Your SlideShare is downloading. ×

Creating BI Dashboards for Dynamics AX 2012 Using PerformancePoint

2,948
views

Published on

PerformancePoint is a fantastic tool for creating SharePoint Dashboards. In this quick example we will show how you can use it to quickly create BI dashboards for Dynamics AX 2012.

PerformancePoint is a fantastic tool for creating SharePoint Dashboards. In this quick example we will show how you can use it to quickly create BI dashboards for Dynamics AX 2012.

Published in: Technology

1 Comment
1 Like
Statistics
Notes
No Downloads
Views
Total Views
2,948
On Slideshare
0
From Embeds
0
Number of Embeds
2
Actions
Shares
0
Downloads
154
Comments
1
Likes
1
Embeds 0
No embeds

Report content
Flagged as inappropriate Flag as inappropriate
Flag as inappropriate

Select your reason for flagging this presentation as inappropriate.

Cancel
No notes for slide

Transcript

  • 1. Dynamics AX | SharePoint| PerformancePointCREATING BI DASHBOARDS USINGPERFORMANCEPOINT PerformancePoint is a fantastic tool for creating SharePoint Dashboards. In this quick example we will show how you can use it to quickly create BI dashboards for Dynamics AX 2012. © 2013. All rights reserved.
  • 2. AccessingDashboardDesignerAll of the PerformancePoint dashboards can be createdthrough the Dashboard Designer. To access it, all youneed to do is choose the Start Using PerformancePointServices option from the PerformancePoint site, and thenclick on the Run Dashboard Designer to deploy the client. © 2013. All rights reserved.
  • 3. AccessingDashboardDesignerThis will open up the designer for you and you will beready to create a dashboard. © 2013. All rights reserved.
  • 4. Creating ADatabaseConnectionThe next step is to register a data source for yourdashboards. © 2013. All rights reserved.
  • 5. Creating ADatabaseConnectionIn this case we will connect to the standard AnalysisServices Cubes that are delivered with Dynamics AX 2012. © 2013. All rights reserved.
  • 6. Creating ADatabaseConnectionWe just need to specify the server, database, and cubethat we want to use. © 2013. All rights reserved.
  • 7. Creating ADatabaseConnectionMake sure that the connection works, and then click theSave icon to register the data source. © 2013. All rights reserved.
  • 8. Creating ADashboardTemplateNow we will create a Dashboard. © 2013. All rights reserved.
  • 9. Creating ADashboardTemplateWhen setting up the dashboard, you can choose from anumber of template layout. © 2013. All rights reserved.
  • 10. Creating ADashboardTemplateAfter renaming the dashboard you are ready to move onto the panels for the dashboard. © 2013. All rights reserved.
  • 11. Create A NewDashboard ChartFrom the ribbon bar, you can now choose to create a newAnalytic Chart, and then select the data source that youwant to use. © 2013. All rights reserved.
  • 12. Create A NewDashboard ChartTo design the dashboard panel, browse the dimensionsand measures from the cube… © 2013. All rights reserved.
  • 13. Create A NewDashboard ChartAnd then drop them into the tray at the bottom of thedesigner. © 2013. All rights reserved.
  • 14. Create A NewDashboard ChartFor this chart, I want to view the information as a piechart rather than a bar chart, so I just change the charttype on the fly. © 2013. All rights reserved.
  • 15. Create A NewDashboard ChartAnd one other step that we will do is to choose the FilterEmpty Rows option. © 2013. All rights reserved.
  • 16. Create A NewDashboard ChartThis will give us a clean chart. © 2013. All rights reserved.
  • 17. Create AdditionalPanelsWe will repeat the steps to create a bar chart for salesover time… © 2013. All rights reserved.
  • 18. Create AdditionalPanelsAnd also a grid showing the sales by customer group. © 2013. All rights reserved.
  • 19. Add Panels To TheDashboardNow we can return to the dashboard designer, and thepanels will show up in the PerformancePoint Contentsection. © 2013. All rights reserved.
  • 20. Add Panels To TheDashboardJust drag the panels over to the dashboard. © 2013. All rights reserved.
  • 21. Deploy YourDashboardTo view the dashboard in SharePoint, just select theDeploy To SharePoint option from the dashboard contextmenu. © 2013. All rights reserved.
  • 22. Deploy YourDashboardThis will allow you then to choose where you want to sendthe dashboard. © 2013. All rights reserved.
  • 23. Simple DashboardAvailableNow everyone is able to see and use your simpledashboard. © 2013. All rights reserved.
  • 24. AboutMurray Fife