Loading ...

Training | CLEARIFY

QQube Training

QQube™ Training

Get Up To Speed Quickly

Not Everybody is a Data Analyst or Excel Expert

QQube™ does the all of the heavy lifting, and eliminates the need for costly development from reverse engineering raw data.

But the "last mile" of creating reports requires three things:

  • Understanding data entry procedures in QuickBooks
  • Basic knowledge about how the fields in QQube matchup with QuickBooks
  • Skill sets in Excel Pivot Tables, DAX Language in PowerPivot and PowerBI, using Crystal Reports, or report writing with Microsoft Access.

Your Report is only as Good as your Source Data

Everybody looks at their data differently, and everybody uses QuickBooks differently.  If you wanted to, say, separate machinery costs from other costs in your job cost analytic, but you weren't consistently using an item or account to represent machinery - and only used it in a description - then you just went from easy to expensive.

Using QuickBooks as it was "intended" will get you results out of the box, and reduce the dependence upon custom development.

QQube has Thousands of Fields

99% of all fields in QQube are self-evident, as we make it a point to match the the field naming to QuickBooks.  And if you didn't know what the field represented, you could just drag the field into Excel using the Excel Add-In and match it against QuickBooks to confirm the data understanding.

However, there are two areas that may require deeper knowledge:

  • How the measures are derived .e.g. what transactions constitute Sales Line Amount
  • Special shortcut fields used to make it easier to filter or display information.

Not Everybody is a Pivot Table expert

Although Excel Pivot Tables are one of the easier functions to use in Excel, not everyone is trained to use it.   Excel is traditionally a tool that you impute data, and create calculations, using information in disparate cells.

However dynamic/live data from any database, such as QQube, does not display in Excel, one separate cell at a time; rather it requires that data is laid out as one contiguous block of information.   Otherwise, each cell would have its own filtering and sorting mechanism.

PowerPivot does what Pivot Tables can't, but...

Excel Pivot Tables are easy to use, but have certain limitations, specifically when it comes to creating a column that is filtered differently from the rest of the pivot table. But...

PowerPivot requires knowledge of Microsoft's DAX language.

QQube provides dozens of these out of the box, to speed up the learning process, but if you are the owner of the company, you probably don't have time to learn these tools.

PowerBI Looks Easy, but....

Microsoft has become the 600 pound gorilla with respect to data visualizations, and it looks pretty, and they market the "ease-of-use".  But...

  • Power BI uses the same DAX language as Power Pivot
  • QQube provides hundreds of pre-built formulas, but it is impossible to provide them all
  • Power BI requires new skills
  • Microsoft wrongly assumes that everyone is capable of becoming a data scientist

Maybe you Used Crystal Reports Before, but...

Crystal Reports has been the king of pin-point layout reporting for over 30 years - and still remains so.  But...

What might take you a few hours to create a report, for even a modest report, can be spit out by our Crystal Reports focused Solution Providers - like Datisfy - in far less time, and with more run-time options to boot.

It takes years of skill to create "press-a-button" reports and report options.

 

Our Flagship Product

QQube Analytics Technology

QQube Analytics Technology

QQube for QuickBooks gives you drag and drop functionality in the reporting tool of your choice. Sales, Finance, Job Costing, Inventory, Payroll, Sales Tax and Audit Trail

Learn more