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Retail Data Warehouse
The document discusses the goals and requirements for building a data warehouse for the SF Goodwill Retail organization. The data warehouse would provide a single place for sales and inventory reports, allow automated reporting available from any location, and pull data from POS systems for consolidated performance reporting and comparisons to goals. It would also standardize the design and development process using common tools like SQL, HTML and PHP. A variety of standardized reports would be available through a web interface, including high-level summaries, drill-down details, filtering and exporting capabilities.
In this document
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Introduction to the SF Goodwill Retail Reporting Data Warehouse.
Highlights the benefits of a data warehouse, including integration, control over data, and comparative reporting.
Aims to create a comprehensive reporting system for sales and inventory with automated web access.
Outlines necessary features for the POS system including database structure and automation to streamline reporting.
Describes the need for straightforward reporting, avoiding data duplication, and using standardized design tools.
Overview of report features including high-level summaries, filtering options, and web-based access.
Presentation of the opening summary page of the reporting system.
Displays the interface screen for generating various reports.
Specific report focused on cash and tender transactions.
Overview of inventory reporting functionalities.
Detailed breakdown of inventory reports categorized by color.
Analysis of inventory reports segmented by price points.
Provides insights through sell-thru reporting.
Report focusing on the achievement of sales goals.
Report that analyzes sales data according to different times of the day.
Focus on exception reporting for identifying discrepancies.
Description of the reporting toolbar and criteria selection options.
Further details on using the reporting toolbar and accessing custom reports.
Describes the ability to generate custom reports as needed.
Provides contact details for consulting and customized reporting services.
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Retail Data Warehouse
- 1. The SF GoodwillRetail Reporting Data Warehouse
- 2. Because few affordablePOS products incorporate comparisons to goal and other cross-departmental reports. Because a data warehouse provides control over what data you see. Because data can be integrated with other management reporting systems for a one-stop overview of agency performance. Why Build a Data Warehouse?
- 3. Project Goals One-Stopfor Sales and Inventory Reports. High-level information including sales to shipment and performance compared to goals. Web-based, automated reports available from in or outside of the office first thing in the morning.
- 4. POS Requirements Logicaldatabase structure. Easy export of all pertinent data to common format (text delimited or SQL). Automation tools to support hands-off collection of data. Reliable internet connections between all stores and main office.
- 5. Warehouse Requirements Simpleto read, drill-down reporting No duplicate data entry - all sales and inventory to be pulled from POS system; sales/inventory goals to be entered annually. Standardized design tools - SQL, HTML and PHP with documentation of all code.
- 6. Report Features Highlevel info summarized at top; drill down for details. Filter reports by store, district, or any combination. Export to Excel by clicking icon for current page’s data. Web-based - available to authorized Intranet members from office or remote locations.
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- 11. Inventory Reports -Color
- 12. Inventory Reports -Price Point
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- 15. Time of DayReport
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- 17. Reporting Toolbar ReportCriteria Selection:Stores, Dates, Custom Reports, Period to Date Tools:Navigation, Export to Excel, Retail and Promotional Calendars, Help
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- 20. Notes All work© Goodwill Industries of San Francisco, Inc., 2003. Consulting, installation and customization of these reports on your system is available. Contact: Peter Campbell, VP Information Technology Goodwill Industries of San Francisco 1500 Mission St., SF, CA, 94103 415.575.2151 * pcampbell @ sfgoodwill .org