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Using Excel to Update Demand Forecasts in Dynamix AX 2012
Using Excel to Update Demand Forecasts in Dynamix AX 2012
Using Excel to Update Demand Forecasts in Dynamix AX 2012
Using Excel to Update Demand Forecasts in Dynamix AX 2012
Using Excel to Update Demand Forecasts in Dynamix AX 2012
Using Excel to Update Demand Forecasts in Dynamix AX 2012
Using Excel to Update Demand Forecasts in Dynamix AX 2012
Using Excel to Update Demand Forecasts in Dynamix AX 2012
Using Excel to Update Demand Forecasts in Dynamix AX 2012
Using Excel to Update Demand Forecasts in Dynamix AX 2012
Using Excel to Update Demand Forecasts in Dynamix AX 2012
Using Excel to Update Demand Forecasts in Dynamix AX 2012
Using Excel to Update Demand Forecasts in Dynamix AX 2012
Using Excel to Update Demand Forecasts in Dynamix AX 2012
Using Excel to Update Demand Forecasts in Dynamix AX 2012
Using Excel to Update Demand Forecasts in Dynamix AX 2012
Using Excel to Update Demand Forecasts in Dynamix AX 2012
Using Excel to Update Demand Forecasts in Dynamix AX 2012
Using Excel to Update Demand Forecasts in Dynamix AX 2012
Using Excel to Update Demand Forecasts in Dynamix AX 2012
Using Excel to Update Demand Forecasts in Dynamix AX 2012
Using Excel to Update Demand Forecasts in Dynamix AX 2012
Using Excel to Update Demand Forecasts in Dynamix AX 2012
Using Excel to Update Demand Forecasts in Dynamix AX 2012
Using Excel to Update Demand Forecasts in Dynamix AX 2012
Using Excel to Update Demand Forecasts in Dynamix AX 2012
Using Excel to Update Demand Forecasts in Dynamix AX 2012
Using Excel to Update Demand Forecasts in Dynamix AX 2012
Using Excel to Update Demand Forecasts in Dynamix AX 2012
Using Excel to Update Demand Forecasts in Dynamix AX 2012
Using Excel to Update Demand Forecasts in Dynamix AX 2012
Using Excel to Update Demand Forecasts in Dynamix AX 2012
Using Excel to Update Demand Forecasts in Dynamix AX 2012
Using Excel to Update Demand Forecasts in Dynamix AX 2012
Using Excel to Update Demand Forecasts in Dynamix AX 2012
Using Excel to Update Demand Forecasts in Dynamix AX 2012
Using Excel to Update Demand Forecasts in Dynamix AX 2012
Using Excel to Update Demand Forecasts in Dynamix AX 2012
Using Excel to Update Demand Forecasts in Dynamix AX 2012
Using Excel to Update Demand Forecasts in Dynamix AX 2012
Using Excel to Update Demand Forecasts in Dynamix AX 2012
Using Excel to Update Demand Forecasts in Dynamix AX 2012
Using Excel to Update Demand Forecasts in Dynamix AX 2012
Using Excel to Update Demand Forecasts in Dynamix AX 2012
Using Excel to Update Demand Forecasts in Dynamix AX 2012
Using Excel to Update Demand Forecasts in Dynamix AX 2012
Using Excel to Update Demand Forecasts in Dynamix AX 2012
Using Excel to Update Demand Forecasts in Dynamix AX 2012
Using Excel to Update Demand Forecasts in Dynamix AX 2012
Using Excel to Update Demand Forecasts in Dynamix AX 2012
Using Excel to Update Demand Forecasts in Dynamix AX 2012
Using Excel to Update Demand Forecasts in Dynamix AX 2012
Using Excel to Update Demand Forecasts in Dynamix AX 2012
Using Excel to Update Demand Forecasts in Dynamix AX 2012
Using Excel to Update Demand Forecasts in Dynamix AX 2012
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Using Excel to Update Demand Forecasts in Dynamix AX 2012

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Dynamics AX has an add-on for Microsoft Excel that allows you to retrieve data from Dynamics AX, and also publish changes back to the database in a controlled way. You can use this to give users a …

Dynamics AX has an add-on for Microsoft Excel that allows you to retrieve data from Dynamics AX, and also publish changes back to the database in a controlled way. You can use this to give users a simpler way to manipulate the information in the database. As an example, you can use this to create a better way to update demand forecasts, since the default maintenance forms within Dynamics AX.

