Deliver financial and operational analytics through a truly agile data pipeline with Incorta

Transcript:

Shaan Mistry: Okay, perfect. So um hi, everyone. It's a shade mystery. And if you're here for the in quarter, hands on virtual lab, you're in the right place. Um, we are gonna just give it a couple of minutes. Give people a chance to join um. So if you are just coming into the

Shaan Mistry: session. Um, don't be alarmed. The screen Hasn't frozen, And again I will keep talking. So yeah, it looks like we got a few people coming through now,

Shaan Mistry: but again we still got couple of minutes uh, so if you wanted to do that last minute, stretch your legs if you wanted to grab a water or tea, Coffee? Um, maybe a nice cake depending on where you are in the world. It's four o'clock, five o'clock, some people, or it's breakfast for others.

Shaan Mistry: So again, if you are just joining us today for the virtual hands on lab uh, you are in the right place. My name is Shan Mystery, and we will kick off in a couple of minutes time. We're just giving people a chance to sign in. Sit down

Shaan Mistry: So again we can see that there's a few people just signing in a few people signing into the audio.

Shaan Mistry: And again, if you do have any questions at all throughout today's session, feel free to pop them in the Q. And a box.

Shaan Mistry: So again, just for those that have just uh joined. Um! We are going to kick things off in

Shaan Mistry: probably two minutes time.

Shaan Mistry: Um! So if you want that last minute chance to grab a drink before we get going um again, feel free um again. Just a bit of housekeeping. If you do have

Shaan Mistry: any questions throughout today. Um, I do have my lovely colleagues. I'll introduce them in a minute as well, helping out, so please pop them into the Q and A. Chat as well.

Shaan Mistry: But again we've got a couple more minutes still. Got a whole host of people

Shaan Mistry: still dialing in.

Shaan Mistry: Okay. So if you are just joining, we're about a minute away from beginning
Shaan Mistry: so we can.

Shaan Mistry: My name is Shah Mystery. I will kick off in one more minutes, just giving everyone a last minute chance just to sign in dial in

Shaan Mistry: and also get comfortable before we begin today's virtual Hands-on lab.

Shaan Mistry: And again, if you do have any questions, feel free to pop them into the Q. A. Box. Um, But yeah, we've got one minute to go, and then we'll really kick things off.

Shaan Mistry: Okay, perfect. It looks like we've got the vast majority of participants on now. So hello, everyone and welcome to the in quarter virtual hands on lab. My name is Shah Mystery Director for Global Channel Sales Engineering. And today

Shaan Mistry: we've got a bit of a special uh hands on Lab. We're going to be running through. How to deliver financial and operational analytics through the agile um in quarter platform. So one hundred and fifty

Shaan Mistry: part of the Hands-on lab is going to be, as the name suggests, hands-on. I would love for you all to participate with me.

Shaan Mistry: For those of you that have never done a hands on lab before. It's a super simple, and again it's all in the cloud. So if you head over to

Shaan Mistry: the website of in quarter. You may have received some instructions already, if not head over to the website, for in quarter com

Shaan Mistry: once you're in in, you can either see the middle of the screen where it'll ask you for your email address to start a free trial.

Shaan Mistry: Alternatively, you can click at the top of the menu bar on the quarter website on in quarter, dot com and say, start free. Stop for free, I should say.

Shaan Mistry: And when you click on that start for free. If you enter in your email address, obviously my email addresses there, you also look obviously different to that, and then click the sign up button.

Shaan Mistry: So again, just to confirm if you've just joined us right now. Uh, if you go to in quarter, dot com and opt for the Free Cloud trial or start free trial, and then sign up. So again it will ask you to enter in some of your details alongside your email address,

Shaan Mistry: and once you've done that. Um. In a few moments you will get an email appearing in your inbox. There will be a url and a username and password.

Shaan Mistry: Um. But again once you're at that stage. Um, you're good to go uh, but before we kind of do that again you'll get a cluster ready um spinning up as well.

Shaan Mistry: But before we do that,

Shaan Mistry: let's just run through the agenda. So

Shaan Mistry: i'm just going to give you a very quick overview again. This is not about death by Powerpoint. This is about getting you hands on uh within quarter and giving you a really nice kind of walk through, of how the platform works, and how you hopefully will see the benefit of

Shaan Mistry: and in quarters uh agile pipelines and delivery. So in terms of today we're going to obviously be looking to connect to a complex and data source. And in this case we're going to be working with oracle ebs, one hundred and fifty

Shaan Mistry: uh we're going to show the power of our direct data mapping capability. So by ingesting that data in without having to develop any selecting or remodeling, we then going to build a very nice schema to make it usable by the business,

Shaan Mistry: and we're gonna finish with developing um some sort of kpis and dashboard. And again, you know this is all about operational analytics. Um. So if new questions were to come in, how can we then edit and make this some more automated along the way.

Shaan Mistry: let's kind of kick things off. Um, while your machines are all spinning up and let's kick these things off with. I suppose the status quo in most organizations right now.

