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Creating Dynamics AX 2012 PowerView Dashboards

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PowerView is a new extension to the PowerPivot functionality that is available with Microsoft SQL Server 2012. It allows users to create much richer views and dashboards. …

PowerView is a new extension to the PowerPivot functionality that is available with Microsoft SQL Server 2012. It allows users to create much richer views and dashboards.

In this quick example we will show how you can create simple PowerView dashboards that are fed directly from your Dynamics AX database.

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  • 1. Dynamics AX | Role Centers | PowerView | Reporting | DashboardsEMBEDDING POWERVIEW DASHBOARDS INTOROLE CENTERS PowerView is great for creating quick ad-hoc reports, but up until now I have not been able to use any of the reports that it creates within the Role Centers like you can do with PerformancePoint charts. After browsing through “Inside Microsoft Dynamics AX 2012” I found a small section of information that shows how to do that. So in this quick walkthrough we will show how easy it is to publish your PowerView dashboards to the role centers so that everybody is able to experience them. © 2012. All rights reserved.
  • 2. Create YourDashboardStart off with your dashboard that you’ve generatedwithin PowerView.Tip: Although you can have multiple panels on yourdashboard, you may want to separate them out intoseparate views so that they don’t look too small on theRole Center page. © 2012. All rights reserved.
  • 3. Create A RoleCenter FriendlyVersionPowerView has the following optional URL parameters:ViewMode=PresentationDefines wheather the report is displayed in presentationmode or edit modeFit=True|FalseDefined how the contents of the report fit into thewindows you have chosenPreviewBar=True|FalseDefined whether the preview bar (including the FullScreen and Edit buttons) is displayed on the screenAllowEditViewMode=True|FalseDefines whether the user can edit the report within thebodyBackgroundColor=WhiteDefined the background color if the report doesn’t fit intothe window.So if you add the following to the end of the viewer URL:&ViewMode=Presentation&ReportSection=ReportSection&Fit=True&PreviewBar=False&AllowEditViewMode=False&BackgroundColor=Whiteyou get a standalone dashboard, which will work betterfor this project. © 2012. All rights reserved.
  • 4. Add YourDashboard To TheRole CenterNow that we have a weblet that we can use as a chart onthe role center, we just need to add it. So we will just gointo personalization mode… © 2012. All rights reserved.
  • 5. Add YourDashboard To TheRole CenterAnd then add a web part to the page. In this case we willadd a Page Viewer Web Part. © 2012. All rights reserved.
  • 6. Add YourDashboard To TheRole CenterAll we need to do is copy the URL from our simplifieddashboard, give the webpart a more appropriate name,and maybe make the web part a little taller. © 2012. All rights reserved.
  • 7. Add YourDashboard To TheRole CenterNow we have an interactive PowerView dashboard on theRole Center.Very Cool. © 2012. All rights reserved.
  • 8. AboutMurray Fife

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