Invoice Summary
One row per demo invoice header. Test invoice total by month, status, currency or customer region.
No live connection required
Test the full reporting workflow with supplied demo data
Install the free Windows app, select Datplan Demo and practise syncing, choosing a grain, building a dashboard and exporting reporting files without using customer data.
Five practice grains
Enough variety to test real reporting decisions
The same question can produce the wrong result when it uses the wrong row grain. The demo makes that distinction visible.
Invoice Lines
One row per invoice line. Test net value by product and average unit price by category.
Payments
One row per demo payment. Test payment amount by month or method.
Bank Transactions
One row per demo bank transaction. Test transaction amount by account or type.
Journal Lines
One row per demo journal line. Test debit, credit and movement by account and date.
First ten minutes
From install to a working chart
- Install and sign inDownload Datplan DataPull from Microsoft Store and open the app.
- Select Datplan DemoChoose a workspace, select the demo source and run the supplied sync.
- Pick a reporting grainStart with Invoice Summary for invoice totals or Invoice Lines for product-level analysis.
- Create a visualAdd a KPI, line chart, bar chart, table or filter, then save the dashboard.
- Try an exportGenerate CSV, JSON or BI-ready tables and inspect the files on your own PC.
Demo questions
Try it before connecting a provider
Do I need a paid plan to use Datplan Demo?
No. The app download and supplied demo source are free, so you can learn the workflow before purchasing live source access.
Does the demo use real customer information?
No. It is supplied practice data designed to demonstrate sync, grains, charts and exports without connecting a live account.
What data is included?
The demo includes invoice summaries, invoice lines, payments, bank transactions and journal lines, with related customer, product and account fields for reporting.
Ready to build your first local dashboard?
The free download includes everything needed to explore the Datplan Demo workflow.