensions allow you to filter the measures by time. The following tables detail the time dimensions.

Time


P21Star Source Table: Source: Used In:

Year 1 TimeDim Sales

Quarter 2 TimeDim

Month 3 TimeDim

Day 4 TimeDim

All rollup levels are based on the range from a year before the oldest invoice in CommerceCenter and a year after the newest invoice in CommerceCenter.

SnapShotDate


P21Star Source Table: Source: Used In:

Year 1 SnapShotDim

Quarter 2 SnapShotDim

Month 3 SnapShotDim

Day 4 SnapShotDim

All rollup levels are based on a range from a year before the first DTS package ran and a year after the latest DTS package ran.

Inventory, AR, AP, Order Backlog, PO Backlog


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CHANGING PIVOTTABLE PROPERTIES You can change what you see when you look at the PivotTable list by changing its properties. For example, if you want to make all your totals red, so they are easier to see, or if you want to change the font size of the table, then you could use the Properties Toolbox to do so.

Note: Any changes you make to the properties of the PivotTable are not saved when you save the PivotTable. If you want permanent changes to properties, you must export the PivotTable to Excel and modify the properties there. The only property that does save properly is number format.

The Properties Toolbox can determine:

♦ If you can see drop fields

♦ The colors of the PivotTable

♦ The fonts of the PivotTable

♦ If you can see the menu bar or the toolbar

♦ Sorting for fields

Before you can change the properties of any part of the table, you must decide what part of the table that you want to change the properties of. Do this by clicking the section of the PivotTable that you want to modify, and either select the Property Toolbox icon from the toolbar, or right-click on the section you want, and select Property Toolbox. The following table presents the sections of the PivotTable and the ways to access them.

To Select: Perform This Action:

The entire PivotTable list Click the title bar. If the PivotTable has no title bar, right-click the PivotTable list and click Property Toolbox on the shortcut menu. Click the Show/Hide bar, and then click the Title bar. If the Property Toolbox command is not available from the shortcut menu, then your System Administrator has likely restricted access to it.

Data cells Click a cell to select it, and drag through a group of cells to select them. You cannot format individual data cells; you must format a section.

Row, column, or filter field Click the field label. Selecting the row or column field selects all of the data in the field. Any formats you apply affect all row, column, or filter field labels in the PivotTable list.


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Detail field Click the field label. If detail data is displayed for several items so that the field label is displayed more than once, click on once instance of the field label selects all instances. Formats you apply to a detail field affect only the data cells for that individual field.

Total field Click any field label from the total field. To display the total field labels, you must move at least one field to the row or column area, and you might need to hide detail for these fields. Formats that you apply to a total field affect all total fields in the PivotTable list, and affect only the data cells for the field. To format the total field labels, select an item of data in a row or column field.

Item of data in a field Click the item label, being careful not to click the plus or minus indicator, if the item has one. Selecting an item also selects all of the data for that item. Formats that you apply to one item affect all item labels, detail field labels, subtotal labels, grand total labels, and total field labels in the PivotTable list.

Subtotal or grand total Click the subtotal or grand total. Selecting a subtotal or grand total also selects all of the data for the subtotal or grand total. Formats that you apply to a subtotal or grand total affect all data cells for the subtotals or grand totals in the row or column field for which subtotals and grand totals are displayed. To format the subtotal and grand total labels, select an item of data in a row or column field.


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There are four Properties Toolboxes, depending on the section from which you access the toolbox. If you access the toolbox from the whole PivotTable, you get the following toolbox:

Property: Description:

Selection The section of the PivotTable that has been selected for the purpose of changing properties with the Property Toolbox.

PivotTable Title Name of the PivotTable. Defaults to a combination determined by the data and dimensions selected.

Background Allows you to change the background color.

Title bar Shows/hides the title bar in your selection.

Toolbar Shows/hides the toolbar in your selection.

Field list Shows/hides the field list in your selection.

Expand indicators Shows/hides the expand indicators in your selection.

Drop areas Shows/hides the drop-down fields in your selection.

Total all items Indicates if totals should be included with dimensions. The dimension is determined by the Total Orientation.


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Total orientation Determines if totals will be included on the row or the column dimensions.

Display Empty Items: Row Indicates if a space shows on the row level to indicate an item with no data.

Display Empty Items: Column

Indicates if a space shows on the column level to indicate an item with no data.

If you access the toolbox from a data field, you get the following toolbox. The table that follows it covers only the fields that have not already been covered in the table above.


Text format Allows you to format text by making it bold, italics, or underlined, as well as changing the color.

