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

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Overview of 5 reporting options in Acumatica including:
1. Analytical Report Manager (ARM)
2. Report Designer (RD)
3. Generic Inquiry (GI)
4. Dashboards
5. OData (Tableau, Power BI, etc.)

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

  1. 1. From Data Hell to Bliss: Getting the Most Out of Your Acumatica Data
  2. 2. 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
  3. 3. Reports are like Living Organisms
  4. 4. 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.)
  5. 5. 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.)
  6. 6. 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
  7. 7. 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
  8. 8.  Application Objects (not SQL Objects)  Similar to SQL Views  Pickup application security  Easy to find  Includes custom Objects Data Access Classes (DAC)
  9. 9. 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
  10. 10. 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
  11. 11. Printed Reports vs. Digital Reports Past Printed Digital Future Digital Printed
  12. 12. 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
  13. 13. Begin Power BI Demo
  14. 14. End Power BI Demo
  15. 15. OData BI360 BizNet MITS Power BI Renovofyi Tableau ZAP OData Opens Data Doors
  16. 16. www.TimRodman.com Thank You
  17. 17. Let’s Make Some Noise #AcumaticaSummit
  18. 18. Getting Connected Wireless Network: Acumatica 2016 Wireless Password: acumatica16 (case sensitive)
  19. 19. We Want Your Feedback  Please provide your feedback after each keynote, session or training:  Access your conference app – Whova! Click on “Surveys”  Or access the surveys via the direct link https://www.surveymonkey.com/r/AcumaticaSummit

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