Brain dump...

R

RD

I have a need to analyze existing sales data against previous performance
periods (model years, fiscal years, quarters, months, weeks, etc.). My
management team has always reviewed historical sales numbers using the Model
Name convention (1700CC) versus Part Number (52017). Prior to the
implementation of the new/present MRP system we had a customized order entry
system that just included a products table. Sales Order's were placed with
the use of Descriptive based drop-down fields, which usually was a model
name. The new system forces us to use a P/N in place of a Model Name,
consequently, reporting has become very complex. I can no longer create a
report that generates the number of units and dollars sold by model name.
Instead, I have to use a p/n. Is there a way to create an association
between the two (P/N and Model Name) for both current and previous models?
Keep in mind that I cannot change the MRP structures without upsetting the
MRP vendor.

Is there somewhere that easily explains the comparison reporting of prior
periods performance in units and dollars against present? I imagine this
would be a lengthy OLAP, Pivot Table, especially since they want it grouped
by organization and sorted by dealer name. In every database class I've
participated in, I have yet to be able to locate an instructor that's
knowledgeable enough to tackle the design of this report. However, my
difficulties are now compounded, I believe, because of the part numbering
issue.

In addition, I would like to create a database whereby the Marketing
Departments could easily manage the features of the various product lines
within one view by using pre-defined criteria. How would someone use the
features example below to allow for synonyms? For example, an end item might
fit in both structures. My best illustration would be how on the CDW.com
website; I can locate an end software item under both SOFTWARE and
NETWORKING category. How do I integrate these different structures?

Finally, I have a requirement to report our sales performance to
miscellaneous market research firms, each of which has their own way of
slicing and dicing our product lines. How would I deal with this given that
some of the companies use similar names for specific entities. For example,
BUC Research uses: Boat Type, Top or Rig, Hull Material, Engine
Manufacturer, Engine Type, Hull Configuration, etc. The US Coast Guard
and/or our industry trade association, NMMA, might categorize our products
in the same area while another entity would not. Would each of these be best
served as separate tables (e.g. USCG Category, NMMA Category, or BUC
Category)? Or, could I use a cross-reference table again?

I have been reviewing your past articles on item hierarchies and found some
of it helpful. However, I was wondering how a cross-reference table could
affect hierarchies? Our MRP system we use is designed with two tables Part
Master and PartXReference as shown at the end of this document.

Below is an outline of the different things I'm trying to string together
using a common thread.

Products > [Product Type]

Products > Boats

Products > Engines

Products > Trailers

Manufacturer > Brand > Series > Model > Trim > Option Package

Godfrey Marine > Hurricane > Sun Deck > 217 I/O >

Continent > Country > State > County > City > Zip code

Region > Territory > MTA

A Marine Trade Area or MTA crosses all geographic boundaries (States,
Counties, City, Zip/Postal Codes)

Engines > Inboard > Specifications

Engines > Sterndrive (I/O) > Specifications

Engines > Outboard > Specifications


[MODEL NAME]

Engine Type
4 cyl.

Displacement
106.2 ci (1741 cc)

RPM Range
5000-6000

Alternator Output @ W.O.T.
25A

Compression Ratio
9.70:1

Induction System
DOHC/EFI

Lubrication
Wet Sump

Ignition System
TCI Micro Computer

Starting System
Electric

Shaft Length
20 in., 25 in.

Gear Ratio
13:28 (2.15)

Weight*
402 lb (183 kg)

Warranty
3 Year Limited Pleasure Boat
1 Year Limited Commercial


Boats > Specifications

English (U.S.)
Metric

Beam

Capacity, Fuel

Capacity, Holding Tank

Capacity, People

Capacity, Total

Capacity, Water

Deadrise, Entry

Deadrise, Transom

Displacement

Dry Weight

Freeboard

Horsepower, Maximum

Horsepower, Minimum

Hull Draft (estimated)

Length, Centerline

Length, Overall



Depending on the specific type of boat, we may [not] wish to publish a
specification type b/c it won't apply or causes the manufacturer too many
headaches. We would like to publish the data internally but not to the
public via websites, literature, etc. Method of handling?

Boats > Features [Categories]

· · Accessories

· Canvas

· Cockpit

· Construction

· Dash

· Electrical

o AC Systems

o DC Systems

· Electronics/Stereo

· Exterior

· Fasteners and Hardware

· Fishability

· Fuel System

· Helm

· Instrumentation

· Interior

· Lighting

· Mechanical

· Marine Hardware

o Deck Hardware

o Hull Hardware

o Underwater Hardware

o Stainless Hardware

· Navigation

· Performance

· Plumbing

· Safety

· Seats

· Steering

· Tops or Rigs

o T-Tops

o Hardtops

· Warranty, Hull

· Warranty, Parts
 
T

Tom Ellison

Dear RD:

You've posted a lot here for any quick analysis and reply. I'd like
to reply in part. Comments inserted below.

