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

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.

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

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

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.

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.

Demo: Queries List pages Cues Fact boxes Auto-report

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.

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.

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.

Demo: Reporting Chart control

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.

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.

20 Pre-defined SSAS cubes Microsoft Dynamics AX 2012 R3 20 Pre-defined SSAS cubes 4/13/2017 Microsoft Dynamics AX 2012 +R2 +R3 +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.

Demo: Analysis Power BI report Analyze data Cube modification KPIs

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.

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

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.

Resource list Create a Cue - http://msdn.microsoft.com/en-us/library/gg841851.aspx Creating FactBox - http://msdn.microsoft.com/en-us/library/gg847986.aspx Creating Chart Control - http://msdn.microsoft.com/en-us/library/hh965685.aspx Customizing a Default Cube - http://msdn.microsoft.com/en-us/library/dd252602.aspx Defining KPIs for a Cube - http://technet.microsoft.com/EN-US/library/gg731806.aspx White Paper: Business Intelligence Capabilities and Tools - http://www.microsoft.com/en-us/download/details.aspx?id=38410

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