Tutorial for Loading and Updating ERP Template

Transcription

1 The ERP demonstration portal shows an overview of your company s key indicators, enabling executive and strategic management of the transactional data stored in your ERP. Before upgrading the ERP portal with your own data, you need to copy the demo model to your account. To do this, access bememo, go to the Portal menu and select New / Copy from template. Under the bememo tab, scroll and select the ERP model and then click Apply. The chosen model will be copied to your account with demonstration data. To update the copied portal with your own data, you need to replace the demonstration databases data. The ERP portal uses two databases which were loaded, originally, from two Excel spreadsheets: Template_erp_en Used on the following dashboards: Analytical Cockpit, Revenue Cockpit, Product Cockpit and Revenue Reports. Template_erp_PayRec Used on the Payable and Receivable dashboard. To update the ERP portal with your own data, follow the steps below: 1. Download the original spreadsheets: Access: and download the ZIP file. Uncompress the ZIP file to have access to the spreadsheets. 2. Edit the spreadsheets to see how data is formatted: Template_erp_en.xls

2 Template_erp_PayRec.xls To replace the portal data you must generate your data with the same format of the original spreadsheet, ie, with the same field names and data formats and values. Although the portal was originally loaded from spreadsheets, it can be updated from text files (CSV). In this case also, you should keep the same formatting in terms of column names, date formats and values. Notes: Each of the original databases have a maximum number of Dimensions and Variables that can be set. You cannot include more dimensions or variables, but if you do not use all fields, ie, if you have a smaller number of dimensions and/or variables, proceed as follows: Dimension fields: If you are not going to use any of the dimension fields, replace all records with "NA" or any text that indicate that there is no value set for the field. Be aware that dimension fields cannot contain null or blank values. Variable fields: If you are not going to use any of the variable fields, leave its records blank. In this way, those records will be considered as nulls.

3 3. Generate your data and upload them to bememo. To update the Template_erp_en database: a) Go to Data menu. b) On the database list, select Template_erp_en. c) Click on the Update tab. d) Click on Select the File. e) Select the file that contains the data you want to load, whether it is a spreadsheet or a text file. f) Click on Upload. You will see 5 records of your file on the screen. Verify that the date field is in the correct format, which is day / month / year. If not, cancel the process by clicking Exit, change your data and restart the process. Note: If the file to be loaded is a text file, check on the right side of the screen, the options for field delimiters and decimals. g) If everything is correct, click on Next. On the next screen you will see a list of the database fields and the columns of your file. Make sure the matches are correct. If not, cancel the process by clicking on Exit, edit and change your data, and restart the upload process. h) If everything is correct, click on Next. In Method to be used for loading, select Reset all data and live the remaining options unchanged i) Finally, click on Apply. The upload process will start. When the upload is finished you will be notified and all the analysis that use tha database will be updated with your data. To update the Template_erp_PayRec database: Repeat the same previously steps and at the end you will have updated all analysis using this database.

4 4. Suiting your data to the analysis of the portal The field names in the original spreadsheets and hence, the names of the fields in the portal databases, were created to allow you to easily bind them to your data. The binding is done by assigning names (aliases) to the databases fields. Aliases appear in the analysis instead of the original field names. See below the aliases originally used and that may be changed at any time: Database Template_erp_EN Original field name Dimension1 Dimension2 Dimension3 Dimension4 Dimension5 Dimension6 Dimension7 Variable1 Variable2 Variable3 Field alias used in the Portal Category Customer Product State City Market Sales Person Price Quantity Revenue Database Template_erp_PayRec Original field name Dimension1 Dimension2 Dimension3 Dimension4 Variable1 Variable2 Field alias used in the Portal Code Origin Name Document Receivable Payable To change the field aliases: a) Go to Data menu. b) On the database list, select Template_erp_en. c) Click on the Field formats tab. d) You will see a list with the original field names and the aliases used for each one. e) Change the aliases and then click on Apply and Exit. You will be returned to your portal and your analysis will be updated with the new aliases. f) Repeat the same previously steps to the Template_erp_PayRec database.

5 After updating the portal with your data, you can begin to navigate the panels and make any changes you want, for example: a) To change the portal name, double click on its name and change it the way you want. You can also click the Portal menu and select the Edit option. b) To change the dashboard name, double click on its name and change it the way you want. You can also click on the Dashboard gear icon and select the Edit name option. c) To edit an analysis, right click over it and select the Edit analysis option. You can also click on the Analysis gear icon and select the Edit option. d) To see the analysis menu bar, right click over it and uncheck the Auto hide option. e) To hide ou unhide the menu bar for all the analysis of a dashboard, click on the Dashboard gear icon and check or uncheck the Auto Hide option. For more information about preparing and uploading your data, please go to our Help page on