www.IFSWORLD.

com
FINANCIAL REPORTING WITH
BUSINESS ANALYTICS

LEIF JOHANSSON – BUSINESS SOLUTIONS CONSULTANT

BILL NOBLE – IMPLEMENTATION MANAGER

© 2009 IFS
AGENDA – FINANCIAL REPORTING WITH BA
Architecture
Business Analytics
Business Intelligence with Portals

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© 2010 IFS
IFS BUSINESS INTELLIGENCE

Builds on our Microsoft centric user experience

Rich client experience (IEE)
Business Intelligence
MS SharePoint portals / collaboration
Business Analytics - .net client inside Excel

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© 2009 IFS
IFS BI ARCHITECTURE
OVERVIEW

Dashboards and
Reporting Tools In Context Analytical Reporting
IFS Business Intelligence Architecture

High Level Analysis

Decision
Reporting Analyzing Monitoring
Support

IFS
Meta Data & Metrics Repository & Tools Data Mart

IFS Applications IFS

Database

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© 2009 IFS
IFS BUSINESS ANALYTICS 3.0
STRUCTURE REPORTS
Structure reports combine the following:
The star schema data model
Excel
IFS BA functionality
Structured information

IFS BUSINESS ANALYTICS 3.0

IFS BUSINESS ANALYTICS 3.0
BI BUILT IN
Add-in to MS Excel
Analytical Reporting
Number crunching
Structured information
Easy to use
Well known Excel interface
High level report design tool
Integrated to IFS Applications
Design elements
List of Values (LOV) and Info Services
Document Management
Write back capability

OUR STRATEGY
CONCEPT OVERVIEW
•

Power Users & IT: Writeback: Quickly Generate

Create/Publish Update One –Time Reports
Integrate Excel with IFS IFS Applications from to Answer New
Data Excel spreadsheets Questions

Enterprise Reporting Planning Ad-hoc

FINANCIAL REPORTS – WITH IFS BUSINESS ANALYTICS

© 2009 IFS
 SECURITY
SECURE BY DESIGN, SECURE BY DEFAULT
Open Business Analytics Template
Open Report from Shortcut
Open Report from Info Services
Open Attached Report from e-mail

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© 2009 IFS
BUSINESS ANALYTICS
INFORMATION SOURCES

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© 2009 IFS
BUSINESS ANALYTICS
INFORMATION SOURCES

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© 2009 IFS
BUSINESS ANALYTICS
DOCUMENT ACTION – THE .NET CLIENT

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© 2009 IFS
BUSINESS ANALYTICS
REPORT SAMPLES AND FEATURES
Parameters
Groups
Conditional Formatting

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© 2009 IFS
PROFIT AND LOSS
WITH PARAMETERS, GROUPS AND CONDITIONAL FORMATTING

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© 2009 IFS
BUSINESS ANALYTICS
REPORT SAMPLES AND FEATURES
Repeaters
Group and Sum
Graphs

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© 2009 IFS
PROFIT AND LOSS BY PERIOD
WITH REPEATERS, GROUP/SUM, AND GRAPHS

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© 2009 IFS
BUSINESS ANALYTICS
REPORT SAMPLES AND FEATURES
Pivot Tables
Filters
Sorting

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© 2009 IFS
FINANCIAL PIVOT TABLES
PIVOT TABLE, FILTERS AND SORT
BUSINESS ANALYTICS
REPORT SAMPLES AND FEATURES
Multi-Dimensional
Drill-Down Capabilities
Easy to create

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© 2009 IFS
PROFIT AND LOSS – BY PRODUCT AND BU
MULTI-DIMENSIONAL, DRILL DOWN AND EASY TO CREATE
PROFIT AND LOSS – BY PRODUCT AND BU
MULTI-DIMENSIONAL, DRILL DOWN AND EASY
PROFIT AND LOSS – BY PRODUCT AND BU
MULTI-DIMENSIONAL, DRILL DOWN AND EASY TO CREATE
BUSINESS ANALYTICS
REPORT SAMPLES AND FEATURES
Write Back
Publish
Schedule

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© 2009 IFS
BUDGET WITH WRITE-BACK
WRITE-BACK, PUBLISH AND SCHEDULE
BUDGET WITH WRITE-BACK
WRITE-BACK, PUBLISH AND SCHEDULE
BUDGET WITH WRITE-BACK
WRITE-BACK, PUBLISH AND SCHEDULE
BUDGET WITH WRITE-BACK
WRITE-BACK, PUBLISH AND SCHEDULE
IFS BUSINESS INTELLIGENCE

© 2009 IFS
IFSNA BUSINESS INTELLIGENCE SOLUTION

IFS ENTERPRISE EXPLORER™

Dashboards
Composites
PowerPivots

Analysis Report Dashboard IFS BA

Services Builder Designer Excel Add-in

IFS BUSINESS INTELLIGENCE BASE PACKAGE ADAPTER

IFS APPLICATIONS™ 7.5 DATABASE

INTEGRATED WITH MICROSOFT
WHAT IS INCLUDED IN THE ANALYSIS PACKAGE
BI SOLUTION 3.0
SQL Analysis Server Cubes contain information from IFS related to the area
of analysis like sales, inventory, finance, projects, suppliers etc. The cube
can be used as a data source for Excel, Report Builder and Dashboard
Designer. The cubes are built from IFS tables based on relationships of IALs.

ANALYSIS PACKAGES
WHAT IS INCLUDED IN THE ANALYSIS PACKAGE
BI SOLUTION 3.0
Analytic Charts that can be used display data from the cube and provide
Decomposition Tree visualization or drill-down.

ANALYSIS PACKAGES
WHAT IS INCLUDED IN THE ANALYSIS PACKAGE
BI SOLUTION 3.0
Key Performance Indicators or KPIs can be created with Dashboard Designer
into a Scorecard and displayed using information from the analysis cube.
This can include pull downs to select which KPIs information should be
displayed.

ANALYSIS PACKAGES
WHAT IS INCLUDED IN THE ANALYSIS PACKAGE
BI SOLUTION 3.0
Microsoft Report Builder can be used to generate interactive reports based
on the data in the cubes and provide additional drill down or links back to IFS
Applications. The example below indicates the top 5 selling parts and a drill
down to additional data. The links in the report can open IFS Applications
directly based on the information in the report.

ANALYSIS PACKAGES
WHAT IS INCLUDED IN THE ANALYSIS PACKAGE
BI SOLUTION 3.0
The Microsoft Report Builder reports can come in many formats and several
examples are listed below:

ANALYSIS PACKAGES
IFS BUSINESS INTELLIGENCE SOLUTION
CFO ANALYSIS PACKAGE

CFO FINANCIAL ANALYSIS COMPONENTS

ADDITIONAL ANALYSIS PACKAGE FUNCTIONALITY
USE EXCEL TO CONNECT TO OLAP CUBES

SUPPLIER PERFORMANCE ANALYSIS COMPONENTS

ADDITIONAL ANALYSIS PACKAGE FUNCTIONALITY
MS REPORT BUILDER

SUPPLIER PERFORMANCE ANALYSIS COMPONENTS

FINANCE AND BUSINESS INTELLIGENCE
BENEFITS
Global Solution
Multi-Company, Multi-Site, Multi-Currency
One Global Product
Global and Local Support
One Company – One Integrated Solution
Fully Integrated - Real Time
Global Visibility
Flexibility
Ease of use
Easy to grow with
Corporate Business Intelligence
Dashboard and Scorecards
Real Time
Business Analytics – best of both worlds
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© 2009 IFS
THANKS FOR ATTENDING!

© 2009 IFS
 www.IFSWORLD.com

THIS DOCUMENT MAY CONTAIN STATEMENTS OF POSSIBLE FUTURE FUNCTIONALITY FOR IFS’S SOFTWARE PRODUCTS AND
TECHNOLOGY. SUCH STATEMENTS OF FUTURE FUNCTIONALITY ARE FOR INFORMATION PURPOSES ONLY AND SHOULD NOT BE
INTERPRETED AS ANY COMMITMENT OR REPRESENTATION. IFS AND ALL IFS PRODUCT NAMES ARE TRADEMARKS OF IFS. THE
NAMES OF ACTUAL COMPANIES AND PRODUCTS MENTIONED HEREIN MAY BE THE TRADEMARKS OF THEIR RESPECTIVE OWNERS.

© 2011 IFS