Navigating Business Intelligence in Microsoft Dynamics AX

Report
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
•
•
•
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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
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