DataSelf Analytics for Sage X3 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 X3.
Tableau Templates for Sage X3
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.
Click here for the online list of Tableau templates.
Template | Essentials | Pro | Enterprise |
|---|---|---|---|
Pre-configured reports & dashboards | 20+ | 500+ | 5,000+ |
AP Aging Today * | ✅ | ✅ | |
AR Aging Today * | ✅ | ✅ | |
Budgeting/Forecasting |
| ✅ | ✅ |
GL Cash Flow Projection * | Add-on | ✅ | |
CRM Activity * | Add-on | ✅ | |
CRM Marketing Email * | Add-on | ✅ | |
CRM Opportunity * | Add-on | ✅ | |
GL Transactions * | ✅ | ✅ | |
GL Financials (P&L, B/S, Trial Balance) * | ✅ | ✅ | |
Inventory On Hand Today * | ✅ | ✅ | |
Inventory On Hand Monthly * | ✅ | ✅ | |
Inventory Planning * | Add-on | ✅ | |
Inventory Transactions * | ✅ | ✅ | |
Manufacturing: BOM (Bill of Materials) * | Add-on | ✅ | |
Manufacturing: Work Order (Production Oder) * | Add-on | ✅ | |
Purchase Order * | ✅ | ✅ | |
Sales Invoice * | ✅ | ✅ | ✅ |
Sales Order * | ✅ | ✅ |
* These templates usually require adjustments and customizations before providing value.
** Add-ons might require other applications. Ex.: Salesforce.com, Sage CRM, MS Dynamics CRM, or HubSpot.
Please check out your SOW (scope of work) for specific templates included.
Keywords: out-of-the-box templates, Tableau Cloud, Tableau Pulse, mappings, ETL+, data warehouse, ERP, CRM, reports, dashboards, KPIs.