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Have you considered some of the points raised below? Spending a few minutes checking off these tips may save time later on.

(tick) Identify your data source

What data do you need and where does it live? Identify your data sources and check the quality of the data. You'll get better results if your source data is as 'clean' as possible.

(tick) Think about the users 

The design of your database affects how your team can use Phocas. To 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 be allowed to see data. 

(tick) 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 Depending on your Phocas environment, you may have access to one or more simple database desgins to help get you started.

Excerpt

(tick) Database basics

  • Streams
    A stream is a data series from a database, e.g., 'Sales' or 'Budget' in a Sales database. In Phocas, users can view a single data

stream

  • stream or compare streams. 

Streams

  • Change the stream.
  • Dimensions
    These data sets are the key analysis points in Phocas. They give structure to your data and form the basis of all slicing and dicing. Dimensions appear as buttons down the left of the screen in Phocas. In a sales database, you'll always see 'customer' and 'product' dimensions. Dimensions are often grouped, e.g., underneath 'Product' you might have product or item class, sub class, supplier or vendor. 

Dimensions

Properties

Measures

  • Change the measures.
  • Date
    The moment at which the activity (e.g., a sale, order, etc) occurred. These form the basis of time periods in Phocas. You can choose what period types to make available to users. Typical period types are weeks, months and days. 

Periods

To learn more about how databases are commonly set up, see our information about /wiki/spaces/userdoc/pages/590217