coresuite cube Data analysis made easy

Transcription

1 coresuite cube Data analysis made easy

2 Agenda! 1 Advantages of coresuite cube! 2 Feature overview! 3 Architecture & Technology! 4 Create your own reports! 5 Topics and examples finance cube! 6 Topics and examples purchase/sales cube! 7 Topics and examples inventory cube! 8 Highlights / Special features! 9 ROI calculation cube 1

3 Advantages of coresuite cube Business case You have data but no information? You want to create your own reports? With coresuite cube you can do this and you don t need any programming knowledge for it Target audience Any SAP B1 installation with financial data with purchasing/sales data 2

4 Advantage of coresuite cube Main advantage for partners Customer Care After sales: customer care for existing customers Creating individual reports for customers - MS Excel - MS Reporting Services Higher customer satisfaction 3

5 Advantage of coresuite cube Main advantage for end users Easy reporting Self-explanatory reporting tool Out-of-the-box reports for sales, service and finance The customer can operate their own ad-hoc reporting Technology independent (Excel, browser, ipad, and print) Consolidation tool for accounting 4

6 Feature overview Cube variants and topics Purchase (open documents, costs) Sales (open documents, revenue) Finance (VAT, Cash Flow, P&L, Balance) Inventory (Inventory Audit, Available-to-Promise) Functions of sales and purchase cube Quotation analysis Sales order entry Revenue analysis Functions of finance cube Financial consolidation (multi-cube) Cost center accounting Cost margin reporting Cash flow statement Functions of inventory cube Inventory analysis Forecasting reports Stock value analysis Presentation forms Excel Browser Mobile Highlights / Features Subscribe to reports UDF mapping Dynamic Dimension Security Slowly changing dimensions 5

7 Architecture & Technology Architecture of the cube 6

8 Architecture & Technology Presentation form: Excel 7

9 Architecture & Technology Presentation form: browser 8

10 Architecture & Technology Presentation form: / PDF 9

11 Architecture & Technology Presentation form: mobile device A number of reporting tools is available for mobile devices. Example: With ReportPlus you can create your cube reports directly on your ipad. ReportPlus is available on the App Store for less than EUR

12 Create your own reports Choose presentation form Choose topic (finance / sales / purchase) Build your report using drag & drop Publish your report optional: Subscribe to report Save report 11

13 Finance cube topics By default, the finance cube offers four different topics (also consolidated): Balance Cash Flow VAT Profit and Loss 12

14 Finance cube example (1) Balance sheet filtered by year BalanceLC Column Labels Row Labels Cash at Bank and In Hand 900' Cash at Bank 900' Short-term debtors 2'921' Short-term debtors domestic 2'921' Inventory 4'422' Inventory 4'422' Assets 485' short-term assets 485' Short-term liabilities -5'719' Short-term liabilities domestic -5'719' Reserves -97' Short-term reserves -97' Capital -2'475' Capital -2'475' Grand Total 437'

15 Finance cube example (2) Profit and loss with budget comparison 14

16 Finance cube example (3) Cash flow with three levels (operating, investing und financing) Row Labels Cash flow from operating activities Net Income Short-term debtors domestic Inventory Short-term liabilities domestic Short-term liabilities foreign Cash flow from investing activities long-term assets Intangible Assets Cash flow from financing activities Capital Reserves and Profit Grand Total CashFlowLC -993' ' ' ' '219' ' ' ' ' '650' '425' ' '226'

17 Finance cube example (4) Tax development on the time line 16

18 Finance cube example (5) Project controlling report as graph, with debit/credit comparison 4' ' ' ' ' ' ' ' ' ' ' ' ' ' ' ' ' Produktelanacierung (Produktelancierung) - BudgetLC_YTD Produktelanacierung (Produktelancierung) - ProfitLossLC_YTD 0.00 January 2013 February 2013 March 2013 April 2013 May 2013 June 2013 July 2013 August 2013 September 2013 October 2013 November 2013 December

