Navigating Business Intelligence in Microsoft Dynamics AX
AXD05: Navigating business intelligence in Microsoft Dynamics AX Yuriy Glozhyk | Celenia Software AGENDA Choosing the right tool Barriers and Enablers for BI adoption Barriers Enablers Data overload Role based BI Many tools Familiar tools Access issues Integrated BI BI Capabilities and Tools BI Capabilities and Tools • • • • PRE DEFINED QUERY Operational queries Lists of operational/financial data Print lists of operational/financial data AD-HOC QUERY Query operational/financial data • • • • Cues List pages FactBoxes Auto report • Microsoft Excel add-in for Microsoft Dynamics AX 2012 Demo: Queries • • • • List pages Cues Fact boxes Auto-report BI Capabilities and Tools • • • • PRE DEFINED QUERY Operational queries Lists of operational/financial data Print lists of operational/financial data AD-HOC QUERY Query operational/financial data • • • • Cues List pages FactBoxes Auto report • Microsoft Excel add-in for Microsoft Dynamics AX 2012 • Self service reporting • Microsoft Excel and Power BI • Statutory and financial reports • Management Reporter • Charting and infographics • Microsoft Dynamics AX 2012 R3 chart controls • Operational reports • Microsoft SQL Server Reporting Services Reports (SSRS) Reporting options Chart controls AX 2012 R3 + BI for Office 365 Discover Feeds Securely expose Business data feeds to end users with OData Analyze Export Refreshable Export of Data in Forms and Reports to Excel Visualize Author Dynamics AX add-ins for Office enables authoring reports and documents in Excel Search, access, and transform public and internal data sources with Power Query Share Easy data modeling and lightning fast in-memory analytics with Power Pivot Find Bold new interactive data visualizations with Power View and Power Map Mobile Q&A Share data views and workbooks refreshable from onpremises and cloud based DS, with Power BI Sites Ask questions and get immediate answers with natural language query Mobile access through HTML5 and touch optimized apps for Windows 8, RT and iOS tablets Scalable | Manageable | Trusted Visible Save frequently used analysis into Role center home page in Dynamics Client Context Seamlessly pass user’s business context into embedded reports and see relevant data Launch Launch Power View from a Dynamics list page to visualize trends behind data Demo: Reporting • Chart control BI Capabilities and Tools • • • • • PRE DEFINED QUERY Operational queries Lists of operational/financial data Print lists of operational/financial data AD-HOC QUERY Query operational/financial data • • • • Self service reporting Statutory and financial reports Charting and infographics Operational reports • • • • Microsoft Excel and Power BI Management Reporter Microsoft Dynamics AX 2012 R3 chart controls Microsoft SQL Server Reporting Services Reports (SSRS) • • • • Role Center/Business overview web part Performance Point Services in SharePoint Server Business Analyzer for Microsoft Dynamics Data visualization with Power View • • • • Key performance indicators • Scorecards • Ad-hoc summarization and exploration Cues List pages FactBoxes Auto report • Microsoft Excel add-in for Microsoft Dynamics AX 2012 Role centers CFO Sales and marketing executive IT manager Practice manager Purchasing manager Accountant Account manager Merchandising mgr. Project manager Purchasing agent Accounting manager Dedicated sales representative Operations mgr. Project member Environmental mgr. Accounts payables coordinator Marketing manager Store inventory clerk Production manager Accounts receivables administrator Marketing staffer Store manager Operations manager CEO Role center template Shop supervisor HR manager Budget Manager Order processor Warehouse manager Staffing and recruiting manager Controller Sales manager Accountant Employee self service Shipping & receiving Training and development mgr. Credit and collections manager Super sales representative Accounting manager Vendor self service Treasurer Customer service representative Accounts receivables administrator Warehouse worker Customer service operations manager Microsoft Dynamics AX 2012 Customer self service Finance director Microsoft Dynamics AX 2012 R3 20 Pre-defined SSAS cubes Accounts payable Accounts receivable Environment sustainability Budget control Budget plan Human Resources Demand forecast Expense mgt. General ledger Production Project accounting Inventory value Payroll Forecast accuracy Purchase Sales and marketing Sales Workflow Retail TAM Microsoft Dynamics AX 2012 +R2 +R3 +Demand planner Demo: Analysis • • • • Power BI report Analyze data Cube modification KPIs BI system requirements SharePoint® Server SharePoint Server Standard edition SharePoint Server Standard edition SQL Server 2008 R2 Standard edition SharePoint Server Enterprise edition Enterprise edition Standard edition Enterprise edition SQL Server 2012 SQL Server 2012 SQL Server 2012 SharePoint Server Standard edition SQL Server 2012 BI edition Enterprise edition Role Center/Business overview web part Microsoft Dynamics AX 2012 R3 chart controls SSRS reports Data mash-up with Excel PowerPivot PerformancePoint Services in Microsoft SharePoint Server Ad-hoc analysis with Power View Process cubes on a replicated DB Role-based BI Operational Tactical Strategic Role/task focus Process/team focus Corporate focus Accounts receivable administrator Credit and collections manager Chief financial officer Choosing the right tool for the job Resource list • • • • • • Create a Cue - http://msdn.microsoft.com/en-us/library/gg841851.aspx Creating FactBox - http://msdn.microsoft.com/en-us/library/gg847986.aspx Creating Chart Control - http://msdn.microsoft.com/en-us/library/hh965685.aspx Customizing a Default Cube - http://msdn.microsoft.com/en-us/library/dd252602.aspx Defining KPIs for a Cube - http://technet.microsoft.com/EN-US/library/gg731806.aspx White Paper: Business Intelligence Capabilities and Tools - http://www.microsoft.com/enus/download/details.aspx?id=38410 THANK YOU Please fill out your evaluation
© Copyright 2024