Sage 100 Data Warehouse DFT+ Templates

Click here for learning about Tableau, Power BI, and MS Excel templates for Sage 100.

Tables

Pre-mapped ETL+ tables available for Sage 100 (Providex and MS SQL Server) as of 02/2022. Subject to change without notice.

Important: DataSelf DFT foundation is ERP agnostic - click here to learn more.

Source

Table Name

Advanced

Pro & Ent

Sage 100

AP_InvoiceHistoryHeader


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Sage 100

AP_OpenInvoice


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Sage 100

AP_Vendor


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Sage 100

AR_Customer

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Sage 100

AR_InvoiceHistoryDetail

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Sage 100

AR_InvoiceHistoryHeader

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Sage 100

AR_OpenInvoice

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Sage 100

AR_Salesperson

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Sage 100

BM_BillDetail


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Sage 100

BM_BillHeader


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Sage 100

BM_ProductionHistoryDetail


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Sage 100

BM_ProductionHistoryHeader


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Sage 100

BM_ProductionHistoryTierDist


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Sage 100

CI_Item

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Sage 100

GL_Account

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Sage 100

GL_AccountCategory

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Sage 100

GL_AccountGroup

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Sage 100

GL_AccountStructure

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Sage 100

GL_AccountType

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Sage 100

GL_DetailPosting

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Sage 100

GL_FiscalYearDetail

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Sage 100

GL_MainAccount

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Sage 100

GL_PeriodBudgetDetail

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Sage 100

GL_PeriodPostingHistory

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Sage 100

GL_SubAccount

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Sage 100

IM_ItemTransactionHistory


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Sage 100

IM_ItemWarehouse

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Sage 100

IM_ItemWhseHistoryByPeriod


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Sage 100

IM_PeriodPostingHistory


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Sage 100

PO_PurchaseOrderDetail

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Sage 100

PO_PurchaseOrderHeader

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Sage 100

SO_SalesOrderHeader

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Sage 100

SO_SalesOrderHistoryDetail

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Sage 100

SO_SalesOrderHistoryHeader

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Sage 100

SO_ShipToAddress

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Data Warehouse

4_Today

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Data Warehouse

5_Date

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Data Warehouse

6_DatePeriod

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Data Warehouse

GLz_04_Dimensions_NoOverride

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Data Warehouse

GLz_05_Dimensions

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Data Warehouse

GLz_10_C3_Detail

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Data Warehouse

GLz_12_C1_MajorTotal

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Data Warehouse

GLz_14_C15_MinorTotal

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Data Warehouse

GLz_16_C2_MinorTotal

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Data Warehouse

GLz_50_Balances_Budget

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Data Warehouse

GLz_60_PeriodBudgetDetail_WithDates

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Data Warehouse

IMz_01_PeriodPostingHistory_ItemWhseAllPeriods


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Data Warehouse

SY0_CompanyParameters

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Data Warehouse

zSage 100 Tips & Documentation

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Notes:

Sage 100 (Providex and MS SQL Server)

The out-of-the-box ETL+ and data warehouse mappings have been designed to let users easily extract the data from Sage 100.

Source: Sage 100: Sage 100 tables that have been pre-mapped in ETL+. They are part of DataSelf Step 1 - mirroring Sage 100 raw data in the data warehouse. This pre-mapping includes:

  • Popular tables and columns for BI and reporting. We only map popular tables and columns to keep the extraction efficient and less taxing on resources. It’s easy to add more tables and columns via ETL+.

  • Large tables come pre-configured with delta refresh set up. This includes delta Load Type settings, as well as column data type formatting and indexing.

Source: Data Warehouse: These are special tables that provide enhanced reporting value. Summary:

  • 4_ 5_ and 6_ tables for advanced period analytics.

  • GLz_ tables for performing GL Trial Balances, P&L, B/S and Cash Flow.

  • IMz_ table(s) for inventory planning (combining Inventory On Hand Today, Open POs/WOs, Open SOs, and Sales projection).

Table Columns Example

DataSelf ETL+ templates include adjustments to table columns' data types and indexes. Click here to learn more.

The following is an example of Sage 100 table and its column names, indexes and formatting in ETL+.

Column green icons indicate the data type and/or index definition have been set or changed in ETL+. Ex.: InvoiceNo and InvoiceType are set as the primary key of this table.

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Delta Load Example

DataSelf ETL+ templates provide delta load configuration for popular large tables. This dramatically reduces the time to refresh the data warehouse. ETL+ Table Load Types.

The following is an example of AR_InvoiceHistoryHeader using the Replace feature. This example only updates the last 30-days worth of transactions.

Using table linking in the ETL SQL Statement, one can link detail tables that don’t have date fields (such as AR_InvoiceHistoryDetail) with their parent tables and then set up the delta refreshes.

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Table Linking Example

The following is an example of how Sage 100 _AR_Aging_Today tables are linked in DataSelf’s out-of-the-box templates. This linking applies the same way for Tableau data sources, Power BI data sets, Excel, and other reporting tools.

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