DataSelf Analytics - 50,000 Foot Overview
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DataSelf Analytics Components
Object | Object Details | Location | Function | Permissions | References |
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Data Sources | The client’s data source(s) such as their ERP, CRM and payroll. Data held in SQL or other data repositories. | On Premises, or private cloud, or cloud (e.g.: Acumatica, NetSuite, Sage Intacct, Salesforce). | DataSelf ETL+ can import from a hundreds of data sources using the built-in drivers below (and more coming!): ![]() | Various | |
ETL+ | DataSelf's proprietary Extract, Transform, Load program. | Potentially multiple installations, on prem and cloud, as a thin client | Extract, Transform, Load data into Data Warehouse | Named-user ETL+ license | DataSelf ETL+ User Guide |
ETL+ Agent | Runs as a thin-client service to run scheduled tasks and/or instructions from the cloud metadata | Potentially multiple installations. Installed as needed with the ETL+ engine | Triggers a local ETL+ Job per metadata instructions. Can also be run locally on demand via command line. | ||
Data Warehouse | A MS SQL data warehouse | Can be in a DataSelf cloud SQL instance, or on-premises, private cloud, server or serverless. | Back-end consolidation of data silos. Can be maintained by an ETL+ entity and other MS SQL compatible tools | Named-user SQL user for SSMS access (optional); a user is maintained in the ETL+ metadata | MS SQL instance URL and database name shown on ETL+ Extract, Transform and Load (ETL) Page |
Reporting | Tableau, PBI, Excel, Crystal, SSRS, Domo, Qlik Sense, etc | Anywhere | Front-end reporting to users | Importing data from the SQL Data Warehouse requires a static IP internet connection and named-user reading rights to the SQL data warehouse. |
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ETL+ Extract, Transform and Load (ETL) Page (main page)
ETL+ Components
Object | Description | Function | Permissions | Client to Provide | References |
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Extract, Transform and Load (ETL) page | ETL+ main page upon login | Displays and allows creation and editing of an entity’s (cloud) metadata from any ETL+ installation | ETL+ licensed user | ||
Settings page | Gear icon in upper right corner of most pages | Client info, Data Warehouse options, and other parameter settings | Administrator user required to create new entities, and manager user and Data Warehouse settings |
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Data Sources | Listed on Source Objects | Provides connection configurations for importing from outside source systems (data sources or source types) and to reimport from the DataSelf Data Warehouse. | Once entered by client, source data passwords are encrypted within the ETL+ metadata |
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Extract SQL Statement | Right panel in main ETL+ page | SQL statement (or other data format) to be sent to Source Container for the initial data extraction | |||
Load | Pane at the bottom of the right (Extract SQL Statement) panel | Options for various partial load types | Alert tech’s if a source table’s standard Primary Key has been customized | ||
Target Objects | Center panel of main ETL+ page | Add and maintain the tables that will load into the Data Warehouse | |||
Design page | Design page |
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Jobs | Job page. |
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Entity | Usually associated to an entity of an organization. For instance, a company’s domain (xyzcorp), or a data source (xyzcorp_erp), or a department (xyzcorp_sales). | It includes the ETL+ metadata such as the access to data sources, target data warehouse, which tables are extracted and more. | ETL+ users have named user licenses to open and maintain one or more specific entities. | ETL+ Entity |