BI and ERP Analytics
There are two analytics surfaces and it is worth knowing which is which.
Where to find it
Architect Panel → Dashboards:
- Explore — general BI over any datastore
Where to find it
Architect Panel → ERP - Trading & Analytics:
- Analytics — ERP measures and dimensions
- Reports — saved ERP report definitions
ERP Analytics
Purpose-built for the ERP modules, with measures and dimensions defined over the ledger, stock, documents and the rest. It understands entities and periods, and its scheduled distribution is driven by the ERP report task. Use it for financial and operational reporting out of the ERP layer.
Business Intelligence
The general layer, over any datastore in your application including your own. Use it for questions that are not ERP-shaped: casework performance, service demand, anything specific to what you built.
Which to use
If the question is about the ledger, stock or documents, use ERP Analytics — it already knows the semantics. If the question spans your own datastores, or mixes them with ERP data, use BI. Where both could answer, prefer whichever the audience is already using.
Do not define the same measure twice
If revenue exists in both, they will eventually disagree, and reconciling them is a bad week. Decide which surface owns a given measure and let the other reference it rather than redefining it.