Analytics for Acumatica by DataSelf

Home/Analytics for Acumatica by DataSelf
  • Easy report customization and distribution

  • Secured access on desktop, web & mobile devices

  • High performance (reports run under 10 secs)

  • Easy data extraction to data warehouse

  • 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
  • Easy report customization and distribution

  • Secured access on desktop, web & mobile devices

  • High performance (reports run under 10 secs)

  • Easy data extraction to data warehouse

  • 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
  • Easy report customization and distribution

  • Secured access on desktop, web & mobile devices

  • High performance (reports run under 10 secs)

  • Easy data extraction to data warehouse

  • 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.


  • 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
  • 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
  • Self-Service
  • Maintenance and
  • 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 Acumatica

Self-service Natural Language, Artificial Intelligence, and 1,000,000+ ways to slice and dice your data.

“All of our end users have received DataSelf with applause and ‘wow moments’ on their end. It’s the
best ETL product I’ve seen.”
Tom Vance, Vice President of Operations, SWK .”

Read the full story

“After running the powerful combination of DataSelf Analytics with Acumatica for a short season, I’m extremely impressed with the results including a 23% growth in EBITDA year over year. Our DataSelf reports and dashboards give us more visibility into our data than we’ve ever had, which has led to better and more timely decisions to grow our business.”
Peter Paindiris, President, Teknikor Contracting, Inc.

Read the full story

“DataSelf has the ability to quickly translate questions into solutions because of the data sets they’ve already established. It dramatically improves the time to insight.”
Nigel LeGresley, CFO, Acumatica

Read the full story

DataSelf Analytics for Acumatica leverages data warehousing and Tableau to displays your KPIs inside Acumatica. 

Available for popular web browsers as well as mobile devices using Android or iOS.

Highly Customizable

One of the most empowering features in DataSelf Analytics for Acumatica are highly configurable dashboard views and capabilities that give you a nearly endless number of ways to slice and dice data. 

  • Natural language queries.
  • Secure access via web browser and mobile device (native apps for Android and iOS) over the internet.
  • Extensive slice-and-dice, filtering and drill down features.
  • Geographical trend analysis through maps.
  • Automatically distributing reports and dashboards to licensed users by email 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.
  • Create, modify and publish custom reports, dashboards, and projects (folders).
  • Access and download underlying data.
  • Comment feature for team collaboration.
  • Control user access to reports, dashboards and data sources.
  • Independent user credentials. Add-ons: MFA and SSO.
  • One-click open of Acumatica pages directly from reports and dashboards.
  • Embed Advanced Analytics reports in Acumatica. Details here.
  • Embed Advanced Analytics pages into other applications via Java code and iFrame.



Dashboards for Acumatica 

Distribution Dashboards

Manufacturing Dashboards

Construction Dashboards

Core Financials Dashboards

See other Acumatica dashboards available with DataSelf Analytics Pro and Enterprise Editions.

DataSelf Analytics works with Acumatica versions 2018 R1 all the way to the latest. Please consult us if you have an older version.

ORDER IT NOW directly from Acumatica Inc, or from your DataSelf reseller, or visit our pricing page to order. 

45-min webinar recording

System Architecture

DataSelf Analytics leverages data warehousing, optimized Acumatica-certified ETL (extraction, transformation and loading) processes, AWS (Amazon Web Services), Tableau (and Power BI), and a rich set of templates to Acumatica to deliver natural language query, artificial intelligence, machine learning, and insightful and interactive reports and dashboards!

It’s easy to customize the solution to your specific custom needs. Customizable Generic Inquiries (GIs) control what data is extracted from Acumatica. And Tableau provides a robust, secured, easy-to-use, and well documented analytics interface. At the end of the day, users can easily customize the data extraction, create and modify their reports and dashboards, and control user security access.

What’s more, it takes about 15 minutes to deploy!

Acumatica BI

Cloud Data Warehouse

  • Requires one Acumatica user credentials for data extraction. Click here for required user roles
  • Acumatica-certified data extraction process that causes little impact in Acumatica databases (extract burst cycles: 2 sec pull, 2 secs pausing, repeat)
  • After the initial data extract, subsequent refreshes only extract new and updated records
  • Data warehouse functions such as additional data sources, data consolidation, cleaning, and preparation are included with the Pro and Enterprise editions.
  • Easy upgrade between Analytics, Pro and Enterprise editions. 

Contact our Acumatica BI Experts!

Call 888-910-9802 x1 or email Sales @