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业务数据:通过个性化查询、数据透视表和仪表板让您的数据栩栩如生.pdf

上传人: le****ng 编号:616552 2025-03-07 27页 3.95MB

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

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本文主要介绍了如何使用Acumatica ERP中的数据可视化工具,包括自定义仪表板、修改通用查询和建立数据透视表等,以帮助企业更好地管理和分析业务数据。文章强调了数据可视化在快速响应新信息、节省阅读复杂报告时间和避免手动数据汇总等方面的重要性。此外,文章还提到了Acumatica ERP中的关键功能,如通用查询、数据透视表和仪表板等,并详细解释了如何使用这些功能来满足业务需求。最后,文章提供了一个关于如何使用这些工具的示例,并邀请读者参与互动式测验和调查,以加深对所学内容的理解。
"如何定制预定义仪表板?" "如何通过参数和样式定制仪表板中的控件?" "如何在Pivot表中添加变量并显示在不同部分?"
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