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Creating Dynamics AX Dashboards Using Visio Services
Creating Dynamics AX Dashboards Using Visio Services
Creating Dynamics AX Dashboards Using Visio Services
Creating Dynamics AX Dashboards Using Visio Services
Creating Dynamics AX Dashboards Using Visio Services
Creating Dynamics AX Dashboards Using Visio Services
Creating Dynamics AX Dashboards Using Visio Services
Creating Dynamics AX Dashboards Using Visio Services
Creating Dynamics AX Dashboards Using Visio Services
Creating Dynamics AX Dashboards Using Visio Services
Creating Dynamics AX Dashboards Using Visio Services
Creating Dynamics AX Dashboards Using Visio Services
Creating Dynamics AX Dashboards Using Visio Services
Creating Dynamics AX Dashboards Using Visio Services
Creating Dynamics AX Dashboards Using Visio Services
Creating Dynamics AX Dashboards Using Visio Services
Creating Dynamics AX Dashboards Using Visio Services
Creating Dynamics AX Dashboards Using Visio Services
Creating Dynamics AX Dashboards Using Visio Services
Creating Dynamics AX Dashboards Using Visio Services
Creating Dynamics AX Dashboards Using Visio Services
Creating Dynamics AX Dashboards Using Visio Services
Creating Dynamics AX Dashboards Using Visio Services
Creating Dynamics AX Dashboards Using Visio Services
Creating Dynamics AX Dashboards Using Visio Services
Creating Dynamics AX Dashboards Using Visio Services
Creating Dynamics AX Dashboards Using Visio Services
Creating Dynamics AX Dashboards Using Visio Services
Creating Dynamics AX Dashboards Using Visio Services
Creating Dynamics AX Dashboards Using Visio Services
Creating Dynamics AX Dashboards Using Visio Services
Creating Dynamics AX Dashboards Using Visio Services
Creating Dynamics AX Dashboards Using Visio Services
Creating Dynamics AX Dashboards Using Visio Services
Creating Dynamics AX Dashboards Using Visio Services
Creating Dynamics AX Dashboards Using Visio Services
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Creating Dynamics AX Dashboards Using Visio Services

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One of the new features in Visio 2010 is the ability to create data driven diagrams and dashboards, and post them directly to SharePoint repositories for everyone to access. This opens up a new BI …

One of the new features in Visio 2010 is the ability to create data driven diagrams and dashboards, and post them directly to SharePoint repositories for everyone to access. This opens up a new BI tool for the users to take advantage of.

In this example we will show how you can use Visio to create these Pivot Diagrams. It’s pretty darn cool.

