User Manual - Deyvee BI product
Contents
1. 2 In Deyvee database in each table all filter prompts are indexed into a composite index named tablename _RKY This is required for reporting speed 3 In Deyvee database every table will have two indexes viz tablename_PKY and tablename _RKY 142. 00 MONDAY 1 a e area 16 16 000000 106 00 MONDAY 17 0001 01 01 23 000009 113 00 MONDAY ie 4 20 0002 01 02 30 000000 20 00MONDAY 18 00 0001 01 01 0001 01 01 28 900000 148 0001 01 01 4 000009 155 00 MONDAY EE Footer line 0001 01 01 11 000000 00 MONDAY 24 00 UNE 169 0001 01 01 18 000009 00 25 00 UNE 3812166 16 431 00 191 469 00 27 772 00 le pat Txt Cev New Main p Add Ups Dei Commit Aonsack Cols savagn X J tab Pie Une B ed report only for internal use Company confidential Report filter role and security level Data as on 03 Jul 2013 13 02 05 c 2013 www deyvee cor One and only one report is shown on Deyvee screen at a time User can then concentrate and make multiple analysis on this single report As in Mainframe Midi and UNIX systems in Deyvee BI engine buttons have only text and no images Buttons become enabled or disabled as applicable based on the mode and state of the screen Deyvee buttons only recognize ordinary left click with a mouse There are no double or treble clicks or right click recognition in this current version There is no separate action triggered by click of a button along with a combination of Shift Alt or Ctrl buttons Deyvee User Manual 2013 A yellow tooltip text box appears as you move the mouse over objects on screen These indicate functionality of each button very briefly More de
3. 11 912 518 00 11 586 575 00 10 095 481 69 17 Income statement EBITDA 3 911 450 00 3 716 386 00 2 691 963 00 5 000 642 99 _ Income statement EBITDA Margin 7 55 7 26 5 12 Income statement 4 067 300 00 3 999 623 51 1 376 937 00 1 000 819 48 Income statement Depreciation and Amortizatior t 3 872 115 00 4102 662 oo 39 335 00 386 276 00 Incama statamant lOnaratina Marcin O Fnd Note 1 Only Finance KPI shown Consolidated figure are shown in holding company Trend based on statistics curve slope and intercept formula used on 24 month history data Trend does not consider stimuli Trend provides management with indicator in advance to find root cause and make decisions leading to positive 10 102 04 vv 9 Check one or more records and click Dup button to duplicate them New copies of these records appear at bottom of the report If there are multiple pages click gt gt to go to last page to view new records The Dup Add Upd Del buttons become inactive and Commit and Rollback buttons become active Any changes you type in these new records for checking look and feel are not saved You need to first click Commit button to add t
4. last page may have one or lines up to the full height of main table area Click lt button to see previous page Click lt lt button to see first page Apply Reset CURRENCY CODE CURRENCY DESC gt Apply and Reset buttons for report filters prompt selection are enabled on click of the Go button Select one or more parameters in the report view prompts shown below the double line on top then click Apply button Some prompts may have a default value These default values will also apply along with other choices selected by you On click of Reset button all the choices will be lost and all prompts will show their default values From zero up to 3 000 lines are fetched from Deyvee database into your computer and shown to you on click of Apply button If there are zero records fetched for the filter selection you have done such a message is shown in the middle of the screen near the top Normal screens will show up to about 25 lines of the report on a page 2 3 Deyvee Save in buttons for View mode Save in XIs Pdf Txt Csv New Main Click Save in button to start saving the report view Only zero to 3 000 records can be saved Because of data security requirements you might need to raise a ticket to save more than 3 000 records XIs saves the report records to an Excel file Please select the folder and type the folder name for the output file PDF saves the report records to a pdf file Txt saves the repo
5. this new column However the records in Temp_xxx can be saved as a new table For Eg Apr Sales Proj View C Deyvee User Manual 2013 2 5 Deyvee Save in buttons for Modify mode Save 10 1 in XIs Pdf Txt Csv New Main Click Save in button to start saving the report view Only zero to 3 000 records can be saved Because of data security requirements you might need to raise a ticket to save more than 3 000 records XIs saves the report records to an Excel file Please select the folder and type the folder name for the output file PDF saves the report records to a pdf file Txt saves the report records to a txt file with columns separated by a tab character Csv saves the report records to a csv file with columns separated by a comma character New button is active only in Modify mode This button is inactive in View mode This button will give a popup prompt asking user to type a new table name All new tables have a prefix of User_ to indicate this is user created table If the given table name already exists a warning is shown and then user is allowed to try with a new table name This button is available only to Power Users with User Level High or Medium This button is unavailable to users with User Level Low On successful saving a message is shown that the table has been saved A reverse engineering is done on this saved table and its definition included in Deyvee Metadata Thus this table is now avai
6. Deyvee User Manual Deyvee User Manual Knowledge Power Insight 2013 Deyvee User Manual 2013 Table of Contents 1 102010 116 1 RES NE 3 1 1 TEEN pr 3 12 Deyvee user NES EE 3 1 3 Deyvee user modes rrnnnnnnnnnnrnnnnnnrnnnnnnnnnrnnannnrnnnnnnnennrnnsnnrnnnnnnnennrrnnnnnrnnnnnesnnnsnsnnn 3 124 Deyvee USER MOOG Lanes kiia EA EEEE NEEE AR 4 2 Deyvee BI engine standard screen c cccceeeeeeeeeeeseceeeeeeeeeeeeenenaaaaeeeeeeeeetenenaeaeeeeeees 4 2 1 Deyvee PEN 4 2 2 Deyvee View mode buttons sisccasccincscesvicvastsbnveredvincerssd mnsrerelmeeres incendie eceressiemeinere 5 2 3 Deyvee Save in buttons for View mode rrnnnrnannrnnnnnnnnnnnnnnnnnrnnnnnrnnnnnnnnnnrnnnnnrnnnnne 6 2 4 Deyvee Modify mode buttons rrrrarrrnnnnnrnnnnnnnnnnrnnnnnrnnnnnnnennnrnnnnnrnnnnnenennnnnnnnenenen 7 2 5 Deyvee Save in buttons for Modify mode rrnnnnnnannrnnnnnnnnnnnnnnnnvrnnnnnrrnnnnnnnenrrrnnnnn 10 2 6 Deyvee screen usage eee ad eetdescaeehaded wena 11 3 Frequently Asked Questions sisiccteidanwtinncidmnii nn inudinatbnuuineidennes 12 4 Deyvee USS EE EEE AE Esere rn EEEE E nnee ene 14 Deyvee User Manual 2013 1 Introduction Welcome to Deyvee Business Intelligence Bl engine Deyvee is a practical solution to team CFO to meet their monthly management reporting needs wish to look deeper into the data and requirement to see details below the GL level Deyvee comes with pre built reports for a Balanced Score Ca
7. discarded on click of Quit or if the session is inactive for twenty minutes Once discarded they cannot be got back they no longer exist in the SAN hard disk and they are said to have been dropped by Deyvee database Deyvee z IM Inbox 130 sysgent User Manual EC 122 169 108 8 8096 DMx editmetadata html D 7 ICICI Bank login D tes email 7 Palakkattu Brahmanal AX Medical Claims Portal Ultimatix Digitally Co 2 Other bookmarks a p METADATA 4 temp_17D4DB7178056982FFE03DD802413379 Company Name gt B Security Ltd Month Name gt 2013 02 Currency USD Region 2Slbal Category gt Home state Priority gt High Apply Var Last Month C ea y C 3rd Month Kpi Category Trend D Kpi Name Uom Actual Amt A Income statement Sales Revenue 151 825 589 00 51 174 514 00 50 502 953 24 Income statement COGS 36 073 076 00 35 543 327 00 ee 599 418 00 38 321 284 00 35 248 512 39 CI Income statement L Income statement IGross W Margin 115 753 613 00 15 631 287 00 30 40 30 55 27 15 30 23 e azs 12 15 254 440 84 Income statement C Income statement Total Earnings 15 753 940 00 Other Income from investmer 1327 00 2 383 00 1 15 628 904 og cafe 14 278 538 00 158 316 16 15 096 124 68 Income statement OPEX 111 842 490 00
8. he duplicated records as their original records are to your Tmp_ xxx table Click Rollback button to undo the current operation 10 Click on Add button to add a blank record at end Then click Commit button to save this record to Temp_xxx table else click Rollback button to undo the current operation Modify _Dup Add upd Del Commit RollBack _Col 11 Type details in each text box as required tick the checkbox of the record then click Upd button to update the record in Temp_xxx table Then click Commit button to save this record to Temp_xxx table else click Rollback button to undo the current operation 12 Tick the checkbox of records you do not want and click Del button to delete them Then click Commit button to confirm the deletion of records in Temp_xxx table else click Rollback button to undo the current operation Deyvee User Manual 2013 13 Rule Deleting records in Main table is not allowed in Deyvee at all This is because Main tables are updated by ELT Extraction Loading then Transformation Click Col button to add a column to report shown on screen Temp xxx table Numeric columns can have a formula embedded so that it can be used for What if analysis and Scenario Reports For e g the formula can be that the new column called Apr_Sales_Projection 1 15 x Mar_Sales Please note that when a Column is added records cannot be added or updated back in the main table because the main table does not have
9. lable to be selected in the Prompt before Go Only if a new column has not been added Main button is active in Modify mode This button is inactive in View mode It is possible to add and update records in the Main table This button is available only to Power Users with User Level High This button is not available to users with User Level Medium or Low Send report by Email and SMS alert buttons are not implemented in this version hence always disabled Pie Line Bar Deyvee User Manual 2013 2 6 Deyvee screen usage 1 2 Only one report is shown on screen User will first have to select a Report and then click Go button The report name will start with USR_ to indicate a user saved report Otherwise it is a Deyvee created report Then Deyvee will show first few records and available filters for the report Scroll to the right to read if there are too many columns to fit your screen On top to the right of the Quit button Deyvee will show the physical table name The user can then select filters and then click Apply button to see the report If Apply button is clicked without selection of any filter all the records are going to be shown subject to a limit of 3 000 records This limit is to avoid data being leaked to competition by any mischievous user The logic is that a report should be only few lines for analysis If thousands of records are being accessed it is data and not an analysis report Deyvee is
