Description
This document is aimed at providing help information when considering Business Intelligence (BI) tools to be used in conjunction with SwiftPOS. A SwiftPOS install currently supports the following reporting functionality:
For Customers that want to make use of BI Tools to create their own reports/visualisations, SwiftPOS recommends the following 3rd party Business Intelligence (BI) Tools:
- Power BI
- Qlik Sense - Note : The Free download of their Qlik Sense Desktop is NO LONGER AVAILABLE.
To Be Considered
- Note : All SwiftPOS BI solutions provided as part of the SwiftPOS suite of software is provided as an initial guide and example to support Customers in developing their own BI solutions. It is not the intention of SwiftPOS to provide free ongoing support. All support relating to 3rd party BI Tools is chargeable.
Development/Support
The following applies to BI Development Services provided by SwiftPOS:
- All Development of custom BI Solutions are chargeable.
- Development of custom BI Solutions, is currently restricted to and including those BI Tools identified in the Description section.
The following applies to BI Support Services provided by SwiftPOS:
- All Support queries and issues relating to 3rd party BI Tools is chargeable.
- Support is currently restricted to and including those BI Tools identified in the Description section above.
Pre-Requisites
- SQL Views, Logins, Roles and Users, that have been developed specifically for the SwiftPOS BI solution are only available as part of SwiftPOS V7 and onwards. Therefore, it is recommended to ensure the latest version of SwiftPOS Software is available.
- Ensure the latest version of Microsoft SQL Server is installed.
Getting Started
- For Qlik Sense, follow the instructions as outlined in the Qlik Sense Help information.
- For Power BI, follow the instructions as outlined in the Power BI Help information.
SwiftPOS SQL Server Logins/Roles/Users
The following Logins, Roles and Users are included as part of the SwiftPOS V7 and onwards, and are designed specifically to support the SwiftPOS BI solution offering:
The following default LOGIN(s) are available:
|
Login |
Password |
|
BIUser |
swiftposbiu |
The following default ROLE(s) are available:
|
Role |
Description |
Default User |
Password |
|
BIStaff |
Used to add Users that are authorised to access VIEWS that only contain NON-SENSITIVE data |
BIUser |
swiftposbiu |
The following default USER(s) are available:
|
Login |
|
BIUser |
SwiftPOS BI Views
The following Views are included as part of the SwiftPOS V7 and onwards, and are developed specifically to support the SwiftPOS BI solution offering:
|
View |
Sourced From |
|
BI_Clerks |
ClerkTable |
|
BI_Campaigns |
CampaignTable |
|
BI_Discounts |
DiscountTable |
|
BI_LocationGroups |
LocationGroupTable |
|
BI_Locations |
LocationTable |
|
BI_MemberGroups |
MemberTypeTable |
|
BI_Members |
MemberTable |
|
BI_Classifications |
MemberTypeTable |
|
BI_MasterGroups |
MasterProductGroupTable |
|
BI_Medias |
MediaDescriptions |
|
BI_MixNMatches |
MMRules |
|
BI_ProductGroups |
InventoryGrpTable |
|
BI_PriceLevels |
PriceLevelNamesTable |
|
BI_Products |
ProductTable |
|
BI_Promotions |
PromotionsHeaderTable |
|
BI_Reasons |
ReasonCodeTable |
|
BI_Sales |
EJTable, EJItemsTable |
|
BI_SalesMedia |
EJTable, EJItemsTable, EJMediaTable |
|
BI_Surcharges |
SurchargeTable |
|
BI_Taxes |
TaxTable |
|
BI_Terminals |
TerminalTable |
|
BI_Vouchers |
VoucherTable |
Related Topics
