August 12, 2003 Prepared by Peter Campbell, VP Information Technology, © Goodwill Industries of San Francisco, San Mateo and Marin Counties, Inc. Page 1 The SF Goodwill Retail Reporting Data Warehouse
August 12, 2003 Prepared by Peter Campbell, VP Information Technology, © Goodwill Industries of San Francisco, San Mateo and Marin Counties, Inc.Page 1.
Dec 30, 2015
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August 12, 2003
Prepared by Peter Campbell, VP Information Technology, © Goodwill Industries of San Francisco, San Mateo and Marin Counties, Inc. Page 1
The SF Goodwill Retail Reporting Data Warehouse
August 12, 2003
Prepared by Peter Campbell, VP Information Technology, © Goodwill Industries of San Francisco, San Mateo and Marin Counties, Inc. Page 2
• Because few affordable POS products incorporate comparisons to goal and other cross-departmental reports.
• Because a data warehouse provides control over what data you see.
• Because data can be integrated with other management reporting systems for a one-stop overview of agency performance.
Why Build a Data Warehouse?
August 12, 2003
Prepared by Peter Campbell, VP Information Technology, © Goodwill Industries of San Francisco, San Mateo and Marin Counties, Inc. Page 3
Project Goals
• One-Stop for Sales and Inventory Reports.
• High-level information including sales to shipment and performance compared to goals.
• Web-based, automated reports available from in or outside of the office first thing in the morning.
August 12, 2003
Prepared by Peter Campbell, VP Information Technology, © Goodwill Industries of San Francisco, San Mateo and Marin Counties, Inc. Page 4
POS Requirements
• Logical database structure.
• Easy export of all pertinent data to common format (text delimited or SQL).
• Automation tools to support hands-off collection of data.
• Reliable internet connections between all stores and main office.
August 12, 2003
Prepared by Peter Campbell, VP Information Technology, © Goodwill Industries of San Francisco, San Mateo and Marin Counties, Inc. Page 5
Warehouse Requirements
• Simple to read, drill-down reporting
• No duplicate data entry - all sales and inventory to be pulled from POS system; sales/inventory goals to be entered annually.
• Standardized design tools - SQL, HTML and PHP with documentation of all code.
August 12, 2003
Prepared by Peter Campbell, VP Information Technology, © Goodwill Industries of San Francisco, San Mateo and Marin Counties, Inc. Page 6
Report Features
• High level info summarized at top; drill down for details.
• Filter reports by store, district, or any combination.
• Export to Excel by clicking icon for current page’s data.
• Web-based - available to authorized Intranet members from office or remote locations.
August 12, 2003
Prepared by Peter Campbell, VP Information Technology, © Goodwill Industries of San Francisco, San Mateo and Marin Counties, Inc. Page 7
Opening Summary Page
August 12, 2003
Prepared by Peter Campbell, VP Information Technology, © Goodwill Industries of San Francisco, San Mateo and Marin Counties, Inc. Page 8
Reports Screen
August 12, 2003
Prepared by Peter Campbell, VP Information Technology, © Goodwill Industries of San Francisco, San Mateo and Marin Counties, Inc. Page 9
Cash/Tender Report
August 12, 2003
Prepared by Peter Campbell, VP Information Technology, © Goodwill Industries of San Francisco, San Mateo and Marin Counties, Inc. Page 10
Inventory Reports
August 12, 2003
Prepared by Peter Campbell, VP Information Technology, © Goodwill Industries of San Francisco, San Mateo and Marin Counties, Inc. Page 11
Inventory Reports - Color
August 12, 2003
Prepared by Peter Campbell, VP Information Technology, © Goodwill Industries of San Francisco, San Mateo and Marin Counties, Inc. Page 12
Inventory Reports - Price Point
August 12, 2003
Prepared by Peter Campbell, VP Information Technology, © Goodwill Industries of San Francisco, San Mateo and Marin Counties, Inc. Page 13
Sellthru Report
August 12, 2003
Prepared by Peter Campbell, VP Information Technology, © Goodwill Industries of San Francisco, San Mateo and Marin Counties, Inc. Page 14
Sales Goal Report
August 12, 2003
Prepared by Peter Campbell, VP Information Technology, © Goodwill Industries of San Francisco, San Mateo and Marin Counties, Inc. Page 15
Time of Day Report
August 12, 2003
Prepared by Peter Campbell, VP Information Technology, © Goodwill Industries of San Francisco, San Mateo and Marin Counties, Inc. Page 16
Exception Report
August 12, 2003
Prepared by Peter Campbell, VP Information Technology, © Goodwill Industries of San Francisco, San Mateo and Marin Counties, Inc. Page 17
Report Criteria Selection:Stores, Dates, Custom Reports, Period to Date
Reporting Toolbar
Tools:Navigation, Export to Excel, Retail and Promotional Calendars, Help
August 12, 2003
Prepared by Peter Campbell, VP Information Technology, © Goodwill Industries of San Francisco, San Mateo and Marin Counties, Inc. Page 18
Reporting Toolbar (Cont.)
August 12, 2003
Prepared by Peter Campbell, VP Information Technology, © Goodwill Industries of San Francisco, San Mateo and Marin Counties, Inc. Page 19
Custom Reports
August 12, 2003
Prepared by Peter Campbell, VP Information Technology, © Goodwill Industries of San Francisco, San Mateo and Marin Counties, Inc. Page 20
Notes
• All work © Goodwill Industries of San Francisco, Inc., 2003.
• Consulting, installation and customization of these reports on your system is available.
• Contact:– Peter Campbell, VP Information Technology– Goodwill Industries of San Francisco– 1500 Mission St., SF, CA, 94103– 415.575.2151 * [email protected]
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