1. 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

2. 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

3. Overview of BISM

4. 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.

5. Examples: personal BI
PowerPivot Example
PowerView Example

6. 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.

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

8. 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.

9. Examples: organizational BI
AX-SSRS Report Example

10. 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?

11. 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

12. 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

13. 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?

14. Questions? Q & A J. Brandon George, Director of Business Intelligence
Microsoft Dynamics AX MVP |

15. Continue the Conversation
Online user community for knowledge sharing:
AXUG events:
- Webinars and Special Interest Groups (SIGs)
Social Media #AXUG #CONV13 #MSDYNAX
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