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

3. Tools and Capabilities Choosing the right tool
4/13/2017 9:51 PM4/13/2017 9:51 PM
AGENDA
Core concepts
Tools and Capabilities
Where to start
Choosing the right tool
© 2013 Microsoft Corporation. All rights reserved. Microsoft, Windows, and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries. The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

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

5. Barriers and Enablers for BI adoption
Data overload
Role based BI
Many tools
Familiar tools
Access issues
Integrated BI

6. BI Capabilities and Tools
Microsoft Dynamics AX 2012 R3
4/13/2017
BI Capabilities and Tools
Query
Reporting
Analyses
© 2013 Microsoft Corporation. All rights reserved. Microsoft, Windows, and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries.
The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

7. BI Capabilities and Tools
TechReady 16
4/13/2017
BI Capabilities and Tools
QUERY
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
CATEGORY
CAPABILITY
TOOL
© 2013 Microsoft Corporation. All rights reserved. Microsoft, Windows, and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries.
The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

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

9. BI Capabilities and Tools
TechReady 16
4/13/2017
BI Capabilities and Tools
QUERY
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
CATEGORY
CAPABILITY
TOOL
REPORTING
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)
© 2013 Microsoft Corporation. All rights reserved. Microsoft, Windows, and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries.
The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

10. Microsoft Dynamics AX 2012 R3
4/13/2017
Reporting options
Visualize data in forms
High volume printing
Financial Statements
Self service reporting
Chart controls
SSRS Operational Reports
Management Reporter
Excel with Power BI
© 2013 Microsoft Corporation. All rights reserved. Microsoft, Windows, and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries.
The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

11. Scalable | Manageable | Trusted
MGXFY13
4/13/2017
AX 2012 R3 + BI for Office 365
Scalable | Manageable | Trusted
Dynamics Data
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
Embed in Dynamics
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
Insights in Excel
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
Collaborate in Office 365
Share
Find
Q&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
© 2012 Microsoft Corporation. All rights reserved. Microsoft, Windows, and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries.
The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

12. Demo: Reporting
Chart control

13. BI Capabilities and Tools
TechReady 16
4/13/2017
BI Capabilities and Tools
QUERY
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
CATEGORY
CAPABILITY
TOOL
REPORTING
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)
ANALYSIS
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
The last BI tools category is Analysis.
These capabilities offer intuitive data exploration tools that help user get better business insights.
Organizations can use KPIs and indicators in the Role Centers, PerformancePoint Services, Power View or Excel PowerPivot to analyze business data or even mash up internal and external information.
© 2013 Microsoft Corporation. All rights reserved. Microsoft, Windows, and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries.
The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

14. Microsoft Dynamics AX 2012 R3
Role centers
4/13/2017
MANUFACTURING
EXECUTIVE
FINANCE
SALES & MARKETING
RETAIL
SERVICES SECTOR
Operations manager
CEO
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
TEMPLATES
HUMAN RESOURCES
Production manager
Accounts receivables administrator
Marketing staffer
Store manager
Role center template
Shop supervisor
HR manager
Budget Manager
Order processor
PUBLIC SECTOR
Customer self service
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
Warehouse worker
Microsoft Dynamics AX 2012
Treasurer
Customer service representative
Accounts receivables administrator
Microsoft Dynamics AX 2012 R3
Customer service operations manager
Finance director
© 2012 Microsoft Corporation. All rights reserved. Microsoft, Windows, and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries.
The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

15. 20 Pre-defined SSAS cubes
Microsoft Dynamics AX 2012 R3
20 Pre-defined SSAS cubes
4/13/2017
Microsoft Dynamics AX R R Demand planner
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
© 2012 Microsoft Corporation. All rights reserved. Microsoft, Windows, and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries.
The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

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

17. BI system requirements
Microsoft Dynamics AX 2012 R3
BI system requirements
4/13/2017
SQL Server 2012
Enterprise edition
BI edition
Standard edition
Data mash-up with Excel PowerPivot
PerformancePoint Services in Microsoft SharePoint Server
SharePoint® Server
SQL Server 2008 R2
Ad-hoc analysis with Power View
Process cubes on a replicated DB
Role Center/Business overview web part
Microsoft Dynamics AX 2012 R3 chart controls
SSRS reports
SharePoint Server
© 2012 Microsoft Corporation. All rights reserved. Microsoft, Windows, and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries.
The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

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

19. Choosing the right tool for the job
TechReady 16
Choosing the right tool for the job
4/13/2017
Cues
List pages
Auto-report
Charting controls
SSRS reports
Operational
Role/Pattern
Detect exceptions
Identify clusters/trends
Take actions
Cues
Business overview Web Part (KPIs)
SQL Power View
Excel
Auto-report
Report builder
Management reporter
Tactical
Business Overview Web Part (KPIs)
SQL Power View
Excel
Reorganize and launch program and action pains
Strategic
© 2013 Microsoft Corporation. All rights reserved. Microsoft, Windows, and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries.
The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

20. Resource list
Create a Cue -
Creating FactBox -
Creating Chart Control -
Customizing a Default Cube -
Defining KPIs for a Cube -
White Paper: Business Intelligence Capabilities and Tools -

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