DataSelf Analytics for Acumatica with Tableau
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. These templates can work with your Tableau Cloud, Tableau On-premises, and Tableau Embedded.
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.
Click here for the online list of Tableau templates.
BI Template - Code | Essentials | ||
|---|---|---|---|
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 Projection and 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.
Tableau Data Sources for Acumatica
The following is DataSelf’s Tableau preconfigured and customizable galaxy schema to connect multiple fact tables.
The following is a data source using a preconfigured and customizable star schema for simpler yet powerful reporting and data analysis.
Data Governance / Security
The DataSelf DFT modeling includes pre-configured and customizable structures for popular data governance and Row Level Security (RLS) needs. Contact us to discuss more.
AI, ML, and MCP
The DataSelf’s data feeds and DFT modeling automates, increases, and fine tunes Tableau integration with the Salesforce framework. It’s an exciting and promising platform to leverage and expand an organization’s Artificial Intelligence (AI), Machine Learning (ML), AI Agents, and MCP (Model Context Protocol). Contact us to discuss more.
DFT Templates - Source Agnostic
DataSelf’s DFT templates let you connect data from virtually any source to your DFT-based Single Point of Truth (SPOT) with minimal disruption to your reporting tools.
For example, customer data feeds into the D_Customer DFT dimension in the data warehouse, which drives reporting in Tableau, Excel, and other tools. The raw customer data may originate from multiple systems—such as ERP, CRM, or Excel—and can evolve over time.
Yet, because reports and analytics reference the D_Customer dimension as the SPOT, you can update or replace data sources with minimal changes to your existing models and reports in Tableau and other tools.
See below for examples of DFT modeling by source system:
Keywords: out-of-the-box templates, mappings, ETL+, data warehouse, ERP, CRM, reports, dashboards, KPIs, Power BI, MS Excel, Qlik, Looker, Domo.