A tool that is used throughout the statistical setup is provided in the software. This tool is used to create a statistical database in a totals file. This file contains the records in the following form :

Code MAJ

Company

Site

Date

Criteria 1

Criteria 2

Criteria 3

...

Amounts
(1 to 5 or 10)

The MAJ code is a characteristic code used in the reports and inquiry programs. It is possible to create as many codes as necessary (each corresponding to a type of statistical information).

The company and site codes are used to have detailed statistics if necessary (this is not mandatory and if this level of detail is not required, the corresponding fields remain empty in the database construction).

The date field is entered with the first date of the period corresponding to the triggering event date (according to the case, this will be the first day of the week, fortnight, month, quarter, year....).

The criteria fields are freely defined by using the fields in the on-line tables (or with parts of these fields, for example the first two characters of the postal code). This makes it possible to have statistics with the analysis axes more or less detailed. From the version 140 on, it is possible to have 1 to 8 criteria (in version 130 the limit was 4)

The amounts fields contain the amounts totals that are to be analyzed in the statistics.

The setup is made using this function, by creating the triggering records for the statistical database construction. One record at least is created by MAJ code used. Each record is identified by a unique code, which is often confused with the MAJ code, except when two (or more) records updating the same MAJ code (in this case the codes are different).

In addition it is possible to define, for the statistical setups of this type, if the previsions must be entered (or calculated from the real situation) with regard to the statistical totals.

The statistics inquiries can be made with 1 to 10 expression calculated from the total amounts for the inquiry period, for the previous period, as well as on the budgets entered. For example it is possible to display only the average values for a total by using these expressions. To view the statistics, the inquiry function is started using the MAJ code to be viewed. It will then be possible to zoom on the different levels of detail introduced by the successive criteria. The final zooms on the detail of the aggregated movements (if they are still on line).

A contextual inquiry on the statistics is possible from the File / Statistics that can be set up for each object (there is a tick box that defines it). When this function is used, a list of the available statistics codes appear and the zoom is made to the most detailed level taking into account the calling context. For example, in the framework of a if a sales management, if statistics has been defined by region (the first 2 characters of the default address associated with the business partner), then by customer statistics group, then by customer, then by product, a call to the statistics from a customer record authorizing access to this statistic and automatically set itself at the level of the customer detail (then the context is used to give a value by default to the region, to the customer group and the customer code). The statistics for the totals for the customer by product group appear directly.

Prerequisite

SEEREFERTTO Refer to documentation Implementation

Screen management

Header

In the record header, a code (unique identifier for the setup) and a title are found.

Tab General

This tab defines the main information of the statistical aggregate (triggering event, frequency, definition level, etc.).

Tab Advanced

When the statistical report is not just a display of the totals performed in the previous tab, this tab is entered with the following additional information:

  • a grid of the columns to display. By default, upon statistics creation, the titles of the totals or reused.
  • criteria if needed to filter the data which are totaled by logical expressions that have to be verified for the total to be made.

Validation

This button is used to generate the automatic processes linked to the statistical code. This validation is normally linked to the modification or the creation of a code. It is only necessary if the processes have not been deleted or if the setup has been created by copy from another folder (in this case, the validation is not carried out automatically).