Understanding Stratum.Planner

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Stratum Under CoversThis is the second in a series of blog entries where I will be discussing the four main integrated components of Stratum:  Stratum.Server, Stratum.Planner, Stratum.Connector and Stratum.Viewer.  My first blog covered Stratum.Server. Today I will discuss Stratum.Planner.

Stratum.Planner is a Windows client application that serves end users wishing to access and analyze the data stored in a Stratum database, as well as administrators who are tasked with managing the Stratum environment. Stratum.Planner has two main components which can be independently installed based on the needs of the user.

The Planner component is designed for end users interested in analyzing the data stored in a Stratum database. Planner comes with an extensive library of pre-defined end user templates for accessing the data. These templates combine categories and measures in common formats like comparative analysis (sales dollars vs. forecast dollars), trend analysis (sales by month over time), etc. Users are free to use and/or modify the pre-defined templates to fit their individual needs. These modified templates can then be saved as Views for the user’s personal use.

When a user runs one of these Views the combination of dimension(s), category(s), measure(s) and time period(s) defined for the View are converted to a SQL statement that retrieves the desired data from the Stratum database. The data summary levels (DSL’s) in Stratum.Server optimize the performance of retrieving the data for the users. Planner has an extensive list of additional features that allow users to do things like dynamically change attributes in the View, drill down to additional levels of analysis, create and manage lists of products, customers, etc., create charts and graphs, import/export data to/from Excel, enter new data in the View.

The Administration component of Stratum.Planner provides functionality designed for administrators who have the responsibility to manage the entire Stratum environment. Administrators can add/delete users, establish user security, enable/disable advanced Planner functionality by individual user etc. Administrators can also create new templates, new data categories and associated measures, maintain calendars, add or delete data summary levels (DSL’s), etc.

The Stratum.Planner components are most commonly installed on individual user PCs but can also be installed and configured to run on Citrix or Microsoft Terminal Services.  The Stratum.Planner windows client connection to the Stratum database varies depending on the location of the database.

IBMi connectivity

The IBMi access for Windows, commonly called Client Access, provides the ODBC connectivity between the Stratum.Planner client on the Windows PC and the Stratum database on the IBMi.

Windows connectivity

The Microsoft SQL Server Native Client for Windows provides the ODBC connectivity between the Stratum.Planner client on the Windows PC and the Stratum database on the Windows Server.

Keep on the lookout for my next post, which will focus on Stratum.Connector!

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This post was written by Pat Passett