Table of Contents

Welcome to the comprehensive Table of Contents for Nectari software documentation. This section provides a comprehensive overview of Nectari's features, as well as a structured overview of the various sections and subsections.

Each main section is organized to introduce you to different aspects of the software, ranging from basic setup and configuration to advanced data analysis and reporting capabilities. Subsections within these categories go deeper into specific topics, providing detailed information and step-by-step instructions to improve your understanding and proficiency in using Nectari.

 

• Release Notes

• Nectari Life Cycle

• Version 2024 Release 6 (June)

• Version 2024 Release 5 (May)

• Version 2024 Release 4 (April)

• Version 2024 Release 3 (March)

• Version 2024 Release 2 (February)

• Version 2024 Release 1 (January)

• Versions 2023

  • Version 2023 Release 14 (December)

  • Version 2023 Release 13 (November)

  • Version 2023 Release 12 (October)

  • Version 2023 Release 11 (September)

  • Version 2023 Release 10 (August)

  • Version 2023 Release 9

  • Version 2023 Release 8 (July)

  • Version 2023 Release 7

  • Version 2023 Release 6 (June)

  • Version 2023 Release 5 (May)

  • Version 2023 Release 4

  • Version 2023 Release 3 (April)

  • Version 2023 Release 2 (March)

  • Version 2023 Release 1 (February)

• Versions 2022.R1

  • Version 2022 R1.7

  • Version 2022 R1.6

  • Version 2022 R1.5

  • Version 2022 R1.4

  • Version 2022 R1.3

  • Version 2022 R1.2

  • Version 2022 R1.1

  • Version 2022 R1

• Versions 2021.R2

  • Version 2021 R2.4

  • Version 2021 R2.3

  • Version 2021 R2.2

  • Version 2021 R2.1

  • Version 2021 R2

• Versions 2021.R1

  • Version 2021 R1.2

  • Version 2021 R1.1

  • Version 2021 R1

• Versions 9.x

  • Version 9.5.1176

  • Version 9.5.896

  • Version 9.5

  • Version 9.4

  • Version 9.3

  • Version 9.2

  • Version 9.1

  • Version 9.0

• License Guide

• User License Types

• Installation

• System and Server Requirements

• Planning and Client Infrastructure Assessment

• Components

• External Data Sources

• Installation scenarios

• Single Server

• Multiple Servers

• ERP Duplication

• Preliminary Configuration

• Microsoft Internet Information Services

• Installing Nectari

• Downloading the Installation Packages

• Securing Database Access

• Creating Oracle Users and Tablespaces

• Creating SQL Users

• Installing the License Server

• Installing the Central Point

• Installing the Nectari Server (Basic)

• Installing the Nectari Server (Advanced)

• Required Permissions

• Dedicated BI Account

• Installing OLAP for SQL Server Cube database

• Configuring the Excel Add-in Distribution Worker

• Installing the Web Central Point Configurator

• Enhancing Nectari security

• Securing the Central Point Folder

• Setting up the Central Point Configurator

• Installing the Certificate

• Installing Nectari in HTTPS

• Uninstalling any previous version (if required)

• Binding the Central Point Configurator

• Unbinding the Certificate

• Installing Nectari

• Updating Excel Add-in

• Securing the Web Application Content

• Installing Excel Add-in

• Server Requirements

• System Verification

• Uninstalling a previous version

• Excel Add-in Installation Steps

• First Time Configuration

• After Installing the Excel Add-in

• Initial Configuration

• Cookie Management

• Starting the Nectari Web Server for the first time

• Activating the Nectari License

• Installing an ERP template

• Configuring the Central Points

• Central Point Configuration Screen

• Logs

• Managing Access to the Central Point

• Linking a BI License to Several Central Points

• Adding Central Points After the Installation

• Additional Scenarios

• SQL Server Authentication

• Single Sign-On (SSO)