Shaan Mistry: Most organizations right now, when they're working with these complex sources of structured sources on the left,

Shaan Mistry: it's all about. How can they serve it up to the business in the shortest pathway. But right now a lot of these systems in via involved, I should say, very complex. Etl

Shaan Mistry: uh, I suppose, modes of extraction. So again, you would take a system like, or recall like sap, as example,

Shaan Mistry: and you'd perform some level of etl or Elt um and get that data landed into it. Role data zone Uh, this could be in some sort form of data Lake, or going directly into the data warehouse. From there you'll kind of

Shaan Mistry: data engineers people within it. Application users to get it served up to the business, so they can consume it, in which ever third-party bi tool, or simply just uh reengineering it in. Excel to meet the business requirement

Shaan Mistry: So along the way they're having to slice and dice the data. You know. A big part of this is that when you started with one hundred percent of the data at the source getting it into the hands of the users in the most one hundred

Shaan Mistry: are only doing the analysis on a small fraction of the data.

Shaan Mistry: So along the way, if they need to ask a new question, to drill deeper into the analysis. That means going back to the start to answer a new question, to have that factored in, and that can take time energy resources, but also skills and expertise.

Shaan Mistry: So in quarter solution is very, very straightforward. We would connect to one hundred percent of the data up sources, and we bring all of it, if needed, into the in quarter platform.

Shaan Mistry: By way of using direct data mapping, we can identify every single data point how it relates to every other data point.

Shaan Mistry: and we find that the fastest join pathways. Essentially a hundred percent of that data is stored within the quarter platform,

Shaan Mistry: and on top of that we can perform um data enrichment. We could perform business views and serve that up to the end users to really accelerate these. Further, we have what's known as data applications, and these are pre-made templates that basically accelerate the time to insight. So I use examples of if you're looking to. Do you know anything around accounts, receivable accounts payable

Shaan Mistry: uh understanding journal entry and general ledger reporting. We have these templates available by way of our data applications out of the box

Shaan Mistry: now in quarter could be the end estimation you could build as we're going to do today uh dashboards and kpis, or you could serve this up to your other third-party applications. Maybe you want to reuse the data inside of synapse. Maybe you want to push to excel. Maybe you want to visualize further in one

Shaan Mistry: power bi or tableau

Shaan Mistry: essentially in quarter, becomes your one-stop data hub, and allowing you to self serve from a single source of the truth without putting a strain on those targets or systems.

Shaan Mistry: So today, what we're going to be doing is connecting to oracle ebs. We're going to bring that data in. We're going to perform um direct data mapping. We'll form some level of enrichment as well. I think that's going to be important, and we're going to build our own business layer and build dashboard over the top.

Shaan Mistry: That's what we're going to be doing

Shaan Mistry: so again along the way we're going to be focusing on these four areas from data connections. We're going to build a schema. We'll look at business schemes, and we'll also build insights and dashboards along the way.

Shaan Mistry: So again, the purpose of today we're going to be focusing on order management. So how we can connect to these various, I suppose,

Shaan Mistry: erez agmoni disparate tables. Um, by way of building our own schema within in quarter, to ultimately get to a view where we can see what's been ordered versus what's been shipped? What our top selling? One hundred and fifty

Shaan Mistry: line items are um! And where are these actually being manufactured? And Where have they come from? As well Again,

Shaan Mistry: on the call today? Joining me is my two fabulous colleagues. We have Marta, and we have Ahmed as well. They'll be helping on the Q. A. Uh. Panel as well. So if you do have any questions uh feel free to kind of throw that into the chat as well.

Shaan Mistry: So before we kind of just kick things off. Um, we have loaded into the chat. The Lab guide uh some of you might need to drop off. Um! But again the the machines and the lab themselves are going to be available to you, so don't feel um that you need to kind of rush as well. You can always come back to it later. So again

Shaan Mistry: you know what we're going to be doing is a hands on exercise now, so your machines should have come online.

Shaan Mistry: So let me just come out of this and get to my machine. And again i'm going to do it from exactly the same point in time where you are. And so we're going to be guiding through this together. So the first thing is, once you got your cluster span up,

Shaan Mistry: obviously adding, in whatever credentials that you've been provided, and then hit signing,

Shaan Mistry: Okay, So i'm gonna save my password uh again, you should. As well. It's gonna say, welcome to in quarter. Um, please enter your name. Uh. So again, first name a last name you can use Shawn mystery if you want. I do not mind if you want to be me. Um again. It's a great form of flattery and complement. So

Shaan Mistry: hello! The Shah is out there uh hit next on that again. What role do you identify as um for the purpose of this? Obviously, we're not setting up any roles or permissions. Um. So again, maybe this is more of a aspirational thing. I would like to be today A. Maybe i'm going to be a data architect today and then hit next.

