Skip to main content

Sage X3 Cloud

Note

Sage X3 Cloud was previously know as Sage Enterprise Management Cloud.

Requirements

  • Data Hub v9.0 or later

  • Sage X3 Cloud

  • Single-tenant customer instances of Sage X3 Cloud must be registered to Sage Business Cloud as follows:

    • Open the Navigation menu and click Register in SBC.

    • Select the API gateway that applies to the region where your X3 configuration is hosted.

Add the Sage X3 Cloud data source

A Sage X3 Cloud data source can be added to a new or existing Data Model.

To add a Sage X3 Cloud data source to an existing Data Model:

  1. Open an existing data model from RESOURCE EXPLORER.

  2. Expand Data Sources.

  3. Click Add Data Source.

Select source

In Select Source:

  1. Under the Apps (API) section, select Sage X3Cloud.

  2. From the Source Type pop-up, click Connect on the Sage X3 Cloud entry tagged Data Source.

Connect

To set up the connection between Data Hub and Sage X3 Cloud:

  1. Complete the following fields:

  2. Data Gateway - Leave this item set to None unless you are using a Data Gateway.

  3. Endpoint URL - Use the fully-qualified domain name (FQDN) for the Sage X3 Cloud server.

  4. API Gateway - Specify the API Gateway used by the Sage X3 source. At the time of writing, Sage X3 Cloud supports two main API Gateway endpoints based on your region: Europe (https://api-eu.sagex3.com), North America (https://api-na.sagex3.com).

  5. Click Sign in.

  6. In the Sage X3 Cloud pop-up screen, enter your user-name and password and click Sign in.

    Note

    Ensure that X3 user(s) have the correct security profile: Go to Administration > Users > Security profiles, and make sure that the ‘third Parties’ line ensure that ‘Create’, ‘Read’ and ‘Write’ are checked.

  7. Click Actions > Accept.

  8. Return to Data Hub and click Test Connection.

  9. Click Next to continue to Configure Source.

Configure source

To specify which entities (or companies) should be available for analysis in Data Hub:

  1. Specify which entities to include for analysis by selecting or clearing the check box beside the entity names.

  2. Select Primary Company to indicate the primary entity (if there is more than one entity).

  3. Click Next to continue to Configure Model.

Configure model

Financial dimensions are used to store information such as cost center, department, and project and are used to classify data in financial reports.

A list of financial dimensions is extracted from the "Analytical entry lines" table (CPTANALIN) in Sage X3 Cloud. Select the financial dimensions to be included in the data model. The selected financial dimensions are automatically configured to relate to pipelines from Sage X3 Cloud.

  1. Select the financial dimensions to include in the data model.

  2. Create a dimension pipeline for each of the selected financial dimensions by either of the following actions:

    • Click Next to create the selected dimensions and proceed to the Select Data step.

    • Click ➕ Dimensions to create the individual financial dimensions, but remain on the Configure Model screen.

  3. If necessary, click Next to continue to Select Data.

Select data

To add tables from the Sage X3 Cloud database to the data model:

  1. Select tables to be added as pipelines using the check box column.

  2. To add the pipelines to the data model, there are three options:

    • Click Add Pipelines to add tables as individual pipelines.

    • Select Add Pipeline as Union of Tables option from Add Pipelines drop-down, to add a single pipeline created from a union of selected tables.

    • Click Finish to add tables as individual pipelines and finish adding the Sage X3 Cloud data source.

      Note

      If all of the tables in the data source are selected, the pipeline will always perform a union on all tables from the data source, even if the table list changes. For example, if the data source contains only tables of sales for USA, UK, and Europe, selecting them all will union the three tables into a single pipeline. If a fourth table with sales for Australia is later added, it will automatically be included in the union for the pipeline.

       

  3. If Finish was not used to add pipelines, click Finish to complete adding the Sage X3 Cloud data source.

Data screen elements

Select Data screen contains the following elements:

  1. Select All/Clear - If no table check boxes are currently selected, use Select All to select all the tables in the source database. If one or more table check boxes are selected: Clear (x) can be used to clear all the selected tables.

  2. Show selected tables only - Hides all tables where the check box column is currently cleared (not selected).

  3. Hide tables without rows - When selected, this item hides all source tables that do not contain data.

  4. Add Pipelines - Select Add Pipelines to add all selected tables to the data model as individual pipelines. The Add Pipelines drop-down provides two options:

  5. Add Pipelines - Same function as Add Pipelines button.

  6. Add Pipeline as Union of Tables - Creates a single pipeline from the union of the selected tables from this data source.

    Note

    If all of the tables in the data source are selected, the pipeline will always perform a union on all tables from the data source, even if the table list changes. For example, if the data source contains only tables of sales for USA, UK, and Europe, selecting them all will union the three tables into a single pipeline. If a fourth table with sales for Australia is later added, it will automatically be included in the union for the pipeline.

  7. Finish. - Adds the selected tables as individual pipelines and finalizes adding the Sage X3 Cloud data source. Once the request has been processed, Data Hub opens the Data Model Overview.

  8. The filter row - The first row of the Select Data table is the filter row. Use the fields to filter rows based on the column contents. To clear all filters entered, either delete the entered text or use the Clear filter icon at the end of the row.

  9. The Select Data step table - A table showing the tables present in the data source.

Select Data table columns

The Sage X3 Cloud Select Data table contains the following columns:

  • The check box column - Select to create a pipeline for this source table.

  • Table - Database table name.

  • Caption - Descriptive table name used by Sage X3 Cloud.

  • Module - Indicates the tables' Sage X3 Cloud module (such as "Sales" or "Fixed Assets").

  • Rows - Number of rows in the source table.

  • Relationships - Shows source tables that share a relationship with the current table. These relationships join the tables, allowing for easier report building.

In this section: