Advanced Analytics.book - Encore Business Solutions Inc.
Contents
1. The following section contains information about navigation functionality with in the Advanced Analytics Detail Inquiry window Common Navigation Operations Using Navigation Options Using Incremental Search Expanding and Collapsing Rows Resizing Columns and Bands Controlling the visibility of Columns and Bands Reordering Columns and Bands Sorting Grouping Filtering Applying Summaries 30 ADVANCED ANALYTICS FOR PROJECT TRACKING CHAPTER 2 USING ADVANCED ANALYTICS FOR PROJECT TRACKING Common Navigation Operations This table gives you information on keyboard shortcuts and mouse navigations that can be used to move grid rows and columns Clicking a data cell Moves focus to the clicked cell Clicking a data row s indicator cell Moves focus to the corresponding row preserving the column focus Clicking a group row or its indicator Moves focus to the selected row cell Pressing the DOWN ARROW key Moves focus to the next row preserving the column focus If an expanded master row is currently focused navigates to the detail view restoring its focused cell row If the last row of a detail view is currently focused navigates to the next master row within the master view Pressing the UP ARROW key Moves focus to the previous row preserving the column focus If the focused row is under an expanded detail navigates to the detail view restoring its focused cell row If the first row of a detail view is focused navigates to2. e Category displays the category revenue expense or cash e Credit displays any credits e Debit displays any debits e Description displays a short description about the transaction e Doc Date displays the document date e Doc Number displays the document number and allows you to drill down to the transaction 20 ADVANCED ANALYTICS FOR PROJECT TRACKING CHAPTER 2 USING ADVANCED ANALYTICS FOR PROJECT TRACKING e Doc Type displays the document type for the transaction Document types include invoices finance charges miscellaneous charges credit memos returns and payments e Hours Worked displays the hours worked for Payroll transactions and certain types of adjustments e Master ID displays the master ID for the transaction e g Customer ID Vendor ID Employee ID or Item ID e Origin shows the origin work open or history e Posting Date displays the posting date e Project ID displays the project ID and allows you to drill back to the Project Maintenance window e Proposal Number displays the quote or proposal number if entered on the transaction e Segments displays each segment of the GL account individually e Transaction Type displays the transaction type for that transaction e User Defined Fields UDF displayed if setup in Project Tracking e Voided checkbox is marked if the transaction has been voided e Work Order Number displayed if entered For information on how to select rows
3. Business Solutions Inner Circle Member 2000 2002 2005 Microsoft Business Solutions President s Club Member 1996 2007 Microsoft Business Solutions Organizational Excellence 2002 Microsoft Business Solutions Partners Choice Developer Award 1999 amp 2000 GOLD CERTIFIED ye Dynamics Partner
4. Order Sales Order m Amount Type Sales Trade Discount Trade Discount Est Cost Material Est Cost Material Est Cost Material Est Cost Material Est Cost Material Est Cost Material Amount 800 00 15 00 50 00 750 00 55 50 750 00 890 00 7 250 00 238 50 ten mm 29 292 13 EM Advanced Analytics Detail Inquiry File Edit Tools z Origin Y Work Open Account Help History Amount Type Revenue Expense _ Cash Gal OFrom Project ID 14 To Gal OFrom 4 To Date O all The transactions in the grid row section will be grouped as per the column fields dragged into the Group Panel sa Fabrikam Inc 4 12 2017 3 la O From Project ID Doc Number Account Transaction Type Amount Project ID AGRO PROJECT 1 Doc Number 3450 000 1200 GL Adjustment 000 6730 GL Adjustment Amount Type Adjust Adjust 50 00 50 00 0 00 1 525 75 Doc Number S4LES00000001004 29 292 13 ADVANCED ANALYTICS FOR PROJECT TRACKING 25 CHAPTER 2 USING ADVANCED ANALYTICS FOR PROJECT TRACKING Within the grid row area each column has a pop up menu available when a right click is performed The menu will contain the following options Sum Min Max Count Average None The menu options will vary slightly depending on the column type The following are the available
5. Type Amount Actions such as sort sum or minimum are based on the underlying Y data value therefore the results on some columns may not be based on what you are viewing The amount type column is one example of this kind of field See Column Panel for a list of column types 2 Choose an Origin or accept the defaults 3 Choose an Amount Type or accept the defaults 4 Choose a Date or accept the default of All 5 Enter a range for Account or accept the default of All 6 Enter a Project ID range or accept the default of All 7 Make changes to the panels columns and grids to customize your report ADVANCED ANALYTICS FOR PROJECT TRACKING 15 CHAPTER 2 USING ADVANCED ANALYTICS FOR PROJECT TRACKING See Group Header Panel the Column Panel and or the Group Panel See Window Navigation for details on how to make changes 8 Select Refresh to display Project Tracking transactions data based on the selections you have made 9 Select Print Preview to view the report in print ready format 10 Close the window changes to the layout of the window are automatically saved Criteria Panel The criteria panel covers the header portion of the Advanced Analytics Detail Inquiry window When the Advanced Analytics Detail Inquiry window is first opened all the options will have defaults marked These defaults may be left as is or changed to give you a more specific report When you ve finished making changes select th
