Advanced reporting solutions

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Presentation transcript:

Advanced reporting solutions CS15A019 Advanced reporting solutions TJ Vassar and Josh Townson (Guest) Senior Program Manager #dynamicsaxbi

Agenda Identify session takeaways Value Add – Reporting 6/2/2018 7:01 PM Agenda Identify session takeaways Value Add – Reporting DEMO – Modern solutions Service differentiators © 2014 Microsoft Corporation. All rights reserved. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

Takeaways Enterprise solutions in a mobile first cloud first world Business documents can be impactful Power BI & SSRS - Future of reporting Create heavily branded business documents Focus on design Challenge bloated estimates Use Power BI to satisfy self-service scenarios Consider hidden costs of third-party solutions Expressive views promote informed decisions

TJ pontificates….briefly 6/2/2018 7:01 PM TJ pontificates….briefly © 2014 Microsoft Corporation. All rights reserved. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

Why did we need reports? FUNCTIONS Access aggregate data Chart visualizations Key Performance Indicators Business Overviews Ad-hoc views (Filtered/Grouped) Simple lists with totals Data sets derived from code Export to PDF, XLS, CSV Email distributions Generating printed documents High-volume data processing

Dynamics AX 2012 R3 Business Intelligence tools AX6.0 Developer Conference January 17-20, 2011 6/2/2018 Dynamics AX 2012 R3 Business Intelligence tools Category Solution + Strengths Analysis Self Service BI with Power View integration Sharable views Interactive analysis Refreshable export to Excel Key Performance Indicators & Scorecards Graphical views of status and trends Business Overview Web Parts Personalized views of aggregate data Supports plug-ins like Lync Production Reports (SQL Reporting Services) Business documents Operational reports Reporting Management Reporter Statutory & Financial Reports EP Chart Controls Operational Dashboard in Enterprise Portal Office Integration Microsoft Office Templates © 2011 Microsoft Corporation. All rights reserved © 2010 Microsoft Corporation. All rights reserved. Microsoft, Windows, Windows Vista 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.

Value Add – SQL Reporting Services Strengths Microsoft Dynamics AX Business documents Cloud ready solution Consumer/enterprise Research & analysis Communicate Interactive Experience Graphical visualizations Expressive Views Enterprise scalability Client Integration Enterprise services Development tools Global adaptations People Service Diagnostics Developer Community BUSINESS DOCUMENTS COMMUNICATE INSIGHT

We’ve come a long way…. Over 5K fixes since RTM 1435 Reports in R3 6/2/2018 7:01 PM We’ve come a long way…. Over 5K fixes since RTM 1435 Reports in R3 © 2014 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.

DEMO TJ Vassar III Josh Townson INFORMATION ARCHITECT BINARY CONSULTANTS

SALES INVOICE

STATEMENT INVOICE

QUOTE LETTER VS DESIGN

Differentiators – Why choose SSRS? Service based platform Graphical documents Out-of-box solutions Global adaptations Developer Tooling Enterprise scalability

Session recap Customers desire better reports 6/2/2018 7:01 PM Session recap Customers desire better reports Business documents should be meaningful Power BI & SSRS – Future of Enterprise Reporting © 2014 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.

6/2/2018 7:01 PM Q&A © 2014 Microsoft Corporation. All rights reserved. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

Microsoft Dynamics® AX Technical Conference 2012 6/2/2018 Full Bleed Photos Pictures can set a mood or evoke emotion, making for a more memorable presentation. Our Blog http://blogs.MSDN.com/DynamicsAXBI YouTube channel http://www.YouTube.com/DynamicsAXBI Direct feedback DAXBIFeedback@microsoft.com © 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.

Next steps: key actions, resources Convergence 2013 6/2/2018 Next steps: key actions, resources The Microsoft Solutions Experience has free technical support, demonstrations, theater presentations, and representatives from the user group communities. Session recordings and PowerPoint files can be found within Schedule Builder on the Convergence website. Learn more Your feedback is important! Help us continue to improve this session and others by letting us know what you think. Tell us Evaluations can be completed in the following ways: Communication kiosks located throughout the venue. Via the Convergence Website at www.microsoft.com/convergence. On the fly from our mobile event app (scan this tag to download the app). Tell others Join the conversation online by using our event hashtag: #Conv15 Follow us and stay connected Twitter: @MSFTConvergence, Facebook: /MSFTConvergence, LinkedIn: /company/microsoft-convergence © 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.