DataSelf Analytics for Intacct with Tableau
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 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 Sage Intacct.
Tableau Templates for Sage Intacct
These templates include 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.
Click here for the online list of Tableau templates.
Template | Essentials | Pro | Enterprise |
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Pre-configured reports & dashboards | 20+ | 200+ | 2,000+ |
AP Aging Today | ✅ | ✅ | ✅ |
AR Aging Today | ✅ | ✅ | ✅ |
Cash Flow Projection * |
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GL Transactions * |
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GL Financials (P&L, B/S, Budget, Trial Balance) * |
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Inventory On Hand Today |
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Inventory On Hand Monthly * |
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Inventory Planning * |
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Inventory Transactions * |
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Project Accounting (PM) * |
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Purchase Order |
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Sales Invoice | ✅ | ✅ | ✅ |
Sales Order |
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Adjustments and customizations might be needed to maximize the template’s value.
* These templates usually require adjustments and customizations before providing value.
** Add-ons usually require other applications. Ex.: HubSpot for CRM Marketing Email.
Keywords: out-of-the-box templates, Tableau Cloud, Tableau Pulse, mappings, ETL+, data warehouse, ERP, CRM, reports, dashboards, KPIs., MS Excel, Sage Intacct.