Data Mining & Conversion Tools in GE

Data Mining & Conversion Tools in GE Presented by: Derek Kratz

Today’s Overview

Use the data import program to update multiple or single fields in a table or insert new records…i.e. items, vendor items, etc

Sample spreadsheet showing new min/max qty’s to load into a warehouse location.

Save file as .csv 2. Select file and specify the table you wish to load into and press ‘Import’ button. 3. Specify if you are inserting records or updating existing records. 4. Choose ‘continue’ if you wish to continue load if bad records are found. 5. Column mapping shows the columns in the table that match the spreadsheet.

In this case, the item numbers did not match because the leading zero was dropped when the file was saved. Make sure to format number columns as ‘text’ if you have leading zeros. Error files are always saved in C:\programdata\davisware\DBSTemp1

Successful load

All templates for data imports can be found at: www.davisware.com/supporttraining/GE

All data file templates come with a field list and legend explaining the purpose of each field and whether it is mandatory or optional

Sample import file for vendor records

Tip: When inserting new records, do not use the ‘Continue’ option. Fix any errors that exist in the file, then load the entire list at one time.

Field Maintenance allows you to set default values for fields on your import file.

Use Report Builder for easy access to common data files throughout the system. Views can be created from a single or multiple tables. Quickest and simplest way to extract data out of the system.

Some ways the report writer can help you: Pull your customer list so you can update fields in excel and load them back in using the Data Conversion Tool. Manage your item list, vendor item list, warehouse list, etc Update your city list with territories, tax codes, trip charges, etc. Get quick totals from the invoice files and all of the stat files.

Select the view Pick the fields you want to include and the order Specify your clause and your sort method Save the report for future use, then run report.

Select ‘Quick Format’ and save in .xls format always

Explanation of all stat files can be found on the supporttraining website

Create a query to show all of the items in your truck warehouses that had ‘sales’ greater than N. Remember, sales in a truck warehouse indicate the part was used on a service order but came from another warehouse. High sales mean you should consider stocking the part on the truck.

Always save output using ‘Quick Format’ .xls option and you will have properly formatted columns, as many as you want to see.

Use SQL Server Management Studio to create basic queries to find the information you are looking for. This example shows how many items exist with no vendor item records associated to them.

There are literally thousands of tutorial videos available on YouTube.

You can find some videos on our support website. www.supporttraining.com

Questions?

Data Mining & Conversion Tools in GE