業務數據：通過個性化查詢、數據透視表和儀表板讓您的數據栩栩如生.pdf

1、Business Data:Bring your Data to Life with Personalized Inquiries,Pivot Tables and DashboardsJordan Dohner2Presented byJordan DohnerFunctional Consultant3AgendaIntroductionLearning ObjectivesSession OverviewBusiness Scenario DiscussionController seeking visualization of Past Due ARSolution:Leverage

2、a GI and Dashboard widget to display the resultsBenefits and ConsiderationsDemoQuizQ&A|Survey CompletionSummary and Key Takeaways4CPE DisclaimerThis session is NASBA-compliant,and you may get 1 CPE credit if you fulfill the following requirements:Participate in at least one quizProvide your full nam

3、e and email address when you complete a quizFailure to provide your full name and email address will result in Acumaticas inability to recognize you in our reports;thus,we will be unable to issue a CPE certificate for you.If you are not interested in getting the CPE credit,specifying your personal d

4、etails is optional.Learning ObjectivesLearning ObjectivesIn this session,you will learn how to do the following:Customize a pre-defined dashboard.Modify generic inquiries by adding tables.Build a pivot table for data analysis.Become familiar with the DAC schema browser,date complexities,formulas,cus

5、tom fields,and OData.Session OverviewImportance of Data VisualizationReact swiftly to new informationSave time reading complex reportsAvoid mass manual data aggregationEasily alter elements of visualizationLeverage Generic Inquires for flexible visuals9Visualization ToolsGeneric InquiriesApply style

6、s,parameters,and more.Pivot TablesDashboardsWidgetsFiltersPivotsOther Native Visualization toolsAnalytical Report Manager(ARM)Report DesignerExpose your GI via ODataExternal Visuals:Power BI,Tableau,and more.University CoursesF350:Analytical ReportsS150:Report DesignerS130:Data Retrieval and Analysi

7、sBusiness Scenario11Use CaseWe are:Newly transitioned from a Legacy ERP to Acumatica ERP Seeking to leverage new Acumatica tools for building flexible visuals2024 Financial initiative to evaluate customer relationships impact on cashflowHow can we simplify our evaluation?Can we have an ongoing repor

8、t of our Customers days to pay Invoices?14Generic InquiryTablesChoose your Data Access ClassRelationsImportant join structureConditionsNarrow ResultsResults GridDisplay proper values15DashboardParametersPersonalizeWidgetsChartData/TableEmbedded PageKPILinkPower BI TileTrend Card KPIWiki PagePivotMob

9、ile16Dashboard WidgetsCustomize your DashboardAdd your Widget Select your VisualDesign your Widget 17Pivot TablesDefine ResultsFiltersColumnsRowsValuesConfigure PropertiesOrderTotalsDisplayDemo20QuizQuiz Question 1Scan the QR code to participate in the quiz.To receive CPE credit,you must include you

10、r full name and email address at the end of the quiz.Question 1 ExplanationWhat is the most critical element of creating a Generic Inquiry that may impact its performance and output?a.Setting access rightsb.Joining tablesc.Adding style and formattingd.Using simple conditionsQuiz Question 2Scan the Q

11、R code to participate in the quiz.To receive CPE credit,you must include your full name and email address at the end of the quiz.Question 2 ExplanationHow can you filter widget data?a.With dashboard parametersb.With parameters of the source inquiryc.With a filter specific to widgetd.All of the above

12、.Quiz Question 3Scan the QR code to participate in the quiz.To receive CPE credit,you must include your full name and email address at the end of the quiz.27When creating a Pivot table,the variables you wish to display should be added to which section.a.Filtersb.Columnsc.Rowsd.ValuesQuestion 3 Expla

13、nation28Keep in touch!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

14、any files contained herein,is confidential information of Acumatica and should not be disclosed to third parties.Kwiat 18K Diamond Pendant NecklaceSaddleback Leather Flight Bag BriefcaseWe want your feedback.Q&AEvery survey completed=an entry to win!Clive Coffee Lucca A53 Mini V2Espresso MachineComp

15、lete a survey in the Summit app for an entry to win one of these awesome customer prizes!Jordan DohnerJSession Summary30Available CoursesReporting Training PathS130 Data Retrieval and AnalysisS150 Report DesignerS160 Dashboard and Widget DesignAccess the Community:Over 1,500 Topics for Reports and GIsConclusion and Key Takeaways Generic InquiresDashboardsPivotsYour Story,Your Visuals