Per My Dashboard Conversation
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Page 1 of 3
PER MY DASHBOARD CONVERSATION Steph, Neil and Sue December 28, 2008
1. Create a daily auto-report (via Ellen) with the following data that would be housed on Kathi’s Sales SharePoint Site: ○
○
New Folder – PS – RAW DATA Daily January 1, 2008 through the end of day
Purchase transactions
Usage Transactions
NMA
New Folder – GL– RAW DATA 2008 Daily January 1, 2008 through the end of day
Purchase transaction
Usage Transactions
NMA
•
For example:
○
On October 10, 2008...the auto report runs the above daily activity from...
1/1/08 – 10/9/08
The reports are auto stored on Kathi’s SharePoint site – we define a specific folder in which the file is overwritten each day.
Page 2 of 3
•
Why do this?
○
Save time running for us...always there...no system dependency
These reports typically take about 4 to 10 minutes to run and export to excel (and sometimes longer)
The group first helped by this is...SW, NB, TL, LH and AC
○
Store and Retrieve from Kathi’s SharePoint Site
○
Allows us to Create Standard Dashboard views (Pivots) that sit on Kathi’s SharePoint that read these data files i.e.,
High Spending Mbrs
Expert Dependencies
2. Create a daily auto-report (via Ellen) with the following data that would be housed on Kathi’s Sales SharePoint Site: • • • •
Daily Sales # Purchase by Hour (PS) Purchase by Hour (GL) KPI
All are in Web reports. Daily Sales #, and PS Purchase by hour are under Sales Support. KPI is under Reports for testing. I have Purchase by Hour under MY Reports and I can’t locate it anywhere else.
Page 3 of 3
•
Why do this?
•
Save Kathi time running everyday
•
These reports typically take about 4 to 10 minutes to run and export to excel (and sometimes longer)
PER MY DASHBOARD CONVERSATION Steph, Neil and Sue December 28, 2008
1. Create a daily auto-report (via Ellen) with the following data that would be housed on Kathi’s Sales SharePoint Site: ○
○
New Folder – PS – RAW DATA Daily January 1, 2008 through the end of day
Purchase transactions
Usage Transactions
NMA
New Folder – GL– RAW DATA 2008 Daily January 1, 2008 through the end of day
Purchase transaction
Usage Transactions
NMA
•
For example:
○
On October 10, 2008...the auto report runs the above daily activity from...
1/1/08 – 10/9/08
The reports are auto stored on Kathi’s SharePoint site – we define a specific folder in which the file is overwritten each day.
Page 2 of 3
•
Why do this?
○
Save time running for us...always there...no system dependency
These reports typically take about 4 to 10 minutes to run and export to excel (and sometimes longer)
The group first helped by this is...SW, NB, TL, LH and AC
○
Store and Retrieve from Kathi’s SharePoint Site
○
Allows us to Create Standard Dashboard views (Pivots) that sit on Kathi’s SharePoint that read these data files i.e.,
High Spending Mbrs
Expert Dependencies
2. Create a daily auto-report (via Ellen) with the following data that would be housed on Kathi’s Sales SharePoint Site: • • • •
Daily Sales # Purchase by Hour (PS) Purchase by Hour (GL) KPI
All are in Web reports. Daily Sales #, and PS Purchase by hour are under Sales Support. KPI is under Reports for testing. I have Purchase by Hour under MY Reports and I can’t locate it anywhere else.
Page 3 of 3
•
Why do this?
•
Save Kathi time running everyday
•
These reports typically take about 4 to 10 minutes to run and export to excel (and sometimes longer)
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