10. nt type R for Revenue E for Expense L for Liabilities and A for Assets The report would be displayed according to Account Type selected in the filter Then all sub categories sub product groups will be displayed The low performing sub groups would be shown in pink color User can select that group and drill down to find the root cause for its poor performance Q Where and When Information for a KPI A Regional Distribution report would display the Where part It will show the actual and budget value for all the regions When Part is covered by 15 month trend report current month last month previous twelve months current month 1 trend 12 Deyvee User Manual 2013 Q How to Identify low performing revenue account type high expenses account type A The first report in Trial Balance Explorer gives all the major sub categories present inside an account type The sub categories are colored High Green Medium Yellow Low Pink according to the contribution they did in the grand total The lowest contribution category is the main concern for any business user and user can drill down to do the complete analysis to find the reason for its low performance 13 Deyvee User Manual 2013 4 Deyvee rules 1 In Deyvee database every table has one and only one Primary Key which uniquely identifies each record There is no table without a Primary Key in Deyvee database Primary key indexes are named tablename_PKY
11. only for confidential data to be accessed for analysis If a user really wants large data from Deyvee s he can raise a ticket for the same User can click Save in button then save the report as a local xls or txt or csv file PDF file might not save properly if the report has too many columns In view mode New and Main table saving is disabled User can also save the modified report as a New table which will be prefixed USR_ This will then be available for all to see When a user click Modify button a Temp table is created For every user logged in there is a unique session id number created by the server This 16 digits number is used to create a temporary table named Temp_xxxxxxxx for modifying reports Only one Temp table is active at a given moment to every user with High and Medium user levels Those with low user levels will not have any Temp table created for them by Deyvee 11 Deyvee User Manual 2013 3 Frequently Asked Questions Q What is anAccountsExplorer A Organizations do not even have full visibility into revenue expense assets and liabilities movements Standard reports do not show comparison month on month year on year and seasonality The Trial Balance Explorer from Deyvee gives a 360 view to managers The Growth Potential KPI shows variance between actual v budget v forecast It also shows figures month on month and year on year Seasonality is covered by a 12 months bar graph Year to month figures sho
12. owed access to only Sales data Again depending on user role and level only applicable records will be visible This is called as data level security For example Mr X may be able to see only North Region sales data The report you are seeing on screen has a physical table name which is shown to the right of the Quit button This name cannot start with Temp_ a prefix reserved for report under modification Names starting with User_ are physical tables containing views saved by Users with or without modifications On click of Go button first few lines are shown as page 1 Click gt button to see few more lines up to 35 on page two Alternatively roll the mouse button to scroll down Otherwise click in the center of the page and then press down arrow to scroll down Scrolling with mouse on the right side bar is yet another way to scroll down This Go button view is only to give you an idea of what are the columns in the view selected an a few sample records In case you feel you have clicked the wrong report version again select the correct report and click Go button Deyvee User Manual 2013 5 Fnd button is to search for characters that you might type into the text box next to it This button is activated on click of Go button Found text is highlighted in yellow for quick location However Rpl button to replace text is not activated in view mode Click gt button to see next page Click gt gt button to see last page The
13. r related data Three Years Table column and record level security restrictions can be implemented in Deyvee if required 1 3 Deyvee user modes A user is either in View or Modify mode Reports can be saved as local files in both modes Modify mode is not available to users with Low user level Deyvee User Manual 2013 1 4 Deyvee user mode A user is either in View or Modify mode Reports can be saved as local files in both modes Only one report is shown on screen For every user logged in there is a unique session id 2 Deyvee BI engine standard screen Deyvee BI engine empowers users by giving more access into data Each report is a view into the database Users can view modify and save reports Modify mode is used to create what if analysis scenario reports and projections These are useful for planning market penetration new product strategies forecasting and budgeting Merging user saved reports is also possible to compare previous projections with actuals now Thus Deyvee BI engine gives more power to end consumers of reports 2 1 Deyvee sample screen Filter prompts Go fnd Apply Reset DAYFULLNAME MONDAY MONTHPULLNAME gt YEAR MONTH 1 000000 MONDAY 1 01 2 ea er ine 8 00 MONDAY 18 00 MONDAY 22 00 MONDAY Main report 12 7e 0001 01 i 13 85 00MONDAY Fr is 92 0003 01 X 2 00 MONDAY 44 00APriL mm t b 15 9 000000 99