6. click in the group panel area H Full Expand ES Full Collapse Clear Grouping For window navigation information see Expanding and Collapsing Rows Column Panel The column panel contains columns of data which can be filtered sorted and reorganized to customize your report Project ID Doc Number Account Tranzaction Type Amount Amount Type The Advanced Analytics Detail Inquiry window opens with the following columns displayed ADVANCED ANALYTICS FOR PROJECT TRACKING 19 CHAPTER 2 USING ADVANCED ANALYTICS FOR PROJECT TRACKING Project ID Account Amount Amount Type Doc Number Transaction Type Additional fields can be added or removed by using the Runtime Column Customization option which will open the Customization window Customization Breakdown Code Category Doc Date Grant ID Hours Worked Master ID Origin Posting Date Proposal Number Transaction Type Work Order Number Segment City This Customization window is available from the Column Header Context Menu which can be opened by performing a right click on the column panel header The following is a list of the fields that can be selected e Amount displays the amount for each transaction e Amount Type displays the amount type for each transaction See Amount Type e Account displays the GL account number used for that transaction e Breakdown Code displays the breakdown code for each transaction which further defines the amount type
7. in the erid row area Project ID Account oo ransaction Type Doc Number Amount Type Amount Project ID PROJOOOOOOO0OQI S ccount 000 1 220 01 mT ransaction Ty pe AP Voucher OOOOOO00000000462 Actual Cost Material 500 00 500 00 500 00 500 00 24 ADVANCED ANALYTICS FOR PROJECT TRACKING CHAPTER 2 USING ADVANCED ANALYTICS FOR PROJECT TRACKING Grid Row s The Grid Row area of the Advanced Analytics Detail window displays the transactions for the options selected in the Criteria Panel EM Advanced Analytics Detail Inquiry File Edit Tools Help g Origin Amount Type Date Work Open _ JHistory Revenue Expense _ Cash All Account Gal OFrom IQ To Project ID Gal O From IQ To sa Fabrikam Inc 4 12 2017 3 O From To ee Drag a column header here to group by that column Project ID acennnnn i retr 4 AGRO PROJECT 1 AGRO PROJECT 1 AGRO PROJECT 1 AGRO PROJECT 1 AGRO PROJECT 1 AGRO PROJECT 1 AGRO PROJECT 1 AGRO PROJECT 1 Account 000 4183 00 000 4183 00 000 4510 01 000 4510 01 000 4510 01 000 4510 01 000 4510 01 000 4510 02 nam nm mm Doc Number o EE SALESOO000001004 SALES 00000001003 SALES 00000001004 STDINY2261 SALES00000001003 ww STDINY2263 STDINY2263 STDINV2262 mrn Transaction Type AR Invoice AR Invoice AR Invoice AR Invoice Sales Order AR Invoice Sales Order Sales
8. is an enhancement to the Microsoft Dynamics GP Bill of Materials module Inventory I O Control provides the ability to track assembly items and define their associated secondary or output items Using Inventory I O Control provides you with the ability to accurately post adjustments to inventory For more information contact your partner or visit the Encore website ADVANCED ANALYTICS FOR PROJECT TRACKING Known Issues For Version 9 0 of Advanced Analytics for Project Tracking there are modifications that need to be made to the installation procedure due to an issue with Microsoft FIX Before installing Advanced Analytics for Project Tracking version 9 0 do the following 1 Ensure that Microsoft NET Framework version 2 0 is installed e Open the Windows Control Panel and look under Add Remove Programs e If not previously installed go to the Microsoft website http www microsoft com net to download the file 2 Once Microsoft NET Framework version 2 0 is installed go to your local Windows System 32 folder and find the msvcr71 dll file e If you do not have the msvcr71 dll file you can download it from our website www encorebusiness com 3 The DexCmn msi file also needs to be installed You can also download it from our website ww encorebusiness com ADVANCED ANALYTICS FOR PROJECT TRACKING 43 44 ADVANCED ANALYTICS FOR PROJECT TRACKING About Encore Business Solutions Encore Business Solut
9. of the groups selected in the group header panel when a menu option is selected By selecting none in the available menu for that column the group footer panel totals are removed Project ID Amount Type Account Doc Number Transaction Type Amount Project ID PROJOO000000001 de Amount Type Sales 000 4110 01 SALESO0000001003 AR Invoice 3 333 55 3 333 55 Amount Type Sales Tax 000 2300 00 SALESD0000001003 AR Invoice 200 02 000 2310 00 SALESOO000001003 AR Invoice 33 34 233 36 mm Group Footer Panels Amount Type Actual Cost Material 000 1220 01 OO000000000000462 AP Voucher 500 00 000 4601 00 OO000000000000462 AP Voucher 20 00 000 4710 00 OO000000000000462 AP Voucher 15 00 495 00 4 061 91 4 061 91 See Applying Summaries for common navigation operation information Footer Panel The footer panel displays the total for each of the columns which have been selected to have an option of Sum Min Max Count or Average Account Doc Number Tranzaction Type Amount Type Amount Project ID PROJOO000000001 4 061 91 Project ID FROJ00000000002 6 808 00 Project ID 5A 5 266 36 Footer Panel N 19 136 47 See Applying Summaries for common navigation operation information ADVANCED ANALYTICS FOR PROJECT TRACKING 27 CHAPTER 2 USING ADVANCED ANALYTICS FOR PROJECT TRACKING When the menu is selected from the footer panel for a specific column Y the selected action will be applied to the selected co
10. the filter list Note If filtering is applied the filter list displays values matching the filter criteria Selecting a filter button while holding Invokes the filter list The values list the SHIFT key doesn t depend on the filtering conditions applied Selecting the Clear Filter item from Cancels filtering applied by that the column header context menu column Selecting the filter close button within Clears all filtering conditions applied the filter panel to a view Applying Summaries You can manipulate total summaries and group summaries using the footer context menu Each menu item corresponds to a summary type sum average etc Choosing an item applies the appropriate ADVANCED ANALYTICS FOR PROJECT TRACKING 35 CHAPTER 2 USING ADVANCED ANALYTICS FOR PROJECT TRACKING summary to the column whose footer cell was selected Each summary type has a default display format Effect Sum The summary value is the sum of column values The default format string is SUM 0 Min The summary value is the columns minimum value The default format string is MIN 0 Max The summary value is the columns maximum value The default format string is MAX 0 Count The summary value is the number of records within the calculation range The default format string is 0 Average The summary value is the columns average value The default format string is AVR 0 None Cancels summary calculation