Font Allows you to change the font by selecting a different font from the drop-down list.


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Size Allows you to change the size of the font by selecting a different size from the drop-down list. Sizes are expressed in points.

Horizontal alignment Allows you to select horizontal alignment of the text. Choices include Left, Right, Center, and Automatic.

Number format Allows you to change the format in which numbers are expressed in the PivotTable. For example, you could change the plain numbers that default to currency. See the Number Format section on page 80.

Width Allows you top adjust the width of the selected cells.

Autofit field Adjusts the field size to fit the data or the filter names.

Caption Contains labels and names; you can also use it to change the title of a dimension by highlighting the title and making the changes in this field.

Alignment within rows Allows you to select the alignment of the text within rows. Choices include Left, Right, Center, and Automatic.


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If you access the toolbox from a filter field, you get the following toolbox. The table that follows it covers only the fields that have not already been covered in the table above.


Fieldset caption For everything except filter fields, this changes The general category of the dimension in the Field List window. For filter fields, this option changes the name of the field.


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If you access the toolbox from a row or column field, you get the following toolbox. The table that follows it covers only the fields that have not already been covered in the table above.


Sort direction Determines the sorting that occurs within your selection. Default, Ascending, Descending are the options.

Number Format

The following is a list of the options for formatting numbers in the Properties Toolbox.


General number Displays a number right-aligned, without a thousands separator (comma), and preceded by a minus sign if negative. Up to 11 digits, including decimal point.


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General date Displays a number as a date and option time. Fractional part of the number is the time. If a number has no fractional part, only a date appears. If a number has only a fractional part and no integer part, only a time appears.

Long date Displays a date according to the Windows regional setting for the long date format (e.g., Thursday, January 6, 2001).

Medium date Displays Windows regional setting for the medium date, and two digits for the year (e.g., Jan/6/01).

Short date Displays a date according to Windows regional setting for the short date format (e.g., 1/6/01).

Long time Displays time according to Windows regional setting for the long time format (e.g., 8:45:36 PM).

Medium time Displays time in 12-hour format with AM or PM (e.g., 8:45 PM).

Short time Displays time in 24-hour format (e.g., 20:45).

Currency Displays a number according to the Windows regional setting for currency with a thousands separator (comma) if appropriate and two decimal places (e.g., $1,532.22).

Euro Currency Displays a number as euro currency, with a thousands separator and two decimal places. The euro sign is placed before or after the number, according to the Windows regional settings (e.g., €1,532.22).

Fixed Displays a number with two decimal places.

Standard Displays a number with a thousands separator and two digits to the right of the decimal point. Windows regional settings determine the separator (e.g., comma for U.S.).

Percent Displays a number multiplied by 100, with two decimal places and a percent sign. For example, .456 would display as 45.6%.

Scientific Displays a number in exponential notation. For example, 625 would display as 6.25E+2.

Yes/no Displays No if the number is 0, Yes if any other number.

True/false Displays False if the number is 0, True if any other number.

On/off Displays Off if the number is a 0, On if any other number.


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KEYBOARD SHORTCUTS FOR PIVOTTABLES The following is a list of keyboard shortcuts for use with PivotTables.

Keystrokes: Result:

F1 Display Help topics.

SHIFT + F10 Display the shortcut menu for the selected element of the PivotTable list.

ESC Close the shortcut menu without carrying out a command.

CTRL + 7 Display or hide the toolbar.

ALT + ENTER Display the PivotTable Property Toolbox.

ALT + F4 Close the PivotTable Property Toolbox.

F9 Refresh the PivotTable list from the source data. ESC cancels a refresh in progress.

CTRL + C Copy the selected data from the PivotTable list to the Clipboard.

CTRL + E Export the PivotTable list to Excel.

See page 102 for a cutout version of this table.

EXAMPLE OF USING THE ANALYZE BUTTON

The TopSales Web Part is set to display the top 5 sales customers to date for the current year (this is true by default settings; your settings may vary if they have been customized). However, a specific customer requests a report detailing the total amount ordered to date for auditing purposes. The data can be accessed through the Analyze option.

Tip! The Analysis function works best when only one drill down level has been selected on your y-axis (row-drop field).

1. In the PivotTable, click the PivotTable Field List button ( ).

2. In the field, highlight the Customer field.

3. Insert the field into the PivotTable by using drag and drop, or by highlighting the field and selecting the Filter Area option in the Add To field of the field list.

4. Once it has been inserted into the PivotTable, select the Customer drop-d

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