Advanced
Pro - WIP
Enterprise - WIP
- Report customization and distribution are simple.
- Secured access on desktop, web & mobile devices
- High performance (reports run under 10 secs)
- Data extraction to a data warehouse is easy.
- Report & dashboard templates: 10+
- Web Designer/Viewer Users: 20
- Maximum Scheduled Refreshes: 2 per day
- Orange Belt Training Attendees: 2 per year
- Deploys in minutes
- Deployment: Cloud
- Source Systems: 1
- Companies: 1
- Cloud Data Space: 10GB
- Desktop Users: Add-On
- Maintenance and support: Included
- Self-Service Training: Included
- Report customization and distribution are simple.
- Secured access on desktop, web & mobile devices
- High performance (reports run under 10 secs)
- Data extraction to a data warehouse is easy.
- Report & dashboard templates: 100+
- Web Designer/Viewer Users: 20
- Maximum Scheduled Refreshes: 1 per hour
- Orange Belt Training Attendees: 6 per year
- Deploys in days
- Deployment: Cloud (on-premises available)
- Source Systems: 1
- Companies: 5
- Cloud Data Space: 50GB
- Desktop Users: Add-On
- Maintenance and support: Included
- Self-Service Training: Included
- Report customization and distribution are simple.
- Secured access on desktop, web & mobile devices
- High performance (reports run under 10 secs)
- Data extraction to a data warehouse is easy.
- Report & dashboard templates: 1,000+
- Web Designer/Viewer Users: 20
- Maximum Scheduled Refreshes: 1 per minute
- Orange Belt Training Attendees: Unlimited
- Deploys in days
- Deployment: Cloud (on-premises available)
- Source Systems: 2
- Companies: 15
- Cloud Data Space: 250GB
- Desktop Users: 1
- Maintenance and support: Included
- Self-Service Training: Included
Add-Ons: see the pricing page for adding Web Designer/Viewer Users; Desktop Users (or its components: DataSelf ETL+ users; Cloud MS SQL Server users; Tableau OEM Desktop users); Shared Workbooks; Scheduled PDF Email Recipients; Source Systems; Companies; Cloud Data Space; More frequent Scheduled Refreshes; Orange Belt Training attendees.
Features:
- Editions: Come pre-mapped to your source system. Includes DataSelf ETL+ for data warehouse maintenance. Data warehouse refresh and editing via 3rd party tools (ex.: SSMS) is possible with Pro and Enterprise. Multi-tenant AWS cloud with MS SQL Server & Tableau Server. Contact DataSelf for dedicated or on-premises environment. All user licenses are named (each person must have their own license).
- Source System: ERP, CRM or other raw data source systems (plus unlimited Excel & CSV files). Pro and Enterprise Editions include the data warehouse as a source system.
- Company: A specific source system database such as a MS SQL database, an ODBC DSN, or an OData URL.
- Cloud Data Space: Measured by the data warehouse SQL data space used. Typically, ranges from 5% to 20% of the size of your source system database (data space without log).
- Web Designer/Viewer User: Viewing, receiving scheduled email reports, design of reports & dashboards. It’s comprised of a Tableau OEM Explorer or Viewer user for web and mobile devices. Client assigns user roles (ex.: Explorer or Viewer and rights such as viewing, report designer, and site administrator).
- Desktop User: Adding new source system tables; direct access to cloud data warehouse; design of Tableau data sources; design of elaborate reports & dashboards. Requires a Web Report Designer/Viewer user. The following licenses are included and are also available A la carte:
- DataSelf ETL+ User: Easy and powerful extraction, transformation and loading of data into the data warehouse.
- Cloud MS SQL User: Direct access to cloud data warehouse with tools such as Excel, Tableau, Power BI, Crystal Reports, MS SSMS / SSRS / SSAS. Pro and Enterprise enable SQL editing with 3rd-party tools. User configuration controls read and/or write access.
- Tableau OEM Desktop User: Editing Tableau data sources, and creation of elaborate reports & dashboards. Requires a Web Designer/Viewer user.
- Report and Dashboard Templates: https://dataself.atlassian.net/wiki/spaces/DS/pages/1280376847/Report+and+Dashboard+Templates
- Maximum Scheduled Refreshes: Unlimited manual refreshes. Very frequent refreshes are not recommended. Real-time refresh might be available from some source systems. Contact DataSelf to discuss.
- Orange Belt Training: Monthly classes with limited seats available. Reserve your seats at www.dataself.com/training
- Self-Service Training: www.dataself.atlassian.net/wiki/spaces/DS/pages/1125482515/DataSelf+Training
- Maintenance and Support: www.dataself.com/brochures/DsSMP_1706a.pdf
- Shared Workbook: Add-On. Ability to share a Tableau OEM Workbook with an unlimited number of users. Ex.: to use in plant floor monitors.
- Scheduled PDF Email Recipients: Add-On. Emailing PDF reports on a schedule basis to users without requiring a Web Report Designer/Viewer license. Up to one Tableau OEM workbook per day per email.
DataSelf Analytics for Sage Intacct leverages data warehousing, Tableau and/or Power BI
One of the most empowering features in DataSelf Analytics for Sage Intacct are highly configurable dashboard views and capabilities that give users a nearly endless number of ways to slice and dice data.
- Custom reports, dashboards, and projects can be created, modified, and published (folders).
- Geographical trend analysis through maps.
- Reports and dashboards are automatically emailed to licensed users on schedule.
- Data alerts (notify by email when a threshold has been crossed).
- Export reports via PDF, Excel, PNG, and Power Point.
- Save custom views.
- Slice-and-dice, filtering, and drill-down abilities.
- Embed DataSelf Analytics pages into other applications via Java code and iFrame.
- Natural language queries.
- For easy and quick reporting, access Sage Intacct data directly from an MS SQL Server database (data warehouse).
- Comment feature for team collaboration.
- Secure web access through web browser and mobile device (native Android and iOS apps).
- Access and download underlying data.
- User access to reports, dashboards, and data sources can be controlled.
Dashboards
System Architecture
DataSelf Analytics for Sage Intacct uses data warehousing, optimized Sage Intacct ETL (extraction, transformation, and loading) processes, AWS (Amazon Web Services), Tableau (and soon Power BI), and a rich set of templates to deliver natural language query, artificial intelligence, machine learning, and insightful and interactive reports and dashboards to Sage Intacct!
It’s simple to adapt the solution to specific requirements. Tableau’s analytics interface is powerful, secure, simple to use, and extensively documented. Users can simply configure data extraction, create and change reports and dashboards, and manage user security access at the end of the day. Furthermore, deployment takes only a few hours.
