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Data Foundation Coverage Matrix

Data Foundation reads every ERP system and instance you connect, directly, into one Common Finance Model. Files fill anything a system doesn’t hold, so every dataset below can also be supplied as a file.

Legend

Section titled “Legend”
Mark Meaning
Full Data Foundation reads the dataset directly from the system.
Full¹ Read directly when the system holds it. A system without the data, or a connection without access to it, doesn’t stop the load.
File The system doesn’t supply this dataset. Add it as a file.

SAP, Oracle, and Dynamics 365

Section titled “SAP, Oracle, and Dynamics 365”
Dataset SAP S/4HANA SAP ECC SAP S/4HANA Cloud Oracle E-Business Suite Oracle Fusion Dynamics 365 Finance and Operations
Entities Full Full Full Full Full Full
Fiscal calendar Full Full Full Full Full Full
Chart of accounts Full Full Full Full Full Full
Departments Full Full Full Full Full Full
Profit centers Full¹ Full¹ File File File File
Products Full Full Full Full¹ Full¹ Full
Customers Full Full Full Full¹ Full¹ Full
General ledger Full Full Full Full Full Full
Trial balance Full Full Full Full Full Full
Sales lines Full¹ Full¹ Full¹ Full¹ Full¹ Full¹
Pipeline File File File File File File
Inventory balances Full¹ Full¹ Full¹ File File Full¹
Budget Full¹ Full¹ Full¹ File File Full¹
Allocation drivers Full¹ Full¹ File File File File
Currency rates Full Full Full Full Full Full
Segment values File File File File File File
CO-PA by valuation File File File File File File

Mid-Market and Cloud Finance Systems

Section titled “Mid-Market and Cloud Finance Systems”
Dataset Business Central Sage Intacct QuickBooks Online Xero Workday NetSuite
Entities Full Full Full Full Full Full
Fiscal calendar Full Full Full Full Full Full
Chart of accounts Full Full Full Full Full Full
Departments Full Full Full¹ Full Full Full
Profit centers File File File File File File
Products Full Full Full¹ Full Full¹ Full
Customers Full Full Full¹ Full Full¹ Full
General ledger Full Full Full Full Full Full
Trial balance Full Full Full Full Full Full
Sales lines Full¹ Full¹ Full¹ Full¹ Full¹ Full
Pipeline File File File File File File
Inventory balances File File Full¹ File File Full¹
Budget Full¹ Full¹ Full¹ Full¹ File Full¹
Allocation drivers Full¹ Full¹ File File Full¹ Full
Currency rates Full Full Full¹ File Full Full¹
Segment values File File File File Full¹ Full
CO-PA by valuation File File File File File File

CRM, Consolidation, and Planning Sources

Section titled “CRM, Consolidation, and Planning Sources”
Dataset Salesforce OneStream Anaplan
Entities File File File
Fiscal calendar File File File
Chart of accounts File File File
Departments File File File
Profit centers File File File
Products Full¹ File File
Customers Full¹ File File
General ledger File File File
Trial balance File File File
Sales lines File File File
Pipeline Full¹ File File
Inventory balances File File File
Budget File Full Full
Allocation drivers File File File
Currency rates File File File
Segment values File File File
CO-PA by valuation File File File

Notes by System

Section titled “Notes by System”
  • Salesforce is a CRM source. It supplies customers, products, and the sales pipeline, never the ledger.
  • OneStream is a results source. It supplies the budget dataset only, landing your consolidated results so Data Foundation can reconcile the group P&L to them.
  • Anaplan is a plan source. It supplies the budget dataset only, from a Budget, Forecast, or Consolidated plan.
  • SAP S/4HANA and SAP ECC read the same master data. ECC reads its ledger from financial accounting and controlling line items, and its totals from the general ledger totals tables. Profit centers are read when the system holds them. Sales lines are billing documents, not CO-PA.
  • CO-PA by valuation isn’t read directly from any system. Add it as a file.
  • Workday has no direct journal or balance service. Data Foundation gives you the reports to build and reads them. Segment values (worktags), customers, products, sales lines, and headcount drivers come from optional reports. Budgets stay files.
  • Xero doesn’t supply currency rates. Add them as a file if your entities use more than one currency.
  • QuickBooks Online reads departments, customers, products, currency rates, budgets, inventory, and sales lines when the company file holds them.
  • NetSuite reads custom segments as segment values. Currency rates and inventory are read when the account offers them, and budgets when the account uses NetSuite Budgets and the role can read them.
Section titled “Related”