FAQs

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DataSelf has been working with enterprise-grade BI for mid-sized companies for over 15 years. Learn more about us.
Empowers decision makers with easy access to information anytime and anywhere, on desktops and mobile.

Value out-of-the-box

  • Self-service BI powered by enterprise-grade software
  •  5,000+ crowdsourced templates from 15 years of helping small-and medium-sized businesses get value from data. Templates include reports, dashboards and KPIs, each one ready for business users to use them as is or to modify them as needed without IT help.
  • Reduced reporting labor of 80% or more.
  • Much greater ease and speed to build and modify reports compared with other SMB-tailored solutions.
  • Tedious data manipulation and reporting is eliminated or reduced with easy automation.
  • Routine manual report distribution is eliminated or reduced with easy automation.

Learn how DataSelf grows with you. It’s a rare organization that stays the same forever, with the same questions, the same kind of data, and the same competitive edge. As your organization grows, matures, or simply changes focus, DataSelf Analytics goes right along with you. You’re the boss, not the system.

We offer three types of deployments: cloud-based, on premises and hybrid. And it’s relatively easy to migrate from one type of deployment to another. Please consult us to discuss which one can be the best fit for you.
  • TABLEAU on the client side for the most powerful and flexible data analysis, presentation, and persuasion. Top-rated in the Gartner Magic Quadrant for the last four years in a row.
  • A data warehouse for data preparation, efficiency, and performance.
  • ETL to simplify the maintenance of the server-side software
  • Templates for over 5,000 reports, dashboards and KPIs

Learn more about DataSelf Analytics Architecture

In general, DataSelf Analytics supports all ERP/CRM versions from the late 1990s and later. See full list of products.
We have prices for perpetual licenses and annual subscriptions. Perpetual licenses require a 20% annual maintenance program. Contact us for more details.
A flat-fee price provides the server license, and additional license cost is based on the type and number of users. Contact us for more details.
Typically, it deploys in a fraction of the time of competing solutions.
We usually budget four hours of Web-based classes. We also offer dozens of on-line training sessions to complement training. Many users have learned how to use the tool with no formal training.
Training in maintaining the Server-side customization is optional. We budget time depending on the level of BI and analytics expertise the client’s team has already.
There are dozens, if not hundreds, of templates within each of the following categories. Each template derived from at least one customer’s particular reporting need.

  • AP Open Payables
  • AR Open Receivables
  • CRM Contacts
  • CRM Opportunities
  • CRM Tickets/Tech Support
  • GL Financials
  • GL Transaction History
  • IN Inventory On Hand Today
  • IN Inventory Transaction History
  • IN Historical OH by Date
  • PO Open Purchase Order
  • SA Sales Analysis
  • SO Sales Order

See the complete list here.

DataSelf Analytics has an extensive out-of-the-box solution that includes reports, dashboards and KPIs for the following systems:

  • Everest
  • Microsoft Dynamics AX, CRM, GP, NAV and SL
  • Sage 100, 300, 500, CRM, Pro and X3
  • Infor CRM (SalesLogix)

DataSelf Analytics can also integrate and report data from any ODBC-compliant database systems, including these:

  • ERP (enterprise resource planning)
  • CRM (customer relationship management)
  • POS (point of sale)
  • MRP (material requirements planning)
  • WMS (Warehouse management systems)
  • Payroll
  • MS Excel
  • MS Access
  • Cloud-based databases
DataSelf Analytics can import data from any ODBC-compliant database, including MS SQL Server, MS Access, MS Excel, Providex, Pervasive, Oracle and MySQL. See the complete list here.
Yes. DataSelf’s data warehouse framework is optimized to consolidate data from multi-company systems. Depending on details, the consolidation can be fairly straightforward and wizard driven. For sophisticated multi-company system, the data warehouse provides a flexible, robust and reliable platform to tackle complex consolidation rules. At the end of the day, depending on security rights, users will be able to easily analyze data by individual companies, by groups or across all companies.

Learn more about DataSelf architecture.

Yes. The multi-currency setup can follow the same rules as defined in your data sources, or it can use other conversion rules as needed.
DataSelf Analytics can provide great value for companies moving from one to another ERP solution. For instance, the solution can merge historical transactions from the old ERP along with live transactions from the new ERP. That allows users to analyze historical data like they never changed their ERP system.

Example: Looking at revenues per customer or product from the whole company history seamlessly.

Most of the time, DataSelf Analytics will automatically adapt to the new version. Sometimes, it’s necessary to spend a few hours applying template upgrades. Rarely does such work take much more than a few hours. Once the upgrade has been completed, most existing reports (if not all) will work immediately.
Yes. It’s easy to edit and create new measures.
Yes, and it’s significantly simpler to set them up in DataSelf Analytics.
PUBLISHER: Creation, publishing and slicing & dicing of reports. It includes licenses for desktop,  web and mobile devices.

POWER USER: Creation, slicing and dicing reports on Web and mobile.

VIEWER USER: Standard slicing and dicing reports on Web and mobile.

AUTOMATIC DISTRIBUTION MODULE: Schedule and email individualized PDF, PNG, or XLSX reports to an unlimited number of recipients.

Contact us for more details.

The “donut challenge” was a marketing campaign to demonstrate how quickly a report could be created in DataSelf Analytics. Build a new report in less time than it takes to eat a donut!

Though that campaign ended, you can still try it on your own if you supply your own donut.

The short answer is that DataSelf Analytics provides the flexible and pre-configured data backend — what we call the data drivetrain — that Tableau does not provide. Tableau is designed for analysis and assumes that users connect it to a reliable supply of data. A comprehensive data flow for all of your data analysis needs requires time and expertise to set up and maintain. We cut that process short, in most cases to days or weeks.

Learn more about Why Tableau? Why DataSelf?

A data warehouse stores and integrates data from your transaction systems such as an ERP and CRM. It’s separate from operational systems and is optimized solely for data analysis.
Most other made-for-SMB business intelligence systems lack a data warehouse.

Benefits include these:

  • Faster query performance
  • Easier to query since data is automatically manipulated for reporting purposes
  • Historical data is preserved
  • No risk of interference with ERP or CRM systems
  • Integration of multiple systems
  • Data quality and consistency
The server specs for a small system is as following:

  • Windows Server 2008 R2 or 2012
  • MS SQL Server Standard or higher editions 2008 R2 or 2012 or 2014
  • 8 CPU threads
  • 16GB of RAM
  • 50GB of free disk space.

For more information, please visit DataSelf System Requirements

DataSelf Analytics can report data in real time, on a scheduled basis, or both. In most cases, data is refreshed on a scheduled basis for optimal performance. Real-time reporting might require additional software components. Please consult us to discuss details.
Refreshing data on schedule avoids the risk of disrupting ERP and CRM operations without compromising data analysis.

In general, the bulk of a company’s data is historical data – data that no longer changes. Such data includes settled GL posted transactions, invoices, purchases, bills, payments and payroll. These tables can have a lot of data, and running reports against them in real-time can cause performance issues on source systems as well as on report running time.

Transaction systems such as ERP and CRM systems are optimized to enter new transactions quickly and efficiently. Though they can perform simple reporting, ad hoc or sophisticated reports can get very complicated and run very slowly. Running reports in real time can bring source systems to a crawl and could disrupt operations.