Online training

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Technical/user admin series

 Discover more ways to get the most out of your data.

Note: all sessions are 30-mins and held at 2pm AEDT. 

NOV

16

Database Designer

Make simple changes to your database through Database Designer.

In this session, learn how to:

  • clone your existing database
  • modify your measures, dimensions and properties
  • data map and validate
  • troubleshoot potential pitfalls (including roll-back feature) 
Product: Analytics


Presented by 

craig_medlyn_round

 

 Craig Medlyn
 Technical sales manager

DEC

14

Loading new data sets

Learn how to upload and manage data sets inside Phocas including budgets.

This session covers:

  • how to prepare your data to import into Designer
  • build and prepare your budgets in Phocas
  • create and map data to a new stream
Product: Analytics


Presented by 

craig_medlyn_round

 

 Craig Medlyn
 Technical sales manager

JAN

18

Advanced administration

Explore advanced administration features across the Phocas product range.

In this session, we'll cover how to:

  • create bespoke periods for companywide reporting (e.g. weekly or fiscal periods)  
  • administer working day calendars to improve sales reporting  
  • bulk apply user restrictions by 'group', 'territory' and 'team'  
Product: Analytics


Presented by 

david_chambers_email

 

 David Chambers
 Senior solutions consultant

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