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.)

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

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. Reports are like Living Organisms

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. 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.)

7. 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

11. 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

14.  Application Objects
(not SQL Objects)
 Similar to SQL Views
 Pickup application security
 Easy to find
 Includes custom Objects
Data Access Classes (DAC)

15. 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

20. 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

21. Printed Reports vs. Digital Reports
Past
Printed
Digital
Future
Digital
Printed

26. 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

27. Begin Power BI Demo

76. End Power BI Demo

78. OData
BI360
BizNet
MITS
Power
BI
Renovofyi
Tableau
ZAP
OData Opens Data Doors

79. www.TimRodman.com
Thank You

80. Let’s Make Some Noise
#AcumaticaSummit

81. Getting Connected
Wireless Network:
Acumatica 2016
Wireless Password:
acumatica16 (case sensitive)

82. 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