Quick Tips on Using Data Warehouse 2.0
Choosing Modules and Reports is very similar to the old format, however we have a new interface for choosing options we want to run down here:
Once you get to the filter screen there will be a list of Filters you MUST enter before proceeding. In the case below (and with every report now) you must start by choosing the Business Unit. Click the EDIT button to begin.
Select the correct business unit by checking the box (only one at a time – for now) and click Update Filters. It will now be displayed in the Configuration section.
You can see what other options are available to filter the report by clicking the Down arrow tab. In this case you can see the choices for the sales summary report. Each report will have a defined set of options just as with the previous versions.
Searching for one or a group of stock numbers:
The new search function has an “auto-complete” feature that will start matching as soon as you start typing. In this case I typed in 99 and it began to show matches. If there are a lot of matches, it will display the top 150.
Once you have narrowed the selection down to what you wish to add to the report you can perform the following:
Select only the one match (in this case just the Carson Lace in Child) and then hit the (+) button to add to the filter. It will now display in the blue selection field. You can continue to add stock numbers by searching and hitting the (+) button until you are complete.
Once done, select the Update filters Button and it will be added to the report.
If you want to run a report and include all results that show in the search fields you can select the (*) button instead of the (+) and everything will move into the selected field. Once again hit Update filters to add them to the report. In the example below, I added all of the genders for the Carson Lace Hot Pink (991252) by hitting the (*)
This is really helpful when you want to run a report for a large group of products. You can search by name of the product as well. In the example below, I searched on “Bolt” and there were a ton of matches. Instead of adding one by one, I can add them all at once by hitting the (*)
This works for all areas where you can search. Such as Bill to… Here is Dillards
Colors (Red in this case)
Some filters allow you to multi-select from a finite list of options:
Wild Cards!
By adding some special characters you can use the search and narrowing features even more.
Here is a summary:
Here is how it works:
This is really helpful when searching for a customer that may have a “THE” in their Bill-to name, such as THE FINISH LINE.
Dynamic dates are great also for reports you want to save and re-run over and over again. This allows you to have Year-to-date reports, month-to date etc. Also can set the hard date at the beginning and then open up the report at the end date… such as for Polo Fiscal year to date April 1- yesterday… That type of thing. You choose these from the date drop down as follows:
Fixed Dates are just that. I want the report to run for this date to this date.
But here is where the fun begins:
Dynamic dates allow you to run a report that refers to “yesterday” and the report will constantly update with “Yesterdays” information. You can run a whole bunch of variations. You can combine fixed dates and dynamic dates in the query.
Saving Templates:
On the third tab you can save a template and re-run this at any time.
- Click NEW Template
- Name the template and you can write a brief description (optional)
- Click SAVE
It will now be saved in the Template tab for future use.
From here you can apply the template, delete or rename it.
Templates are saved by report for now… so remember where you saved it. This is perfect for running availability for closeouts or other groups of products so you do not have to constantly rebuild the report.
Lastly, all of your favorite options are still available on the options tab. Such as for the availability report:
You can select to Hide the prices, show the pictures or go Raw data Only: