Financials 2.0 - DataSelf and Tableau

Описание: Analyzing financial data usually involves multiple pages with too much back-and-forth
and that causes people to get lost in their thought process.

For instance, drilling down into a profit and loss report
closes the initial page and opens a new one with details.

If the person gets interrupted,
It can get challenging to remember where the analysis started,
and why the person is looking at this data.

That pain drove us to design Financials 2.0
with single-page analytics.

Let’s see it in action.

Here you have a P&L showing posted amounts for 2018 through the 8th period.
Let’s drill down to the period level, and then to GL accounts.

Let’s focus on periods 7 and 8.

Clicking on any data point will show the details including Debits, Credits and Net Posted.

You can select any of these grouping to drive the drill down page.

Let’s focus on Office expenses and expand it to view batch #, dates and all transaction details.

Even if you get distracted, you can get back on track by viewing where you started, what data point you were looking at, and what filters are applied.

All information is on a single page.

In summary, Financials 2.0 provides single-page analytics in a clean, simple and insightful way!

To learn more, visit our YouTube channel, website or contact us.

Thanks for watching.

About DataSelf:

DataSelf Analytics is an enterprise-level analytics platform designed for every business intelligence user. It’s self-service BI at an SMB price. We start with the best technology, such as Tableau and Power BI for data discovery and visualization, DataSelf’s own data warehouse, and Microsoft BI for the back-end. Then we simplify where necessary, and we amplify by integrating everything and adding our 5000-plus out-of-the-box templates for reports, dashboards, and KPIs.

DataSelf has preconfigured solutions for systems such as Acumatica, Epicor, Everest Software, Infor CRM (SalesLogix), Microsoft Dynamics 365, Dynamics AX, Dynamics CRM, Dynamics GP, Dynamics NAV, Dynamics SL, NetSuite, Sage 100 (MAS 90 / MAS 200), Sage 300 (Accpac), Sage 500 (MAS 500), Sage CRM, Sage Pro, Sage X3, Salesforce, SAP Business One, Syspro, SugarCRM, xTuple, and other systems.

For more information: www.dataself.com