Solver - Gateway Connector for Sage X3

Solver - Gateway Connector for Sage X3

Mapping and configuring the Sage X3 Gateway connector/integration to load financial dimensions and GL data

About this course

In this course, Jay Stewart from the Solver software development team, goes through the process of installing the Solver view scripts and configuring the Sage X3 integration using the Gateway connector. If you have not already done so, we suggest you view the Solver- Data Warehouse Overview  to become familiar with the Data Warehouse and terminology. 

The following topics are included:   

  • Data Warehouse Permissions
  • Sage X3 SQL Introduction
  • Creating SQL views using SQL Server Management Studio (SSMS)
  • Defining a Solver > Sage X3 SQL Integration for Account-based dimensions
  • Defining a Solver > Sage X3 SQL Integration for the General Ledger Detail module

NOTE: Effective with the June 2020 Cloud release, Excel files are supported with the Gateway connector in addition to CSV and SQL. Please view the Excel Connectors course for additional details.

Posted 4/19

Curriculum~ 60 minutes

  • Data Warehouse Permissions
  • Overview and Documentation
  • Working with SQL View Scripts
  • Create View Scripts - Dimensions Part 1
  • Create View Scripts - Dimensions Part 2
  • Create View Scripts - Factset
  • Installing the Gateway Connector
  • Solver Data Warehouse Integration - Dimensions part 1
  • Solver Data Warehouse Integration - Dimensions part 2
  • Solver Data Warehouse Integration - Module part 1
  • Solver Data Warehouse Integration - Module part 2
  • Quiz - Gateway Connector for Sage X3

About this course

In this course, Jay Stewart from the Solver software development team, goes through the process of installing the Solver view scripts and configuring the Sage X3 integration using the Gateway connector. If you have not already done so, we suggest you view the Solver- Data Warehouse Overview  to become familiar with the Data Warehouse and terminology. 

The following topics are included:   

  • Data Warehouse Permissions
  • Sage X3 SQL Introduction
  • Creating SQL views using SQL Server Management Studio (SSMS)
  • Defining a Solver > Sage X3 SQL Integration for Account-based dimensions
  • Defining a Solver > Sage X3 SQL Integration for the General Ledger Detail module

NOTE: Effective with the June 2020 Cloud release, Excel files are supported with the Gateway connector in addition to CSV and SQL. Please view the Excel Connectors course for additional details.

Posted 4/19

Curriculum~ 60 minutes

  • Data Warehouse Permissions
  • Overview and Documentation
  • Working with SQL View Scripts
  • Create View Scripts - Dimensions Part 1
  • Create View Scripts - Dimensions Part 2
  • Create View Scripts - Factset
  • Installing the Gateway Connector
  • Solver Data Warehouse Integration - Dimensions part 1
  • Solver Data Warehouse Integration - Dimensions part 2
  • Solver Data Warehouse Integration - Module part 1
  • Solver Data Warehouse Integration - Module part 2
  • Quiz - Gateway Connector for Sage X3