14. rd BSC Accounts Explorer GL AR AP Trial Balance Expense Analysis Net Margin Analysisand Multi Dimensional Finance views Deyvee facilitates what if analysis scenario reports and projections Deyvee includes modifiable reports that can be saved Saved reports can be merged to compare projections v actual 1 1 Deyvee user levels Based on User Level some objects on screen may not be available User Level Rights View amp Modify and save to New or Main table Main tables are original Rules and data tables Mee View amp Modify and save to New table Can do what if analysis scenario reports or projections Low Only view reports Cannot do what if analysis scenario reports or projections This can be further customized to restrict access to GL report AR report or other report sets Since modifying main tables has security implications only two or three persons will have High user level at each site Most users will be at Medium user level A few persons may be on Low user level 1 2 Deyvee user roles Based on User roles some data details may not be available Following is just an illustrative example This can be further customized to restrict access to GL data AR data or other data sets Based on requirements these can be tailored for each Deyvee site User Role Filters Region Ulm All data All regions Only sales related data All North East West or South Only product and sales All Current year Last Yea
15. rt records to a txt file with columns separated by a tab character Csv saves the report records to a csv file with columns separated by a comma character New is inactive in View mode This button is active only in Modify mode see below Deyvee User Manual 2013 7 Main is inactive in View mode This button is active only in Modify mode see below 2 4 Deyvee Modify mode buttons Modify Dup Add Upd Del Commit RollBack Col 8 Click Modify button to start modifying a report On click of this button the Dup Add Upd and Del buttons are activated and the screen is refreshed with all the text in all rows and columns shown as text boxes For security reasons only up to 3 000 records can be edited in this way A check box column and record number column is added to the main table and shown as left most columns To select a record tick the check box column To select all records including those on other pages tick the Select all checkbox in header line of the main report table On click of Modify button Deyvee saves the report records to a new table named Tmp plus session id which is a unique number This is shown on top right after the Quit button Now you will be working on this Tmp_ table and not the main table If there are hundred users modifying a report there will be equal number of TMP_xxx tables in Deyvee database These TMP xxx tables can be saved into named tables or files These TMP xxx tables are
16. tailed functionality of buttons is given in following paragraphs 2 2 Deyvee View mode buttons 1 Go Fna Rpl lt lt lt gt gt gt Help Quit DIM CURRENCY Quit button will close current browser tab On click of this button a message box appears with warning that this will also discard Temp xxx session id table if you have modified any report You can then select to cancel the quit action or confirm the quit on this message box This button is always on and a user can therefore quit at any moment Deyvee is so designed that this action can never spoil the Deyvee database tables or indexes Help button will open this User Manual in a new window If you click this button more than once every time a new browser tab with this manual is opened This button is always on and enabled Report prompt selection is what you have to do first This prompt is to the right of the Deyvee logo on top left Only one report can be selected and seen at a time After this selection click Go button Go button is always on You need to select a report then click Go button A report can be A pre built Deyvee standard report e g Balanced Score Card A customized report for this site A user saved report with prefix USR_ A physical table e g KPI formulae A pre built view 9200p Depending on user role and level only applicable reports will be visible This is object level security For example Mr X may be all
17. w annual progress towards target The dashboard helps identify which of the different product categories are not able to meet the desired target User can drill down to details to find root causes User can drill down from account category to account description level in between five level of drill down is present and can also view drill across reports for the following combinations A C Group X Location A C Group X Revenue Center A C Group X Time Location X Revenue Center Location X Time Revenue Center X Time Soros Q When to use Accounts Explorer A For all the four A C type Revenue Expense Asset and Liability if a user want to do a month on month year on year comparison of amounts for all the sub categories present inside each A C type it would be done by the first report present in TBE It also provides with region wise time wise revenue center wise performance of account types Apart from this user can select any A C type and can drill down to the lowest level A C description and can see the performance of all sub categories present inside a level L4 AC Code Lvl 5 Lvl 6 Lvi 7 Lvl Region Lvl Revenue Centre Lvl 8 L4 AC Code L4 Revenue Asset Expense Liabilities Category Lvl 5 L5 Product Category Lvl 6 L6 Product Group Lvl 7 L7 Product Price Plan Lvl 8 L8 Product Type Q Which Product Group to search for A In the filters provided at the top of dashboard user can select accou
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