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Synopsis

This is a two-day, hands-on, comprehensive technical overview of the IntelliStat data warehousing system for the Elite Professional Billing System (EPBS). The course includes an overview of the data aggregation and statistic building concepts of the warehouse system and provides a detailed review of the system features operation and database structure. Students will gain an in-depth understanding of the impact of system-level options and will receive detailed information with regard to advanced business intelligence concepts inherent to the IntelliStat architecture. The course is designed for programmers and technical staff from your firm's Accounting and Information Technologies departments. No knowledge of any particular programming language is required, but it is assumed that participants will be familiar with database query and reporting basics. This is an ideal course for technical staff that would like to dramatically increase their ability to develop custom reports and inquiry systems using IntelliStat as their firm's Business Intelligence Foundation.Topics to be covered include:
  • CONCEPTUAL OVERVIEW
    • Production Billing System vs. Financial Reporting
    • Why IntelliStat?
    • IntelliStat Basic Structure
    • Extraction
    • Incremental Build
    • Upload
    • Low-Level Warehouse Posting
    • Building a period

  • ADVANCED CONCEPTS
    • Multi-Timekeeper levels
    • Percentage (FTE) rollup levels (FTE)
    • User-Defined Fields
    • Multiple warehouses (Currency/YTD Start)
    • Multi Pass
    • Basic Stats
    • df_dwbase
    • Historical Concepts

  • ADVANCED STATISTICAL CONCEPTS
    • Days to Bill
    • Days to Collect
    • WIP days
    • A/R Days
    • Horizon
    • Hard/Soft Costs
    • Reversal Processing
    • Standard Rate Realization
    • Setting the Control Parameters
    • df_dwcontrol
    • Standard Rollup levels
    • df_dwrollup
    • Building custom rollups
    • IntelliStat Management Console
    • Reporting and Inquiry with IntelliStat
    • df_periodt
    • Aggregate totals
    • Common table and field structure
    • Business Intelligence Drill Down Example
    • Using Access as Report Writer Example
    • User-Defined Fields

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