Transcript Company Overview

Reporting Using Excel FIG
5th June 2007
Hosted by: eVentura, Holiday Inn,
Bolton, Lancashire
Another Movex F.I.G.
from your
Movex User Association
A Little About Us and Round Table
Chris Houghton
Managing Director, eVentura
[email protected]
Important Safety Messages
 Emergency Procedure
 Muster Point – Outside
Main Entrance
 Sorry - No Smoking
 Mobile Telephones
Agenda
Introductions
Detailed Sessions
Lunch & Network
Open Forum
Close
Questions & Messages
A Little About Us
Who we are?
What do we do?
How well do we do it?
Who have we done it for?
Background
 Based in Bolton
 Over 100 man years IT
experience.
 Key Staff ex-Intentia
 Objective
 One Stop Shop for IT
 Allow Client to Run Business
Organisation
Chris Houghton
Managing Director
William Isherwood
Sales & Marketing
Manager
Pending
Sales & Marketing
Support
Mike Wilcox
Projects & Quality
Manager
Business
Consultants
(4 Off)
Pending
Technical
Manager
Lesley Rodmell
Finance &
Administration
Manager
Installation &
Support Team
(8 Off)
Harriet Clamp
Office Admin
Assistant
Accreditations
Microsoft Solution Centre
Lawson Accredited Business Partner & Installer
Actinic Accredited Developer
Dell & Infrastructure Accredited & Business Partner
Sage SBD Business Partner &
Developer
Global Software Inc Certified
Business Partner
Business Areas
 Business Systems
 Lawson / M3
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Add-ons
Sage
 e-Commerce
 B2B & B2C Web sites
 Integration
 Infrastructure & Systems Management
 Installation – hardware/ networking/ Back office Systems
 Outsourcing IT & Facilities Management
Selection of eVentura Customers
Installation & Support
 Strong Project Management Skills
 Established Methodology – PRINCE or IMPLEX
 Accredited Team of Installation Personnel
 Annual Accreditation Requirement.
 Blue Chip Suppliers Only
 Dell / IBM / Compaq
 Accredited Sage & M3 Consultants
 Examinations each year.
 Support for WHOLE System
 Support Desk
 One phone call or email.
 Dedicated Support Lines & Staff
 Full Service / Full Facilities Management
 No Need for Internal IT Department
eVentura Business Ethos
 Pragmatic Approach to Client Business Systems
 Kindergarten Values:
 Don’t Hit Anyone
 Don't Tell Lies
 Clean up your own mess
 Eschew Obfuscation – (Keep it Simple)
 Attain & Keep “Trusted Advisor” Status
The Financial Reporting Tool for Lawson M3
Bill Isherwood
Sales & Marketing Manager, eVentura
[email protected]
Spreadsheet Server Overview
Movex GL
• Direct live link between MS® Excel client and Movex
• No staging areas or data warehouses
• Drill down and refresh reports on demand
Simplify with Spreadsheet Server ...
• Real-time access to critical financial data within seconds from Microsoft ®
Excel
• No IT intervention - users ‘live’ producing reports within hours
• No more downloading, cut/paste, staging areas, data warehouses or rekeying of data
• Retrieve real-time period, year-to-date, quarter-to-date, opening/closing
balances and account descriptions
• Retrieve balances and group non-sequential accounts
• Drill-down from within Microsoft® Excel to the lowest level of detail including
subsystem drill-downs (AR and AP) and across multiple columns
• Reduce the number of days to close your books and publish report
Building on Spreadsheet Server
Mark Gray,
Product Development, Global Software Inc
[email protected]
Executive Dash Architecture
Access to virtually any data source, providing
real time query results for analysis,
presentation or distribution
Query Results
Detail Results
Window
Internal
Report View
mySQL ODBC
Excel Summary and
Details via Formulas
Executive Dash Architecture
Building on Spreadsheet Server
Mark Gray,
Product Development, Global Software Inc
[email protected]
Budget Manager Overview
Spreadsheet Server: produces
and delivers budget entry sheets
(seeded with prior year actuals)
Users enter budget data
Budget Manager:Spreadsheet Server
on actuals AND budget data
• central reports
database
• consolidates budget data
• tracks submissions
• stores multiple versions
Budget
Manager
Getting Your Management Pack Delivered
Bill Isherwood
Sales & Marketing Manager, eVentura
[email protected]
Continuous Improvement
Bill Isherwood
Sales & Marketing Manager, eVentura
[email protected]
Spreadsheet Server
 Newsletter soon…
 Current Release M90
 27 Releases in 2007
 Update Policy
 Issues – will always upgrade before investigate
 Available on eVentura ftp site
 ftp.eventura.com
 As is DM, BM, Dash, VisualFX…
 Includes Net Change
 YOU DECIDE IF/WHEN to upgrade…
Key Additions to Movex/ All
 Currency processing
 Call external pgms ( eg PDF ) from Ad-hoc
 Handle * in company
 Allow “.” within accounting string
 Additional Languages
 Lawson S3 Version
 On-line link to latest manual/ help/ webex
 Multiple minor fixes
SSS - things we may not know
 Will be included in Newsletter
 ( Can always have more training )
 List Accounts
 Copy to Excel
 Expand Spreadsheet
 Detail reporting
 Expand Department Reports
 To do….
Excel Processing
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Calculate Options
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F9 Calculates any active workbooks
Shift+F9 Calculates the active worksheet
Ctrl+Alt+F9 Calculates all formula cells within any active workbooks. Normally, Excel® only re-calculates cells in which
parameters of the cell formula have changed. This function will re-calculate the cell regardless of status.
To turn off auto-calc on new Spreadsheet
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1. Start Excel®. The default Book1 workbook is displayed.
2. Select Tools>Options from the Excel® menu.
3. Select the Calculation tab.
4. Change the option to Manual and uncheck the "Recalculate before save" checkbox.
5. Click the Ok button.
6. Select File>Save As... from the Excel® menu
7. In the Save As dialog, navigate to Excel®'s XLSTART folder. This folder is located in either "C:\Program
Files\Microsoft Office\Office" or "C:\Program Files\Microsoft Office\Office10" depending upon your version of Microsoft®
Office.
8. In the Save As dialog, overtype the File name (currently set to Book1.xls) to "Personal.xls".
9. Click the Save button to complete the Save As dialog.
10.Select Window>Hide from the Excel® menu. The workbook disappears.
11. Close or Exit Excel®.
12. You'll receive a prompt asking if you want to save the changes.
13. Click Yes.
That's it. From now on when you start Excel®, the Personal.xls workbook will be the first workbook loaded (but hidden).
This in effect changes Excel®'s default Calculation options.
Other Business
 Register Interest
 Follow up & order
 Install
 Train
 Initial Outputs
 Present MUA Conference September
 Next Step
Have A Safe Journey Home