11. 0 00 615 00 565 00 Footer Panel E Information Line Group Panel Column Panel Group Header Panel Grid Row s Group Footer Panel Footer Panel Information Line Group Panel The group panel section is an area between the criteria panel and the grid rows into which you can drag and drop any field from the column panel When a column header field is dragged and dropped into the group panel that column header field will be removed from 18 ADVANCED ANALYTICS FOR PROJECT TRACKING CHAPTER 2 USING ADVANCED ANALYTICS FOR PROJECT TRACKING the column panel Moving a column header field into the group panel area creates the section and subsections for the grid rows Drag a column header here to group by that column If a summary information field Sum Min Max etc was previously Y setup in either the group footer panel or the footer panel for the removed field the summary information in the group header panel will be included If you do not want this information to be included in the group header panel you must remove the summary information field before moving the field into the group panel For navigation information for grouping transaction data see Grouping When breakdown codes are not unique across all amount types Y grouping by breakdown codes alone will result in incorrect subtotals To ensure correct subtotals group by amount type and then breakdown codes The following menu is available when you right
12. 36 ADVANCED ANALYTICS FOR PROJECT TRACKING APPENDIX A TRANSACTION TABLES Appendix A Transaction Tables Transaction Table Names Technical Name Physical Name Work table ME97706 ME_Job_Cost TRX_WORK Open table ME97705 ME_Job_Cost_TRX_OPEN History table ME97704 ME_Job_Cost_TRX_HIST List of available fields Transaction Tables Caption ColummMame _ _ ___ on the Amount Type of the transaction transaction table the record exists in 38 ADVANCED ANALYTICS FOR PROJECT TRACKING APPENDIX A TRANSACTION TABLES Caption Column Name Work Order Number ME _Work_Order_Number Derived field Not an actual table field ADVANCED ANALYTICS FOR PROJECT TRACKING 39 40 ADVANCED ANALYTICS FOR PROJECT TRACKING What s New in Release 10 0 Advanced Analytics for Project Tracking version 10 0 conforms to the look and feel of Microsoft Dynamics GP 10 0 What s New in Release 9 0 e What s New section in User Manual now replaces release notes document What s New in Release 8 0 Advanced Analytics for Project Tracking Improvements e Advanced Analytics for Project Tracking version 8 0 conforms to the look and feel of Microsoft Business Solutions Great Plains 8 0 e The DexToNET technology used to integrate Advanced Analytics for Project Tracking to Great Plains has been upgraded to be compatible with version 8 0 e Advanced Analytics for Project Tracking will be registered by using the Encore Produc
13. 8 ADVANCED ANALYTICS FOR PROJECT TRACKING CHAPTER1 INSTALLATION amp REGISTRATION Advanced Analytics is used in conjunction with Encore s Project Y Tracking module therefore it is assumed that Project Tracking has already been installed and set up for use You must log in as System Administrator in order to complete the installation and registration To install Advanced Analytics 1 Start Windows Explorer and locate the AA10 00 xxx exe file The location of this file will vary depending on how you acquired the product The xxx s in the file name will be replaced by numbers 2 Launch the AA10 00 xxx exe file by double clicking it The installation program will start The xxx s in the file name will be replaced by numbers 3 Follow the instructions in each window 4 After installation is complete start Microsoft Dynamics GP The message Do you wish to include new code now will appear Dexterity Runtime i 4 Hew code must be included in the LD GPSQL_10_F Dynamics set dictionary Do you wish to include new code now 5 Select Yes The normal login process for Microsoft Dynamics GP will follow Registration Advanced Analytics must be registered using the Encore Product Maintenance system before you are able to use it To register your software module enter the product registration key or the drop file provided to you by Encore ADVANCED ANALYTICS FOR PROJECT TRACKING 9 10 CHAPTER1 Y IN
14. Advanced Analytics for Project Tracking 10 0 An application for Microsoft Business Solutions Microsoft Dynamics GP 10 0 Encore Business Solutions Furthering your success through innovative business solutions Copyright Trademarks Warranty disclaimer Limitation of liability License agreement Publication Date Manual copyright 2007 Encore Business Solutions Inc Printed in Canada All rights reserved Your right to copy this documentation is limited by copyright law and the terms of the software license agreement As the software licensee you may make a reasonable number of copies or printouts for your own use Making unauthorized copies adaptations compilations or derivative works for commercial distribution is prohibited and constitutes a punishable violation of the law Microsoft NET Framework 2 0 Microsoft SQL Server2000 Microsoft Microsoft Microsoft Excel and Microsoft Dynamics GP are either registered trademarks or trademarks of Microsoft Corporation or its affiliates in the United States and or other countries The names of actual companies and products mentioned herein may be trademarks or registered marks in the United States and or other countries of their respective owners The names of companies products people and or data used in window illustrations and sample output are fictitious and are in no way intended to represent any real individual company product or event
