FINANCIAL REPORTING WITH BUSINESS ANALYTICS

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2 FINANCIAL REPORTING WITH BUSINESS ANALYTICS LEIF JOHANSSON BUSINESS SOLUTIONS CONSULTANT BILL NOBLE IMPLEMENTATION MANAGER 2009 IFS

3 AGENDA FINANCIAL REPORTING WITH BA Architecture Business Analytics Business Intelligence with Portals IFS

4 IFS BUSINESS INTELLIGENCE Builds on our Microsoft centric user experience Rich client experience (IEE) Business Intelligence MS SharePoint portals / collaboration Business Analytics -.net client inside Excel IFS

5 IFS BI ARCHITECTURE OVERVIEW IFS Business Intelligence Architecture Reporting Tools Reporting In Context Decision Support Meta Data & Metrics Repository & Tools IFS Applications Analytical Reporting Analyzing Dashboards and High Level Analysis Monitoring IFS Data Mart IFS Database IFS

6 IFS BUSINESS ANALYTICS 3.0 STRUCTURE REPORTS Structure reports combine the following: The star schema data model Excel IFS BA functionality Structured information IFS BUSINESS ANALYTICS 3.0

7 IFS BUSINESS ANALYTICS 3.0 BI BUILT IN Add-in to MS Excel Analytical Reporting Number crunching Structured information Easy to use Well known Excel interface High level report design tool Integrated to IFS Applications Design elements List of Values (LOV) and Info Services Document Management Write back capability OUR STRATEGY

8 CONCEPT OVERVIEW Power Users & IT: Create/Publish Integrate Excel with IFS Data Writeback: Update IFS Applications from Excel spreadsheets Quickly Generate One Time Reports to Answer New Questions Enterprise Reporting Planning Ad-hoc

9 FINANCIAL REPORTS WITH IFS BUSINESS ANALYTICS 2009 IFS

10 SECURITY SECURE BY DESIGN, SECURE BY DEFAULT Open Business Analytics Template Open Report from Shortcut Open Report from Info Services Open Attached Report from IFS

