1. BI Reporting Tools Kalyn Kelly June 10, 2014

2. BI – Business Intelligence  A set of theories, methodologies, architectures, and technologies that transform raw data into meaningful and useful information for business purposes

3. BI – Business Intelligence  Standard within GP  Smartlist with Notifications  Business Alerts  Some setup required (AdProd)  SQL Server Reporting Services  Business Analyzer (Also inside of GP)  Refreshable Excel Reports  Additional Software  Management Reporter  Analysis Cubes for Excel  Office 365  BI360  deFacto  PowerPivot  Many More….

4. Smartlist with Notifications 1.Create a smartlist with valuable criteria 2.Add a reminder to the homepage  Choose requirements for reminder  Select the display type 3.Optional: Add a task

5. Business Alerts Administration >> Setup >> System >> Business Alerts 1.Select a company 2.Enter an alert ID & description 3.Select tables 4.Add business alert logic 5.Include user to alert

6. SQL Server Reports Administration >> Setup >> System >> Reporting Tools Setup 262 total Default Reports 156 KPI’s 106 Standard reports 147 Core Module Reports Financial Purchasing (includes POP) Sales (includes SOP)

7. Business Analyzer **Standard SSRS reports need to be deployed 1.Homepage  High level dashboard 2.Navigation List  Specific information to the master record selected 3.Business Analyzer Application  Separate Install 4.Companion App  Separate install

8. Business Analyzer Companion App

9. Excel refreshable Reports Administration >> Setup >> System >> Reporting Tools Setup Views are added to each GP database for the source queries Direct connection to the GP database Used ‘.odc’ Data Connections

10. Management Reporter  Trees  Multiple companies  Departments  Columns  Column Type: Attr  Additional Transaction information  Report will need to be generating to transaction level

11. Analysis Cubes For Excel  Windows Authentication  GP username not required  Role based Security  Cube  Ex. Financial information visible only for Accounting team  Dimension  Ex. Allow only one customer class for a specific sales team member

12. Visualizing Analysis Cubes for GP Microsoft Excel Analysis Services Data Warehouse Integration Services GP Source Database(s)

13. Microsoft Excel Analysis Services Data Warehouse Integration Services GP Source Database(s )

14. Microsoft Excel Analysis Services Data Warehouse Integration Services GP Source Database(s)

15. Microsoft Excel Analysis Services Data Warehouse Integration Services GP Source Database(s)

16. Microsoft Excel Analysis Services Data Warehouse Integration Services GP Source Database(s)

17. Microsoft Excel Analysis Services Data Warehouse Integration Services GP Source Database(s)

18. Embedded Chart using Analysis Cubes

19. Questions??