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Poll
How big is your Baan-DB (just Data AND Indexes)
0 - 200 GB
18%
200 - 500 GB
26%
500 - 800 GB
3%
800 - 1200 GB
9%
1200 - 1500 GB
12%
1500 - 2000 GB
12%
> 2000 GB
21%
Total votes: 34

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Reference Content

 
Items for 'ERPJewels' (by date)
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Excel based dashboards Sample
By Hitesh Shah at 17 Jan 2010 - 19:00

Online dashboards are frequent user queries / reports with set of all inter-related questions capable of being answered by the dashboard under user control (and not the user under control of dashboard).

 

Online Multi-dimensional modeling, online slicing & dicing ,charting & graphical analysis (thermostat, speedometer ,charts etc ) , drill-down to details for exceptional item etc are some of the essential features of dashboards.

 

Here is a sample of an excel based dashboard which gives online trial balance in multi-dimensional format with possibility to drill down to details from any database through ADODB.

 

Here are the links one can use to study , understand ,develop and use XL based dashboards.

http://www.erpjewels.com/Excel based Trial balance dashboard report.docx

http://www.erpjewels.com/trialbalance.xlsm

 

Getting graphs /charts with symbols like thermostat / speedometer etc are very easy. One can see umpteen online resource like following in the internet.


Scheduling and drafting email for Baan Report / Excel Analysis
By Hitesh Shah at 28 May 2009 - 15:05

Scheduling emails of Analyses and Reports in Baan

 

It’s very important to be able to schedule the reports / analyses in Baan and email the same to the user in a meaningfully crafted message. This enables system to PUSH the intelligence and rather than requiring users to PULL the same.

Scheduling for Unequal periods and numeric periods

In Baan, Job management is the instrument of task / process scheduling. The same can be useful for scheduling report also. However there are following problems.


Excel Assisted reporting strategy for Baan customers
By Hitesh Shah at 1 Mar 2009 - 10:25

Here is a blog on a reporting strategy for baan complemented with Excel load clients. This blog discusses various approaches to reporting in Excel and ingredients of successful Excel assisted baan reporting.

 

WHO SHOULD READ THIS  

One should read this blog if:

  1. one is very much comfortable with existing authorizations and semantic layer in Baan (Read baan data dictionary ) technically ( table/domain /field codes ) and functionally (descriptions )  and
  2. one wishes to capitalize on  existing learning and knowledge of existing semantic layer in Baan (technically as well as functionally )  and do not wish to invest (or waste??) in learning / migrating /adopting / translating / maintaining new semantic layer for reporting
  3. one is very much adept at using Baan reporting and programming for routine documents  and
  4. one’s users enjoy the freedom, flexibility and functionality of spreadsheets (which may be freeware also) for analytical purposes.
  5. there are sufficient Office licenses already with company on PCs with high CPU and memory ( far exceeding basic Excel requirements and which have become norm rather than exceptions ) in one’s place and there is high need to optimally utilize  these resources  and to reduce the load on servers .

WHO SHOULD NOT READ THIS  

One whose objectives are different OR who don’t have any objectives only OR who is extremely satisfied with their current reporting already.

 


Advanced Excel Training resources
By Hitesh Shah at 20 Feb 2009 - 07:44

Advanced Excel Training blog 

Spreadsheets are great number-crunching analytical tools. Knowing it’s analytical capabilities and generating MIS speedily with such spreadsheets, is very critical to success of any manager. And it’s successful usage ensures insights unlimited, ingenuity guaranteed and intelligence free from any shackles. And this in turn leads to lean and mean system architecture least recurring costs while maximizing gains.

Here is a blog to sharpen one's MS Excel analytical skills of Baan and ERPJewels users with lots of training material for MS Excel. Though most  training material is specific to Office 2007, it can be useful for earlier (or even later) versions for most compatible features and functions. One can download this MS Excel training resources from this link. The zip file contains following documents. 


Customer / Supplier financial analysis in pivot table
By Hitesh Shah at 7 Feb 2009 - 13:17

Now it is becoming increasingly clear that users need liveliness and interactivity on static data from OLTP. This is possible through multi-dimensional modeling available in free-form pivot table or cube structures. As there are not many cube applications and not many established routines to populate cubes incrementally periodically automatically, report-directly-in-excel is becoming vogue.  Though most summarized multi-dimensional modeling cab be done easily with old MS Excel 2003, with excellent enhancement in MS Excel 2007, scalability and liveliness has increased manifold in pivoting (multi-dimensional modeling using pivot table).

All that one need is accurate, reliable and relevant figures side-by-side in CSV format for all dimensions / measures to follow report-directly-in-excel-with-data-dict-advantages strategy. For example, here is a baan report which gives all important dimensions/measures related to customer financial behavior.

 

Here is the list of dimensions:

 


Funds Flow statement in Excel Pivot Table directly from Baan
By Hitesh Shah at 30 Jan 2009 - 04:54

Just-do-it-in Excel has been long time successfully deployed strategy deeply embedded in ERPJewels tool of Jewelex. Now  there are many takers and followers for the same. One can vouch this in Just-do-it-in-excel. Reasons for this are not far to seek.


Ledger Balance Trends/Movement in Excel Pivot table directly from Baan
By Hitesh Shah at 14 Jan 2009 - 18:31

According to many experts , MS Excel is omnipotent for analytical purposes . MS Excel Pivot table is versatile for all analytical and reporting purposes in Baan.

 

Ledger balance trends is a direct pivot table output from Baan . Functional description of the session generating this output and sample excel output are attached. The program use the ERPJEwels tool . Getting such analytical reports  in Excel takes lot of manual effort . Those who require such analytical reports directly from Baan in Excel pivot table, can contact us (mentioning their company name and baan version) for installation, training, consulting and add-ons like such reports  to us .

 

Those who do not use Excel / ERPJewesl too can use such add-ons  and integrate the same with their office versions. The numbers / ledgers / unit in the sample output are replaced with random numbers for valid reasons . If one sees , liabilities and income are positive whereas it should be negative and final grand total should be 0 .

 



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