How To Merge Multiple Reports In Jonas With Excel

Transcription

1 New Report Tool Across Modules 12.1

2 Detailed Agenda History of Reporting in Jonas Merging Multiple Reports Using the Power of Excel Report Samples Simple Dashboard - Technician Hours and Work Order Productivity Information from other Sources - Cash Flow Information from multiple sources in Jonas - Customer Revenue/Cost Analysis

3 History of Reporting in Jonas How did we get here? Over the years people have been looking for more sophisticated ways of getting information out of their software. Jonas has responded by creating alternate ways of getting data out. Canned Reports with options to Print/View Report Generators in various modules to allow clients to choose what they want and how they want to see it Smartviewer Sending data to Excel Why Excel? This is a product that people use every day. It has built in calculation functions and Microsoft spends Billions of dollars enhancing it. Why try to write our own spreadsheet. Clients understand how to use Simple to update from Jonas Easy to build Pivot Tables and Charts Complex Calculations ability Cross Tab and Spreadsheet Integrations Ability to pull from any data source thus allowing reporting not only across Jonas modules but also across entire Client infrastructure.

4 Merging Multiple Reports Why would we want to do this? There are multiple reasons why a client would need information from more than one source. The report requires data from more than one module in Jonas There is some information that cannot be in Jonas and you want to use some Jonas data to help make some decisions You want to build a Dashboard for users that do not have access to Jonas or users you DO NOT want to have access to Jonas Using Silent Partner would automate the creation of these reports to allow them to be readily available when needed. How to do this in Jonas? 1. Setup Excel Spreadsheet in the desired location 2. Setup Reports in Jonas for the information you need 3. Add other information to excel manually or pull from other data sources if you are trying to create a report where all the data would not come from Jonas 4. Modify spreadsheet to get the desired results a. Merge tabs b. Create Pivot Report c. Create Graphs 5. Choose how you will update the spreadsheet a. Run ad-hoc from Jonas as required b. Setup a Silent Partner Schedule to update Jonas data

5 Using the Power of Excel Manipulating Data in Excel? Moving data from one cell to another Simple Calculations

6 Complex Calculations such as SUMIF Allow subtotaling of data Macros Allows You to record steps to run Use VBA Code for complex calculations Example of a Simple Macro to merge worksheets Found example through Google and Excel Help

7 Pivot Tables and Charts? 1. Select the table you wish to use 2. Click on Insert and choose Pivot Table or Pivot Chart 3. Choose Where you want the table to be 4. Select the Rows, Columns and any item you want to calculate on.

8 Report Samples Simple Dashboard- Technician Hours and Work Order Productivity Technician Hours Work Order Productivity

9 Excel Dashboard Information from Jonas and other sources Three Month Cash Flow Accounts Payable Aging Report Accounts Receivable Aging Report

10 Other Information Needed Bank Balance as of beginning period Potential Purchases/Deposits over the next 3 months Result in Excel Based on a 60 day pay, 60 day receive scenario in this example A/R and A/P come from Jonas Bank balance may be derived from Jonas but is typed in Asset Purchases and Other Deposits are just forecasts

11 Information from multiple sources in Jonas - Customer Revenue/Cost Analysis Job Cost Costs/Billings

12 Work Order Costs/Billings Results in Excel

13 Clicking on values in Pivot Table will give you drill down capability on details Customer Name Work Cost Billed Profit BESTBUYR Best Buy Rockford W BESTBUYR Best Buy Rockford BESTBUYR Best Buy Rockford BESTBUYR Best Buy Rockford BESTBUYR Best Buy Rockford BESTBUYR Best Buy Rockford BESTBUYR Best Buy Rockford BESTBUYR Best Buy Rockford BESTBUYR Best Buy Rockford BESTBUYR Best Buy Rockford BESTBUYR Best Buy Rockford BESTBUYR Best Buy Rockford BESTBUYR Best Buy Rockford BESTBUYR Best Buy Rockford BESTBUYR Best Buy Rockford BESTBUYR Best Buy Rockford BESTBUYR Best Buy Rockford