DataSelf Analytics for Salesforce

Data Warehouse Templates

Click here to learn more: Data warehouse templates for Salesforce.com (SFDC).

Tableau Templates for Salesforce.com

Click here to learn more: DataSelf Analytics for Salesforce with Tableau.

Power BI Templates for Salesforce.com

Click here to learn more: DataSelf Analytics for Salesforce with Power BI.

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:

• CRM Activity

• CRM Opportunity

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