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Summary of basic steps
1. Before you start - things you need to consider
Addressing the points below before you start
1. Identify your data source
What data do you need? What are your data sources, i.e., where does your data live? Also consider whether you will be using a database template or starting from scratch with your database design.
Build user-friendly databases using Designer
designBefore you start, check that your source data is as 'clean' as possible.
2. Think about the users
The design of your database affects how your team is able to use Phocas.
It is recommended you spend some time considering factors that impact on the end users, e.g., type of database required, existing sourceTo ensure your database is user-friendly, we recommend you take into account the needs and skills of your users, the required data structure, naming conventions and who you want to allow to see data.
/wiki/spaces/userdoc/pages/590217
2. Getting your data into Phocas
Use Sync to connect your raw data to Phocas. This ensures Phocas updates when your source data updates, e.g., overnight.
Load data into Phocas using Sync
3. Design and build your database
Use Designer to either build your database from scratch or start with a simple database template. Drag and drop streams and measures into your design and customise dimensions, properties and periods as required.
Create a simple database3. Keep it simple
If you're a beginner at designing databases, make your first one simple. Once you have your first successful build, then add more databases. Phocas offers several simple database templates to help get you started or, if you want to start from scratch, see our information about /wiki/spaces/userdoc/pages/590217