1 / 9

Data Warehouse User Group June 28, 2012

Data Warehouse User Group June 28, 2012. Transactions in Apex – a first look. Transactions in Apex . Transactions were at the core of our old data mart built on IDX – the same will be true in Apex However, the Transaction Paradigm is *very different* in Apex. Transactions in Apex .

brady-rogers
Download Presentation

Data Warehouse User Group June 28, 2012

An Image/Link below is provided (as is) to download presentation Download Policy: Content on the Website is provided to you AS IS for your information and personal use and may not be sold / licensed / shared on other websites without getting consent from its author. Content is provided to you AS IS for your information and personal use only. Download presentation by click this link. While downloading, if for some reason you are not able to download a presentation, the publisher may have deleted the file from their server. During download, if you can't get a presentation, the file might be deleted by the publisher.

E N D

Presentation Transcript

  1. Data Warehouse User GroupJune 28, 2012 • Transactions in Apex – a first look

  2. Transactions in Apex • Transactions were at the core of our old data mart built on IDX – the same will be true in Apex • However, the Transaction Paradigm is *very different* in Apex

  3. Transactions in Apex • Transactions are posted to Guarantor Accounts, not specific Invoices, as in our IDX system; i.e. Guarantor Account is the “wrapper” • Transaction lines increment for the Account, not for specific encounters. • One Guarantor Account will have many Dates of Service (DOS)

  4. Transactions in Apex • When looking at a Transaction (specific Tx_Num) in Hyperspace, what’s shown is a Snapshot of that Transaction, reflecting the current, calculated balances • What’s often not obvious is all the activity going on behind the scenes that contributes to those balances (voids, matching records, actions). These are called Transaction Detail records (TDL)

  5. To understand Transactions, we need to understand their Detail Types (TDL) slkjdf Only New Transactions (with their Running Totals) appear in the upper window of Prof Tx Inquiry “Matching” and other detail Types of can be viewed by clicking on the tabs in the lower window of Prof Tx Inquiry, or switching to a different view, like Prof Inv Inquiry

  6. Transactions in Clarity – what you don’t see (easily) from Hyperspace • Couple of things to note: • Our 5 “New” Transaction Lines have at least 11 associated transaction detail lines, many of them doing the heavy lifting • All “New” transactions are basically stand-alone until “matched” to another transaction for the same Account • Transactions point to each other, but don’t always contain the same column information • From Hyperspace, the relationships look obvious; on the back end, it’s messy

  7. Transaction Reporting from Hyperspace/Clarity Good for…..helping us tie our warehouse totals to the Clarity/Chronicles Totals Not so good for.....helping us make sense of how our Division/DEP/Provider is doing (unless you’re an accountant)

  8. (Future) Transaction Reporting from Cognos • Our Goal is to strike the right balance • To keep enough of the detail to allow you to tie back to live system, and the reports you tend to run out of Hyperspace (Workbench or Clarity) • To remove or hide any excess detail that doesn’t help in your understanding • To restate the same data in ways that make more sense from a business perspective

More Related