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Free format reporting; populating a single cell with a summation, data field or AX label Add AX Lookups Rows and columns of data from AX which can.

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Presentation on theme: "Free format reporting; populating a single cell with a summation, data field or AX label Add AX Lookups Rows and columns of data from AX which can."— Presentation transcript:

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5 Free format reporting; populating a single cell with a summation, data field or AX label Add AX Lookups Rows and columns of data from AX which can be grouped, aggregated, sorted and subtotalled. Reports can be listed, matrix or pivot Save reports definitions so they can be used in other office documents Drill down to the source transactions on any figure presented in free-format or structured reports Add drill-out so give a figure context CurrencyAmount currencyAmount CAD9,4009,192 CNY506,18666,412 EUR328,219453,468 MXN146,19713,889 USD1,292,043 Total1,835,002

6 Standard database like functionality of appending, replacing data and updating specific columns Designed within Office for uploads that require AX business logic – such as number sequences like Voucher Save Upload templates and import into other office documents Not required for simple setup type tables such as exchange rates etc Batch up and perform all the uploads as a single task Ability to call x++ jobs upon upload success or failure, eg post a sales order upon successful upload

7 Microsoft Office 2010 (& 2007) Desktop or Laptop Server Computer(s) AX Application Object Server (AOS) AX.NET Business Connector Atlas Dynamics Service Atlas Desktop Client ExcelWordPowerPointOutlook For demonstration purposes all Atlas components can be installed on a single computer (laptop, virtual pc). Atlas Dynamics Service can be configured as a web service providing access to AX with only an internet connection. single sign-on using your network credentials Atlas Dynamics Service can be configured as a Web Service OR to run as a standard Windows Server service for onsite users. Install the Atlas client on your home (or in fact any computer) and using your internet connection have full use of the Atlas.

8 Has access all of the product features The list of tables offered for reporting and upload is defined per user. This could be used to represent A role – CFO, HR Manager Your personal preference of frequently used tables AX modules Phase of AX implementation (upload) etc The Standard Atlas4 user can open any existing office document that contains Atlas in it and: Change filters and refresh the data in the document or simply refresh on demand Drill down to source transactions and drill-out for contextual business intelligence Perform uploads Choose Named User when there are people who must have access to Atlas at any time of the day Choose Concurrent when there is a pool of people who can share an Atlas license

9 The list of tables offered for reporting and upload is defined per user. A Data source list could be used to represent A role – CFO, HR Manager An individual list AX modules Phase of AX implementation (upload) etc Saved Queries (shared and private) are automatically presented within the data source list making report building even easier.

10 The definition and structure for all reporting and upload functions can be saved as a building block for personal or shared use. These saved queries can be recalled and used at any time in any Office application. Benefits of shared saved queries promote better collaboration subject matter experts author and publish end users can eliminate guess work Previous versions of Atlas required you to share the entire spread sheet. With Atlas, you can now save and share a single atlas report or upload and easily bring it into a new office document

11 Product Information Demonstration Movies Training material Brochures Resources Sample reports and upload templates Software Current release and pre- release Customer Forum Reporting, Upload, Installation Feature requests


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