acumatica summit 2017 - dashboards and analytics

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Dashboards and Analytics Tim Rodman ERP Implementation Consultant Professional Learner (not “An Expert”) Passionate about Reporting and Business Intelligence Tweeting daily about Acumatica: @TimRodman Blogging about Acumatica: TimRodman.com (personal blog)

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Page 1: Acumatica Summit 2017 - Dashboards and Analytics

Dashboards and AnalyticsTim RodmanERP Implementation ConsultantProfessional Learner (not “An Expert”)Passionate about Reporting and Business IntelligenceTweeting daily about Acumatica: @TimRodmanBlogging about Acumatica: TimRodman.com (personal blog)

Page 2: Acumatica Summit 2017 - Dashboards and Analytics

Key Takeaways

“Numbers” people vs “Picture” people

Acumatica Dashboards are like an artist’s canvas

Power BI is more than just a visualization engine

Page 3: Acumatica Summit 2017 - Dashboards and Analytics

Numbers People vs. Picture People

Page 4: Acumatica Summit 2017 - Dashboards and Analytics

Navigation(Acumatica 6)

Pivot Tables(Acumatica 6)

Dashboards(Acumatica 6) Excel Power BI

Dashboards

Entry Point

Reusable Filters

Generic Inquiry

Data Access Classes

Acumatica Database

OData

Page 5: Acumatica Summit 2017 - Dashboards and Analytics

Acumatica Pivot Tables

Page 6: Acumatica Summit 2017 - Dashboards and Analytics

Acumatica Dashboards

Page 7: Acumatica Summit 2017 - Dashboards and Analytics

Power BI

Page 8: Acumatica Summit 2017 - Dashboards and Analytics

Power BI

Acumatica OData

“DAX” Language(like Excel formulas)

Measures

CalculatedTables

Web Browser&

Mobile App

PowerBI.com

Get DataETL with “M” Language

Data ModelIn-Memory Tabular

(multiple data sources)

Reports

Dashboards

Page 9: Acumatica Summit 2017 - Dashboards and Analytics

Power BIDashboardsDashboards

ReportsReports Report

Data ModelIn-Memory Tabular

(Multiple Data Sources)

Datasets(Can’t Modify Model)

Data

Relationships

Power BI DesktopPowerBI.com

Get DataETL with “M” LanguageGet DataGet Data

(Light)

Page 10: Acumatica Summit 2017 - Dashboards and Analytics

TimRodman.com

Slide DeckLearn how examples in this presentation

were built

Lots of other posts about Acumatica

Contact me with questions

Page 11: Acumatica Summit 2017 - Dashboards and Analytics

No Reliance This document is subject to change without notice. Acumatica cannot guarantee completion of any future products or program features/enhancements described in this document, and no reliance should be placed on their availability.

Confidentiality: This document, including any files contained herein, is confidential information of Acumatica and should not be disclosed to third parties.