Shaan Mistry: So from here you should be presented with the home screen. So again you'll have a few things displayed,

Shaan Mistry: but for the purpose of this um bit of housekeeping. So when you're in the in quarter platform, the top toolbar

Shaan Mistry: gives you a list of things like data. Um. So this shows you what data sources you've already got established, or which ones you can connect to. We also have our schema. This is basically where we build a logical grouping of tables. Uh, again, we do provide a free

Shaan Mistry: data set and schema out of the box for online store, so you can have a play with some of the exercises later. We then have our abstract player, which is what served up to the business, and then we have our content. Uh! And again, there's a free example of some dashboards that have already been built.

Shaan Mistry: We're going to start from absolutely the um

Shaan Mistry: the start. So what I want you all to do is first click on data from the top.

Shaan Mistry: So like I said, we're going to be connecting to an ebs instance. So from here, once you click on data. I want you go to New from the right hand side, click on that plus icon, and then go to add data source.

Shaan Mistry: And this shows you a list of all the possible data sources that we can connect to from in quarter out of the box.

Shaan Mistry: Okay. So once you on this screen, you.

Shaan Mistry: We want to find database, and we can click on oracle.

Shaan Mistry: Okay, Once you on this screen, we're going to be calling the name of this connection, we will call it orders.

Shaan Mistry: Now the Username is going to be called Apps, or lower case, and the password is going to be called apps or lowercase, and let me just show you that on the screen

Shaan Mistry: in terms of the connection string

Shaan Mistry: after the um colon. After thin it's going to be

Shaan Mistry: the app sign, and then it's uh one, two, nine,eighty dot, two, two five two hundred and five,

Shaan Mistry: and then another,

Shaan Mistry: and then one thousand five hundred and twenty-one

Shaan Mistry: Caroline, and then ebsd be, and we can leave the connection Pool,

Shaan Mistry: As it is so again, just to confirm the name of the date source will be orders, the Username is apps, the password is apps, and then the connection string should read as Jdbc. Colon Oracle, prolong thin colon, and then the app sign, and then it's one, two, nine dot eighty. That's that's eight zero dot two hundred and twenty-five to two hundred and five colonel on ebs. Db:

Shaan Mistry: Once you've done that you could just press test connection. You should get it top right. Corner Test was successful. I'm just gonna pop this into the chat as well. Just so. You all have that same connection string that works. And remember, the Username is Apps. The password

Shaan Mistry: and then the name of the connection that we're creating is called order, so i'll just pop that in the chat as well. Uh, just so. You've got a copy there as well.

Shaan Mistry: So once we've done that we've established a connection. The next step is to we need to bring some data in. We need to build our schema. So

Shaan Mistry: on the top toolbar. We're going to the left hand side, and we're going to click schema!

Shaan Mistry: And we're going to click on new in the top right corner.

Shaan Mistry: We click on you, and then we go to Schema Wizard.

Shaan Mistry: Okay, So let's give our schema a name so nice and simple. We'll call it orders.

Shaan Mistry: We click on the selected data source drop down.

Shaan Mistry: So this is the data source connection we created which we called orders. Let's keep it nice and simple. So new schema is called orders. We select the data source connection, which is also called orders, and then we hit next.

Shaan Mistry: Okay, So first thing we need to do is bring in our data. So we've got a various different tables available to us. Um that exist at this ebs or the source. So the first thing we want is

Shaan Mistry: capitals. We go to,

Shaan Mistry: and from here we click on the arrow to the right hand side, and this will be

Shaan Mistry: under school order

Shaan Mistry: into school lines

Shaan Mistry: underscore all that's the first one, the

Shaan Mistry: So you should see,

Shaan Mistry: and that we've got oe

Shaan Mistry: order

Shaan Mistry: underscore lines all, so we can tick the option there.

Shaan Mistry: Okay, I'm just going to leave it on the screen for momentarily. So Oe and this call order underscore lines and just call all,

Shaan Mistry: and there should be about three hundred and sixty eight columns within.

Shaan Mistry: Okay, The next one

Shaan Mistry: is going to be order underscore

Shaan Mistry: headers on this call, Or,

Shaan Mistry: again, it will be only underscore order, and to school headers, or

Shaan Mistry: these two are both coming, so we can take that option there. But there should be a hundred and eighty columns within the

Shaan Mistry: Okay. So that's from the on t

Shaan Mistry: essentially table that we're pulling in

Shaan Mistry: in click on the cross.

Shaan Mistry: Then we can click on the back arrow next to where it says

Shaan Mistry: so. The next one is we're looking for apps a ppf.

Shaan Mistry: Then we can click on the arrow to the right to go into that. Further, The

Shaan Mistry: and this one is we're looking for org underscore

Shaan Mistry: organisation. We are using the American spelling of organization, and then we've got

Shaan Mistry: definitions. So again, all underscore organization, underscore definitions, and we take that there as well.

Shaan Mistry: Then we can come out and go back

Shaan Mistry: all the way out of apps, and then next one we do inventory. So I and V.

Shaan Mistry: Then we click on the arrow to go into this further,

Shaan Mistry: and then from here we've got Mtl:

Shaan Mistry: then underscore system underscore items, Underscore B.

