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Home Topic Melbourne Meeting Notes 26-Sep-13

Melbourne Meeting Notes 26-Sep-13

Home Forums User Groups Melbourne General User Groups Melbourne Meeting Notes 26-Sep-13

This topic contains 5 replies, has 2 voices, and was last updated by  Jamie Scott 3 years, 11 months ago.

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  • #706

    Jamie Scott
    Keymaster

    Attached are the Meeting notes and Performance Benchmarking Survey from the Technology One Software Users Group meeting held last Thursday, it was a great meeting with informative content and discussion, and there’s been plenty of positive feedback.

    • This topic was modified 3 years, 11 months ago by  Jamie Scott.
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    #721

    Manny
    Participant

    Hi All,

    I was going to try and post my Presentation “What’s New in CPM” with added notes/explanations here but there is a 1 MB limit and the file is over 4.5 MB so I had to break it up into parts.

    BI Excel Workbook Example
    I have attached in the zip file an example BI portlet that uses the new Excel workbook integration. In order to get it to work on your site you will need go to BI Portlet maintenance and click Open from file and retrieve the BI portlet definition and then do the following:

    1) Edit the GROUPING variable and specify a chart name and then click “click here” to modify and then drag in something you use to group by in the GL Chart – here it is department but you may have business unit, cost centre, direcorate, etc). Ensure that you bring in the code as a column and the description as another column. Then drag the code field into the blue bar on the left to consolidate by it. Right click on the blue section, then click Consolidate by description column > None. After you have done the above hit refresh. You should Only have 2 columns displayed (not 3)

    2) After clicking ok, ensure the “value column” is the code column and the description column is the “description column” then click OK again

    3) Change the system variables for BUD_LDG and ACT_LDG to ones that are used in your organisation to reflect the current actual and current budget ledger.

    3) If you have an account type concept (a way of easily determining the type of accounting entity – asset, liability, revenue, expense, equity, suspense, etc) you will need to populate the variables REVENUE_ACCOUNT_TYPE, SALARIES_ACCOUNT_TYPE, EXPENSES_ACCOUNT_TYPE with the value for your organisation.

    4) If you don’t have separate categories for salaries and non-salary expenditure just put the same number(s) for both

    5) Go into the BALANCES query and specify your GL chart name then click the “click here” to modify link and check the criteria above the grid. You will need to change the top criteria on the LHS dropdown to be the grouping category you used in item 1) and the last criteria to be the “Account Type” grouping you use in your organisation.

    6) In the grid you may need to change the consolidation by dragging a different item into the blue vertical bar – in the provided sample this pointed to a concept of “Account Group” used on our chart which sits between the account type and natural account as a grouping structure.

    7) Still in the BALANCES query click on “Design Columns” go to the column named Account_Type and WITHOUT changing the name (you can change the title) go to the “Field” box and point it to your site’s “Account Type” equivalent. Click Ok, Refresh (to ensure the correct data is being retrieved) and then Ok again.

    7) Save your BI Portlet.

    8) Save the Excel file (Profit and Loss.xls) in your $IMPORT directory.

    9) Preview the BI Portlet.

    10) Click on the Download Workbook link in the top right hand corner if you want to see how the data was pushed out to the Excel template file.

    ETL Example
    I have also included a relatively basic ETL which goes through the files in your log directory and any file that is older than a month will be redirected into a new sub folder comprised of \YEAR\log_YEAR_MONTH. I have added comments to the ETL to try to explain what is happening at each step.

    If you have any queries just reply to this post.

    Regards,

    Manny

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    #724

    Manny
    Participant

    Parts 2 and 3 of the presentation

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    #727

    Manny
    Participant

    Parts 4 & 5 of the presentation

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    #730

    Manny
    Participant

    Part 6 of the presentation (last part).

    By the way I did try to zip it but didn’t get enough compression to do this in one hit.

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    #737

    Jamie Scott
    Keymaster

    Attached is Tim Finch’s Centralized Alerts pdf presentation summarizing the key enhancements to Centralized Alerts in V 11.09.04.011, namely
    Improved Administration
    •Integrated with Roles & Profiles
    •‘Locked Down’
    Improved Notification
    •Threshold based notifications
    Improved Alert Development
    •Within the application
    Improved Technical Architecture
    •Within database
    Easier to create
    •Dynamic queries
    •Product queries
    •SQL
    Easier to find
    •Categorised
    •Searchable

    • This reply was modified 3 years, 11 months ago by  Jamie Scott.
    • This reply was modified 3 years, 11 months ago by  Jamie Scott.
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