• OAuth 2.0

• Creating an OAuth 2.0 Client

• OAuth 2.0 Configuration Examples

• SAML 2.0

• Azure Single Sign-On

• Okta Single Sign-On

• SAML2 Configuration Examples

• OneLogin Single Sign-On

• Logging In with SSO

• End to end SSL

• Moving a Central Point

• Excel Add-in Silent Installation and Uninstall

• Excel Add-in Silent Installation with Intune

• Maintenance

• Performance Review

• Data Volume

• Performance

• Data Model Optimization

• Excel Add-in Optimization

• Database Engine Performance

• Hardware Performance

• Backup Strategy

• Nectari ADMIN User Maintenance

• Upgrade

• Testing

• Releasing the License

• Uninstalling the Web Central Point Configurator

• Upgrading Nectari

• Updating SSL Certificate

• Login and Upgrading the Central Point

• Upgrading the Excel Add-in

• Tests and Verifications

• Upgrading Templates

• Upgrading From Version 7

• Installing The Nectari License Server database

• Configuring the Central Point

• Upgrading Dashboards

• Uninstalling Nectari Manually

• Uninstalling Excel Add-in Manually

• Nectari Cloud Version

• Advantages

• Limitations

• First-Time User

• Interface

• User Options

• Profile

• Changing password

• Logout

• The Command Center

• Data Models and Views

• Dashboards

• Reports

• Workbooks

• Favorites

• Mobile Interface

• Documentation Legend

• Web Interface

• Browser Requirements

• Toolbar

• Product Notifications

• Views

• Creating a View

• Dimensions and Measures

• Adding Dimensions and Measures

• Removing Dimensions and Measures

• Groups

• Pivots

• Calculated Columns and Calculated Pivots

• Sorting Rows

• Sorting Dimensions

• Formatting Worksheets

• Formatting Columns and Groups

• Formatting Precedence

• Applying Conditional Formatting to a Column

• Applying Conditional Formatting to a Group

• Applying Aggregation Overrides

• Editing Data

• Refreshing Data

• Viewing Info Pages

• Adding a Data Model Parameter

• Stored Procedures

• Searching views

• Saving Changes

• Filtering

• Advanced Filters

• Clearing Filter

• Predefined Filters

• Prompts

• Sharing

• Subscribe

• Send Comment

• Export

• Email

• Print

• Page Setup

• External Link

• Sample Mode for Views

• View Properties

• Types

• Worksheets

• Charts

• Paging

• Zooming and Filtering

• Properties

• Bars and Lines

• Polar

• Range Bar and Bullet

• Candlestick

• Scatter and Bubble Charts

• Historical

• Pie and Doughnut

• Funnel

• Sparklines and Complex Sparklines

• Waterfall

• Radar

• Combination

• Gauges

• Map View

• KPI Views

• Data Models and Views Tab Features

• Managing Data Model Parameters

• Managing Stored Procedures

• Create a Table

• Create a Stored Procedure

• Managing Info Pages

• Translating a Data Model

• Copying and Overwriting a Data Model

• Data Model Designer

• Design Graph Section

• Adding a Table/View

• Fact Table

• Joining Tables Manually

• Joining Tables with Suggested Joins

• Joining Tables on Specific Values

• Viewing Specific Information

• Fields Table Section

• Adding a Field

• Column Properties

• Displaying Images

• Adding a Hyperlink

• Window Function

• Window Function Examples

• Data Model Properties

• Data Model Scripts

• Mandatory Parameters

• Dimensions and Measures

• Data Model Preview

• Selection Page with a Prompt

• Dashboards

• Creating a Dashboard

• Dashboard View Properties

• Miscellaneous Controls

• Dashboard Filtering

• Sample Mode for Dashboards

• Reports

• Creating a Report

• Report Designer

• Report Title

• Title Section

• Column Header

• Grid Section

• Calculated Section

• Report Properties

• Deleting a Report

• Renaming a Report

• Organizing Reports

• Using Reports

• Using the Reporting Tree

• Sample Mode for Reports

• Workbooks

• Workbook Features

• Workbook Limitations

• Creating a Workbook

• Customizing a Workbook

• Formula Examples

