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Products
Business Intelligence System iFD MIS
Business Intelligence for ERP systems in trade and production
Get the right picture on your company
INTRODUCTION
iFD MIS is an OLAP-based system for processing and storing data received from sales and accounting module of the ERP and for generating analytical reports in tabular and graphical format.
iFD MIS supports the following types of analytical reports, structured hierarchically by clients and products:
- Reports for monthly sales and turnover;
- Reports for daily sales and turnover;
- Comparative reports for sales and turnover
- for two or more periods;
- Profits reports.
The content and formats of the reports are managed via:
- Settings for clients and products filters;
- Time filters and intervals settings;
- Selection of different economic indicators;
- Defining the level of hierarchy;
- Selection of the type of the comparative analysis
The reports are generated in the following formats:
- Onscreen in interactive Pivot table;
- Onscreen as a tabular report;
- Excel formant;
- PDF document
Functionality for sending Excel and PDF files to specified e-mail addresses at a specified time is also offered.
SYSTEM ARCHITECTURE
iFD MIS consists of analytical database of type "Data Warehouse", Application Server and user interface for managing and presenting the reports.
The reports interface is a standard product in which different reports templates can be configured. It carries out the following tasks:
- Application administration;
- Configuring and storing defined user reports based on the available templates;
- Reports presentation;
- Settings for automatic generation and sending of reports.
ANALYTICAL DATABASE (Data Warehouse)
The flexible structure of the analytical database allows customization according the required reports. The following parameters are defined based on client's requirements:
- Dimensions
As dimensions of the analytical database are defined the hierarchical structures of the clients, products, cost centers, production installations, as well as the time component.
- Economic indicator
All the values, extracted from the ERP system, including the calculated values are defined as economic indicators which are presented in the reports.
The entirely automated process for data input consists of standard components which can be customized to the specific structures of data and processes of each client. The main goal of this process is transferring the necessary basic and current data from the ERP system to the analytical database, and aggregating this data to an extent appropriate for the reports.
ADMINISTRATION
The administration offers the following features:
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User management
Creating and editing users and assigning different roles to users - system administrator, supervisor or standard user.
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User access administration
Configuring user access rights for the reports and other functions of iFD MIS.
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Services and system functions
Database maintenance, as well as settings and monitoring of the services for loading data.
SELECTING A REPORT
The required report is selected from a tree view menu which can be configured for each user:
- A company to be analyzed (any number of companies);
- A period;
- Filter and depth of the hierarchy of the clients;
- Filter and depth of the hierarchy of the products;
- Economic indicators to be analyzed.
Additional managing parameters: type of sale, type of comparison, filtering empty values, sorting, etc.
SETTING FILTERS
Different dimensions based on the respective basic data and their hierarchies can be used for each report. The following dimensions can be used in trade and production:
Clients;
Products;
Production installations;
Cost centers;
Commercial structures and many others.
The possibility to combine dimensions and to examine random number of objects of each dimension is important for creating persistent analyses.
The combination of the dimensions is defined by the reports templates configuration which is made according to the client's requirements. The choice of the objects from each dimension, which participate in a concrete analysis is made by the users via building the so called filters.
Any number of the available criteria can be combined in order to limit the choice of objects in the analysis. Each filter can be saved and reused if necessary.
If there are new data loaded in the ERP system, the filters are updated automatically. Any number of the hierarchical levels can be included in each filter and displayed in the analytical report.
CONFIGURING THE ECONOMIC INDICATORS
The second element of the analytical report are the analyzed economic indicators. They are originally extracted from the ERP system and when data is loaded, they are compressed to the respective level of accuracy and are aggregated. New calculated economic indicators can be received. It is important to know all the necessary economic indicators so they can be included in the OLAP cubes when designing the analytical database.
The user can select the available economic indicators. The selected list is saved and can be reused for generating reports.
REAL-TIME REPORTS
The presentation of a predefined analytical report is in the form of Pivot table in which all the selected hierarchical levels and dimensions are ordered in a sequence and with the selected economic indicators.
In the Pivot tables are created intermediate sums for each hierarchical dimensions level. It can be exported in the following formats:
Excel;
PDF;
Excel Pivot Table document;
Direct print.
REPORTS AT REQUEST
It is often required some specific, repeated reports to be generated automatically at a specified time and sent to particular users. These reports at request are performed after the end of the daily data load process. Te settings of such a report are:
- Period: daily, weekly with an option to specify the week days or monthly with option to specify a date or first/last date of the month;
- Format of the period: in days, weeks or months;
- Reports format: Excel table, Excel Pivot table, PDF file. For one report several formats can e generated and sent
- Receivers list: a list with the users who should receive the reports.
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