Thread View: comp.sys.mac.databases
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Started by Shariar Jahromi
Wed, 30 Sep 1992 18:16
Help wanted - reporting tool
Author: Shariar Jahromi
Date: Wed, 30 Sep 1992 18:16
Date: Wed, 30 Sep 1992 18:16
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I have a couple of questions regarding Management reporting tool(s) and 4D databases. First the story: We are currently in the process of implementing a 3rd party Sales management tool, developed in 4D, across Europe. The tool which is targeted at "all" levels of our European Sales organisations, automates the sales processes such as maintaining info about company/prospect/contacts, creating quotations, creating forecasts, performing mass mailing, printing address labels, organising agenda's (To do lists, etc.) and last but not least management reporting. The software house that developed the packet proudly boasts about it being the biggest 4D application on god's earth and I can well believe that. And now the questions: I am very well aware that the success of the product, both at the country's level and at the European level, hinges on its capability of getting the right info. (i.e. what are we going to sell in the coming months, when we are going to sell it and how) in a timely fashion and in readable format to the "decision makers" within our organisation. These are the European board of management (European vice president, European financial directors, European marketing director, etc.) and the country managers. At the moment there are some standard reports built in to the product, at our request, that, "more or less", gives us the info. that we want. Unfortunately, in many cases this proves to be less rather than more. This prompts me to go back to the software house with new requests about reports. It may take anywhere between 1 week to 1 month before these are implemented, depending on the going priorities. So, regarding management reports, I want to grow "completely independent" of our software house. I want to design the reports the way I want them (with 3 dimensional pie charts, bar charts, etc.), when I want them.and have them ready in the shortest possible time. At the same time, I do not want to program the sources. I have neither the time nor the resources for that, especially if you are talking about 8 MB 4D source line which is what our product is. 1- The question is, how can I achieve my objective???? I do realise that we, within our organisation, need to have an in-depth knowledge of the product tables and the way they are linked together. But hopefully that does not mean programming. 2- How should I negotiate with the software (what should I ask for)???? Is the structure of the database (the way tables are linked) enough??? 3- Very important...what management tool should I consider ??? I have heard some good remarks about "Power Play" but have very little information on it. I know that it is pretty good working with ASCII files and can create impressive graphics. In 4D, you can export ASCII files. Does anyone have more info.???? Looking logically at the whole issue, I don't think I am asking for the moon on a silver plate. The fact is that, using our 3rd party software, we are rapidly gathering an immense amount of forecasting info. from all over Europe in the database. The only question is the presentation of the info in the best possible form, to the right people at the right time. The question is how????
Re: Help wanted - reporting tool
Author: Brian Martin
Date: Mon, 12 Oct 1992 12:47
Date: Mon, 12 Oct 1992 12:47
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In article <1992Sep30.181617.24932@news.mentorg.com> Shariar Jahromi <Shariar_Jahromi@mentorg.com> writes:
>
>1- The question is, how can I achieve my objective????
>
>I do realise that we, within our organisation, need to have an in-depth
>knowledge of the product tables and the way they are linked together. But
>hopefully that does not mean programming.
You will need a printout of the 4D Structure. You will also need to
know if the vendor has coded any equijoin operators; otherwise,
your equijoin operations will be limited to the one-file/many-file
links. You will also have to learn how to use the Quick Report Editor,
The QR editor is a very powerful management reporting tool. With
it you can create ad-hoc reports and send the reports to a printer or
to a disk file for import into excel or resolve.
>2- How should I negotiate with the software (what should I ask for)????
Ask for access to the quick report editor, and also ask
that the vendor install the 4D Calc and Graph 4D Modules.
>Is the structure of the database (the way tables are linked) enough???
Usually. See above.
>3- Very important...what management tool should I consider ???
See above. You also may want to learn how to use the 4D Modules--
4D Calc and Graph 3D; they can turn 4D into an analysis and reporting
tool unmatched by anything else in the industry.
Best regards,
Brian K. Martin, M.D.
Martin Information Systems, Ltd.
1103 9th Avenue, Suite 203
Honolulu, Hawai`i 96816-2403 USA
Voice (808) 733-2003
Fax (808) 733-2011
INTERNET: bmartin@uhunix.uhcc.hawaii.edu
CompuServe: 76535,250
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