I create a weekly report on sales opportunities and am being asked to report on changes (e.g. change in deal size, new deals, closed deals), specifically looking at the biggest changes.
Any tips on how to accomplish this?
Create a new SalesChangeHistory entity that gets populated whenever a Sales Opportunity changes via a plugin. It could include flags that specify if the change was a change in size, brand new, or closed.
If you didn't want to develop new entities and plugins you could turn on auditing and create an SSRS report against the audit data. The data isn't in the best format but it's achievable! (just!)
Having said this the "best" solution would be as Daryl has suggested.
Related
I'm creating a contract API solution to keep items in sync between multiple tenants. Is there any way to track the changes to InventoryCD? In this case one Franchiser would like to update items in their 6 franchisees. It's easy for me to find the records that changed, but harder to know when the CD has changed (importantly what it chagned FROM). Certainly I could write customization to do it, but I thought maybe Acumatica has some option inbuilt.
Ideally I'd like to have a log of the changes with old and new CD. It's hosted so I don't think I can make it happen with DB Triggers (which is how pre-Acumatica me would have handled id)
Thanks in advance.
It depends on the Acumatica version. But have you tried looking at Business Events? I believe there is the ability to access the old and previous values.
Also look at Acumatica's Audit history capabilities but be careful to only turn on the fields you need to track as the DB can grow very large if you turn on all fields on the Stock Item screen or for any screen.
I have just started on a project which his regulatory in nature and the business area of the IB I work with uses ActivePivot to manage their securities (inventory).
One of the tasks we need to do is that the ActivePivot data set and run some sort of simple rules engine over the data that feeds ActivePivot. There is a little bit of netting involved at the transactional level but it's mostly simply rules using basic operators. I haven't used ActivePivot before but the users are telling me it doesn't really allow them to add fields within the cube which I understand from a technical perspective. I also noted that ActiveViam have a product called ActiveUI which on the surface appears to do this?
Has any one any tips/advice on what worked for them? The business also want a better data visualisation tool (graphs and the likes).. I was looking at tableaux but open to suggestions. Many thanks for any help given.
There is no clear question here so I will answer to your different points one by one:
run some sort of simple rules engine over the data that feeds ActivePivot
Then you can add your rule engine in your project on the data set before feeding ActivePivot as if you were not using ActivePivot afterwards.
users are telling me it doesn't really allow them to add fields within the cube
you cannot add fields once the cube is started but you can update the description of your cube in your project to integrate the new fields brought by your new logic.
I also noted that ActiveViam have a product called ActiveUI which on the surface appears to do this?
ActiveUI is a UI for the ActiveViam products (including ActivePivot), so it provides you (among others) tables, charts to navigate your data.
The business also want a better data visualisation tool (graphs and the likes).. I was looking at tableaux but open to suggestions
ActiveUI can provide you this. ActivePivot follows the standard for OLAP databases (XMLA) so it is also compatible with other XMLA clients like Excel and Tableau. Your BI has probably already chosen which client they would use so you should see with them.
I need to track field changes/last modified within a list. From my research I have had a few potential leads but it ends up in programming which I am complete noob at, or, creating a workflow within SPD which I am more comfortable doing. I figured the fastest way to track it is to export the entire list versioning history into Excel so I can manipulate the data from there for analysis.
Is exporting this the best way to track field changes, or creating a workflow? If so is there an workflow example I can work off?
Thank you,
Claude
-Rookie SharePoint End User
I need certain custom entity fields to calculate and display values based on operations on the data in the system.
For example an a booking system implementation with contacts and custom entity: tickets. There is a one-many relationship between contact and tickets.I would like to create a field that calculates and displays in the contact form:
frequent flyers: more than 10 tickets bought.
a field that displays yes or no based on whether a first class ticket has ever been purchased. Ticket ref would start with say, FCxxx
If this isn't possible perhaps someone could suggest an alt method for displaying this info?
This is possible and you have some ways to do that: Workflow or Plug-in.
If you make a lot of calculations i think the best way is doing a plug-in. You can register in post create event of tickets entity and there you can make all this calculations and update the custom fields of contact entity.
You can check some tutorials about developing a plug-in:
http://mscrmshop.blogspot.pt/2010/10/crm-2011-plugin-tutorial.html
http://msdn.microsoft.com/en-us/library/gg695782.aspx
http://crmconsultancy.wordpress.com/2010/10/25/plugins-in-crm-2011/
Specific information about registering a plug-in:
http://msdn.microsoft.com/en-us/library/hh237515.aspx
In SDK you can find more examples.
As far I'm aware, it's not possible to achieve without coding. So, if you're looking for a way to customize it by mousing, you might be just out of luck.
If you wish to display that information upon retrieval of the a customer, it's probably fastest to get it using JavaScript. You can add a custom script to onload event. However, that means that you'll have to write JavaScript so if you're not into coding you'll have problems.
If you do know how to code, perhaps creating a plugin with C# is the most preferred way (that's what I'd do at least). The advantage of that lies in extensibility, should you realize that you wish to perform more operations.
Also, if you wish to store the computed values, you'll have to go with a plugin. Otherwise, only GUI operations will perform the computations. If a program will enter/retrieve data in the background, you can't rely that the values will be computed, unless you listen to the messages of Retrieve, Create etc.
We have a SharePoint 2007 deployment which will have a substantially large document library. My client wants the ability to export this library to an Excel spreadsheet, but specifically wants the ability to divide the spreadsheet into several worksheets based on a specific field. Is this possible to accomplish in WSS 3.0, through the object model or otherwise?
There is a out-of-the-box Export to Spreadsheet, but it does not appear to support automated subdivision of the list items into separate worksheets. I do not know if Excel Services that come with MOSS are capable of it, but we do not have MOSS so we cannot consider it an option for now.
EDIT
It seems that by mentioning "out-of-the-box", I am implying that I'd prefer something quick and simple. Let's dispel that. I do a lot of heavy work in the object model. I only mentioned the Export to Spreadsheet because that's the only available method I know of off-hand, and its options are limitted. So I am comfortable with all manner of work level that can be suggested.
I should also note that keeping the list linked with the spreadsheet is undesired. We want to be able to download the spreadsheet as a reference. Because of the number of people who will be working on the list, it would be absolute chaos to try and synchronize all of the linked files. My client has agreed that it'll be easier to handle obsolete copies than to try some synchronized system.
The solution also needs to be deployable. So things which do not tailor to an individual site are best.
You won't be able to do this OOTB. You will have to write some code to iterate through the records of the list either using
The SharePoint OM - Better performance and richer API but has to run on a Web Front End
The web service - Can run on any machine
Then you can build up the Excel spreadsheet either by
Using the Excel object model (aka Automation) if this is a quick kludge running from a workstation - but excel wasn't designed to be used from an unattended server and/or high volume so you may also want to look at
A 3rd party component such as SpreadsheetGear to generate the Excel spreadsheet files.
A good bet is to quickly create views for your items (using filters as you want) mirroring your desired worksheets and then export those views into excel. Those views update with the list and you can manually grab new versions later. Still manual but OOTB and no excel hacking needed.
I posted this on SharePoint Overflow. One of the answers I received there was very useful, regarding the utility of the Open XML SDK. Thank you to those who answered... I looked over your suggestions. My client has decided to go through with this one on account that it does not cost money to implement (as Spreadsheet Gear or datapresentation's plugin would).