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)
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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
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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
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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
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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
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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
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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
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