Sage Data & Analytics (SD&A) is a business intelligence module for Sage X3, developed with our partners at ZAP. It provides a robust data warehouse with a full range of analytics, dashboards, and reports.

In this webinar we will demonstrate the joyful art of mastering data management with SD&A and Sage X3 to achieve all you need in financial reporting and dashboards. We will cover:

  • Key Data Management capabilities
    • How smart modeling makes life easier when relationships to the Sage X3 local menu and the miscellaneous table are automatically created when adding new fields to the data model.
    • How to easily report off any date field by year, quarter, month, day and using time functions to support reports over any time period.
    • The ability to natively report different types of data on a single report with no need for a custom query or SQL.
  • Strengths of Financial Reporting in Sage Data & Analytics
    • Review the ability to use Sage X3 pyramids, to build hierarchies to roll up companies, dimensions, cost centres, the ability to handle eliminations.
  • How SD&A is designed for Power BI and Tableau
    • SD&A was purpose built to work with Power BI and Tableau, this is not an afterthought.
    • Power BI dashboards can be embedded in Sage X3, and pre-built dashboard can be downloaded from the Microsoft App Source.