Speaker: JB Kuppe Boardwalktech

Transcription

1 Cllabratively Manage Excel Based Prcess Data in SQL Server Speaker: JB Kuppe Bardwalktech Silicn Valley SQL Server User Grup June 2011 Mark Ginnebaugh, User Grup Leader,

2 JB Kuppe Cllabratively l Manage Excel Based Prcess Data in SQL Server Enabling cmpanies t build and maintain cmpetitive advantage thrugh business prcess innvatin in the cllabrative planning space

3 Funded in 2004 HQ in Pal Alt, CA Origins in MCAD PDM Patented Psitinal Database Technlgy Prduct: The Bardwalk Cllabratin Platfrm (BCP) Applicatin Fcus: Cllabrative Planning Prcesses

4 The Elephant in the Rm p Enterprise Reality IT Perceptin GAP Business Intelligence Data Warehuse OLAP Reprting Specialty /Edge Applicatins CRM Financials Desktp Applicatins Business Intelligence SCM Edge Apps Cre ERP Cre ERP 80% f the wrk

5 X Denrmalized Tables Business Intelligence Infrmatin cllectin Can t cntribute t the Denrmalized View Technlgy Fcus Reprting Cubes $$$ Mapping and Transfrmatin EAI, BI $$$ Business Fcus Iteratin A: Cleansing and schema design Iteratin B: Cleansing and schema changes $$ Expensive Iteratins Nrmalized Table Nrmalized Table

6 select cust.cmpanyname, cust.cntactname, rddet.quantity, rd.rderdate, prd.prductname frm custmers cust inner jin rders rd n cust.custmerid = rd.custmerid inner jin [rder details] rddet n rd.rderid = rddet.rderid inner jin prducts prd n rddet.prductid = prd.prductid p where prd.prductname p = Backward lking versus frward lking..

7 Exprt t Excel Change histry t everyne Maintain data cnnectin data lcatin changes Merge in ther data Create multiple views fr different users Create dependent data calculatin

8 Create Define schema (create frm Excel) Create a database schema, define entity relatinship Manage Create UI in Excel t match database schema Create a J2EE r.net data update layer Prgram ability t create new recrd frm Excel Prgram access cntrl and cnslidatin rules int every sheet cnnected t RDBMS Versining fr all schemas has t be prgrammed Change management has t be prgrammed Frmula supprt needs t be prgrammed Check ut/in mechanism used t wrk n data Only latest change wins Reprt Fr every reprt, run a SQL query t filter the data, paste it in Excel, t i t il t create pivts, reprts D prcess again if data changes/versin ld reprts

9 OLAP

10 Rws f Data Prduct Custmer User Clumns f Data Time Business variable Hw t Cllabrate? Excel is a business prcess platfrm ing Psitin des nt f data wrkdrives business lgic Excel Cnnectrs d nt wrk Cmplex relatinships (frmulas) N change management Rigid mdel pushed t spreadsheet Flexibility Versining Pwerful nightmare data managementui (clrs, N persistence N central cnditinal versin frmat, picklists) N change/audit Offline envirnment/mature data RDBMS N access cntrl N access cntrl Save as lcal versining=scenaris Data cnsistency N psitinal integrity

11 Change values and frmulas V2 (R/C,U,T,Net Change) V1 (R/C,U,T)

12 Rw Business Lgic Psitinal Data Structure Versins (R/C Psitin, Structure, Net Change, User, Time) Clumns User Access 1 User Access 2 User Access 3 Data Range1 Clumn Other App/DB Data Range2 Patent awarded 2008 Psitinal cell data management Range vs recrd transactin cntrl Single flexible schema Excel range creates/drives shareable database mdel Scalable multi user cllabratin Wrk ff line, n check in/ut Dynamic access cntrl Submit/Refresh sharing Centrally manage cllabrative data Net change versins vs. verwrite Cell level change tracking Integratin with any App/DB Applicatin flexibility One platfrm, many slutins

13 Addressability t Business Objects (Table, Rw, Clumn) Data Ordering (Rw, Clumn) Referential Integrity limitsgrwth N Lcking High Cncurrency N Data Overwrite Versining Persistent Transactins WYSWYG Data Update

14 Manager Sharing data & frmulas Rep Refresh Submit Firewall Other ERP

15 Frm Interface Mdel Tabular User Interface Mdel and Business Lgic Cmmunicatin Technlgy Cmmunicatin Technlgy Cmmunicatin Technlgy Cmmunicatin Technlgy Centralized Business Mdel and Lgic Psitinal Data Management Relatinal Relatinal Relatinal Relatinal Rigid Data Mdels Abstract Tabular Data Mdel Persistence w/ histry Persistence w/ histry Persistence with histry Persistence with histry 1. Business persn defines requirements 2. Each technlgy layer lses infrmatin 3. Each layer intrduces rigidity 4. Each layer adds cst 5. Each layer adds latency t change 6. Every ne cnfirms t centralized mdel and lgic 7. Business Persn at the tp has n cntrl ver the Data Mdels 1. Business persn expresses requirements in a Tabular mdel 2. The Mdel is translated WYSIWYG t the tabular database s n lss f infrmatin 3. Changes in the Mdel at UI layer directly drive the flexible tabular database 4. Cst f change is zer 5. There is n latency t change 6. Business Lgic is embedded in the UI and desn t require cnfrmance by all parties 7. Business persn is in full cntrl ver the data mdel and is fully empwered

16 The Cubid Pwered Enterprise Enterprise Cllabratin

17 General frecasting Tax platfrm Peridic shift Multi entity tax envirnment (crprate, partnership) Aggregatin/disaggregatin Re alignment SME template authring, management, and prpagatin Exceptins Tax frmula library Ntificatins Tax business rules library Scenari planning Dynamic taxnmy management Rllver services Tax item allcatin and cnslidatin Prduct attribute Prject tax data cnslidatin Phase in/ut Dcument management integratin Plan gram driven frecasting External data query/integratin Prduct master management New prduct intrductins EDI cllabratin Outsurced retail supply planning Supplier cllabratin Page 17

18 BCP Pwered Enterprise Slutins Demand Planning/Supply Planning Sales manager adjustments can be dne at the custmer/sku level r at the aggregate regin/territry it levell Spreadsheet-based measures & calculatins Measures & applicable SKUs frm planning SOR Cell-level, tw-way cllabratin Access cntrl

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20 T learn mre r inquire abut speaking pprtunities, please cntact: Mark Ginnebaugh User Grup Leader Mark Ginnebaugh, User Grup Leader mark@designmind.cm