15. STALLATION amp REGISTRATION Advanced Analytics is used in conjunction with Project Tracking therefore it is assumed that the Project Tracking module has already been registered Registering Advanced Analytics 1 Open the Encore Product Registration window Microsoft Dynamics GP menu gt gt Tools gt gt Setup gt gt System gt gt Encore Product Registration EM Encore Product Registration EIER File Edit Tools Help sa Fabrikam Inc 4 12 2017 Y OK Site PreviewKeys 10 Users Database SQLServer Platform Microsoft Dynamics GP 10 00 d View By All Products NS Products Account Reconciler Account Tracker Advanced Analytics for Project Tracking Advanced SmartList Auto Reconciler for Account Reconciler Auto Reconciler for Microsoft Dynamics GP Canadian SD Payrol 000 Enhanced Customer Statement GST PST Distribution o Inventory 140 Control v I EPM 10 00 02 032 2 Choose Advanced Analytics for Project Tracking 3 Choose the show detail expansion button to open the detailed view of the registration window EIER sa Fabrikam Inc 4 12 2017 EM Encore Product Registration File Edit Tools Help Y DK Site PreviewKeys Users 10 Database SQL Server Platform E Microsoft Dynamics GP 10 00 Company Fabrikam Inc View By All Products Products Advanced Analytics for Project Tracking Product ID Product Ke
16. ax etc in the footer panel or the group footer panel 5 Not remove fields that have been added to the group panel Refresh Selecting the Refresh button will 1 Populate the grid rows based on the conditions in the criteria panel and filters added to the columns 2 Group the data based on the fields in the group panel 3 Remove any rows from the grid area that are not part of the sort or filter criteria 4 Calculate any summary information fields Sum Min Max etc in the footer and group footer panels Export When the Export button is selected a file of the contents of the column panel and grid rows will be created 1 2 Select the Export icon Choose one of the following options from the available list e Export to Microsoft Excel Document e Export to XML Document e Export to HIML Document ADVANCED ANALYTICS FOR PROJECT TRACKING 29 CHAPTER 2 USING ADVANCED ANALYTICS FOR PROJECT TRACKING e Export to text File 3 Save the selected file to a folder location of your choice Print Selecting the Print button or using CTRL P will 1 Open the standard Microsoft Windows print dialog window 2 Print the contents of the column panel and grid rows to a selected printer Print Preview Selecting the Print Preview button will 1 Open the Print Preview window 2 Display the contents of the column panel and grid rows in a print ready format 3 Allow you to print a report Window Navigation
17. can be opened by selecting the Runtime Column Customization option from the Column Header Context menu which is available with a right click on the column panel header Customization Breakdown Code Category Doc Date Grant ID Hours Worked Master ID Origin Posting Date Proposal Number Transaction Type Work Order Number Segment City ADVANCED ANALYTICS FOR PROJECT TRACKING 23 CHAPTER 2 USING ADVANCED ANALYTICS FOR PROJECT TRACKING The options in this window can be dragged and dropped into the Group Panel or the Column Panel to further group your data If you want to delete the options they must be dragged back into the Customization window For further information see Controlling the visibility of Columns and Bands in the common navigation section Group Header Panel The group header panel is the header area for the grid rows The group header panel is created by dragging and dropping a column header into the group panel area which creates a group or section by that column header in the grid control view The selected column header becomes the name of the group in the grid row s Project ID Group Panel Account Doc Number Tranzaction Type Amount Type Amount Project ID PROJOOO00000001 ne 4 061 91 Project ID PROJOOO00000002 Group Header Panel ae 6 808 00 Project ID SA 9 266 36 Any subsequent column header fields dragged into the group header panel become a secondary grouping or subsections
18. cell and ARROW keys focuses it if found Expanding and Collapsing Rows The following keyboard shortcuts can be used to change the expanded state of group rows and master rows Key fect RIGHT ARROW Expands the focused group row LEFT ARROW Collapses the focused group row The expanded state of rows can also be changed using the following mouse actions Clicking on a group expand button Expands collapses the corresponding group row and focuses it 32 ADVANCED ANALYTICS FOR PROJECT TRACKING CHAPTER 2 USING ADVANCED ANALYTICS FOR PROJECT TRACKING Selecting the Full Expand item of Expands all group rows within a view the group panel context menu Selecting the Full Collapse item of Collapses all group rows within a the group panel context menu view Clicking a master detail expand Expands collapses the corresponding button master row and focuses it Double clicking a row indicator cell Expands collapses the corresponding group master row Double clicking a group row Expands collapses the corresponding group row Resizing Columns and Bands The following table details how to use your mouse to resize columns and bands Dragging a column header edge Changes the columns width Dragging a band header edge Changes the bands width Double clicking a column header Changes the columns width to best edge fit its content Double clicking a band header edge Changes the bands width so that child c
19. e Refresh button to view transaction details in the format you ve chosen Origin Amount Type Date 4 Work MloOpen History Revenue Expense _ Cash Gal OFrom To Account Gal OFrom a To A Project ID all OFrom a To ai See the following for information on each option in the criteria panel Origin Amount Type Date Account Project ID Origin The origin determines whether Work Open or History transactions are displayed The window defaults with Work and Open marked You can accept the default or choose to mark one option or a combination of any of the following 16 ADVANCED ANALYTICS FOR PROJECT TRACKING CHAPTER 2 USING ADVANCED ANALYTICS FOR PROJECT TRACKING e Work e Open e History Amount Type The window will default with the amount types Revenue and Expense marked You can keep the default or change it to a combination of one or more of the following e Revenue Sales Freight Misc Charge Trade Discount Sales Tax e Expense Est Cost Labor Est Cost Material Actual Cost Labor Actual Cost Material Adjust e Cash Cash Date The date selection is All unless you select a specific date or date range using the available calender You can manually enter a date in the From and To fields The date format will follow the same format as set up on your computer Account The GL Account number default selection is All unless you select a specific GL Account number or range If you
