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OOTB (Out-of-the-Box) Templates Definition

Pre-built, also known as OOTB (out-of-the-box), templates that configure the DataSelf solution to work with ERP, CRM and other business systems.

BI Report, Dashboard and KPI Templates come pre-configured to the default ERP setup and are can be deployed as-is. Some reports and dashboards will require additional adjustments before they can add value.

The templates are commonly modified to include Optional Fields / User Defined Fields (UDFs).

Data Warehouse templates, also known as (ETL+) entity templates, help to configure ETL+. Data Warehouse templates are typically deployed by DataSelf or resellers.

Types of OOTB Templates in DataSelf’s Solution Set

  • BI Report template, Report Template

  • Dashboard template

  • Data Warehouse template

  • Tableau template

  • Power BI template

  • Microsoft Excel template

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