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PER MY DASHBOARD CONVERSATION

Steph, Neil and Sue

December 28, 2008

1. Create a daily auto-report (via Ellen) with the following data that
would be housed on Kathi’s Sales SharePoint Site:

○ New Folder – PS – RAW DATA Daily January 1, 2008 through


the end of day

 Purchase transactions

 Usage Transactions

 NMA

○ New Folder – GL– RAW DATA 2008 Daily January 1, 2008


through the end of day

 Purchase transaction

 Usage Transactions

 NMA

• For example:

○ On October 10, 2008...the auto report runs the above daily


activity from...

 1/1/08 – 10/9/08

 The reports are auto stored on Kathi’s SharePoint site


– we define a specific folder in which the file is
overwritten each day.
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• Why do this?

○ Save time running for us...always there...no system


dependency

 These reports typically take about 4 to 10 minutes to


run and export to excel (and sometimes longer)

 The group first helped by this is...SW, NB, TL, LH and


AC

○ Store and Retrieve from Kathi’s SharePoint Site

○ Allows us to Create Standard Dashboard views (Pivots) that


sit on Kathi’s SharePoint that read these data files i.e.,

 High Spending Mbrs

 Expert Dependencies

2. Create a daily auto-report (via Ellen) with the following data that
would be housed on Kathi’s Sales SharePoint Site:
• Daily Sales #
• Purchase by Hour (PS)
• Purchase by Hour (GL)
• KPI

All are in Web reports. Daily Sales #, and PS Purchase by hour are under
Sales Support. KPI is under Reports for testing. I have Purchase by Hour
under MY Reports and I can’t locate it anywhere else.
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• Why do this?

• Save Kathi time running everyday

• These reports typically take about 4 to 10 minutes to run


and export to excel (and sometimes longer)

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