We held a Stump the Consultant webinar on Thursday, May 14th - and here’s the link to the recorded version. But the fun doesn’t stop there. The more you communicate, the more we can do to help you succeed!
If you submit your Prophix product questions here, we’ll address them on future webinars!
Here are some of the questions we’ve answered in the past, to give you some ideas:
• I have a lot of users in my workflow. How can I make it easier to manage all the workflow tasks?
• Is it possible to share reports with only some users?
• How do I create a top 10 list in Prophix (e.g., top 10 customers)?
• Can you show me a couple of tricks to make my reports more dynamic?
Coming out of the gate strong @kristen.compton! How would you define trend? For example, if we use travel expense, how would we define or calculate the travel expense trend in the last 8wks/2months? Is it % change in travel expense vs same period prior year? Average travel expense as % of revenue over the last 8wks/2months? Other?
Is there a way to have the line item detail export into a report?
For example, I’d love to be able to have a report binder (or something like that) where I could have the consolidated P&L in one tab and then all the line item detail by expense line in another tab. After our budget process, I wanted to send a list of vendor movement/adds to AP so I had to go in by department and copy/paste because I was rushed and didn’t know of a way to do that any easier!
Is there a way we can use filters for dashboards? We have hundreds of sites and want to build a single dashboard that we can assign to all the users at our sites.
Trouble with DPM - I thought that once you post and lockdown a DPM cube for a given year, that data was secure. Fast forward to a new fiscal year and ask we make adjustments to DPM and post for the new FY budget, the old FY budget changes…
Why can’t I modify options for the Line Item Schedule like I can with other reports (to show gridlines and headers when downloaded to excel, and to remove the Table of Contents)?
Microsoft Excel now contains What-If Analysis tools (Scenarios, Goal Seek, Data tables) which can use several different sets of values in one or more formulas to explore all the various results.
For example, you can do What-If Analysis to build two budgets that each assumes a certain level of revenue. Or, you can specify a result that you want a formula to produce, and then determine what sets of values will produce that result.
Is it possible to export Prophix reports in Excel with these formulas imbedded in the report? Is this something in consideration for a later release of Prophix?
Hi! Will Prophix ever have a feature that allows us to average across accounts? Right now we can average across time for a year end total for each account, but we are unable to average across accounts/departments for an organization total. We created a work around where we manually calculate each organization average, but it would be great if there was an automatic option.
Hi Kyle-Prophix for Excel is already available for cloud customers. Please contact your CSM for more information. The ability to make edits like o-prem will be available in Fall 2020 release.
Sure! So we have multiple organizations that have multiple departments. Our Board likes to see totals at organization level and/or department level. One of the accounts we want to average is authorization utilization. Since we have accounts set up to add as they roll up (revenue, for example) our utilization percentages add as well. So we went with uploading the averages to dummy accounts.
Hello! What is the best way to prevent users from doing data entry to an account or cost center dimension that is inactive?
In accounts, there is a member property to prevent data entry. However, this did not work for us as we have a process that runs every night to load in the last 2 years of data so the prevent data entry made the process have rejected records.
Another thought was to have an alternate hierarchy for inactive cost centers or accounts and then apply security so that users do not have write access to these inactive cost centers/accounts. However, it doesn’t appear that I can assign write access for an alternate hierarchy since it is not at the leaf level.
In Model Manager, you can prevent data entry in just Plan but leave it in for Actual by checking off “Calculation definition varies by rule set”. See the images below. This will ensure your Actuals can be imported but then you won’t be able to data enter in Plan.
Hi Hassan! We are doing well. Hope you are too. So nice to hear from you
Perfect - that will work for my account dimension. However, I do not have those same options for the cost center dimension. How would I prevent users from budgeting to an inactive cost center?