Shaan Mistry: So again it will be Mtl and the school system underscore items underscore b so we can tick that there as well

Shaan Mistry: different tables. So when we hit next we

Shaan Mistry: we want in quarter

Shaan Mistry: to establish any relationships, if possible. For the purpose Of this there will be none, but we can always be hopeful. So in any way. Let's click on the bottom corner, says Great schema!

Shaan Mistry: So all we've done here is establish a connection uh to those full scheme. So if we go to the diagram view and the top right corner now, basically we could see the four tables. So you should have all organization, and just for definitions

Shaan Mistry: O. E underscore order, underscore headers and all. O. E. Understand all the lines underscore all. And then Mtl. System items, and just for B. But nothing is joined. So again, this is just completely for disparate tables without any type uh

Shaan Mistry: kind of logical schema or grouping. Present

Shaan Mistry: again. I'm just gonna pause there and just make sure. Um, You're all okay. So far, everyone looks like they are good. This is brilliant again. Let's try and make sure no one gets left behind.

Shaan Mistry: So the next step is we need to join. So top right corner go to New and go to join.

Shaan Mistry: So the first thing we want to do is go to our oe underscore order, underscore lines, underscore all. We will specify. Then, as the header, Id

Shaan Mistry: joining to

Shaan Mistry: borders, and then we're joining to oe underscore border headers all

Shaan Mistry: we're going to be doing the header. Id

Shaan Mistry: so how we order lines all header Id and we're doing how we order headers all join to header Id And then we're gonna hit done.

Shaan Mistry: Okay, So that's one Join ready.

Shaan Mistry: Once you've done that we're going to go to New. We're going to do another. Join

Shaan Mistry: this one will be order lines all,

Shaan Mistry: and then we can type this part in, because it will be ship,

Shaan Mistry: which is a bit further down. But it's ship from Org. Id so order lines all ship from forg, Id and then we're going to go to

Shaan Mistry: orders again. And this time we're going to go to Mtl. System. Items B, and then we're going to go to organization. Id

Shaan Mistry: once you've done that, we're going to click on the plus icon,

Shaan Mistry: and we'll also do

Shaan Mistry: inventory item Id

Shaan Mistry: and then we'll also do inventory Item: Id so it should be,

Shaan Mistry: how we order lines all

Shaan Mistry: ship from all the id, and then we're joining to Mtl. System, items B, and then the organization. Id we click the plus icon, and we're adding a secondary part of the join, which will be inventory item Id matching to inventory item. Id then we hit done

Shaan Mistry: so that's effectively to completed. Let's do one more. So if we go to New we

Shaan Mistry: and go join

Shaan Mistry: last one. Now, so it's going to be order lines. All

Shaan Mistry: we're going to do ship.

Shaan Mistry: So this will be ship from, or

Shaan Mistry: Id,

Shaan Mistry: and then we're going to be doing

Shaan Mistry: organization definition.

Shaan Mistry: Then we're going to be doing the organization. Id

Shaan Mistry: okay, Okay.

Shaan Mistry: And once you've done that, hit done

Shaan Mistry: okay, and then just press save.

Shaan Mistry: And then what we want to do is just add in an additional step, or an additional, I suppose,

Shaan Mistry: formula for one of our tables. So if we go into

Shaan Mistry: oe, order lines all,

Shaan Mistry: and then at the bottom you can see where it says formula columns. We are going to click on the plus,

Shaan Mistry: and we're going to give it a name,

Shaan Mistry: so we will call this our order underscore

Shaan Mistry: amount.

Shaan Mistry: We'll call the label order amount, so on the name. Make sure you did uh place an underscore between order and amount as the column main.

Shaan Mistry: The function

Shaan Mistry: uh type is going to be a measure,

Shaan Mistry: and once you've done that, we can click in the box that says column formula.

Shaan Mistry: So here we're going to be taking our

Shaan Mistry: um, ordered a quantity.

Shaan Mistry: So if we just type in ordered, we can take, say, ordered quantity,

Shaan Mistry: and we're going to multiply that

Shaan Mistry: by our unit selling price.

Shaan Mistry: So it'll be unit

Shaan Mistry: selling price.

Shaan Mistry: And again, i'm just going to copy that.

Shaan Mistry: So you got that there?

Shaan Mistry: Okay. So once you've done that, we can then go to validate and save.

Shaan Mistry: Okay. So we've connected to four dispute tables. We've carried out uh some joins. We've even generated and enriched the data with a brand new measure where we've taken the quantity, and if uh multiply it by the selling price,

Shaan Mistry: and then the next step we're just going to hit save.

Shaan Mistry: And then the final part is, we need to pull that data and carry out direct data mapping and load that data into the inquor to platform. So let's go to do a full load.

Shaan Mistry: Okay, and then it will say, Do you want to start a full load. Yes, we do. So let's click load.

Shaan Mistry: But again, so as that's running through

Shaan Mistry: in terms of the process, we're pulling that data into

Shaan Mistry: from source and connecting to those tables. So we've specified which four tables

Shaan Mistry: in a production way. When you're working with these vast systems, you might want to pull more in, or all one hundred percent of that data in its entirety as it stands and carry out direct data. Mapping on that

Shaan Mistry: again, we're identifying all the different join pathways where possible, but also how each data point relates to one another.

