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Streamlining Ad-Hoc Reporting in TCM Sessions with Vision Toolset

This presentation by Barbara Deakin focuses on the Vision Reporting Toolset designed for easy and fast report creation from the TCMW database. It provides users with a unified reporting structure capable of accessing multiple databases and platforms seamlessly. Key functionalities include the generation of queries using familiar terms, a standardized user interface for reporting and analysis, as well as features for conditional and scheduled report distribution. The session also covers essential discussion topics such as query templates, Excel workbook integration, and advanced reporting options for in-depth data analysis.

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Streamlining Ad-Hoc Reporting in TCM Sessions with Vision Toolset

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Presentation Transcript

  1. Ad-Hoc Reporting for TCMSession - 304 Presented by Barbara Deakin

  2. Objective • Easily and quickly create reports from the TCMW database

  3. What is Vision • Vision is an end-user reporting toolset and data model designer that.. • Creates a unified reporting structure that can reflect multiple databases and platforms • Live access across multiple application systems • Allows end-users to create queries using common terminology • Common user interface for reporting and data analysis • Conditional and scheduled report distribution

  4. Discussion Topics • Reporting Functions • Components of the Query Definition Form • Opening an existing Definition • Filter options • Sorting • Save Excel workbook • Summary Report, Favorites • Query Templates

  5. Discussion Topics • Excel Template Workbooks • Combining reporting functions • Recalculate Functions and Automatic Filter Lookup • Adhoc Analysis - Drilldown • Adhoc Analysis – Cube • Format Tables • Macro Builder • Query Template View Only • Auto Format • Report Designer

  6. Link to Data Base

  7. Questions

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