19 Finance cube example (6) Cost accounting using cost margin reporting (BAB) Example of a service cost center which will be allocated to a main cost center. Allocation from main cost center to cost unit. 18

20 Finance cube example (7) Consolidated balance over several country branches (multi-cube) Example: Revenue comparison UK vs. Germany ProfitLossLC Row Labels 4 - Turnover Britain Germany ' '013' ' '393' ' ' ' '073' '853' '571' ' ' ' ' ' ' Turnover Comparison UK vs. GE in EUR Year Britain Germany

21 Sales cube topics By default, the sales cube offers three topics (per cube group) : Purchase Open purchase orders Cost analysis Purchase documents Sales Open sales orders Revenue analysis Sales documents 20

22 Sales cube example (1) Analysis with a graph showing the connections to the best vendors 21

23 Sales cube example (2) Graphical revenue analyses by sales employee and item groups 1'200' ' ' ' ' ' Kolman Winfried Friedrich Günther Kora Adelheid Bernhard Heinrich Hermann Ludger 1'000' ' ' ' ' Ar,kel HP Printer IBM Printer PC Server Zubehör Total Analysis of sales employees Analysis of item groups 22

24 Sales cube example (3) Graphical analysis of the profit margin/ gross profit per item group 1'200' '000' ' ' TotalLC BasePriceMarginLC 800' ' ' ' ' ' ' ' Ar,kel HP Printer IBM Printer PC Server

25 Sales cube example (4) Geographical analysis of revenues and item groups (available as of Excel 2013) 24

26 Inventory cube topics By default, the inventory cube offers two topics: Inventory Inventory Audit Available-to-Promise (Forecasting) 25

27 Inventory cube example (1) Graphical Quantity Analysis Comparison of on stock, min and max quantity over time 26

28 Inventory cube example (2) Audit Reporting Analysis of warehouse valuation 27

29 Inventory cube example (3) Inventory Key Performance Indicators > Turnover rates Analysis of quantity or money turnover rate 28

30 Inventory cube example (4) Inventory valuation comparison Stock value by Warehouse, item and Inventory-Account(s) 29

31 Inventory cube example (5) Available-to-Promise 1' ' ' ' QuantityOnStock AvailableToPromise InventoryLevelMax InventoryLevelMin January 2014 February 2014 March 2014 April 2014 May 2014 June 2014 July 2014 August 2014 September Past Future Future-oriented controlling of your warehouse Analysis of the inventory change taking into consideration the goods movements in the future 30

32 Inventory cube example (6) Delays e.g. of Sales Orders The overview over delays helps you take the right decisions immediately Analysis of average delays 31

33 Inventory cube example (7) Purchase Orders vs. Commited Sales Orders in the future 4' ' ' ' ' ' Excess of Purchase Orders Ordered Committed 1' ' Demand gap 0.00 Canon Printer HP Printer IBM Printer Cables 31

34 Highlights / Special features Sending reports automatically (subscribing) Define who will receive which report when and in which format. Select Report Server report Define recipient and frequency Conveniently receive the report by 32

35 Highlights / Special features UDF mapping Create reports with your own, individual userdefined fields. 2. Select UDF as filter 3. Revenue for A, B and C customers 1. Select UDFs during installation 33

36 Highlights / Special features Slowly Changing Dimensions (SCD) Decide how your historical data should be handled when you change the master data in the present. Customer Meier belongs to Group A Customer Meier NOW belongs to Group B 2009 Group A: EUR Group A: EUR Group B: EUR 100 With SCD 2009 Group B: EUR Group B: EUR 100 Without SCD

37 Highlights / Special features Permissions Use Dynamic Dymension Security to define which data the cube user is allowed to see. Example: Sales person Kora Adelheid is only allowed to see her own documents. 35

38 ROI calculation cube Your investments in the cube already pays off with just two individual reports 2 individual reports = Cost of the cube 36

39 Contact Are you interested? Contact our sales team: F E sales@coresystems.ch V