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  • 1. Dynamics AX | BI | Visio | DashboardingCREATING BI DASHBOARDS USING VISIOSERVICES One of the new features in Visio 2010 is the ability to create data driven diagrams and dashboards, and post them directly to SharePoint repositories for everyone to access. This opens up a new BI tool for the users to take advantage of. In this example we will show how you can use Visio to create these Pivot Diagrams. It’s pretty darn cool. © 2013. All rights reserved.
  • 2. Create YourPivotDiagramTo create a data driven Visio document, choose thePivotDiagram template when you create a new document.If you have not used this before, then you can find it in theBusiness group. © 2013. All rights reserved.
  • 3. Create YourPivotDiagramVisio will now ask you where you want to get the datafrom. In this case we will attach to the pre-defined cubeswithin Dynamics AX 2012. © 2013. All rights reserved.
  • 4. Create YourPivotDiagramSelect the server. © 2013. All rights reserved.
  • 5. Create YourPivotDiagramAnd then the cube. © 2013. All rights reserved.
  • 6. Create YourPivotDiagramYou can save the name of the connection if you like. © 2013. All rights reserved.
  • 7. Create YourPivotDiagramSelect the Data Connection – I just accepted the defaults. © 2013. All rights reserved.
  • 8. Create YourPivotDiagramAlmost done. © 2013. All rights reserved.
  • 9. Create YourPivotDiagramNow the Visio diagram will show up, and on the left will bethe connections to the OLAP cube. © 2013. All rights reserved.
  • 10. Create YourPivotDiagramI don’t want to report off the product count, so Ideselected the default measure, and chose the measurefor the invoice dollars. © 2013. All rights reserved.
  • 11. PivotDiagramCreatedTo expand out the diagram, just select the dimension thatyou want, and the PivotDiagram will explode out the childvalues.Now you have a data tree. © 2013. All rights reserved.
  • 12. Filter Out ResultsSome of the results have 0 values, so we can filter themout on the dashboard by just selecting the measure, andchoosing the Configure Measure option. © 2013. All rights reserved.
  • 13. Filter Out ResultsIn the dialog box, you can create a selection condition forthe results that you want to return. Here we are justselecting the non-negative values. © 2013. All rights reserved.
  • 14. All Null ValuesRemovedNow the data looks a little better. © 2013. All rights reserved.
  • 15. Select Data ToDisplayNow we can change data that is being displayed, and addsome gauges. To do this, select the Edit Data Graphicfrom the Data Graphic button in the ribbon bar. © 2013. All rights reserved.
  • 16. Select Data ToDisplayThis will pull up the list of fields that we are showing in thedetail panels. © 2013. All rights reserved.
  • 17. Select Data ToDisplayWhen you add a new item, you an select from the list ofavailable fields being returned by the cube. © 2013. All rights reserved.
  • 18. Select Data ToDisplayAnd also select how you want the data to be displayed. © 2013. All rights reserved.
  • 19. Select Data ToDisplayFor the element, we will show the data as a Speedometer. © 2013. All rights reserved.
  • 20. Select Data ToDisplayNow we will just tweak the parameters a little to set thehigh limit, and also override the default prompt because itis a little too long. © 2013. All rights reserved.
  • 21. Select Data ToDisplaySince this field is the same as the prior one that I had, wecan delete the old entry. © 2013. All rights reserved.
  • 22. Now We HaveGaugesVery cool. © 2013. All rights reserved.
  • 23. A Couple MoreMeasures AddedWe can follow the same process and also add in someadditional fields. © 2013. All rights reserved.
  • 24. Add Some BlingOne of the benefits of using Visio is that you can addadditional embellishments to the diagram. In this nextstep we will add a background image, and make thediagram look a little more elegant. To start off we will justadd a world map… © 2013. All rights reserved.
  • 25. Add Some BlingAnd we can also change the formatting for the title. © 2013. All rights reserved.
  • 26. Add Some BlingThere are two entries in the data that we are not tooconcerned with, but rather than delete the entries, if youselect the panels, you can choose to merge the two nodestogether. This is useful for manually tweaking datagroups. © 2013. All rights reserved.
  • 27. Add Some BlingNow the nodes are combined. © 2013. All rights reserved.
  • 28. Add Some BlingAlthough the nodes are all connected with lines, theydon’t have to be. We are going to create a free-flowdiagram, so we just deleted them. © 2013. All rights reserved.
  • 29. Add Some BlingNow we can move the total to the header area. © 2013. All rights reserved.
  • 30. Add Some BlingAnd also distribute out the regional sales nodes to theappropriate places on the map. © 2013. All rights reserved.
  • 31. That Looks CoolWith a little more tweaking of the formatting and coloringof the nodes we get a pretty nice dashboard. © 2013. All rights reserved.
  • 32. Publish ToSharePointThe final step is to publish the PivotDiagram up toSharePoint so that everyone else can access the report. © 2013. All rights reserved.
  • 33. Publish ToSharePointWhen you publish the diagram, make sure that youchoose the Web Drawing format. This will allow you tosee the Visio diagram within the browser. © 2013. All rights reserved.
  • 34. DashboardAvailable ForEveryoneVery cool. © 2013. All rights reserved.
  • 35. AboutMurray Fife

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