Tom Ellison
Microsoft Access MVP
Ellison Enterprises - Your One Stop IT Experts

I have a need to analyze existing sales data against previous performance
periods (model years, fiscal years, quarters, months, weeks, etc.). My
management team has always reviewed historical sales numbers using the Model
Name convention (1700CC) versus Part Number (52017). Prior to the
implementation of the new/present MRP system we had a customized order entry
system that just included a products table. Sales Order's were placed with
the use of Descriptive based drop-down fields, which usually was a model
name. The new system forces us to use a P/N in place of a Model Name,
consequently, reporting has become very complex. I can no longer create a
report that generates the number of units and dollars sold by model name.
Instead, I have to use a p/n. Is there a way to create an association
between the two (P/N and Model Name) for both current and previous models?
Keep in mind that I cannot change the MRP structures without upsetting the
MRP vendor.

This you'll find covered in my response to an earlier post you made.
Is there somewhere that easily explains the comparison reporting of prior
periods performance in units and dollars against present? I imagine this
would be a lengthy OLAP, Pivot Table, especially since they want it grouped
by organization and sorted by dealer name. In every database class I've
participated in, I have yet to be able to locate an instructor that's
knowledgeable enough to tackle the design of this report. However, my
difficulties are now compounded, I believe, because of the part numbering
issue.

It's very early, I would think, to be trying to create the report.
Your needs for the report should be kept in mind, but it sounds to me
like your project is still at the table design stage. Certainly you
must accomodate your reporting needs when you're at the table design
stage.

Basically, the reports should be designed on a fairly simple view of
the data. However, the steps to create this simple view can be as
complex as needed. With proper table designs, this can be reliably
assured. So, keep your mind on table designs that will allow the data
to be prepared. We can worry about pivoting the data, aggregating it,
and selecting various date ranges for the comparisons somewhat later.
In addition, I would like to create a database whereby the Marketing
Departments could easily manage the features of the various product lines
within one view by using pre-defined criteria. How would someone use the
features example below to allow for synonyms? For example, an end item might
fit in both structures. My best illustration would be how on the CDW.com
website; I can locate an end software item under both SOFTWARE and
NETWORKING category. How do I integrate these different structures?

Finally, I have a requirement to report our sales performance to
miscellaneous market research firms, each of which has their own way of
slicing and dicing our product lines. How would I deal with this given that
some of the companies use similar names for specific entities. For example,
BUC Research uses: Boat Type, Top or Rig, Hull Material, Engine
Manufacturer, Engine Type, Hull Configuration, etc. The US Coast Guard
and/or our industry trade association, NMMA, might categorize our products
in the same area while another entity would not. Would each of these be best
served as separate tables (e.g. USCG Category, NMMA Category, or BUC
Category)? Or, could I use a cross-reference table again?

I really wouldn't comment on this without a chance to study all your
requirements.
I have been reviewing your past articles on item hierarchies and found some
of it helpful. However, I was wondering how a cross-reference table could
affect hierarchies? Our MRP system we use is designed with two tables Part
Master and PartXReference as shown at the end of this document.
Below is an outline of the different things I'm trying to string together
using a common thread.

The information you present here is both quite extensive for me to
prepare an analysis here (for free) and yet insufficient for a
complete design of your finished product. Perhaps you need some help
from someone with experience building significant database projects
and who can work with you full time for a while.
Products > [Product Type]

Products > Boats

Products > Engines

Products > Trailers

Manufacturer > Brand > Series > Model > Trim > Option Package

Godfrey Marine > Hurricane > Sun Deck > 217 I/O >

Continent > Country > State > County > City > Zip code

Region > Territory > MTA

A Marine Trade Area or MTA crosses all geographic boundaries (States,
Counties, City, Zip/Postal Codes)

Engines > Inboard > Specifications

Engines > Sterndrive (I/O) > Specifications

Engines > Outboard > Specifications


[MODEL NAME]

Engine Type
4 cyl.

Displacement
106.2 ci (1741 cc)

RPM Range
5000-6000

Alternator Output @ W.O.T.
25A

Compression Ratio
9.70:1

Induction System
DOHC/EFI

Lubrication
Wet Sump

Ignition System
TCI Micro Computer

Starting System
Electric

Shaft Length
20 in., 25 in.

Gear Ratio
13:28 (2.15)

Weight*
402 lb (183 kg)

Warranty
3 Year Limited Pleasure Boat
1 Year Limited Commercial


Boats > Specifications

English (U.S.)
Metric

Beam

Capacity, Fuel

Capacity, Holding Tank

Capacity, People

Capacity, Total

Capacity, Water

Deadrise, Entry

Deadrise, Transom

Displacement

Dry Weight

Freeboard

Horsepower, Maximum

Horsepower, Minimum

Hull Draft (estimated)

Length, Centerline

Length, Overall



Depending on the specific type of boat, we may [not] wish to publish a
specification type b/c it won't apply or causes the manufacturer too many
headaches. We would like to publish the data internally but not to the
public via websites, literature, etc. Method of handling?

Boats > Features [Categories]

· · Accessories

· Canvas

· Cockpit

· Construction

· Dash

· Electrical

o AC Systems

o DC Systems

· Electronics/Stereo

· Exterior

· Fasteners and Hardware

· Fishability

· Fuel System

· Helm

· Instrumentation

· Interior

· Lighting

· Mechanical

· Marine Hardware

o Deck Hardware

o Hull Hardware

o Underwater Hardware

o Stainless Hardware

· Navigation

· Performance

· Plumbing

· Safety

· Seats

· Steering

· Tops or Rigs

o T-Tops

o Hardtops

· Warranty, Hull

· Warranty, Parts
 

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