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PALBON-SuitesComplete ERP Solution
PALBONInsightsIntelligence · Business Intelligence

Ask a question of your data and see the answer

PALBONInsights turns the data in your suite, and in other databases you connect, into charts and dashboards, with a visual query builder for analysts and SQL for power users.

Capabilities

What is inside PALBONInsights

Data sources

Start from the suite's own database, which is connected for you, then add the other databases and files you report on.

  • The suite's database, ready to query
  • Supported external SQL databases
  • CSV files uploaded as tables
  • Table relationships that drive joins

Visual query builder

Pick tables, columns, filters and summaries from menus, and get a result without writing a line of SQL.

  • Joins, filters, grouping and sorting
  • Calculated columns with expressions
  • Pivot, unpivot, transpose and running totals
  • Results downloadable as CSV

SQL, scripts & notebooks

When the builder is not enough, write the query yourself and keep it next to everyone else's.

  • SQL editor with a schema explorer
  • Script queries written in Python
  • Stored queries reused as tables
  • Notebooks that mix text, queries and charts

Charts

Turn any result into a chart, and choose the type that suits the question you are asking.

  • Bar, row, line, scatter and mixed-axis charts
  • Pie and funnel charts
  • Number, trend and progress cards
  • Tables and pivot tables

Dashboards

Arrange charts on a drag-and-drop grid, add filters that apply across them and share the result.

  • Drag-and-drop layout with text blocks
  • Dashboard filters across charts
  • Public links and embeds, if allowed
  • Charts downloadable as images

Access & alerts

Decide who may see which data, and be told when a number crosses the line you set.

  • Access control, switched on when needed
  • Team access per source and dashboard
  • Alerts on a query condition, sent by email
  • Hourly, daily, weekly or monthly checks

Outcomes

What changes for your team

Answers without a queue

Analysts build queries from menus, so a new question does not wait for someone who can write SQL.

One place for the numbers

Queries, charts and dashboards live together and run against the source, instead of in spreadsheets mailed around.

Told, not just shown

Alerts check a query on a schedule and email the people you name when its condition is met.

FAQ

Questions about PALBONInsights

Do we need to know SQL?

No. The visual builder covers joins, filters, grouping and calculated columns. SQL and script queries are there for the cases it does not.

Which data can it reach?

The suite's own database is connected from the start. You can add supported external SQL databases and upload CSV files, then query them the same way.

Can we share a dashboard outside the team?

Yes. A dashboard can be given a public link or embedded in another page, and you can switch that off again. Inside the suite, access is granted per team.

See PALBONInsights on your own data

Tell us how you work today. We will walk you through the products that fit, on your data and your terms.