Streamline your ETL Process with Sourcetable

What is Infor Syteline GL?

Infor Syteline GL is an Excel-Based Toolset for Financial Reporting designed for discrete and process manufacturers. It encompasses a range of functionalities including advanced planning, material management, financials, and integrates with Infor CloudSuite Industrial. This software automates manufacturing processes and includes modules for quality and service management, continuous improvement, aftermarket sales, as well as managing warranties and service contracts.

The GL Helper is a component of Infor Syteline GL that functions as a learning tool, particularly beneficial for beginning users. It assists new users in understanding how to utilize the Excel-Based Toolset for Financial Reporting by helping them build formulas. Accessible directly from the Syteline toolbar by clicking on the GL Helper option, it is instrumental in creating more interactive reports through the use of selectable parameters.

ETL Tools for Infor Syteline GL

The GL Helper is an integral learning tool for newcomers to Infor Syteline GL. It serves as an instructional aid, helping users familiarize themselves with the functionality of the Excel-Based Toolset for Financial Reporting. With the GL Helper, users can learn to build formulas effectively, which is essential for creating accurate financial reports.

To access the GL Helper, users simply click on the GL Helper icon located in the SyteLine toolbar. Upon activation, the GL Helper screen presents a list of the Chart of Accounts, allowing users to select a range of accounts for their reports. Notably, the GL Helper facilitates the use of cell references for account codes, adding a layer of convenience and reducing the potential for errors.

Moreover, the GL Helper enhances interactivity in reports by enabling the use of selectable parameters. Users have the flexibility to add or remove various selected attributes to tailor their financial reports to specific needs. The GL Helper screen is also instrumental in generating dynamic and customizable reports, making it a valuable feature for users looking to streamline their financial reporting process.

Infor Syteline GL tools are designed for seamless integration with Microsoft Excel, installed as an Add-in. Before users can leverage the full capabilities of these tools, they must set up the tool to align with their unique environment, which involves establishing a connection to the application database. Users have the choice of using either a direct SQL connection or a URL to connect to the database.

The initial setup process includes the use of the Setup Company icon, which is part of the Infor Syteline GL tool's feature set. It is important to note that an Automation Module is necessary for each site connection, ensuring that users can automate the data retrieval and reporting processes. Additionally, each site connection requires a valid SyteLine login, and optionally, a workstation login may be utilized for authentication purposes.

Streamline Your Data Workflow with Sourcetable

Integrating your Infor Syteline GL data into a comprehensive and intuitive spreadsheet interface can be effortlessly accomplished with Sourcetable. This powerful platform excels in automating the ETL process, allowing you to bypass the complexity and time investment required to use a third-party ETL tool or develop a custom solution. Sourcetable stands out by offering seamless synchronization with live data from a wide array of applications and databases, including Infor Syteline GL.

With Sourcetable, you can automatically extract your data, transform it as needed, and load it directly into a spreadsheet-like interface that is easy to navigate and use. This simplifies data management tasks and empowers users to focus on data analysis and business intelligence without the overhead of maintaining separate ETL tools. By choosing Sourcetable, you gain the advantage of a unified platform that's tailor-made for automation and equipped with the familiarity of spreadsheet functionalities, enhancing your data workflow with efficiency and ease.

Common Use Cases

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  Financial Data Analysis
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  External Reporting
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  Data Backup
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  Bulk Data Updates
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  Data Cleansing

Frequently Asked Questions

What is the purpose of the GL Helper tool in Infor Syteline GL?

The GL Helper is a tool for beginners that helps users get familiar with the Excel-Based Toolset for Financial Reporting and assists them in building formulas for financial reports. It is accessed from the SyteLine toolbar.

What are the key functions of the ETL process in Infor Syteline GL?

The ETL process is designed to move data from a source system to a target system and involves data conversion, aggregation, deduplication, and filtering. It may also use a staging area for auditing, recovery, backup, and load performance.

How can ETL processes be improved using third-party tools?

Third-party ETL tools like SSIS offer faster and simpler development compared to using SQL scripts, which can improve the efficiency of the ETL processes for Infor Syteline GL.

Why is data profiling important in an ETL process for Infor Syteline GL?

Data profiling is important to maintain data quality by checking for keys, data types, and relationships among data, which is crucial for accurate financial reporting.

How can queries be used in Infor Syteline GL and what functionalities do they support?

Queries in Infor Syteline GL can use wildcard, range, null, and current date limitations to search and return only the data needed. The CURDATE keyword, for instance, limits the returned results to the current date, while using a question mark prompts for a value.