QQube requires no knowledge of tables, relationships or having to deal with mapping documents, connection strings, and reverse engineering. Start with an example - drag and drop.
QQube requires no knowledge of tables, relationships or having to deal with mapping documents, connection strings, and reverse engineering.
Start with an example - drag and drop.
Whether you are an advanced user, used to dealing with tables and relationships, or a novice who just wants to drag and drop fields onto a canvas, you should do the following:
STEP 1. SUCCESSFUL SYNCH. Make sure your analytic is loaded with no synch errors from the QQube Configuration Tool. (Grayed out analytics in the QQube Configuration Tool, means the analytic was not loaded.)
STEP 2. UNDERSTAND QUICKBOOKS DATA AVAILABILITY. Review what QuickBooks makes available - or not available to get a better understanding of what you can, and can't do with your analytics.
STEP 3. OPEN AN EXAMPLE. Start with one of the examples listed in the QQube Configuration Tool, and invoke the Excel Add-In, to become familiar with how the fields are organized.
There are over 220 Examples out of the box: one or more for each analytic, for Excel, PowerPivot, Power BI, Crystal Reports, Access, and Tableau.
Even though Excel may not be the application in which you will end up writing your reports or analytics. You should use it for three purposes:
QQube contains 45 Analytic Areas with over 7,000 fields, organized according to a general business operational area.
There are six types of Analytics
[1] List and Information Analytics. The Company Setup analytic contains all lists in QuickBooks, and is used to compare one QB file against another. Price Level, Billing Rates, BOM, and Fixed Assets also fall under this category.
[2] Detail Analytics. These are subjects that contain line item level detail, and load data from the first date in the QuickBooks file. Examples are sales, purchases, job cost, inventory, general ledger detail.
[3] Detail Analytics Based On Open Status. Open Sales Orders and Purchase Orders are not date dependent. Accounts Receivable and Accounts Payable depend upon the date setting in the QQube Configuration Tool.
[4] Traditional Financial Summary Analytics. All complete sets of Financial Statements (and by Class) contain 36 periods of standard columns, as well as shortcut columns, e.g. current period, last month, etc. Information is aggregated at the account level by period. The 36 periods are controlled by what you set in the QQube Configuration Tool.
[5] QuickBooks Enterprise Only Profit and Loss Analytics. This includes Profit and Loss Actuals for (a) Job With Budget, (b) 52/53 Tax Year, (c) Actuals with Budget and Forecast. Information is aggregated at the account (and class) level by period.
[6] QuickBooks Enterprise Only Profit and Loss Freestyle Analytics. These subjects are aggregated at the account (and class) level by day. The 10 year is based upon the upper year you select in the QQube Configuration Tool.
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Each analytic has three parts:
SUMMARY ANALYTIC EXAMPLE:
DETAIL ANALYTIC EXAMPLE
DETAIL ANALYTIC EXAMPLE IN POWER BI
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