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

2

Key Takeaways

What is “Business Intelligence” and how does it differfrom traditional “Reporting”

Building Generic Inquiries in Acumatica isn’t scary

You can use Microsoft Excel with Acumaticaand avoid “Excel Hell” Spreadsheet Debt Service

3

Reports vs. Business IntelligenceReports Static, designed for paper 2 dimensions Good at showing detailed data You have to “flatten” the data

Business Intelligence Interactive, designed for digital Multiple dimensions Good at summarizing data Multiple data sources

4

Building Generic Inquiries isn’t scary

Inspect Element is your best friend

Call your partner for help with the Relations tab

You can build cool things on top of Generic Inquiries

5

Navigation(Acumatica 6)

Dashboards(Acumatica 6)

Pivot Tables(Acumatica 6) Excel Power BI

Dashboards

Entry Point

Reusable Filters

Generic Inquiry

Data Access Classes

Acumatica Database

OData

6

Microsoft Excel and “Excel Hell”Excel is the world’s most popular Business Intelligence software, but good spreadsheets suffer from Spreadsheet Debt Service

Problems with Excel Manual Refresh (many hours) One million row limitation VLOOKUP Inconsistent Formulas Column Formulas No Central Deployment

7

Microsoft Excel without “Excel Hell”Old Excel Manual Refresh (many hours) One million row limitation VLOOKUP Inconsistent Formulas Column Formulas No Central Deployment

Modern Excel “One Button” Refresh with OData Millions of rows Data Model with Relationships Consistent Formulas Cube Formulas (DAX) Central Excel Online Deployment

8

TimRodman.com

Slide DeckLearn how examples in this presentation

were built

Lots of other posts about Acumatica

Contact me with questions

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.