1. Overview of User Set-up & Security

2. Template Overview  Unique Template & Mapping Technology  Off the shelf/customised Template containing lookups for linking to source data  Mapping connects source data fields with IR defined fields

3. Existing Templates  Out of the box Templates available include Retail; Manufacturing; Sales & Marketing; Finance  Need to finish slide with screenshots of Templates.....

4. Sales Template Calculated Variables Variables Lookups

5. Report Template Definitions 1. Variables: Numeric or Currency Quantities  e.g. Cost, Currency, Price, Qty 2. Calculated Variables: Report Formulas  e.g. Total Sales = Sum (Qty * Price * Currency) 3. Lookups: Report Dimensions  Customer, Date, Invoice, Item, Salesperson, Region etc.  These fields will be linked to the source data fields using the Mapping

6. Administrator Functions To create a template log in as administrator and click on the Template link

7. Templates Templates can be Created/Imported Also Edited/Cloned/Exported/Deleted or just viewed

8. Creating a Template To create a new template enter the template name and description

9. Creating a Template In Template Editor user can add Variables/ Calculated Variables/Lookups Reports can then be configured based on each template

10. Adding a Variable Enter variable Name Set the Type to be number/currency Set the Default Value if required The Required field determines whether the variable is mandatory when used in a mapping

11. Adding a Calculated Variable Give Calculated Variable aTitle and select Variable Type i.e. number/currency/percentage/date We also need to decide on the type of function to use

12. Types of Calculated Variables Sum: returns a calculated data total e.g. Total Sales Min: returns minimum value of dataset e.g. Min Qty Max: returns maximum value of dataset e.g. Max Price Count: returns count of a specific dataset e.g. Count Qty i.e. The number of Qty cells containing numeric values

13. More Complex Calculated Variables Weighted Sum consists of a Numerator and Denominator Numerator can be numbers/mathematical expressions and/or functions of variables or dates Denominator can contain numbers/mathematical expressions and/or functions of variables or dates. Denominator should not be equal to 0 Weighted Sum: used in calculations where division is required or in calculating averages e.g. Avg Price; Margin %

14. More Complex Calculated Variables Conditional Sum: Used to specify a condition and value if the condition is true The upper text field corresponds to the condition of interest and the lower text field will hold if the value is true e.g. if the Cost > $5, a value of 1 will be displayed, otherwise a value of 0 will be shown

15. Adding a Lookup Lookups contain the IR fields that are linked to the source fields in the database Give the Lookup an Internal Name and Analysis Label (name Lookup will have when mapped) Decide if Lookup will appear in Detail Analysis Report Select Data Type e.g. Date/Text/Text with Lookup Key Label & Description Label are 1 st and 2 nd attributes of lookup Click Add to add more custom attributes

16. Configuring Reports Configure Reports for each template by adding/removing fields for each report type Simply click on each report type to configure

17. Configuring Reports Choose which fields will appear in Analysis Report Change order of selected fields using green arrows

18. Template Editor An existing Template can be edited in the Template Editor To edit a Template click Change To edit Variables/Calculated Variables/Lookups click on the individual variable/lookup OR click on the red X to delete

19. Advanced Template Editor Under Advanced user can edit Num Default Dropdowns (number of Analyze By/Then By lists) Edit Default Analyze By fields – used when user has been granted full access Edit Restricted Analyze By fields – used when user has limited access Edit User/Secondary User/Group Security to determine at which level data will be displayed in report

20. Having created a Template we are now ready to proceed with a Mapping to finalise our report The Mapping will connect the User’s Data (source) with the Interactive Reporting Template (destination) This process makes accessing data simple and concise by eliminating the need to deal with database tables and forms Conclusion

21. Template Overview  In the Template define  Variables, calculated variables and lookups which will be linked to the source data in the Mapping  Use the Mapping to  Connect source fields with the fields defined in the Template

22. Adding a Calculated Variable Under Advanced the user can Select Reports/Order By/Top & Bottom View/ Show Total/% of Total Select the Order Position in the report Customise appearance e.g. Font Colour/Size/ Threshold Value/Number of Digits