DataSelf Analytics for Acumatica

The following is a summary of the available BI, report, and dashboard templates. Please contact DataSelf to discuss how these templates and information could apply to your business and needs.

Data Warehouse Templates

Click here to learn more: Data warehouse templates for Acumatica.

Power BI Templates for Acumatica

Click here to learn about DataSelf Analytics for Acumatica with Power BI.

Tableau Templates for Acumatica

Click here to learn about DataSelf Analytics for Acumatica with Tableau.

Microsoft Excel Templates

These templates include Excel workbooks with pre-configured data feeds from your MS SQL Server data warehouse and/or ETL+ CSV exports. Most MS Excel workbooks will require some level of adjustment before they provide value. The data feeds will easily bring the latest data warehouse data into Excel, from where users can slice and dice their data and build new reports.

Available data warehouse data feeds for MS Excel:

• AP Aging Today

• AR Aging Today

• CRM Activity

• CRM Opportunity

• GL Transactions

• GL Financials (P&L, B/S, Budget, Trial Balance)

• Inventory On Hand Today

• Inventory Transactions

• Manufacturing: BOM Bill of Materials

• Manufacturing: Work Order (Production Order)

• Open PO Today

• Open SO Today

• Project Accounting

• Sales Invoice

Keywords: out-of-the-box templates, mappings, ETL+, data warehouse, ERP, CRM, reports, dashboards, KPIs., MS Excel.