As many of you who’ve used legacy ERP systems in the past know, getting the reporting you need from the system can sometimes be a challenge. Often, if you need a report that was not provided out-of-the-box from the system, or you even just need to make a few tweaks to one of the included reports; making those changes usually requires the help of a skilled developer. But, thanks to the new integration capabilities offered by Acumatica and Power BI by Microsoft, all of that is that is about to change.
Now you can use Odata to connect Acumatica and Microsoft Excel, which allows you to take the data stored in Excel and create your own reports on-the-fly within Acumatica. The practical uses for this integration are practically endless. For example, have you ever wished that your ERP system could deliver a report that would let you visualize sales by geographic region in the form of the map? How about being able to see how your performance stacks up against the rest of the sales team in a given month? These are just a few examples of the many things that the integration between Acumatica and Power BI will let you do.
Collecting data about your business performance is great. But in order to be able to do something with it, you have to turn that raw data into information that people can actually consume and understand. And, that’s exactly what Acumatica and Power BI allow you to do.
For more information on the integration between Acumatica and Power BI and to see it in action,
If your organization had this type of ad hoc reporting, what would be the first report you would create? Tell us in the comments below.
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By: Laura Heinbockel, Intelligent Technologies Inc., A North Carolina Acumatica partner