DataSelf Analytics for Sage X3 with Power BI
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 X3.
Power BI Templates for Sage X3
These templates include Power BI semantic models and workbooks. They work in conjunction with the data warehouse templates.
Click here to download a list of the Power BI templates.
Click here for the online list of Power BI templates.
Template | Essentials | Pro | Enterprise |
|---|---|---|---|
AP Aging Today * | ✅ | ✅ | |
AR Aging Today * | ✅ | ✅ | |
Cash Flow Projection * | WIP | WIP | |
GL Financials (P&L, B/S, CFS) * | ✅ | ✅ | |
GL Transactions * | ✅ | ✅ | |
Inventory On Hand History * | ✅ | ✅ | |
Inventory On Hand Today * | ✅ | ✅ | |
Inventory Planning / Forecast | WIP | WIP | |
Inventory Transactions * |
| ✅ | ✅ |
Purchase Order * | ✅ | ✅ | |
Sales Invoice * | ✅ | ✅ | ✅ |
Sales Order * | ✅ | ✅ |
* All Power BI templates require adjustments and customizations before providing value.
Semantic Model for Sage X3
The following is DataSelf’s Power BI Unified Semantic Model using a galaxy schema to connect multiple fact tables. Click the image below to zoom in.
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 Power BI, 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 Power BI and other tools.
See below for examples of DFT modeling by source system:
Keywords: out-of-the-box templates, MS Microsoft Fabric, mappings, ETL+, data warehouse, ERP, CRM, reports, dashboards, KPIs, DFT Templates.