Shaan Mistry: So that's really what's happening behind the scenes. So mine has now completed. Uh again, I'm going to give you guys a few extra seconds, just in case.

Shaan Mistry: But now, when I go to the diagram view,

Shaan Mistry: we should now see our order lines all join to our Border Head as well as

Shaan Mistry: and I think we're gonna have a order lines all going to our organization definitions, and then you've got all the lines, all going to your system. Item: So again,

Shaan Mistry: this should show us our schema how the data is going to traverse across. So when we're doing any querying,

Shaan Mistry: this is going to be exactly how the data is going to traverse. So when we talk about query performance in this case it's going to be going across this four tables with those three different joints in order to carry that out again.

Shaan Mistry: This is obviously what we're doing as part of the exercise.

Shaan Mistry: So the next part, though, is

Shaan Mistry: going to be the abstract layer.

Shaan Mistry: This is what we call a business schema.

Shaan Mistry: So i'm not going to spend too much time on this right now. I really want you to take this away and play with this further, but essentially the abstract layer or the business schema

Shaan Mistry: is what you're exposing to the end users. So let's say, for example, i'm in. You know i'm the data engineer across you know, a particular project.

Shaan Mistry: My colleague Marta, is part of a one departmental team, so I could build a business schema for her directly, and her team, and then I also have my colleague Ahmed, who's based in Egypt,

Shaan Mistry: and he's in charge of operation. So he doesn't care about maybe a particular system that Mark is using, so he wants his own business layer, and that's essentially what we're doing with the business scheme. Now we're serving up to the people that require it for them to self serve,

Shaan Mistry: and it could be based on the department based on their role based on that function. We even based on that permissions. And again, to give you an idea, we do have one already created. But we won't. Be using that.

Shaan Mistry: So from here Let's go straight to our content. And let's actually start to consume and self-serve the data that we've told inside of in quarter.

Shaan Mistry: So if we go to new in the top, right? So content just to confirm, we're in the content tab at the top, and then we're going to click on new, and we're going to say, add, dashboard,

Shaan Mistry: let's give it a name. So i'm going to call this by orders

Shaan Mistry: overview.

Shaan Mistry: Okay, hopefully, everyone's with me so far

Shaan Mistry: and click add perfect. So you should Now see on the screen.

Shaan Mistry: Add your first inside, because, as the name suggest, we haven't built any insights yet, so let's go ahead and click. Add our first insight.

Shaan Mistry: Now, because it's the first time we're going to be doing this, we need to tell in quarter, based on the insights part. So this will be typically the work of your bi developers or bi users that are going to self serve. So we need to say we'll see what's available to us.

Shaan Mistry: So if I go to manage data set towards the left hand side of the screen,

Shaan Mistry: and then we go to tables.

Shaan Mistry: You should now see orders appearing. Just tick the check box next to orders, and then all four tables

Shaan Mistry: will be available.

Shaan Mistry: Now we don't need to worry about joining them up.

Shaan Mistry: Our let's say it team for the

Shaan Mistry: data engineer or data architect already did that during the schema phase.

Shaan Mistry: So we can just tick what's available to us. We can click orders,

Shaan Mistry: and we should see that here. So

Shaan Mistry: let's start building some insights

Shaan Mistry: if you click where it says insight on the dropdown. This gives us an overview of all the different charting types available out of the box in in quarter. Now, one thing to point out that we do have a very active partner ecosystem as well. So there are some additional um

Shaan Mistry: api's or dashboarding chart types that can be developed either by you uh via the community, and our it kind of uh extensible um kind of toolkit L Sdk: kit as well. But this is what's available outside of the box. First thing we're going to do is

Shaan Mistry: i'm gonna build a doughnut. Ch: So I want to view my warehouse performance. So let's click doughnuts.

Shaan Mistry: The first thing I want is a measure. So top left corner. I can search for order

Shaan Mistry: amount, and this will be coming from the order lines all table, so I can drag order, amount, and I can move it over to the measure.

Shaan Mistry: Okay, so that should be a nice big donut appearing on the right hand side. I then want to group this. So

Shaan Mistry: i'm gonna change in my search option, and i'm going to do it based on organ I

Shaan Mistry: ization

Shaan Mistry: name. And again, as a start typing name, it should be coming from organization. Definitions. So pop that into the grouping dimension. So we should see all grouped by the different organization names. That's great.

Shaan Mistry: What you also want to do is I'm just going to search now for

Shaan Mistry: order

Shaan Mistry: amount again.

Shaan Mistry: But when i'm on this organization name you can see that I've got this option to drive columns here to sort it.

Shaan Mistry: So i'm going to drag order, amount, and i'm going to sort it by that order amount.

Shaan Mistry: Okay,

Shaan Mistry: Obviously, that's quite a lot of things being displayed. I don't need all of those. So towards the top right corner we have a little kind of gear icon for settings. If you click on that,

Shaan Mistry: I can say that I only want to return

Shaan Mistry: maximum of the top fifteen.

