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

The data warehouse templates include 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 include Tableau data sources, workbooks, and Tableau Server preconfigured mappings. They work in conjunction with the data warehouse templates.

On average, templates cover 50% to 100% of their focused reporting needs (e.g.: the AP & AR Aging Today templates often cover 100% of today’s aging reporting).

Click here to download a list of the Tableau templates.

BI Template - Code	Essentials	Pro	Enterprise
Pre-configured reports, dashboards, and KPIs	40+	900+	10,000+
AP Aging Today - AP	✅	✅	✅
AR Aging Today - AR	✅	✅	✅
Budgeting/Forecasting * - BD	NA	✅	✅
Cash Flow Projection * - CF	✅	✅	✅
CRM Activity * - CA	✅	✅	✅
CRM Marketing Email ** - CM	✅	✅	✅
CRM Opportunity * - CO	✅	✅	✅
Field Service * - FS	✅	✅	✅
GL Transactions * - GT	✅	✅	✅
GL Financials (P&L, B/S, Trial Balance) * - GF	✅	✅	✅
Inventory On Hand Today - IO	✅	✅	✅
Inventory On Hand Monthly * - IH	✅	✅	✅
Inventory Planning * - IP	NA	✅	✅
Inventory Transactions * - IT	✅	✅	✅
Manufacturing: BOM (Bill of Materials) * - MB	NA	✅	✅
Manufacturing: Work Order (Production Oder) * - MW	NA	✅	✅
Project Accounting * - PM	✅	✅	✅
Purchase Order - PO	✅	✅	✅
Sales Invoice - SI	✅	✅	✅
Sales Order - SO	✅	✅	✅

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. These templates often have sample data until properly connected to a source system.
** Add-ons might require other applications. E.g.: HubSpot for CRM Marketing Email.
Please check out your SOW (scope of work) for specific templates included.

Power BI Templates

These templates include Power BI Semantic Models (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 - Code	Essentials	Pro	Enterprise
Pre-configured reports & dashboards *	20+	500+	5000+
AP Aging Today * - AP	✅	✅	✅
AR Aging Today * - AR	✅	✅	✅
Cash Flow Projection * (WIP) - CF		✅	✅
GL Financials * - GF		✅	✅
GL Transaction * - GT		✅	✅
Inventory On Hand History * - IH		✅	✅
Inventory On Hand Today * - IO	✅	✅	✅
Inventory Projection and Planning (WIP) * - IP		✅	✅
Inventory Transactions * - IT	✅	✅	✅
Purchase Order * - PO	✅	✅	✅
Sales Invoice * - SI	✅	✅	✅
Sales Order * - SO	✅	✅	✅

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

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.