DataSelf Knowledge Base

DataSelf ETL+ — Connects to data sources and populates the data warehouse. ETL engine at the heart of DataSelf’s latest solutions. User Guide.

DataSelf Analytics — Ready-to-use Business Intelligence solutions for your ERP and CRM. Leverages the ETL+ engine to supply preconfigured templates with sophisticated insights for your business.

Tableau — Using Tableau to query & retrieve data, make reports and dashboards. Tableau Configuration, Security, Upgrades, and Technical Tips.

KPIs, Reports & Dashboards — How to create Key Performance Indicators & Metrics that incorporate into reports and dashboards.

* Power BI

* Microsoft Excel

DataSelf Training – Class Notes and handouts ✍️ 🆕
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Upgrading your ETL+ 📡

ETL+ User Guide

• Automatic Distribution – DSA AD,
  DSA Cloud AD, Excel AD

• PowerShell

Configuring ETL & CRM Systems for ETL+

Pre-configured templates listed by business system.

• ETL+ for Acumatica Cloud (OData)

• ETL+ for Acumatica SQL (On-prem or Private Cloud)

• ETL+ for BigQuery Google Cloud

• ETL+ for CSV and Text Files

• ETL+ for HubSpot

• ETL+ for MS Access

• ETL+ for MS Dynamics BC / NAV (Business Central, Navision)

• ETL+ for MS Dynamics GP (Great Plains)

• ETL+ for MS Excel

• ETL+ for MS SQL Server

• ETL+ for NetSuite

• ETL+ for ODBC (DSN)

• ETL+ for PostgreSQL

• ETL+ for Quickbooks

• ETL+ for Sage 100 Providex

• ETL+ for Sage 100 MS SQL Server

• ETL+ for Sage 300

• ETL+ for Sage 500

• ETL+ for Sage CRM

• ETL+ for Sage Intacct

• ETL+ for Sage X3

• ETL+ for Salesforce.com

• ETL+ for Google Sheets

• Data Source Drivers List

Data Source Drivers

• Acumatica Cloud (OData): Native optimized connection.

• Acumatica On-premises (MS SQL Server): Native optimized connection.

• Amazon Marketplace: ODBC. Native connection under construction.

• Asana: ODBC. Native connection: WIP.

• Azure SQL: Native optimized connection.

• BigCommerce: ODBC. Native connection: WIP.

• CSV (text file): Native optimized connection.

• Facebook: ODBC. Native connection: WIP.

• FedEx: ODBC. Native connection: WIP.

• Global Shop Solutions (GSS): Optimized ODBC connection for Pervasive database.

• GoogleAds: ODBC. Native connection: WIP.

• Google Analytics: Python. Native connection: WIP. Ask us for more information about our Google Analytics solution.

• Google BigQuery: ODBC. Native connection: WIP.

• Google Sheets: Beta native connection: Documentation is a WIP.

• GraphQL: ODBC. Native connection: WIP.

• HubSpot: ODBC. Native connection: WIP.

• Instagram: ODBC. Native connection: WIP.

• JSON: ODBC. Native connection: WIP.

• Jira: ODBC. Native connection: WIP.

• LinkedIn: ODBC. Native connection: WIP.

• Mangento: ODBC. Native connection: WIP.

• MailChimp: ODBC. Native connection: WIP.

• Marketo: ODBC. Native connection: WIP.

• MongoDB: ODBC. Native connection under construction.

• MS Access: Native optimized connection.

• MS Dynamics 365 Business Central (BC, NAV, Navision): Native optimized connection to MS SQL Server.

• MS Dynamics 365 FinOp: Native optimized connection to MS SQL Server.

• MS Dynamics 365 CRM: Native optimized connection to MS SQL Server.

• MS Dynamics 365 GP (Great Plains): Native optimized connection to MS SQL Server.

• MS Excel: Native optimized connection.

• MS Project: ODBC. Native connection: WIP.

• MS SQL Server: Native optimized connection.

• MySQL: Beta native connection: Documentation is a WIP.

• NetSuite: Requires Suite Analytics enabled. See ODBC. Native connection: WIP.

• OData: Native and optimized OData v3 and v4 connection.

• ODBC: Select the proper ODBC driver and follow the prompts.

• Oracle: Beta native connection: Documentation is a WIP.

• PostgreSQL: Native connection.

• Providex: Optimized ODBC connection

• QuickBooks: ODBC. Native driver under construction.

• Quickbooks Online: ODBC. Native connection: WIP.

• Sage 100 MS SQL Server: Native optimized connection.

• Sage 100 Providex: Optimized ODBC connection.

• Sage 300: Native optimized connection to MS SQL Server.

• Sage 500: Native optimized connection to MS SQL Server.

• Sage CRM: Native optimized connection to MS SQL Server.

• Sage Intacct: ODBC. Native connection: WIP.

• Sage X3: Native optimized connection.

• Salesforce.com: ODBC. Native connection: WIP.

• Sellercloud.com: Python.

• SAP Business One: ODBC. Native connection: WIP.

• SAP HANA: ODBC. Native connection: WIP.

• ServiceNow: ODBC. Native connection: WIP.

• Shopify: ODBC and Python. Native connection: WIP.

• SmartSheet: ODBC. Native connection: WIP.

• Snowflake: ODBC. Native connection: WIP.

• Stripe: ODBC. Native connection: WIP.

• Sugar CRM: ODBC. Native connection: WIP.

• SurveyMonkey: ODBC. Native connection: WIP.

• Text Files (CSV): Native optimized connection.

• TSheets: ODBC. Native connection: WIP.

• Teradata: ODBC. Native connection: WIP.

• Twitter: ODBC. Native connection: WIP.

• UPS: ODBC. Native connection: WIP.

• USPS: ODBC. Native connection: WIP.

• XML: ODBC. Native connection: WIP.

• Zoho CRM: ODBC. Native connection: WIP.