Shaan Mistry: So once you've done that. Uh. So again, we've just done a simple doughnut chart. We've done the measure as order amount We've done the grouping dimension as organization name. We drag the order amount onto the sort by

Shaan Mistry: and then on the gear. Icon, we just specified the top fifteen.

Shaan Mistry: So again go ahead and hit. Save on that

Shaan Mistry: nice and straightforward. So again we've got our first insight added onto the dashboard. I couldn't see that Seattle manufacturing

Shaan Mistry: um has thirty five percent of vision. Sweden. That's thirty three.

Shaan Mistry: I forgot to do something

Shaan Mistry: so keen. Viewers will have noticed that I didn't give this a title. So if we ever need to edit a dashboard or a chart. We

Shaan Mistry: you can hover over what you've just created, and you'll see as I hover over there's a pencil icon in the top right corner, so I can click on that to edit,

Shaan Mistry: and once i'm back to edit this, I can click to say click to edit inside title, and I can give it a name. So i'm just gonna call this my warehouse

Shaan Mistry: performance. Okay, and then I can hit, save, and then save again. So again, if you ever find yourself you've

Shaan Mistry: saved without editing uh, maybe a title, or anything like that. You could always re-ed it um and kind of change what you need to and then save it again. So no harm is ever done. Okay, we have a nice, simple order overview. We've got the warehouse performance and see which warehouses are performing very clearly. We're looking at the top. Fifteen.

Shaan Mistry: Next thing is, I want more of a holistic view. I want to kind of a a heat map or tree map that shows me the top fifteen items.

Shaan Mistry: So if I click on the top right corner I've got a plus icon. This just means that I can add another insight.

Shaan Mistry: Okay. So this time I'm going to go to the inside type, and i'm going to go down to a tree map or heat map depending on what school of food for you from, but we call it a tree map. Okay. So from here, from the left hand side.

Shaan Mistry: Um, i'm going to be typing in order amount again,

Shaan Mistry: and then i'm going to move this as my measure

Shaan Mistry: from that i'm going to group it. So if I just type in the word description,

Shaan Mistry: uh, you can see that description

Shaan Mistry: is coming from the order lines that

Shaan Mistry: for the material, their system items the

Shaan Mistry: Okay, and we'll put this as grouping.

Shaan Mistry: So you should see from Mtl system items the description

Shaan Mistry: again. I think I had one uh recently where this might have been coming from the order lines. But the main thing is as long as your says description. That will be your description to group on.

Shaan Mistry: And again. When we're on description we can sort it by particular columns. So let's just do it, based on the order amount. So we move that over to the sort by again

Shaan Mistry: and again. It's quite a lot

Shaan Mistry: uh in the heat map, so we can press the gear icon top, right corner on the card, and we can specify the Max number of rows again to be fifteen,

Shaan Mistry: and then hit save

Shaan Mistry: so we now have our heat map. It'll trem up. We've got our doughnut view again

Shaan Mistry: if we didn't want to. If we wanted to rename this, I can edit the dream up again, and I can call this our top

Shaan Mistry: fifteen items and hit save again and then save again.

Shaan Mistry: Okay. So maybe two of the things we want to quickly add would be, uh, maybe some actual kpis. So again scroll up to the top, find the plus icon and click on that,

Shaan Mistry: and in the insight through a scroll all the way down and click Kpi.

Shaan Mistry: So with this particular Kpi. If we do by order number,

Shaan Mistry: so this will be coming from the oe order underscore headers. All

Shaan Mistry: this will become our measure,

Shaan Mistry: the aggregation I'm going to be doing it based on the count,

Shaan Mistry: and then the format i'm going to leave it as rounded,

Shaan Mistry: and then at the top the column label: This is a crucial step. Let's call this our orders, so I can see how many orders have taken place and hit. Say,

Shaan Mistry: i'm going to do one more Kpi. So top right corner gonna hit that plus icon again

Shaan Mistry: on the insight. I'm going to go all the way down to the Kpi again.

Shaan Mistry: I am going to do it on order amount to,

Shaan Mistry: and that across to the measure,

Shaan Mistry: and then this time i'm going to leave it as a sum.

Shaan Mistry: I'm going to have the format

Shaan Mistry: to be dollar rounded,

Shaan Mistry: and i'm going to call the column

Shaan Mistry: or to

Shaan Mistry: performance,

Shaan Mistry: so we should see the dollar amount appearing.

Shaan Mistry: So let's say, for example, we've built this kind of amazing

Shaan Mistry: kind of view of our kind of order warehouse performance. We've got the top fifteen items. We know how many orders have been placed. We know what the order performance is. Uh, you know we've got the dollar amount. This is great,

Shaan Mistry: However, what about

Shaan Mistry: if we came back to this at a later day and said, Right, we want to compare the orders effectively. Shift with the orders placed. We don't really have that data right now.