• Selection Page Example

• Shortcut Keys

• Creating Slicers based on a Table

• Using the Formula Drill Down

• Extracting Data

• Data Extraction Example

• Defining Cell Types

• Defining Cell Drop-downs

• Defining Sparklines

• Area Sparklines

• Box Plot Sparklines

• Bullet Sparklines

• Cascade Sparklines

• Column Sparklines

• Gauge KPI Sparklines

• Hbar Sparklines

• Histogram Sparklines

• Image Sparklines

• Line Sparklines

• Month Sparklines

• Pareto Sparklines

• Pie Sparklines

• RangeBlock Sparklines

• Scatter Sparklines

• Spread Sparklines

• Stacked Sparklines

• Variance Sparklines

• Vbar Sparklines

• Winloss Sparklines

• Year Sparklines

• Clearing the Workbook Cache

• Exporting and Printing a Workbook

• Importing an Excel Workbook

• Excel Add-In

• Prerequisites

• Login to Nectari Excel Add-in

• Features

• Formula

• Formula Drill Down

• Link to Formula and Link to

• Pivot Table

• Duplicator

• Data Extraction

• Prompt

• Online/Offline Setup

• Create a Static Copy

• Clear Cache

• References Configuration

• Change Password

• Open View/Data Entry

• Data Model Configuration

• Environment Configurations

• Reporting Tree

• Cache Optimizer

• DataSync

• Installing DataSync

• System Requirements

• DataSync Installation Steps

• Registering the product

• Configuring a Proxy for DataSync

• Uninstalling DataSync

• Updating DataSync

• Signing in to DataSync

• Resetting the Password

• Registering a User

• Homepage

• Connections

• Adding a Source and Destination Connection

• Duplicating a Connection

• Modifying a Connection

• Deleting a Connection

• Connector Settings

• Active Directory

• Acumatica

• Azure DevOps Online

• Flat File

• Flat File External Source Settings

• Flat File Custom Settings

• Google Sheets/Google Analytics

• GraphQL

• HubSpot

• LDAP / LDAPS

• MongoDB

• MS Access

• MS Dynamics 365 Business Central

• MS Excel

• MySQL

• NetSuite

• ODBC

• Oracle

• PostgreSQL

• Quickbooks Desktop

• Quickbooks Online

• OData

• Sage Intacct

• Sage 50 UK

• Salesforce

• SAP HANA

• SQL RDS / SQL Server / SQL Azure

• Custom API

• Customizing your API

• Creating a custom API Profile

• Editing an API Profile

• Updating your API Profile in DataSync

• Extractions

• Adding an Extraction

• Setting Up the Extraction

• Managing Tables

• Managing Indexes

• Adding an SQL Query

• Configuring Table Fields

• Loading Tables by Partition

• Duplicating an Extraction

• Editing an Extraction

• Deleting an Extraction

• Exporting an Extraction

• Importing an Extraction

• Validating and Building an Extraction

• Running an Extraction

• Running a Post Execution Script

• Schedules

• Adding a Schedule

• Modify a Schedule

• Deleting a Schedule

• Transformations

• Adding a Transformation Group

• Exporting a Transformation Group

• Modifying a Transformation Group

• Deleting a Transformation Group

• Logs

• Users

• Variables

• Variable Applications

• Inserting RSD Parameters into an API Profile

• Adding/Editing/Removing Variables

• Administration

• Distribution

• Distribution Page

• Creating a New Job

• Distribution Job History

• Scheduler Best Practices

• Scheduler API

• Manage License

• Excel Publish

• OLAP Manager

• User Interface

• OLAP Manager Components and Workflow

• Cubes

• Creating a Cube

• Editing a Cube

• Building, Loading or Refreshing Cubes

• Copying a Cube

• Deleting a Cube

• Dimensions

• Creating a Dimension Group and a Dimension

• Managing Dimensions

• Managing Dimension Groups

• Measures

• Creating Measures

• Managing Measures

• Managing Measure Groups

• Slices

• Managing Slices

• Data Sources

• Creating a Data Source

• Editing a Data Source

• Copying a Data Source

• Deleting a Data Source

• Data Source Editor

• Tables

• Dimensions and Measures

• Field Options

• Tracking (optional)

• Stored Procedure (optional)

