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

Data Warehouse Templates

The data warehouse templates are comprised of DataSelf ETL+ and MS SQL Server preconfigured mappings for tables that are popular for reporting and data analysis. It’s easy to customize your data warehouse solution. Adjustments and customizations can help to tailor the solution to your needs and maximize the templates' value. Click here to learn more: data warehouse templates for Acumatica.

Tableau Templates

These templates are comprised of Tableau data sources, workbooks, and Tableau Server preconfigured mappings. They work in conjunction with the data warehouse templates.

Click here to download a list of the Tableau templates.

Template

Advanced

Pro

Enterprise

Pre-configured reports & dashboards

Dozens

Hundreds

Thousands

AP Aging Today

✅

✅

✅

AR Aging Today

✅

✅

✅

CRM Activity *

Simplified

✅

✅

CRM Marketing Email **

Add-on

Add-on

Add-on

CRM Opportunity *

Simplified

✅

✅

GL Cash Flow Projection *

Simplified

✅

✅

GL Transactions *

✅

✅

✅

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

✅

✅

✅

Inventory On Hand Today

✅

✅

✅

Inventory On Hand Monthly *

Simplified

✅

✅

Inventory Planning *

Simplified

✅

✅

Inventory Transactions *

✅

✅

✅

Manufacturing: BOM (Bill of Materials) *

Simplified

✅

✅

Manufacturing: Work Order (Production Oder) *

Simplified

✅

✅

Project Accounting (PM) *

Simplified

✅

✅

Purchase Order

✅

✅

✅

Sales Invoice

✅

✅

✅

Sales Order

✅

✅

✅

Non * marked templates should provide value right-of-the-box. Adjustments and customizations might be needed to maximize their value.
* These templates usually require adjustments and customizations before providing value.
** Add-ons usually require other applications. Ex.: HubSpot for CRM Marketing Email.

Power BI Templates (data sets and workbooks)

These templates are comprised of Power BI data sources and workbooks. They work in conjunction with the data warehouse templates.

Click here to download a list of the Power BI templates.

Template

Advanced

Pro

Enterprise

Pre-configured reports & dashboards *

Dozens

Hundreds

Thousands

AP Aging Today *

✅

✅

✅

AR Aging Today *

✅

✅

✅

Inventory On Hand Today *

✅

✅

✅

Inventory Transactions *

✅

✅

✅

Purchase Order *

✅

✅

✅

Sales Invoice *

✅

✅

✅

Sales Order *

✅

✅

✅

* All Power BI templates require adjustments and customizations before providing value.

Microsoft Excel Templates

These templates are comprised of 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.