Getting to Grips with Sage Business Intelligence Reporting

This month's technical tip is focusing on Business Intelligence Reporting. The key to understanding the nature of the many different reports available from Sage BI is an appreciation of the data cubes that supply them.  These are explained in a document often overlooked on the BI welcome screen.

 

In particular on page 84 there is a summary of the User Defined reports and which cube they are based on.  The Sales Cube with details on invoices and credit notes is a 'Latest Status' cube ie if a transaction already exists in the cube it will be overwritten and will show its latest status when the cube was last refreshed.  The data includes current and archived data and when data is purged from Sage 200 it is not deleted from the data cube.

The other type of Cube is an 'As at' cube - this cube holds a snapshot of the data each time the Cube is refreshed- so a transaction can exist many times in the data - useful for analysing status changes over time.  An example of this is the Stock levels cube, which holds details of the quantity and value of stock items at different points in time.