Extending and Creating Dynamics AX OLAP Cubes Nigel Murdoch, Edgewater/Fullscope

OVERVIEW DEVELOPING THE DATA TIER DYNAMICS AX BI PROJECT WIZARD Tables, Queries, Views and Perspectives DYNAMICS AX BI PROJECT WIZARD Deploying and Updating a Solution WORKING WITH VISUAL STUDIO Managing Solutions and Environments

OLAP CONCEPTS & TERMINOLOGY CUBE Data extracted from transactional systems and aggregated for fast query processing. DIMENSIONS Dimensions contain the unique values to analyze the Facts by – think of this as a Group By clause Dimension Usage defines the relationship between the Facts and the Dimension members Attributes are the Dimension member’s associated qualities or information Hierarchies or defined relationships within a Dimension that provide nested navigational structures FACTS Facts are the transaction records – Sales Line, Purchase Line, etc. Measures are the numeric values extracted from the Fact tables – Sales Amount Keys are the fields within the Fact records that relate to members in the Dimensions – Customer Group ID, Item ID, etc. MDX AND MORE Calculated Measures and KPI’s are values defined in the OLAP cube to enable more complex logic Aggregations, Partitions and Storage enable the control over storage and processing Security Roles enable the definition of highly granular access to Dimension and Measure data MDX

DEVELOPING THE DATA TIER Tables, Queries, Views and Perspectives

DATA TIER STRUCTURE TABLES QUERIES VIEWS PERSPECTIVES Use a table if the data it contains supports the requirement without the need to add data from other related tables. QUERIES Join Query – use when you need to augment the data in a table with data from a related table Union Query – use when you need to combine and flatten multiple data tables into a single source VIEWS Use Views to control the output and format of data from tables and queries Use View Methods to expose encapsulated business logic and complex calculations as field values PERSPECTIVES A Perspective is a container that holds the Tables and Views that become a Cube Use a Perspective to define the usage of the Tables, Views and Fields Define the formatting of fields in respect to Naming and Labeling

DATA TIER STRUCTURE – VIEW METHODS private static server str durationMinutes() { tableName viewName = tableStr(BatchJobHistoryExpanded); str dataSourceName = identifierStr(BatchJobHistory); str field1 = SysComputedColumn::comparisonField( viewName, dataSourceName, fieldStr(BatchJobHistoryExpanded, StartDateTime)); str field2 = SysComputedColumn::comparisonField( fieldStr(BatchJobHistoryExpanded, EndDateTime)); return SysComputedColumn::divide( SysComputedColumn::getDateDiffWithFallbackToZero(field1, field2, SysComputedColumnDatePart::Second), SysComputedColumn::returnLiteral('60') ) ; }

DATA TIER STRUCTURE - PRECIDENT PROPERTIES CAN BE SET ON: EXTENDED DATA TYPE TABLE/VIEW PERSPECTIVE

DATA TIER STRUCTURE – EDT/FIELD ANALYSIS LABEL Determines the Attribute or Measure name ANALYSIS USAGE Auto, None, Attribute, Measure or Both ANALYSIS DEFAULT TOTAL Sum, Count, Min, Max, etc. EXCHANGE RATE DATE FIELD Date field used for Exchange Rate calculations NOTE - If a table field has the same name as its table and you set the table field as an attribute, the attribute will not be generated.

DATA TIER STRUCTURE – TABLES/VIEWS ISLOOKUP Yes – Generates a Star Schema No – Generates a Snowflake Schema ANALYSIS DIMENSION TYPE Auto – Generates Dimension and Measure Group Transaction – Generates Measure Group only ANALYSIS IDENTIFIER Sets the Name Column property on the key attribute of the dimension ANALYSIS DIMENSION LABEL Names the dimension that is generated ANALYSIS KEY ATTRIBUTE LABEL Names the key of the dimension that is generated ANALYSIS MEASURE GROUP LABEL Names the measure group that is generated NOTE - If you create a measure group by using a view, the relationship between the measure group and dimensions must be specified manually in Microsoft SQL Server Business Intelligence Development Studio (BIDS) unless the view contains all fields of the backing table that are used to connect to a dimension.

DATA TIER STRUCTURE - PERSPECTIVE Label Determines the Cube Name for the Role Center etc. Usage OLAP Generates a Cube SharedDimensionContainer Specifies whether the Perspective contains Shared OLAP Database Dimensions

BI PROJECT WIZARD Deploying and Updating a Solution

BI PROJECT WIZARD

BI PROJECT WIZARD

BI PROJECT WIZARD

WORKING WITH VISUAL STUDIO Managing Solutions and Environments

VISUAL STUDIO – CREATING THE PROJECT

VISUAL STUDIO – PROJECT CONFIGURATION

VISUAL STUDIO – DATASOURCEVIEW

VISUAL STUDIO – EDIT NAMED QUERY

VISUAL STUDIO – CREATE DIMENSION (1)

VISUAL STUDIO – CREATE DIMENSION (2)

VISUAL STUDIO – CREATE DIMENSION (3)

VISUAL STUDIO – DIMENSION USAGE

VISUAL STUDIO – MEASURES, KPI & PARTITIONS

VISUAL STUDIO – SECURITY ROLES

Final reminders CPE Credit Code: 53C2 Complete Surveys

Speaker contact info Nigel Murdoch MCSE, MCSA, MCDBA, MCITP – Business Intelligence Edgewater/Fullscope LinkedIn: http://www.linkedin.com/in/nigelmurdoch Email: nigel.murdoch@fullscope.com FOCUS2016@Fullscope.com