OK so following on from the last installment I realised that whilst my quick and dirty solution would give me all the children (WBS) parts of a parent project they were still not related. So if you need for instance a report that includes financials for WBS but you only want to report at parent [...]

Continue reading " Project Hierarchies #2 "

Here’s a conundrum that you may have encountered (and maybe solved!). If you are using Work Breakdown Structures (WBS) on the project ledger and you want to report at the parent project level only how do you ‘roll-up’ the WBS elements into their parents?
Well some sites get around this problem by following a naming convention [...]

Continue reading " Project Hierarchies #1 "

Something I get asked is what do you do with analytics beyond the basic scoring?
Well one thing you can do is to take two or more metrics and do a joint measure. This gives you a way to further narrow down your customer base. If we look at something used in analytics marketing called a [...]

Continue reading " Customer Analytics #4 "

OK a brief introduction to triggers and more importantly how I used them to overcome a formset limitation.
Triggers are events that get ‘triggered’ whenever a record in a database is updated or a new record is added to a table. From a Sage perspective it gives us control over changes made to the data and [...]

Continue reading " Database Triggers "