So there are a number of ways that we can surface data in SYSPRO.
Obviously we've got the tiles which give us our KPIs, we've got workspaces,
but new to SYSPRO is a concept called Embedded Analytics.
While we've always supported various BI tools,
we now have the ability
to embed some of the BI capability directly into the SYSPRO environment.
And it's structured in the following way.
We have connections,
then we have data sources that reside within those connections,
and the data sources underpin various visualizations,
and the visualizations consolidate into dashboards.
So let's have a look at those individually.
Out the box, we provide you with a SYSPRO connection,
which is dynamic in that it detects which company you're logged into.
And the data sources
that reside in that connection have been pre-built,
and are immediately available.
If I look at these sources in a little bit more detail,
these sources, for example, on the purchase order analysis,
relate to SYSPRO tables.
They can also be a data source which is
not related to a SYSPRO table specifically,
and can be custom SQL scripting and a custom SQL query or select statement.
These data sources then can be used in visualizations.
So if I look at a visualization which might be related to sales,
I can look at something as simple as sales quantity versus budget.
And what's really awesome in these is the fact that these can be dynamically manipulated.
So if I go and look at what the grouping is here,
I can say, well, I actually want to look at sales by salesperson,
or dynamically, I'd like to switch this to sales by branch.
And my metric might be the sales values.
I might want to actually have a metric of
in this case, volume.
So they might be very different,
and we can dynamically decide how we're going to represent the data that's available to us.
Once we have the individual visualizations,
we can then consolidate those visualizations into dashboards.
And once again, we've provided a host of standard dashboards that
are shipping with the product,
and these will be added to over time.
Let's go and look at one of these dashboards in a little bit more detail.
So if I go and look at a sales dashboard,
it's giving me the obvious metrics around sales,
and we can then go and filter those different metrics,
and that filters dynamically as we would expect it to do.
And
as we've seen, we've got very granular controls around this to be able to go and hover and see information
specific to that area.
Or as we've seen,
we can go and change our metrics quite dynamically here,
where if we wanted to go and say,
well, let's change the metric from volume to order quantity,
we can dynamically change that metric.
And I think what's important to note here is that while this is an
exhaustive sales dashboard,
it very, very quickly gets us to a point where we can view sales information,
we can view it graphically,
and these dashboards can all be maintained and edited.
I can add visualizations onto this from my existing library,
or I can dynamically design new visualizations.
If I go back to my library,
I can then go and see an example of some financial insights.
So now I can go and look at some base financial data.
I can go and look at AR,
AP balances, and I can even go and look at some
bank information.
So the libraries that we have are fairly extensive.
One of my favorites is the customer service insight,
where we're looking at orders shipped this week,
orders in suspense,
customers over their credit limits,
and top 10 customers.
So the question now is saying,
well, if we have these dashboards,
how do we then deploy them in Syspro?
And we can deploy them in a number of different ways.
We can deploy them at role level,
or we can deploy them as individual workspaces.
I can deploy them in a role,
or I can come and just deploy them in isolation,
where I can just have a workspace,
which is the sales dashboard.
So then the sales dashboard resides as a specific workspace in Syspro.
And I
can also then go and look at my sales role.
I can see standard programs that relate to the sales role.
As well as then the analytics,
which are relevant to the sales role.
In addition to the standard dashboards and data sources,
it's very easy to customize your own data sources.
I've added a velocity data source in this example,
where I'm looking at some inventory warehouse information,
and I'm linking that inventory warehouse information to the
inventory master and the inventory control tables.
There's very nice control on derived fields.
So I've got a couple of derived fields.
I've got a derived field,
which gives me my average daily usage,
which is a calculation.
And the derived fields also extend to things like custom metrics.
If I want to have a metric which recalculates
a subtotal or total level.
Then these visualizations can take different forms.
I've got some velocity data here, which
I'm just presenting in grid format.
So I'm looking at warehouse information and grouping it by ABC class.
And then within a particular warehouse,
then getting down to individual product level.
But it really kind of comes into its own here when I look at a inventory velocity dashboard.
And then I see my months of cover.
And I can see that by different ABC classes.
I can see it in different warehouses and different product classes.
So for example,
if I look in a particular warehouse and filter by that warehouse,
I can then go and see within the A class,
what products in that warehouse are classified in the A class.
So I hope this has given you
some insight into what's available in embedded