20. in the column panel see Common Navigation Operations For information on resizing rows see Expanding and Collapsing Rows For information on grouping fields see Grouping For further navigation information see Resizing Columns and Bands and Reordering Columns and Bands Column Dropdown Lists Selecting the column dropdown button will open a list pre filled with several defaults and a list of criteria specific to that column ADVANCED ANALYTICS FOR PROJECT TRACKING 21 CHAPTER 2 USING ADVANCED ANALYTICS FOR PROJECT TRACKING Examples Account will have an account number list Project ID s will have a list of projects Project ID Account Doc Number Transaction Type Amount Type Amount 2000000001 gt Custom D00000000000462 AP Voucher Actual Cost Material 500 00 Blanks LESOO000001003 AR Invoice Sales Tax 200 02 Non blanks a 000 1220 01 LES00000001003 AR Invoice Sales Tax 33 34 000 2300 00 LESO0000001003 AR Invoice Sales 3 333 55 000 2310 00 D00000000000462 AP Voucher Actual Cost Material 20 00 000 4110 01 000000000000462 AP Voucher Actual Cost Material 15 00 000 4710 00 4 061 91 1 Select a column 2 Select the column list Select an option from the list 3 Once selected the grid view will be filtered to display only the criteria for the selected option An information line will appear below the total line at the bottom of the window detailing the column name and the chosen li
21. indow is open The Advanced Analytics Detail Inquiry window will display transaction data as per the defaults or the selections made This document will cover how to use the Advanced Analytics Detail Inquiry window and the available window navigations e Advanced Analytics Detail Inquiry window e Window Navigation The window is broken down in to the following standard components e Criteria Panel e Grid Control e Toolbar Controls E Advanced Analytics Detail Inquiry Em fx File Edit Tools Help sa Fabrikam Inc 4 12 2017 L 14 mE Toolbar Control y 19 un amount ype Date Revenue Expense _ Cash Gal OFrom Account all OFrom A To Project ID Criteria Panel Gal OFrom 4 To Project ID Doc Number Account Transaction Type Amount Type Amount Grid Control 14 ADVANCED ANALYTICS FOR PROJECT TRACKING CHAPTER 2 USING ADVANCED ANALYTICS FOR PROJECT TRACKING Advanced Analytics Detail Inquiry window 1 To open the Advanced Analytics Detail Inquiry window Inquiry gt gt Project Tracking gt gt Distributions by Project Additional gt gt Advanced Analytics Inquiry MM Advanced Analytics Detail Inquiry File Edit Tools Help sa Fabrikam Inc 4 12 2017 z B SR Origin Amount Type Date History Revenue Expense _ Cash Gal OFrom Account Gal OFrom A To Project ID Gal OFrom l To Drag a column header here to group by that column Account Project ID Doc Number Transaction Type Amount
22. iness com Web www encorebusiness com ADVANCED ANALYTICS FOR PROJECT TRACKING Before You Call Support You should have the answers for all of the following questions to help your support specialist quickly narrow down the source of the problem you are experiencing ADVANCED ANALYTICS FOR PROJECT TRACKING What is the exact error message When did the error first occur What task were you attempting to perform at the time you received the error message Has the task been completed successfully in the past What is the name of the window you are working in What have you done so far to attempt to fix the problem Have you performed any of the table maintenance processes If you have performed table maintenance processes and received error messages what were the messages Does the problem occur in another company Does the problem occur on another workstation Does the problem occur for more than one user Have you imported any data What versions of software are you using Verify the version numbers for Microsoft Dynamics GP your database software Encore product and Windows Also note service packs To locate the version number for Advanced Analytics for Project Tracking go to Microsoft Dynamics GP menu gt gt 6 Tools gt gt Setup gt gt System gt gt Encore Product Registration The About window can be located by selecting Advanced Analytics for Project Tracking and expanding the window The About windo
23. ions Inc is part of aworldwide network of independent partner organizations that sell implement and support the award winning products of Microsoft Dynamics GP Encore Business Solutions Inc is also an authorized Solution Developer for Microsoft Dynamics GP developing and marketing industry specific software worldwide that tightly integrates to core modules of Microsoft Dynamics GP We are 100 dedicated to developing client focused reliable industry specific solutions and companion applications providing total end to end solutions that meet the operational and reporting needs of our customers The Encore Business Solutions Inc suite of products include Project Tracking Solutions e Project Tracking with Advanced Analytics e Project Tracking with Budgeting e Project Tracking Importer Billing Solutions e Recurring Contract Billing e Recurring Contract Billing Importer Bank Reconciliation Solutions e Auto Reconciler e Account Reconciler Additional Encore Products e Advanced SmartList DexToNET Enhanced Customer Statement Inventory I O Control GST PST Distribution If you have questions regarding any Encore product or service feel free to contact us Phone 204 989 4330 Toll Free 888 898 4330 North America only Fax 204 235 2331 E mail encore encorebusiness com Internet www encorebusiness com Mail 467 Provencher Blvd Winnipeg MB Canada R2J 0B8 Microsoft Gold Certified Partner 2003 2007 Microsoft
