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Technical user/admin

3 sessions in this series

Explore advanced administration, data loading, and the intricacies of database design to elevate your technical expertise.

Advanced administration

Now on-demand
Discover the craft of designing custom periods for comprehensive companywide reporting, implementing working day calendars to enhance sales reporting accuracy, and efficiently applying user restrictions in bulk based on 'group,' 'territory,' and 'team' parameters.
Presented by David Chambers (Senior Solutions Consultant) and Ella Martin (Field Marketing Manager) .
In this session, learn 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'
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Advanced administration

Loading new data sets

Now on-demand
Master the art of preparing data for seamless import into Designer, constructing and organizing budgets within Phocas, and skillfully mapping and creating data for a new stream.
Presented by Craig Medlyn (Technical Sales Manager) and Ella Martin (Field Marketing Manager) .
In this session, learn how to:
  • How to prepare your data to import into Designer
  • Build and prepare your budgets in Phocas
  • Create and map data to a new stream
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Loading new data sets

Database Designer

Now on-demand
Explore the process of duplicating your current database, adapting measures, dimensions, and properties, mastering data mapping and validation, and adeptly navigating potential challenges while incorporating a rollback feature for troubleshooting.
Presented by Peter Bushell (Solutions Consultant) and April Brunt (Customer Marketing Manager) .
In this session, learn how to:
  • Clone your existing database
  • Modify your measures, dimensions and properties
  • Data mapping and validation
  • Troubleshoot potential pitfalls (including roll-back feature)
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Database Designer