Login to your site, Open the form you would like to modify. Ctrl+E, you will see the Identify your Editing Scope window. Choose a scope, in my case, I want my modification affect everyone. So I chose “Site Default”             If there is a warning about the scope, you can… Continue reading Infor Syteline ERP– set check box default checked/unchecked

When choosing an analytic tool for dashboard, there are 3 key factors are my concerns. First, is it easy to build data models from different data source? Second, Is it able to give a  good visualization and easy to be operated? Third, does it come with some formulas/functions to help developers develop dashboard of advanced analysis like… Continue reading TIBCO SpotFire – Better Visualization and Data Blending

Bulk Action update is very quick way to edit information in a specific record in CRM entity page. To make the work easier, especially you have to update one field in many records, using this bulk update indeed save a lot of time. But what if the field you need to update, not exists in… Continue reading infor CRM – Add Property to Bulk Action Update

There are times we just need a quick peek about how things are going. Hence using sql windows function with frame will be a great way for analysts to obtain the report. It’s a very handy function. Below is the sample table I’m going to use, the idea today is to add sales day by… Continue reading use SQL Query SUM()OVER() TO Accumulate sales

     The greening of America is a reflection and prediction about revolution in America, which envisioned by Charles A. Reich. This Book was written in 1970, when the time “green” didn’t exist as a word about the environment, but used as metonymy of the word “growth” or “change”. Reich looked back and foresaw the… Continue reading The Greening of America

Tibco spotfire is a great analytic tool, comparing it with Tableau, how tibco blends data source together is extraordinary, it comes with variety of templets, very convenient to create dashboards and display them in the best visualization, along with automatic create filters from all table entities. I will write another article to comparing this two… Continue reading Tibco SpotFire Cumulative Calculation

As developer, you may need to develop and maintain many SSIS packages included the SQL script. and it can be a frustrated job if you need to frequently trouble shooting the problems which are caused by different data quality issues. Those package has been running well and suddenly it failed. So you always have to open… Continue reading SSIS-easier maintain your package by using Stored procedure smartly in SQL statement

A collation specifies the bit patterns that represent each character,  in SQL Server it provide sorting rules, case and accent sensitivity properties. Collation in table columns are used with data type ‘CHAR’, ‘VARCHAR’, ‘NVARCHAR’,  ‘nchar’,’text’, ‘ntext’ dictate the code page and corresponding characters that can be represented for the data type. Even in one same… Continue reading MS SQL-Check columns collation and resolve collation conflicts

A sales process is a series steps to be completed  by a sales person to make a sale, it helps people to manage their sales pipeline.  and very easy for a company to instruct what are the standard approach to make a sale. For all the opportunities,  a sales person will choose the Sales Processes, and… Continue reading For administrator -Info CRM (SalesLogix) How to add/ edit Sales Process

Today I’m working on a global sales report using Tableau, my idea is trying to make all the sales/Marketing/Opportunity  reports more interesting and easy to read. Our company is a big manufacture company, all the record for sales, orders are scattered all around the world. the old report which list the locations, numbers, and some details… Continue reading Customize Tableau color Platte for a better Data Visualization