• Manage Scripts

• Dimensions and Measures Mapping

• Build

• Scheduler

• Add a Job

• Other Scheduler Options

• Viewing Logs

• Security

• Domains

• Authentication

• Authentication with OAuth

• Authentication with SAML2

• Users

• Groups

• Data Model Authorizations

• Restrictions

• Roles

  • Roles Permissions

• Environments

• Environments and Data Sources

• Templates

• Exporting a Template

• Managing a Template

• Importing a Template

• Languages

• Language Dictionaries

• Global Scripts

• Application Links

• Global Variables

• Global Parameters

• Global Selection Pages

• Reporting Tree

• Setting up the Security Level

• Creating a Reporting Tree

• Using the Reporting Tree in the Distribution

• Templates

• Universal Data Model

• Installing the UDM

• Configuring the Data Sources

• Importing the UDM Template

• Configuring the UDM

• Configuration Specific to Each ERP

• Configuring Global Variables

• Building and Loading UDM Cubes

• Managing the Multilingual Feature

• Adding the Thai Language

• UDM Predefined Analyses

• Predefined Views

• Predefined Dashboards

• Predefined Reports

• Predefined Workbooks

• Finance Module

• Account Grouping

• Accounts Payable

• Accounts Receivable

• Fiscal Year Adjustment and Currency Conversion

• Report Creation

• Financial Reporting

• Sales Module

• Sales Forecast Workflow

• Adding a Dimension to a Forecast

• Managing Price Lists

• Budget Module

• Budget Workflow

• Copying and Shifting Budgets

• Sending your Sales Forecast to the Financial Budget

• Acumatica

• Installing Acumatica

• Setting up the Connection with DataSync

• Importing a Project

• Importing the Extractions

• Validating and Building the Extractions

• Running the Extractions

• Configuring the Data Sources

• Importing the Template

• Building and Loading the OLAP Cubes

• Acumatica Predefined Analyses

• Predefined Views

• Predefined Dashboards

• Uninstalling Acumatica

• Primavera

• Installing Primavera

• Configuring the Data Sources

• Importing the Template

• Primavera Predefined Analyses

• Predefined Views

• Predefined Dashboards

• Sage CRM

• Installing Sage CRM

• Configuring the Data Sources

• Importing the Template

• Building and Loading the OLAP Cubes

• Sage Intacct

• Install Sage Intacct

• Configure the Connections

• Configure the Extractions

• GL Account Balance Synchronization

• Configure the Schedules

• Configure the Data Sources

• Import the Template

• Configure Sage Intacct

  • Configure the Financial Module

    • Calculating the Opening Balance

    • Configuring Report Codes

    • Mapping UDD Fields

    • Generating Book Exchange Rates

    • Setting Up a Reporting Currency

  • Configuring the Project Account Module

  • Configuring Global Variables

  • Mapping User Defined Dimensions to Pre-Configured Fields

  • Creating Reports with Account Groups

• Out of the Box Templates for Sage Intacct

• Predefined Views

• Predefined Dashboards

• Predefined Workbooks

• Predefined Reports in Excel Add-in

• Sage Intacct Non-For-Profit

  • NFP Revenue and Expenditure Report

  • NFP Balance Sheet Report

  • NFP Statement of Cash Flow Report

  • NFP Grants Report

  • NFP Fundraising Efficiency Dashboard

  • NFP CFO Dashboard

• Sage X3

• Install Sage X3

• Configure the Connections

• Configure the Extraction

• Configure the Schedule

• Configure the Data Sources

• Import the Template

• Build and Load the OLAP Cubes

• Configure Sage X3

  • Configuring Budgets for Cubes

  • Configuring the Finished Products Global Variable

  • Configuring the Finance Open Balance

  • Updating the Global Currency Rates

  • Updating the Internal Dictionary

• Out of the Box Templates for Sage X3

• Predefined Views

• Predefined Dashboards

• Predefined Reports

• Predefined Workbooks

• Predefined Reports in Excel Add-in

• Sage X3 Manufacturing

  • Plant Manager Dashboard

  • Chief Operating Officer Dashboard

  • Warehouse Manager Dashboard

• Sage X3 HR

• Installing Sage X3 HR

• Configuring the Data Sources

• Importing the Template

• Building and Loading the OLAP Cubes

• Updating the Internal Dictionary

• Sage X3 Warehousing

• Installing Sage X3 Warehousing

