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)
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
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'