1

Basic Data Mining with CorVu

CorVu Suite Course 1 of 3

This class is designed for…

Anyone responsible for extracting data from their Acclaim system that wants to learn how to use CorVu to extract their data.

Overview

Create basic queries using CorVu to analyze your Acclaim data

2

Objectives

Create queriesSave CorVu filesExecute queriesCreate graphsExport Data

This course will NOT cover…

CorVu InstallationAcclaim navigation & functionalityKnowledge Management Center

for Acclaim (KMC)Windows basics

MS Office ProductsAcclaim Databases

Benefits of CorVu

3

What is CorVu?

CorVu allows the user to access theProphet 21 databases to produce

queries, reports and graphs.

Benefits of CorVu

Allowing you to take piles of reports…

Graphs

And turn it into this…

4

Executive Alerts

Quick Reports

Benefits of CorVu

On demand reports to analyze your business the way you need toDrill down into your dataSchedulerKnowledge Library

5

Knowledge Library

Maintained by P21Download from customer site

Knowledge Library

Maintained by P21Download from customer siteTranslates fields

Taking programming names and putting them into English

Cust_code into Customer CodeInv_date into Invoice Date

Knowledge Library

Maintained by P21Download from customer siteTranslates fieldsLinking tablesVirtual fields

6

Linking Tables

Data not stored in primary table, but necessary for the queryExample

Customer Name is NOT in wbwLink to Customer table to get name

Linking Tables

Data not stored in primary table, but necessary for the queryExample

Customer Name is NOT in wbwLink to Customer table to get name

There must be a logical link between the tables that are being used!!!

Virtual Fields

Extended Price(UT_PRICE / SALES_SIZE) * MULTIPLIER * INV_QTY

Gross Profit((UT_PRICE / SALES_SIZE) * MULTIPLIER * INV_QTY - ((UT_COST / SALES_SIZE) * INV_QTY))

7

Login

Aix user name and password

Main Menu

Main Menu with KMC

8

Create a Query

Graphical Analysis

Generate Query

9

Databases, Tables & Fields

The actual fields from which you can select specific data

Fields

A listing of the multiple filesTable

A logical break down of the Prophet 21 system

Database

Choosing Fields

Run Query

10

Abort and Cut off

Abort – stops query, brings NOTHING backCut off – stops query, brings back data

Stop CorVu Server

Closes application on PCBreaks link between PC and risc box

AppShare

Create a Sales History queryInclude the following fields:

Vendor NumberProduct GroupSales RepCustomer CodeItem CodeExtended PriceInvoice Date

11

Modifying a Query

Edit Query

Modify Query

12

Modify Query

Modify Query

Constraints

Returns values that are outside the parameters you enter, includes the endpoints

Outside

Returns information that is similar to the parameter you enter

Only available on alphanumeric fields% represents any number of characters

_ represents a single character

LikeReturns specific valuesIn

Includes all points in a range, excluding the endpoints

BetweenHow it is used…

13

Constraint Rules

Alphanumeric fields MUST be wrapped with single quotes (‘)

Customer Codeequal toABRTOO wouldlook like this

Don’t Fetch

Constrain your query by a certain field, but not retrieve that field as a part of your result set

Range of timeSpecific locationsSpecific customers

Prompts

&”Enter Text Here”Date and Numeric fields‘&”Enter Text Here”’Alphanumeric fields

14

Saving Files

.tabDynamart

.qryQueryExtensionType

AppShare

Set up prompt for Invoice DateSave querySave dynamart

Graphs

15

Graphing your Data

Create a graphical view of the data

Creating a Graph

Choose Elements of Graph

16

Graph Example

Drill Downs

Drill down to see more specific information

On the fly vs.Structured DrillDown Path

Drilling Down

17

Edit Drill Down Scenario

Structured Path forDrill Down

Example Graph

AppShare

Create a graphShow total sales by Vendor NumberManually drill down, then set up scenario

18

Exporting Data

Choice of file formats:

Exporting Data

Share with users that don’t have CorVuEmail information to vendors and/or customers

Using More Than One Table

Sales Rep Name – Not #

19

AppShare

Add Sales Rep Name to Query

Summary

Create queriesSave CorVu filesExecute queriesCreate graphsExport Data

Homework

20

Sales History Query

Create a query to show all sales for a specific time framePrompt for time frameList the following

Customer’s Bill to Name, Product Group, Item Code, Sales Rep Name, Sales, Gross Profit $

Create a graph by Sales Rep Name for total sales that drills down to Customer Name then Product Group number

Order Processing Query

Build a query that analyzes the orders for the dayExclude Direct ShipsExclude customer returnsShow the following fields:

Customer Code, Item Code, Vendor Number, Ordered Qty, Shipped Qty

For More Info

Visit P21 on the Web: www.p21.comP21 University Course Schedule

WBT – Intermediate CorVuWBT – Optimizing CorVu

Search the Solutions database Submit a Support case

Visit www.corvu.com

21

CorVu WBT Suite

Intermediate Data Mining with CorVuJoining dynamartsImporting dataSet up scheduler

Optimizing CorVuCross tab queriesExecutive AlertsQuick Reports

Basic Data Mining with CorVu Homework

040114 version D

Sales History Query 1. Create a query to show all sales for a specific time frame 2. Use the WBW Information table in the Transaction History database along

with the Customer by Code and the Sales Rep Information table in the Data Entry Database

3. Prompt for time frame 4. List the following

a. Customer’s Bill to Name b. Product Group c. Item Code d. Sales Rep Name e. Sales f. Gross Profit $

5. Create a graph by Sales Rep Name for total sales that drills down to Customer Name then Product Group number

Order Query 1. Build a query that analyzes the orders for the day 2. Use the Order Line Information and Order Header 1 Tables from the Order

Processing Database 3. Exclude Direct Ships 4. Exclude customer returns 5. Show the following

a. Customer Code b. Item Code c. Vendor Number d. Ordered Qty e. Shipped Qty