• Configuring the Data Sources

• Importing the Template

• Building and Loading the OLAP Cubes

• Sage X3 Warehousing Predefined Analyses

• Predefined Views

• Predefined Dashboards

• Sage XRT

• Installing Sage XRT

• Configuring the Data Sources

• Importing the Template

• Building and Loading the OLAP Cubes

• Sage XRT Advanced

• Installing Sage XRT Advanced

• Configuring the Connections

• Configuring the Extractions

• Configuring the Schedules

• Configuring the Data Sources

• Importing the Template

• Sage XRT Advanced Predefined Analyses

• Predefined Views

• Predefined Dashboards

• Predefined Reports in Excel Add-in

• Importing Users from Sage XRT Advanced

• Recalculating account balances

• Configuring Excel Add-in Reports

• Sage 100 North America

• Installing Sage 100 North America

• Configuring the Connections

• Importing the Extractions

• Adding a SQL Query with ODBC connector without Sub-queries

• Validating and Building the Extractions

• Running the Extractions

• Configuring the Data Sources

• Importing the Template

• Building and Loading the OLAP Cubes

• Predefined Analyses

• Predefined Views

• Predefined Dashboards

• Predefined Reports

• Sage 200 Evolution

• Installing Sage 200 Evolution

• Configuring the Data Sources

• Importing the Template

• Sage 200 Evolution Predefined Analyses

• Predefined Views

• Predefined Dashboards

• Predefined Reports

• Sage 200 UK

• Installing Sage 200 UK

• Configuring the Connections

• Configuring the Extractions

• Configuring the Schedules

• Configuring the Data Sources

• Importing the Template

• Predefined Analyses

• Predefined Views

• Predefined Dashboards

• Predefined Reports

• Predefined Reports in Excel Add-in

• Using Excel Add-in with Sage 200 UK

• Sage 200 Spain

• Installing Sage 200 Spain

• Configuring the Data Sources

• Importing the Template

• Building and Loading the OLAP Cubes

• Importing Sage 200 Spain users

• Sage 300

• Installing Sage 300

• Configuring the Connections

• Configuring the Extractions

• Configuring the Schedules

• Configuring the Data Sources

• Importing the Template

• Sage 300 Predefined Analyses

• Predefined Views

• Predefined Dashboards

• Predefined Reports

• Predefined Workbooks

• Setting up Optional Fields

• Sage 500

• Installing Sage 500

• Configuring the Data Sources

• Importing the Template

• Building and Loading the OLAP Cubes

• Sage 1000

• Installing Sage 1000

• Configuring the Data Sources

• Importing the Template

• Building and Loading the OLAP Cubes

• Data Migration

• Migrating Data to Sage Intacct

• Predefined Import Templates

• Migration Data Flow

• Installation Steps in Nectari

• Installation Steps in DataSync

• Creating the Source Connections

• Creating the Destination Connections

• Importing the Extractions

• User Guide

• Migrating GL Segments and Sub-accounts (Optional)

• Mapping Data Sources to Staging

• Loading Data to the Tables

• Validating and Correcting Data

• Tracking Changes

• Resolving Conflicting Information

• Managing Imported Data

• Correcting Data - Scenarios

• Data Transformation

• Updating the Source System

• Updating Data in Excel

• Migrating Final Data

• Customizing a template

• Migrating Data to Sage X3

• Predefined Import Templates

• Migration Data Flow

• Installation Steps in Nectari

• Installation Steps in DataSync

• Creating the Source Connections

• Creating the Destination Connections

• Importing the Extractions

• User Guide

• Migrating Segments and Sub-accounts (Optional)

• Mapping Data Sources to Staging

• Loading Data to the Tables

• Validating and Correcting Data

• Tracking Changes

• Resolving Conflicting Information

• Managing Imported Data

• Correcting Data - Scenarios

• Data Transformation

• Updating the Source System

• Updating Data in Excel

• Migrating Final Data

• Customizing a template

• Embedding Nectari Into Your Solution

• Embedding Nectari into Sage X3

• Embedding Nectari into Sage Intacct

• Troubleshooting and FAQs

• Installation

• Web Server

• OLAP Manager

• Excel Add-in

• DataSync

• Web Central Point Configurator

• Nectari Logs

• Glossary of technical terms

• Archives

• Join our Mailing List