From Data Hell to Bliss: Getting the Most Out of Your Acumatica Data

From Data Hell to Bliss:Getting the Most Out of Your Acumatica Data

Every day, we create 2.5 quintillion bytes of data — so much that 90% of the data in the world today has been created in the last two years alone.

- IBM

Data is like Water

Reports are like Living Organisms

Five Data Reporting Tools in Acumatica

1. Analytical Report Manager (ARM)

2. Report Designer (RD)

3. Generic Inquiry (GI)

4. Dashboards

5. OData (Tableau, Power BI, Excel, etc.)

1. Analytical Report Manager (ARM)

Financial Reporting (General Ledger & Project Ledger) Uses Row, Column, and Unit sets (very similar to FRx) Ranges, Wildcards, Etc. - 400000:420000,425000,43???? Auto Expansion of Accounts Rolling (3 months, 6 months, 12 months, etc.) Comparative (Budget vs. Actual, % Variance, Current

Year vs. Prior Year, etc.)

2. Report Designer (RD)

Designed for printing or attaching to email (WYSIWYG) Very similar to Crystal Reports or SSRS Drill-through via Grouping, Subreports, and Hyperlinks Reference Data Images Schedule Automatic Report Delivery Ability to create Complex Formulas

3. Generic Inquiry (GI)

Quick to Create (No Formatting Needed) Interactive

User can select which columns and the order they want them in Sorting/Filtering Pre-defined Filters (Global and User-Speciflc)

Export to Excel Foundation for Dashboards and OData

Application Objects(not SQL Objects)

Similar to SQL Views Pickup application security Easy to find Includes custom Objects

Data Access Classes (DAC)

4. Dashboards

Built on top of Generic Inquiries and Wiki Articles Only takes a few clicks through a wizard to choose and

configure your dashboard objects Ability to Drill Back into Generic Inquiry

5. OData (Tableau, Power BI, Excel, etc.)

A RESTful API running over the HTTPS protocol(same as Acumatica application and online banking)

A Simple and Secure way to query your Acumatica data, whether On-Prem, Hosted, SaaS, etc.

No SQL access needed, No additional software to install, No Firewalls to punch through, No VPN access needed

Picks up Acumatica security, even row security

Printed Reports vs. Digital Reports

Past

Printed

Digital

Future

Digital

Printed

Power BI

Began in 2006 as secret project by Microsoft SSAS Team Sophisticated ETL (Extract, Transform and Load) Tabular Model vs. Multidimensional Model DAX vs. MDX (80% of the benefit, 20% of the complexity),

more like Excel formulas than a programming language Free Excel plug-in delivers the entire in-memory engine PowerBI.com delivers killer crowdsourced visualizations

Begin Power BI Demo

End Power BI Demo

OData

BI360

BizNet

MITS

Power BI

Renovofyi

Tableau

ZAP

OData Opens Data Doors

www.TimRodman.comThank You

Let’s Make Some Noise#AcumaticaSummit

Getting Connected

Wireless Network: Acumatica 2016

Wireless Password:acumatica16 (case sensitive)

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