Selecting the data to be Analysed in Salesmatrix

Import Options for MYOB ODBC

Data Sources

This screen gives the option to name the dataset to be produced, the source of the data and the time periods and divisions of the resulting dataset.

Dataset Name

This is the name the dataset imported will be referred to once it is created

Dataset Source

This dropdown list contains the entire list of ODBC Data source names on the current machine. Be careful to choose the correct name of the data source you wish to use. This source will be stored for future use.

Date Range

Salesmatrix by default will import up to 2 years of data. If there is less than 2 years of data in your accounting dataset, choose 'All' to import all existing data into the salesmatrix dataset. If there is more than 2 years, or you want to specify Last Year/This Year to date datasets, a two year date range can be also specified using the 'From' choice.

Period Divisions

3 choice are available. By default Monthly is usual, but options are given for 4-Weekly and Weekly. Weeks and 4-Week periods are counted from 1 Jan of the years used, and the periods are created to coincide with the maximum date in the dataset imported.

Dimensions and Categories

Customer Aspect

The customer aspect has 6 user defined categories (CustomList1-3 & CustomField1-3) as well as a choice of all identifiers or simple the first identifier, to categorise this aspect by. Also included as standard in the import of Customers are 3 extra categories - City, State and Country.

Product Aspect

This aspect has two choices - either Items or Accounts. If Items are chosen the aspect has 6 user defined categories (CustomList1-3 & CustomField1-3) as well as a choice of the Primary Supplier. If Accounts are chosen, the categories are type of account and the parent account.

Salesperson Aspect

This aspect has two choices - either Salespersons or Referral Source. If Salesperson if chosed the aspect has 6 user defined categories (CustomList1-3 & CustomField1-3) as well as a choice of all identifiers or simple the first identifier,

Transactions

As discussed in the topic Salesmatrix basics, Salesmatrix brings in a 4 dimension business equation. Each of the 4 dimension are complimented by two independent category sets.

For example a product may belong to a particular group of products, and be sourced from a particular supplier. Customers may be categorised by state and business type or Postcode and Identifier.

This screen gives MYOB users the choices for the type of dimension, and the categories that are available in each dimension. Reviewing the categories set up under cards and items in MYOB will reveal the options that are available from the MYOB source.

Invoice Layout Types

The user has a choice to use 1 several or all of the invoice layout types that are available in MYOB. Note that the Non-Item options link to account codes for their 'Product' dimension.

Invoice Types

The user has the choice of including 1,2 or all of Invoices, Orders or Quotes in the data that is imported. For some businesses it will be important to review (say) all orders not turned into invoices to assess business outstanding, so checking the box orders will achieve this.