Viney@rd Application Tour
“Connect your Scattered Spreadsheet Data into a Single Environment, and Do it Yourself!”
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3 steps to connect your data:
- 1. Model your business
- 2. Load your data
- 3. Populate your worksheets from Viney@rd
1. Model your business
The administration workbook. Start modeling you business from this simple administration screen.
View what’s already inside Viney@rd and use the main features.
Dimensions = everything that is relevant to your business. Customers are a dimension, products are a dimension, shipping dates are a dimension.
Describe your business just creating the dimensions you feel important and you have data for.
Populate your dimension by simply filling in an Excel table.
Dimensions are system wide objects. Products, for example, are always the same whether we are talking sales or production. If an aggregation or a slightly different definition is required, than you have a dimension attribute or an entirely different dimension.
Use an Excel worksheet in the MasterBook to define your dimension members. It's simply a table that will be saved to the central repository
Model = data container.
It contains your numbers, that usually depict the outcome of a business process:
your orders make a model, your deliveries make a model, your due payments make a model etc.
Create your models focusing on a business topic. Invoices are often a good place to start.
Populate your models by simply pasting data in Excel and saving.
Models are made of dimensions and measures. Each model has one or more dimension that contextualize measures, that contain figures.
Let's consider an invoice for example: associated dimensions will be the customer, the products, the invoice date etc.; invoice row amount will be a figure.
2. Load your data
Once your models are built, they are ready to be loaded with data. Data available often come in the form of printouts or raw files. Simply arrange them to fit the model format, past them in Excel and save. Nothing more is required.
If you need to correct data, add or cancel rows according to your needs. Simply do it in Excel.
Tool are available to assist the data entry task.
Transformations are used to copy data among models, making calculations along the way.
Specific transformations can summarize data to improve performance or enrich them, joining measures from various models.
Data can be cleared by a specific transformation when no longer required.
3. Populate your worksheets
Queries let you write your data automatically inside your worksheet cells.
They yeld neat results table with headers or change the value of a single cell, leaving your layout untouched.
In both cases, no technical database knowledge is required.
Build the query selecting the dimension elements to include and the measures to extract,decide where to place it ; then save and run it.
Many layout, synchronization and filter options are available.
Connections let you access and analyze your Vineayard data by Pivot Tables.
Vineyard can embed connections to models without going through any configuration.