24. lumn Information Line The information line summarizes the information of the filter option chosen in the column list In the picture below a specific document number and transaction type were selected from the individual lists for each of those columns The detail of those selections are displayed within the information line b Project ID Amount Type Account Doc Number v Transaction T v Amount Project ID PROJOO000000001 E Amount Type Actual Cost Material 000 12 00000000000000462 AP Voucher 500 00 000 46 00000000000000462 AP Voucher 20 00 000 47 0O000000000000452 AP Voucher 15 00 495 00 495 00 495 00 Information Line in the information line If the filter was created in the Custom Q Selecting the x on the information line will clear the filter described AutoFilter window the filter information will also be cleared from that window Toolbar Controls This section details information about the toolbar controls for the Advanced Analytics Detail Inquiry window z aR 28 ADVANCED ANALYTICS FOR PROJECT TRACKING lear res xport rint Print Preview Q i Q Y m lo CHAPTER 2 USING ADVANCED ANALYTICS FOR PROJECT TRACKING Clear Selecting the Clear button will 1 Clear any rows within the grid 2 Reset the criteria panel fields to the default settings 3 Clear any filters set on the columns 4 Clear the contents of the summary fields Sum Min M
25. nne 8 Advanced Analytiesinstallalionsaselushenie ie ea 8 INC CASUAL ION een ee 9 Chapter 2 Using Advanced Analytics for Project Tracking 14 Advanced Analytics Detail Inquiry window esesenenennensnnene 15 Griteris Laneros 16 Grid Conto eon 17 Ds N Renee 28 NO een ee 30 Appendix A Transaction Tables 38 What s New in Release 10 0 o o ooo coco ococccccoocononoocononononoononoooononononoononcnninononono 41 What s New in Release 9 0 nnnnnn 41 What s New in Release 8 0 nnnnnn 41 New Encore Products 42 Known ISSUES un een 43 About Encore Business Solutions eeeeseeooe 45 ADVANCED ANALYTICS FOR PROJECT TRACKING iii TABLE OF CONTENTS iv ADVANCED ANALYTICS FOR PROJECT TRACKING INTRODUCTION Introduction Advanced Analytics for Project Tracking allows you to focus on the financial data that you need to help you make better business decisions Advanced Analytics for Project Tracking was developed using the DexToNET framework which enables NET technology to integrate with Microsoft Business Solutions Microsoft Dynamics GP This NET technology enables you to analyze interpret and create reports for Project Tracking using the functionality of standard Microsoft Windows applications The Advanced Analytics for Project Tracking tool offers the ability to manipulate data by using f
26. olumns best fit their content Selecting the Best Fit Best Fit all Applies best fit to the corresponding columns item from the column column all columns header context menu Controlling the visibility of Columns and Bands The following table details how to use your mouse to change column and band visibility Selecting the Runtime Column Invokes the customization window Customization item of the column header context menu Dragging a column header onto the Hides the corresponding column customization window ADVANCED ANALYTICS FOR PROJECT TRACKING 33 CHAPTER 2 Dragging a column header from the customization window onto the column header panel Dragging a band header onto the customization window Dragging a band header from the customization form onto the band header panel USING ADVANCED ANALYTICS FOR PROJECT TRACKING Makes the corresponding column visible Hides the corresponding band together with its child bands and columns Makes the band and its child bands and columns visible Reordering Columns and Bands You can rearrange columns and bands by doing the following e Dragging a column header and dropping it to the new position within the column header panel e Dragging a band header and dropping it to the new position within the band header panel Sorting The following table details how to apply or cancel sorting by column values Selec
27. options e Sum summary of all the amounts in the selected column or if a filter has been placed on the column the summary will be for the filtered criteria e Min the minimum amount of a transaction within the selected column or if a filter has been placed on the column the minimum will be for the filtered criteria e Max the maximum amount of a transaction within the selected column or if a filter has been placed on the column the maximum will be for the filtered criteria e Count the number of rows in a selected column If a filter has been placed on the column the count will be for the filtered criteria e Average the average amount of the transactions in the selected column or if a filter has been placed on the column the average will be for the filtered criteria e None removes any of the above filters Columns such as Amount Type Transaction Type Origin and Category Q which do not have a numeric value but have Sum available in the menu will give a value which is based on the underlying data value This data value will be numeric for a column that does not have any numeric values See Column Panel for the list of column types See Using Navigation Options and Using Incremental Search for common navigation operation information 26 ADVANCED ANALYTICS FOR PROJECT TRACKING CHAPTER 2 USING ADVANCED ANALYTICS FOR PROJECT TRACKING Group Footer Panel The group footer panel contains the sum totals for each
28. requirements ADVANCED ANALYTICS FOR PROJECT TRACKING Microsoft Business Solutions Microsoft Dynamics GP 10 0 Microsoft Business Solutions Microsoft Dynamics GP 9 0 Microsoft SOL Server2000 Microsoft SQL Server 2000 Desktop Engine MSDE SQL Server 9 0 Microsoft NET Framework 2 0 Symbols and conventions This manual uses the following symbols and conventions to make information stand out The warning symbol indicates situations you should be especially aware of when completing tasks Typically this symbol includes cautions about performing steps in their proper order or important reminders about how other information in Advanced Analytics may be affected The light bulb symbol indicates helpful tips Q shortcuts and suggestions File gt gt Print The gt gt symbol indicates selections to make from a menu In this example from the File menu choose Print Additional resources Documentation is provided in an Adobe Acrobat Reader Portable Document Format PDF To view or print the manual you must have Adobe Reader software installed on your computer Online help is available by selecting the help icon on the window or selecting F1 on your keyboard To obtain product support services Refer to this quick reference table to get in touch with us Service Contact General Calls 204 989 4330 Toll free line 888 898 4330 North America only Fax 204 235 2331 E mail support encorebus