Shaan Mistry: So we need to refactor this. So rather than go through all the modeling process again,

Shaan Mistry: we can kind of effectively add to this. But again, if I want to show you kind of, you know, just the extensibility of being called to platform. So This is a little bit of an optional step for for some people, but I just want to show that you know there are other ways of doing this inside of in quarter and leveraging various different data engineering skills. So let's go

Shaan Mistry: back to the schema tab.

Shaan Mistry: Once we're in the Schema tab. We'll go into orders,

Shaan Mistry: and once we an orders, let's kind of generate new tables. Let's kind of do this on the fly,

Shaan Mistry: so let's enrich this even further. So Let's go to New

Shaan Mistry: when you on the orders, tab, and from new. Let's go to a derive table, and we'll use the in quarter analyzer. So you can do this visually uh kind of using some of the quarter tools available. Um, i'm going to click on the dropdown, and i'm going to select

Shaan Mistry: sequel database.

Shaan Mistry: I'm going to select my data source to be orders.

Shaan Mistry: So again, this is the order schema, that we're building on off,

Shaan Mistry: and then i'm going to do a query.

Shaan Mistry: So this query is going to be nicely straightforward. It's just going to be a select star

Shaan Mistry: from, and this will be apps dot

Shaan Mistry: from, he said, and this will cost underscore accounts like so,

Shaan Mistry: and I can copy that for you all as well. I'll just pop that into

Shaan Mistry: chat,

Shaan Mistry: and then I can hit execute.

Shaan Mistry: So again I'm just creating a brand new table based on what we see from

Shaan Mistry: the he said customer accounts,

Shaan Mistry: and once I've done that I can click done,

Shaan Mistry: and then i'm just going to validate that as well.

Shaan Mistry: Okay. So i'm going to call this So this will be the H. Z underscore cost the

Shaan Mistry: underscore

Shaan Mistry: accounts.

Shaan Mistry: Okay, And then i'm going to hit. Done

Shaan Mistry: so. Have a new effectively table

Shaan Mistry: that's built off of the orders and the same schema We're working off.

Shaan Mistry: I'm also going to click new,

Shaan Mistry: and i'm going to do another one so new derived table in call to analyzer.

Shaan Mistry: I'm going to click on sequel database. I'm going to specify my data sources, orders,

Shaan Mistry: and i'm going to do another one. So let's say, this is our select star from

Shaan Mistry: apps dot a R.

Shaan Mistry: Whoops, perhaps dot

Shaan Mistry: undiscovered whoops upst. I I can't type uh underscore customers. So select staff from apps dot ai

Shaan Mistry: underscore customers. I'm just going to copy that and pop it into the chat for you all as well.

Shaan Mistry: Okay? And then i'm going to execute,

Shaan Mistry: and then i'm going to give it a name,

Shaan Mistry: so we'll call this our a all underscore

Shaan Mistry: customers

Shaan Mistry: and then done,

Shaan Mistry: and then save.

Shaan Mistry: So we've got that saved

Shaan Mistry: from here. I'm going to specify

Shaan Mistry: the oe

Shaan Mistry: order had us all.

Shaan Mistry: I'm going to specify the sold

Shaan Mistry: to Org Id,

Shaan Mistry: and this is going to be joining to orders again.

Shaan Mistry: But this time it's going to be the new table we created so

Shaan Mistry: accounts,

Shaan Mistry: and then i'm going to hit done,

Shaan Mistry: and i'll do one more join, so new

Shaan Mistry: join,

Shaan Mistry: and this will be

Shaan Mistry: going from the H. Uh. H. Z. Customer accounts. It will be going to customer account. Id and the parent will be orders. It will be going to the A. Our customers, and then customer Id and then done

Shaan Mistry: so. Then if we hit, save,

Shaan Mistry: we've effectively created two new derived tables, using Sql: very basic sequel. And then we've done two new virtual joins.

Shaan Mistry: Next step is, we need to load that back into in quarter to carry out further direct data, mapping, so load and and then down to full load and then load together.

Shaan Mistry: And again this might take another for the thirty seconds. But essentially we wanted to compare all the ship versus for this place. But we didn't have the data. So we went in, built a two new derived tables that didn't exist at the source.

Shaan Mistry: We've then joined them to the pre-existing schema and then we just rerunning that direct data mapping so again

Shaan Mistry: is essentially built inside of in quarter.

Shaan Mistry: But the beauty is now that once that's loaded in, and we look at our diagram view,

Shaan Mistry: we can see how those derived tables

Shaan Mistry: form part of that join the also no part of that query process. So any type of querying or any dashboard we build now will be traversing all of these tables, whether that's physical tables, whether that derive tables, it doesn't matter in quarter has been Piece the this all together for us,

Shaan Mistry: so once that's loaded for you. Let's go ahead and build our final chart and dashboard of the day. So let's go back to content

Shaan Mistry: from content. We're going to go to the orders overview

Shaan Mistry: from the orders overview. We're going to click on the plus icon,

Shaan Mistry: and we'll go through the drop down,

Shaan Mistry: and we're going to specify a

Shaan Mistry: tornado chart. So,

Shaan Mistry: Oops, where's it gone? There we go. So about halfway down you should see Tornado the,

Shaan Mistry: and then we're going to be having to add those two new tables in. So go to manage data set,

Shaan Mistry: and you should see the tables we just need to take which ones we want to consume. So again, from an end, user perspective, or bi developer or dashboard, user they just need to always make sure that they tick what's available to them. And again you're only going to see what's available to consume.