11 BUSINESS ANALYTICS INFORMATION SOURCES IFS

12 BUSINESS ANALYTICS INFORMATION SOURCES IFS

13 BUSINESS ANALYTICS DOCUMENT ACTION THE.NET CLIENT IFS

14 BUSINESS ANALYTICS REPORT SAMPLES AND FEATURES Parameters Groups Conditional Formatting IFS

15 PROFIT AND LOSS WITH PARAMETERS, GROUPS AND CONDITIONAL FORMATTING IFS

16 BUSINESS ANALYTICS REPORT SAMPLES AND FEATURES Repeaters Group and Sum Graphs IFS

17 PROFIT AND LOSS BY PERIOD WITH REPEATERS, GROUP/SUM, AND GRAPHS IFS

18 BUSINESS ANALYTICS REPORT SAMPLES AND FEATURES Pivot Tables Filters Sorting IFS

19 FINANCIAL PIVOT TABLES PIVOT TABLE, FILTERS AND SORT

20 BUSINESS ANALYTICS REPORT SAMPLES AND FEATURES Multi-Dimensional Drill-Down Capabilities Easy to create IFS

21 PROFIT AND LOSS BY PRODUCT AND BU MULTI-DIMENSIONAL, DRILL DOWN AND EASY TO CREATE

22 PROFIT AND LOSS BY PRODUCT AND BU MULTI-DIMENSIONAL, DRILL DOWN AND EASY

23 PROFIT AND LOSS BY PRODUCT AND BU MULTI-DIMENSIONAL, DRILL DOWN AND EASY TO CREATE

24 BUSINESS ANALYTICS REPORT SAMPLES AND FEATURES Write Back Publish Schedule IFS

25 BUDGET WITH WRITE-BACK WRITE-BACK, PUBLISH AND SCHEDULE

26 BUDGET WITH WRITE-BACK WRITE-BACK, PUBLISH AND SCHEDULE

27 BUDGET WITH WRITE-BACK WRITE-BACK, PUBLISH AND SCHEDULE

28 BUDGET WITH WRITE-BACK WRITE-BACK, PUBLISH AND SCHEDULE

29 IFS BUSINESS INTELLIGENCE 2009 IFS

30 IFSNA BUSINESS INTELLIGENCE SOLUTION IFS ENTERPRISE EXPLORER Dashboards Composites PowerPivots Analysis Services Report Builder Dashboard Designer IFS BA Excel Add-in IFS BUSINESS INTELLIGENCE BASE PACKAGE ADAPTER IFS APPLICATIONS 7.5 DATABASE INTEGRATED WITH MICROSOFT

31 WHAT IS INCLUDED IN THE ANALYSIS PACKAGE BI SOLUTION 3.0 SQL Analysis Server Cubes contain information from IFS related to the area of analysis like sales, inventory, finance, projects, suppliers etc. The cube can be used as a data source for Excel, Report Builder and Dashboard Designer. The cubes are built from IFS tables based on relationships of IALs. ANALYSIS PACKAGES

32 WHAT IS INCLUDED IN THE ANALYSIS PACKAGE BI SOLUTION 3.0 Analytic Charts that can be used display data from the cube and provide Decomposition Tree visualization or drill-down. ANALYSIS PACKAGES

33 WHAT IS INCLUDED IN THE ANALYSIS PACKAGE BI SOLUTION 3.0 Key Performance Indicators or KPIs can be created with Dashboard Designer into a Scorecard and displayed using information from the analysis cube. This can include pull downs to select which KPIs information should be displayed. ANALYSIS PACKAGES

34 WHAT IS INCLUDED IN THE ANALYSIS PACKAGE BI SOLUTION 3.0 Microsoft Report Builder can be used to generate interactive reports based on the data in the cubes and provide additional drill down or links back to IFS Applications. The example below indicates the top 5 selling parts and a drill down to additional data. The links in the report can open IFS Applications directly based on the information in the report. ANALYSIS PACKAGES

35 WHAT IS INCLUDED IN THE ANALYSIS PACKAGE BI SOLUTION 3.0 The Microsoft Report Builder reports can come in many formats and several examples are listed below: ANALYSIS PACKAGES

36 IFS BUSINESS INTELLIGENCE SOLUTION CFO ANALYSIS PACKAGE CFO FINANCIAL ANALYSIS COMPONENTS

37 ADDITIONAL ANALYSIS PACKAGE FUNCTIONALITY USE EXCEL TO CONNECT TO OLAP CUBES SUPPLIER PERFORMANCE ANALYSIS COMPONENTS

38 ADDITIONAL ANALYSIS PACKAGE FUNCTIONALITY MS REPORT BUILDER SUPPLIER PERFORMANCE ANALYSIS COMPONENTS

39 FINANCE AND BUSINESS INTELLIGENCE BENEFITS Global Solution 48 Multi-Company, Multi-Site, Multi-Currency One Global Product Global and Local Support One Company One Integrated Solution Fully Integrated - Real Time Global Visibility Flexibility Ease of use Easy to grow with Corporate Business Intelligence Dashboard and Scorecards Real Time Business Analytics best of both worlds 2009 IFS

40 THANKS FOR ATTENDING! 2009 IFS

41 THIS DOCUMENT MAY CONTAIN STATEMENTS OF POSSIBLE FUTURE FUNCTIONALITY FOR IFS S SOFTWARE PRODUCTS AND TECHNOLOGY. SUCH STATEMENTS OF FUTURE FUNCTIONALITY ARE FOR INFORMATION PURPOSES ONLY AND SHOULD NOT BE INTERPRETED AS ANY COMMITMENT OR REPRESENTATION. IFS AND ALL IFS PRODUCT NAMES ARE TRADEMARKS OF IFS. THE NAMES OF ACTUAL COMPANIES AND PRODUCTS MENTIONED HEREIN MAY BE THE TRADEMARKS OF THEIR RESPECTIVE OWNERS IFS