29. select a GL Account number range only those GL Account numbers that have been used for transactions will be displayed Project ID The project ID s selection is All unless you enter a specific project ID or project ID range When you select a project ID range only those project ID s that you have security access to will be displayed Grid Control The Grid Control portion is the body of the Advanced Analytics Detail Inquiry window The rows and columns can be added ADVANCED ANALYTICS FOR PROJECT TRACKING 17 CHAPTER 2 USING ADVANCED ANALYTICS FOR PROJECT TRACKING rearranged or deleted to format the transactions into a comprehensive report that works for you Drag a column header here to group by that column Account Project ID Doc Number Transaction Type Amount Type Amount The following section details the various sections within the grid portion of the window Project ID Group Panel Doc Number Account Amount Type v Transaction Type Credit Debit Amount Column Panel 1 kx Project ID PROJO0000000001 p Header Panel 20 00 515 00 495G00up Footer Panel Project ID PROJO0000000002 Group Header Panel 00000000000000460 400 6520 00 Actual Cost Material AP Voucher 0 00 75 00 75 00 i o00000000000000460 000 4601 00 Actual Cost Material AP Voucher 30 00 0 00 30 00 yo Rows 00000000000000460 400 6500 00 Actual Cost Material AP Voucher 0 00 25 00 25 00 30 00 100 00 7Q9P oup Footer Panel 5
30. st option 4 If you select the custom option from the column filter list the Custom AutoFilter window will open to allow you to filter your data Custom AutoFilter Show rows where Account equals x C Field aAnd Or Field Using the available filter lists and the fields provided will be able to place up to two filters on each column 5 To remove the filters on the column select All in the column list or do a right click on the column header and select Clear Filter from the pop up menu 22 ADVANCED ANALYTICS FOR PROJECT TRACKING CHAPTER 2 USING ADVANCED ANALYTICS FOR PROJECT TRACKING For more information on filtering grid rows see Filtering in the Window Navigation section of this manual Column Header Context Menu The Column Header Context menu becomes available with a right click in each of the column panel header areas The options on this menu will help you organize your grid row data Sort Ascending Z Sort Descending Group By This Field Group By Box 448 Runtime Column Customization 4 Best Fit Best Fit all columns e Sort Ascending See Sorting e Sort Descending See Sorting e Group By This Field See Grouping e Runtime Column Customization See Customization window e Best Fit See Resizing Columns and Bands e Clear Filter See Filtering e Best Fit all columns See Resizing Columns and Bands Customization window The Customization window
31. t Maintenance system e Advanced Analytics for Project Tracking now has online help Registering Advanced Analytics for Project Tracking The process for registering Advanced Analytics for Project Tracking was changed for version 8 0 All Encore products are now registered via the Encore Product Registration window Tools gt gt Setup gt gt System gt gt Encore Product Registration Note Project Tracking must be registered before registering Advanced Analytics for Project Tracking Advanced Analytics for Project Tracking Menu The Advanced Analytics Detail Inquiry window will be found on the Extra menu when the Project Tracking Inquiry Distributions by Inquiry window ADVANCED ANALYTICS FOR PROJECT TRACKING 41 42 is open Extras gt gt Additional gt gt Advanced Analytics Detail Inquiry About Advanced Analytics for Project Tracking The About window for Advanced Analytics for Project Tracking will be found through the Encore Product Registration window Tools gt gt Setup gt gt System gt gt Encore Product Registration and select the expansion button for the show detail view for this product Online Help for Advanced Analytics for Project Tracking Online help will be available for the Advanced Analytics Detail Inquiry window by selecting the help icon or by selecting F1 when the window is open New Encore Products Inventory I O Control Inventory I O Control developed by Encore Business Solutions Inc
32. the corresponding master row Pressing the HOME key Moves focus to the first cell within the current row Pressing the END key Moves focus to the last cell within the current row Pressing the PAGE DOWN key Moves row focus one page down preserving the column focus Pressing the PAGE UP key Moves row focus one page up preserving the column focus Pressing the CTRL HOME key Moves focus to the first cell within the first row Pressing the CTRL END key Moves focus to the last cell within the last row ADVANCED ANALYTICS FOR PROJECT TRACKING 31 CHAPTER 2 USING ADVANCED ANALYTICS FOR PROJECT TRACKING Using Navigation Options The following table lists commonly used navigation options Shortcut Effect TAB Moves focus to the cell within the focused row SHIFT TAB Moves focus to the previous cell within the focused row Using Incremental Search Incremental searching allows you to locate data rows by typing the first character s of a row The following table lists the keyboard operations used for incremental searching Pressing an alphanumeric Searches for the focused column s cell whose key text matches the characters typed If found moves focus to that cell Pressing the BACKSPACE Removes the last character from the selection key identifying the search text Pressing the CTRL Searches for the next matching cell and focuses DOWN ARROW keys it if found Pressing the CTRL UP Searches for the previous matching
33. ting a column header Sorts by the columns values by replacing any existing sort conditions Selecting a column header holding Sorts by the columns values by the SHIFT key pressed amending or creating the sort conditions Removes the sort by the columns values but preserves other sort conditions Selecting a column header holding the CTRL key pressed Applies sorting by this columns values in ascending descending order Existing sort conditions are preserved Selecting the Sort Ascending Sort Descending item of the column header context menu 34 ADVANCED ANALYTICS FOR PROJECT TRACKING CHAPTER 2 USING ADVANCED ANALYTICS FOR PROJECT TRACKING Grouping The mouse can be used to group view data as follows Action Effect Dragging a column header from the Groups the views data by the column header panel to the group columns values panel Dragging a column header from a Ungroups the views data and group panel to the column header displays the columns values panel Selecting the Group by This Field Groups ungroups the views data by Ungroup item of the column the columns values header context menu Moving a column header within the Changes the group order group panel Selecting the Clear Grouping item Ungroups the views data of the group panel context menu Filtering The following table details how to change filtering conditions applied to a view Selecting a filter button Invokes
