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Yuriy Glozhyk | Celenia Software AXD05: Navigating business intelligence in Microsoft Dynamics AX.

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Presentation on theme: "Yuriy Glozhyk | Celenia Software AXD05: Navigating business intelligence in Microsoft Dynamics AX."— Presentation transcript:

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2 Yuriy Glozhyk | Celenia Software AXD05: Navigating business intelligence in Microsoft Dynamics AX

3 AGENDA Choosing the right tool

4 What BI tools have you used in your projects? Cues FactBoxes Power BI SSRS Chart control Role centers Power view Cubes Audience question

5 Data overload Access issues Barriers and Enablers for BI adoption Barriers Enablers

6 BI Capabilities and Tools

7 PRE DEFINED QUERY Operational queries Lists of operational/financial data Print lists of operational/financial data AD-HOC QUERY Query operational/financial data 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 Cues List pages FactBoxes Auto report Microsoft Excel add-in for Microsoft Dynamics AX 2012

8 List pages Cues Fact boxes Auto-report Demo: Queries

9 BI Capabilities and Tools Self service reporting Statutory and financial reports Charting and infographics Operational reports 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) Microsoft Excel and Power BI Management Reporter Microsoft Dynamics AX 2012 R3 chart controls Microsoft SQL Server Reporting Services Reports (SSRS) PRE DEFINED QUERY Operational queries Lists of operational/financial data Print lists of operational/financial data AD-HOC QUERY Query operational/financial data 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 Cues List pages FactBoxes Auto report Microsoft Excel add-in for Microsoft Dynamics AX 2012

10 Reporting options Chart controls

11 AX 2012 R3 + BI for Office 365 Analyze Visualize Discover Search, access, and transform public and internal data sources with Power Query Easy data modeling and lightning fast in-memory analytics with Power Pivot Bold new interactive data visualizations with Power View and Power Map Share Find Q&AQ&A Mobile Share data views and workbooks refreshable from on- premises 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 Export Author Feeds Securely expose Business data feeds to end users with OData Refreshable Export of Data in Forms and Reports to Excel Dynamics AX add-ins for Office enables authoring reports and documents in Excel Context Launch Visible Save frequently used analysis into Role center - home page in Dynamics Client Seamlessly pass user’s business context into embedded reports and see relevant data Launch Power View from a Dynamics list page to visualize trends behind data

12 Chart control Demo: Reporting

13 BI Capabilities and Tools Key performance indicators Scorecards Ad-hoc summarization and exploration Key performance indicators Scorecards Ad-hoc summarization and exploration Role Center/Business overview web part Performance Point Services in SharePoint Server Business Analyzer for Microsoft Dynamics Data visualization with Power View Role Center/Business overview web part Performance Point Services in SharePoint Server Business Analyzer for Microsoft Dynamics Data visualization with Power View Self service reporting Statutory and financial reports Charting and infographics Operational reports 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) Microsoft Excel and Power BI Management Reporter Microsoft Dynamics AX 2012 R3 chart controls Microsoft SQL Server Reporting Services Reports (SSRS) PRE DEFINED QUERY Operational queries Lists of operational/financial data Print lists of operational/financial data AD-HOC QUERY Query operational/financial data 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 Cues List pages FactBoxes Auto report Microsoft Excel add-in for Microsoft Dynamics AX 2012

14 Role centers Operations manager Purchasing manager Purchasing agent Environmental mgr. Production manager Shop supervisor Warehouse manager Shipping & receiving Warehouse worker Customer service operations manager CEO HR manager Staffing and recruiting manager Training and development mgr. CFO Accountant Accounting manager Accounts payables coordinator Accounts receivables administrator Budget Manager Controller Credit and collections manager Treasurer Sales and marketing executive Account manager Dedicated sales representative Marketing manager Marketing staffer Order processor Sales manager Super sales representative Customer service representative IT manager Merchandising mgr. Operations mgr. Store inventory clerk Store manager Accountant Practice manager Project manager Project member Role center template Customer self service Employee self service Vendor self service Microsoft Dynamics AX 2012 Microsoft Dynamics AX 2012 R3 Accounting manager Accounts receivables administrator Finance director

15 20 Pre-defined SSAS cubes Microsoft Dynamics AX R2 +R3 +Demand planner Accounts payable Accounts receivable Environment sustainability Expense mgt. General ledger Production Purchase Sales and marketing Sales Project accounting Workflow Budget control Budget plan Inventory value Retail Human Resources Payroll TAM Demand forecast Forecast accuracy

16 Power BI report Analyze data Cube modification KPIs Demo: Analysis

17 BI system requirements SQL Server 2012 Enterprise edition SQL Server 2012 BI edition Enterprise edition SQL Server 2012 Enterprise edition Standard edition SQL Server 2012 Standard edition SharePoint ® Server SQL Server 2008 R2 Standard edition Role Center/Business overview web part Microsoft Dynamics AX 2012 R3 chart controls SSRS reports SharePoint Server Standard edition SharePoint Server

18 Role-based BI Operational Role/task focus Operational Role/task focus Strategic Corporate focus Strategic Corporate focus Tactical Process/team focus Tactical Process/team focus Accounts receivable administrator Credit and collections manager Chief financial officer

19 Choosing the right tool for the job

20 Create a Cue - Creating FactBox - Creating Chart Control - Customizing a Default Cube - Defining KPIs for a Cube - White Paper: Business Intelligence Capabilities and Tools - us/download/details.aspx?id=38410http://www.microsoft.com/en- us/download/details.aspx?id=38410 Resource list

21 THANK YOU Please fill out your evaluation


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