Getting Started with Info-Explorer for Sage 300

Sample cubes are provided for Sage 300 databases. They include standard queries relevant for Sage 300 users. When you open the sample cube, you will see data from the Sage 300 sample data to illustrate the dashboard, charts and analysis capabilities of Info-Explorer.

Step 1. Download sample cubes

Cubes are available for:

  • Sage 300 GL, AR, AP, PO, PJC, IC, OE/Sales Analysis

  • Sage 300 US & Canadian Payroll

  • Orchid Extender, RMA, Bin Tracking

  • Budget Analysis

  • Selected 3rd Party products

From Info-Explorer, Click File > Download Sample Cubes

  • To download the cube, click on the cube you would like, this will open the cube in Info-Explorer.

  • Save the cube using File > Save as . and choose where to save the cube.

 

Step 2. Update connection details

You can connect the sample cubes to your data.

Select Properties on the Home Ribbon: 

  • Click on the appropriate connection

  • Amend the connection details.

  • The details to provide depend on the database type.

  • Database Type = Microsoft SQL Server

  • Database User ID - It is recommended to create a dedicated user in the database with the minimum security rights required to read data in the appropriate databases.

  • Database Password

  • Server / Datasource

  • Database - Name of the SQL Server database

Note: When using Sage 300, the Database name can be different from the Sage Database ID. The user name and password are not the details you use to login to Sage 300 application. They are details to connect to the SQL database.

Example:

Using Sage 300

Refer to Connect to a database for details.

Save the cube using File > Save as . and choose where to save the cube.

Step 3. Refresh the data

to refresh the cube data.

Refresh cube manually

Step 4. Start Analysing Your data

You can Change what you view in Info-Explorer by changing the dimensions, creating new views, charts and dashboards.

You can view details using Drill-down to underlying records: Drill down to view details.

In many cubes, you can also Drill-through to open the Sage 300 screens: Drill Through to Sage 300 screens