UBAX01 - Taking Advantage of the Microsoft Dynamics AX Stack for your BI Needs Brandon George, Director of Business Intelligence Sunrise Technologies, Inc. Microsoft Dynamics AX MVP

Agenda Overview of BISM Dive into personal BI Dive into team BI Dive into organizational BI Contextual BI & It’s role with AX Reporting Process for AX-SSRS Report development process Role Center’s are the focus

Overview of BISM

Dive into personal BI What does personal BI mean for AX 2012? Report Builder PowerPivot for Excel (Odata Feeds) Office Add-ins (Excel) Contextual BI (Cue’s) PowerView (Analyze Data) Target Audience Power Users – Needing the ability to help form the questions to drive business insight.

Examples: personal BI PowerPivot Example PowerView Example

Dive into team BI What does team BI mean for AX 2012? Collaboration on personal BI artifacts. Use of SharePoint as central enabler for team BI Sharing of Cue’s, Ad-Hoc report artifacts Role Centers come front and center Target Audience Intersection – Place where power users & IT professionals intersect. Further where personal BI becomes a collaborative effort.

Examples: team BI A look at role centers: AP Coordinator Adding a Cue

Dive into organizational BI What does organizational BI mean for AX 2012? Traditional report development Analytical focus – Cubes, KPI’s, Data Mining Dashboards & contextual BI application development Target Audience BI Professionals – Creating BI Artifacts that surface up known questions, for business insights that needs to scale.

Examples: organizational BI AX-SSRS Report Example

Contextual BI What does contextual BI mean for AX 2012? Delivers specific, relevant information or the context of an element. Applies across clients within AX 2012 Reduces the need for report execution for critical information. Question: Is a report actually needed?

Reporting process for AX-SSRS User request a report RS received the request. In turn request report data from AX AX renders report data for RS RS renders report and send to client Report is displayed to a user

Report development process Define data Define ranges Create a reporting project Create a data set Create report design(s) Publish report Create menu item(s) Define security Query Code Report Object Design Output Menu Item AX Database OLAP Other DS

Role centers are the focus Role center dashboards should answer the following: What is my workload? What do I need to do next? Are there any urgent actions that I need to carry out? What is the status of the things that I should be most concerned about?

Questions? Q & A J. Brandon George, Director of Business Intelligence Microsoft Dynamics AX MVP Brandon.George@SunriseConsult.com www.SunriseConsult.com | www.inDynaBuzz.com | @DynamicsERP

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