Technical user/admin
Explore advanced administration, data loading, and the intricacies of database design to elevate your technical expertise.
Advanced administration
- 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'
Loading new data sets
- How to prepare your data to import into Designer
- Build and prepare your budgets in Phocas
- Create and map data to a new stream
Database Designer
- Clone your existing database
- Modify your measures, dimensions and properties
- Data mapping and validation
- Troubleshoot potential pitfalls (including roll-back feature)