34. unctionality such as drag and drop fields sort information group information filter information drill down to an original transaction using the document number zoom The ease of using Advanced Analytics for Project Tracking means a reduced learning curve plus a reduction in time and costs to create detailed reports 2 ADVANCED ANALYTICS FOR PROJECT TRACKING What s In This Manual This manual contains a detailed description of Encore s Advanced Analytics tool and step by step instructions to guide you through the installation and registration This manual assumes that you are familiar with and know how to operate the Microsoft Dynamics GP accounting system It also assumes that Project Tracking 10 0 has previously been installed and configured on your computer This manual contains the following chapters The Introduction chapter describes Advanced Analytics for Project Tracking along with helpful information about this document The Installation amp Registration chapter has step by step instructions that guide you through the installation and registration The Using Advanced Analytics for Project Tracking chapter describes the Advanced Analytics Detail Inquiry window functionality and the navigation operations available in the window Appendix A Transaction Tables has a detailed table name chart and a transaction table of available fields What s New in Release 10 0 details enhancements for this release System
35. unless otherwise noted Encore Business Solutions Inc disclaims any warranty regarding the sample code contained in this documentation including the warranties of merchantability and fitness for a particular purpose The content of this manual is furnished for informational use only is subject to change without notice and should not be construed as a commitment by Encore Business Solutions Inc Encore Business Solutions Inc assumes no responsibility or liability for any errors or inaccuracies that may appear in this manual Neither Encore Business Solutions Inc nor anyone else who has been involved in the creation production or delivery of this documentation shall be liable for any indirect incidental special exemplary or consequential damages including but not limited to any loss of anticipated profit or benefits resulting from the use of this documentation or sample code Use of this product is covered by a license agreement provided by Encore Business Solutions Inc If you have any questions please call our office at 888 898 4330 Advanced Analytics for Project Tracking August 2007 TABLE OF CONTENTS Table of Contents INEFOQUCEION u nennen 2 Whats lots Manda iaa 3 A O ee een 3 Symbols and CONVENIOS 4 Additional TESOUTCES nu Eee een 4 Chapter Installation amp Registration 8 Microsoft NET Framework installation eeeesssesesenenesenenenenenenensnnnna
36. w link is located in the bottom left hand corner of the expanded view of the Encore Product Registration window ADVANCED ANALYTICS FOR PROJECT TRACKING CHAPTER1 INSTALLATION amp REGISTRATION Chapter Installation Registration In order to install Advanced Analytics you first must install Encore s Project Tracking module and Microsoft NET framework version 2 0 This chapter includes information on installing and registering Advanced Analytics for Project Tracking e Microsoft NET Framework installation e Advanced Analytics installation e Registration Microsoft NET Framework installation In order to properly execute and operate Advanced Analytics you need to install the Microsoft NET Framework version 2 0 from the Microsoft website http www microsoft com net 1 To verify if Microsoft NET framework version 2 0 is installed e Open the Windows Control Panel and look under Add Remove Programs 2 If not previously installed go to the Microsoft website http www microsoft com net to download the file 3 Launch the dotnetfx exe file by double clicking on it This will start the installation program 4 Follow the instructions in each of the windows The installation wizard will install NET on your computer 5 Select OK on the message displayed when installation is completed Advanced Analytics installation You will use an installation program to install Advanced Analytics
37. y 977 r Status Not A egistered EPM 10 00 02 032 ADVANCED ANALYTICS FOR PROJECT TRACKING To CHAPTER1 INSTALLATION amp REGISTRATION Enter the registration key provided by Encore To view version information about Advanced Analytics for Project Tracking select the About zoom optional Select OK to close the window register your product using a drop file Copy or save the drop file to the directory location for your Microsoft Dynamics GP For Example C Microsoft Dynamics GP Log in to Microsoft Dynamics GP as a system administrator The system will notify you that it has found a registration file accept the prompt The system will notify you when the product has been registered Open the Encore Product Registration window to ensure that it is registered Microsoft Dynamics GP menu gt gt Tools gt gt Setup gt gt System gt gt Encore Product Registration ADVANCED ANALYTICS FOR PROJECT TRACKING 11 CHAPTER1 INSTALLATION amp REGISTRATION 12 ADVANCED ANALYTICS FOR PROJECT TRACKING CHAPTER 2 USING ADVANCED ANALYTICS FOR PROJECT Chapter 2 Using Advanced Analytics for Project Tracking The Advanced Analytics Detail Inquiry window allows users to create a report s which groups transaction data in a comprehensive format The Advanced Analytics Detail Inquiry window is available only when the Project Tracking Inquiry Distributions by Project w
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