The TylerERP Tables/Views can be found on the server named:
ERP-App\TylerCI
There are 3 Main sources you can access to work with TylerERP Data.
1. TylerCubes ( Analysis Services cubes) -Curated collections of the most commonly used data outputs. Tyler has combined tables, totals, and information in a way that users are likely to need it. Using the info here can save you the effort of learning where the raw data lives, learning to properly join tables or identify the correct fields to perform calculations on, etc. If the information you wish to report on can be accessed via these cubes then definitely use these because it's easy. If the fields/data you need aren't available in the cubes, you should try option 2. In addition, this data is NOT live, it's updated.
- Using TylerCubes in Excel
- Using TylerCubes in PowerBI
- Using TylerCubes in SSRS
*Please note: Using the steps shown in the above screenshots will load the entire cube. Be aware that you could also create custom queries that pull only your relevant data from one or more of these cubes giving you far more flexibility than each of these cubes alone allows
2. SQL Database Views (aka raw data) -All the data that gets put into TylerERP is stored in a massive collection of tables and "views". Your TylerERP permission levels give you access to the same data in the views that you have in the ERP itself. This lets you work directly with the raw, live data to combine it, clean it, move it around and report on it in a way that makes sense to your job. Using the data here will often require you to accurately join / merge multiple tables together in order to get everything into a single spreadsheet or pivot table but this means you can usually create a report that fulfills your exact needs.
- Using SQL Views in Excel (including PowerQuery & PowerPivot)
- Using SQL Views in PowerBI (includes PowerQuery & PowerPivot)
*Note: PowerQuery and PowerPivot are software tools that give non-programmers the ability to create complex queries and functions without writing code. They are accessible in both Excel and PowerBI and used the exact same way in both products so whatever you learn about these tools can be translated to both products.
3. SQLWH2 Cubes -This is a collection of cubes similar to the Tyler Cubes above but they were created by a Deschutes County employee when Tyler was first implemented. These cubes still work and are well used in some departments but they are not being actively maintained or upgraded. There is no plan to end-of-life these at the moment but future TylerERP upgrades may begin to create inaccuracies or ultimately render them obsolete so use these with caution. It's recommended you try the above two options first.
Training Opportunities:
SHI Training Modules
Since PowerQuery is used in both Excel and PowerBI, completing the PowerQuery modules in both of these collections will provide a good overview of the basics. There is a learning path called- Power Query Introduction that combines these for you.
Tyler provides a library of videos that are both introductory and deep-dive on all topics including various reporting methods. To access the library you'll simply need to sign up for a Tyler Community Account.