Shaan Mistry: Okay, So once those are in, we can now search. So let's search for ordered

Shaan Mistry: quantity,

Shaan Mistry: and we'll drag that across to the measure.

Shaan Mistry: We'll also have our

Shaan Mistry: and we'll group by customer

Shaan Mistry: nine

Shaan Mistry: and same Again, where we have

Shaan Mistry: the sorting, let's do it by bordered

Shaan Mistry: quantity,

Shaan Mistry: And again, that's quite noisy on the chart. So click on the gear, icon, and from here

Shaan Mistry: we will do. Max. Number of roses. Fifteen seems to be our magic number of the day, and I am going to edit the title before I hit. Save. So let's show this as being

Shaan Mistry: uh orders holders

Shaan Mistry: Okay. So once you've done that, it's save

Shaan Mistry: save again.

Shaan Mistry: So now we've got everything on the screen.

Shaan Mistry: Let's kind of make life a little bit easier for ourselves, though. Let's kind of tidy things up so

Shaan Mistry: as you hover over any of these charts and dashboarding insights, you could see there's a little kind of grid box. Um! This means that you can move some of the segments around. So, for example, if I was to drag the tree, Map the top fifteen items, click and hold

Shaan Mistry: and drag that towards the top left. You can see that it places it into or snaps it into position

Shaan Mistry: same again if I was to take my

Shaan Mistry: and then hit save sorry, I should say, save that part of the layout

Shaan Mistry: if I was to take my kpis. I can click and hold and drag that to the top

Shaan Mistry: hit save, and as i'm doing so I could just keep editing the layout to save and save again.

Shaan Mistry: Same again, for the other. Kpi clicked and hold. This this time i'll just move it to the right hand side, so it's all in a line and hit save again.

Shaan Mistry: But now I've got my view of

Shaan Mistry: the kpis. I've got my view of the top fifteen items I know, in the warehouse performance, and I've got details about the ordership versus place, so I've got everything that I need. So let's say, for example, if I was to just I don't know click on

Shaan Mistry: envoys standard laptop

Shaan Mistry: because of how in quarter has basically identified every single data point, and how it all ties together.

Shaan Mistry: All of the dashboarding insights have been adjusted

Shaan Mistry: accordingly, based on what we've clicked on. So, for example, if I was to edit the tree map

Shaan Mistry: and where I got the measure on order, amount and click to the right hand side and down to Query plan. We can see exactly where the data is coming from what query is being run

Shaan Mistry: based on what we see.

Shaan Mistry: So, for example, if I was to go to the order shipped versus placed, and edit that one

Shaan Mistry: same thing again. If I go to ordered quantity and click on the query plan, we can see It's gone from the order lines table to the orders headers table, and then it also goes through the two derived tables as well. So we've got that full lineage and transparency of where the data came from, and how that is being used as well.

Shaan Mistry: So again, in summary,

Shaan Mistry: let's just recap how we got here. We connected to data. We created a connection to our ebs system. From there we built a schema.

Shaan Mistry: In this case the orders. We also edited that schema, and did two new derived tables.

Shaan Mistry: We talked about the business schema, about the abstract layer of what we want to serve up. For the purpose of this. We want it just to build upon everything that was there, all one hundred percent of that data that we brought across. And then we built

Shaan Mistry: an amazing orders overview where we identified the orders, the order, performance, the warehouse performance, the top fifteen items, and also a view of the ordership and the orders place. So again a very quick whistle stop tour into in quarter two hundred and fifty.

Shaan Mistry: So before I finally wrap things up, and maybe you can all have your dinner, your lunch, or your breakfast in peace.

Shaan Mistry: Final. Two things for me.

Shaan Mistry: Obviously. What we've run through today is a very short exercise about how in quarter works, how it can be used in a more of an operational reporting way,

Shaan Mistry: please. If you haven't done so already, Sign up to the in court to community. From here we've got whole host of ideas, discussions, knowledge, based articles, but also information about some of our announcements, and also upcoming events. Or maybe simply, you want to chat to myself and Martyr and Ahmed and the rest of the quarter team about what you're thinking about doing.

Shaan Mistry: Please sign up to the a quarter community, and then The final thing is, we have a free learning uh resource available by way of learned on for to com

Shaan Mistry: uh from here you can get your in quarter certifications, and it will just help further your knowledge about all the great things in quarter can do, and all of the new data apps that we spoke about earlier that we're developing as well. So,

Shaan Mistry: lastly, for myself, thank you all for joining today, thanks to my amazing colleagues, Marto and Ahmed For Fielding, the Q. And A. Chat, and with that

Shaan Mistry: thank you all for joining. I have been sh our mystery, and we're right on time, so have a great rest of the day, and look forward to speaking to you all soon. Thank you,