The SMB Analytics Wire – September 2025
DataSelf – Your BI Matchmaker:
Connecting Business Analysts with Companies Who Need Them
At times, we hear from clients who are seeking skilled Business Analysts – and alternatively, from analysts who are exploring new opportunities. While we do neither vet nor endorse candidates, we’re happy to provide a space that helps connect demand and supply within the BI community. If your organization is looking for a Business Analyst, or if you’re a BA interested in new roles, let us know! We’d be happy to help you make new connections.
How to Keep Your Historical Data When Moving to a New ERP
Upgrading to a new ERP brings faster processes and smarter operations. But it also comes with a serious downside: the loss of your historical data.
Invoices, purchase orders, projects, sales trends…all left behind.
Too often, businesses face 4 bad choices when switching ERPs:
- Stick with an outdated system
- Lose historical data
- Run old and new ERPs in parallel
- Spend a fortune on custom coding
There’s a better way!
With a Data Warehouse powered by ETL technology, you can blend legacy and current ERP data—keeping years of history intact for reporting, analysis, and compliance. And the best part? It’s faster, easier, and more affordable than traditional migration methods.
>> Read the full blog: How to Keep Your Historical Data When Moving to a New ERP
Power BI: Supercharge Your Dashboards with Optimized Data
Power BI is one of the most popular data visualization tools in the market, especially for organizations already invested in Microsoft technologies. With rich visuals, built-in AI, and interactive dashboards, it enables users to analyze and understand their business data with ease.
But there’s one challenge many Power BI users face: the quality of the data behind the reports.
Tableau: Get the Strategic Insights You’ve Been Missing
You love Tableau. Now it’s time to love your data.
If you’re a Tableau user, you already know the power of visualization – how trends, outliers, and patterns become clear when your data is presented the right way.
Data optimization matters…
>> Read How DataSelf Optimizes Your Data to Give You a Top-Notch Tableau Experience
Dashboard Spotlight: AP Aging
AP Aging Report: Your Roadmap to Smarter Cash Flow
Cash flow is the lifeline of your business. But how well do you really know your upcoming obligations?
Too often, companies face unexpected vendor payments, overdue invoices, or cash shortages that throw growth plans off track. That’s where the AP Aging Report comes in.
With this report, you’ll see:
- Total AP obligations (current + past due)
- Major upcoming vendor payments you need to plan for
- Which suppliers you owe the most to
- Outliers that could signal vendor or invoice issues
Next-Level Sage X3 Reporting: Faster, Smarter, Easier
“My reports take too long to run…”
“I need more expansive metrics…”
“Is there some way to automate data cleansing & modeling…?”
If the statements above sound familiar…we hear you.
Sage X3 delivers solid built‑in reporting – but some organizations want and/or need more. Faster report generation, better metrics, and easier data prep are just three of the top six reasons that X3 users turn to DataSelf to improve their reporting processes.
2025 Events, Demos and Webinars
We love getting to meet up with clients and businesses at conferences, webinars and everywhere in between! It is more important than ever that executives and managers have access to clean data and accurate reporting to make better, easier, and faster decisions!
Recordings & Resources
- DataSelf – Your BI Matchmaker: Connecting Business Analysts with Companies Who Need Them
- How to Keep Your Historical Data When Moving to a New ERP
- Power BI: Supercharge Your Dashboards with Optimized Data
- Tableau: Get the Strategic Insights You’ve Been Missing
- Dashboard Spotlight: AP Aging
- Next-Level Sage X3 Reporting: Faster, Smarter, Easier
- 2025 Events, Demos and Webinars! Quarter 3 Update
