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DataSelf Analytics for NetSuite

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 NetSuite.

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 usually require some level of custom setup before they provide value.

Click here to download a list of the Tableau templates.

Template

Essentials

Pro

Enterprise

Pre-configured reports & dashboards

N/A

200+

2,000+

AP Aging Today

WIP

WIP

AR Aging Today

Cash Flow Projection

 

Add-on

Add-on

CRM Activity

Add-on

Add-on

CRM Marketing Email

Add-on

Add-on

CRM Opportunity

Add-on

Add-on

GL Transactions

WIP

WIP

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

WIP

WIP

Inventory On Hand Today

Inventory On Hand Monthly

WIP

WIP

Inventory Planning

Add-on

Add-on

Inventory Transactions

WIP

WIP

Manufacturing: BOM (Bill of Materials)

WIP

WIP

Manufacturing: Work Order (Production Oder)

WIP

WIP

Purchase Order

Sales Invoice

Sales Order

Templates for NetSuite usually require adjustments and customizations before providing maximum value.
** Add-ons might require other applications. Ex.: Microsoft Dynamics CRM, Salesforce, or HubSpot.
Please check out your SOW (scope of work) for specific templates included.

Power BI Templates (data sets and workbooks)

These templates include 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

Essentials

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 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:

  • AR Aging Today

  • Inventory On Hand Today

  • Open SO Today

  • Sales Invoice

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

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