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  • 1. © 2013. All rights reserved.USING EXCEL TO UPDATE DEMANDFORECASTSDynamics AX | Forecasting | ExcelDynamics AX has an add-on for Microsoft Excel that allows you to retrieve data fromDynamics AX, and also publish changes back to the database in a controlled way. You canuse this to give users a simpler way to manipulate the information in the database. As anexample, you can use this to create a better way to update demand forecasts, since thedefault maintenance forms within Dynamics AX.In this walkthrough we will show how you can:• Build your initial forecast model• Link to your forecast within Excel• Create total matrix fields• Create period total matrix fields• Create summary forecast dashboards in PowerView
  • 2. © 2013. All rights reserved.BUILDING YOUR INITIAL FORECAST MODELSBefore we start linking our forecasts to Excel, we need a base set of data to update, so we will start the process by adding in some demand forecasts into Dynamics AX. After you have setthese up, you shouldn’t have to use the maintenance forms any more.In this example we will show how to create some base demand forecast data.
  • 3. © 2013. All rights reserved.Building Your InitialForecast ModelsWithin the Entry sub-folder of the Forecast folder of thePeriodic group of the Inventory and warehousemanagement area page are a number of ways to updateforecasts. For our purposes, we want to be able toforecast by customer, item, and group, so we want tomaintain our Customers forecasts.
  • 4. © 2013. All rights reserved.Building Your InitialForecast ModelsThe Customers forecast maintenance form will list all ofour customers. Select one, and then click on the Entrybutton on the right.
  • 5. © 2013. All rights reserved.Building Your InitialForecast ModelsThis will open up the Demand forecast maintenance form.Click on the New button in the menu bar to start addingforecasts.
  • 6. © 2013. All rights reserved.Building Your InitialForecast ModelsCreate a base forecast entry for your first product, with astart date of the beginning of the year, and also a startingforecast quantity.
  • 7. © 2013. All rights reserved.Building Your InitialForecast ModelsTo create a weekly forecast spread we have defined asimple Period Key that we can use as a starting template.
  • 8. © 2013. All rights reserved.Building Your InitialForecast ModelsRepeat this for all of the other products that you want toforecast.
  • 9. © 2013. All rights reserved.Building Your InitialForecast ModelsAlso repeat the process for all of the customers that youwant to forecast as well.Once you have created your base forecast data, click theClose button to finish.
  • 10. © 2013. All rights reserved.LINKING TO FORECASTS WITHIN EXCELOnce you have your base forecast data, you then will want to link it into an Excel Spreadsheet so that we can update the data from there rather than through the default maintenance formswithin Dynamics AX.In this example we will show how to create a linked table within Dynamics AX using the AX add-in.
  • 11. © 2013. All rights reserved.Linking to Forecastswithin ExcelOpen up Excel, and select the Dynamics AX tab.
  • 12. © 2013. All rights reserved.Linking to Forecastswithin ExcelClick on the Add Data button, and select the Add Tablesoption to select the data directly from the tables.
  • 13. © 2013. All rights reserved.Linking to Forecastswithin ExcelThis will open up the Select Tables dialog. All of theforecast data is stored in the ForecastSales table. Filterout the available tables so that you can see it.
  • 14. © 2013. All rights reserved.Linking to Forecastswithin ExcelSelect the table, and then click on the > button to move itto the right hand side, and then click OK.
  • 15. © 2013. All rights reserved.Linking to Forecastswithin ExcelThis will open up the field explorer and also add in thedefault key fields for the table into your spreadsheet.
  • 16. © 2013. All rights reserved.Linking to Forecastswithin ExcelIn addition to the default fields, add:• Method• Customer group• Customer account• Item group• Item number• Quantity• Unit• Cost price
  • 17. © 2013. All rights reserved.Linking to Forecastswithin ExcelClick on the Fields button in the Design group of theDynamics AX ribbon bar to turn off the field explorer andyou will be taken into edit mode. Note that more buttonsare enabled now.
  • 18. © 2013. All rights reserved.Linking to Forecastswithin ExcelClick on the Refresh button in the Data gropu of theDynamics AX ribbon bar, and the add-in will return backall of your forecast data.
  • 19. © 2013. All rights reserved.Linking to Forecastswithin ExcelFor these examples, we just want to see the entries thathave the None Method, so we are going to filter out thoserecords.
  • 20. © 2013. All rights reserved.Linking to Forecastswithin ExcelNow you can update any of the forecast quantity values,and click the Publish button in the Update group of theDynamics AX ribbon bar.
  • 21. © 2013. All rights reserved.Linking to Forecastswithin ExcelIf there are no errors, then you can select the DynamicsAX Status workbook, and you will see that your record hasbeen updated.
  • 22. © 2013. All rights reserved.Linking to Forecastswithin ExcelIf you return to Dynamics AX, then you will see that it hasbeen updated.
  • 23. © 2013. All rights reserved.CREATING A TOTAL MATRIX FIELDUpdating individual fields is good, but that is probably not how you want to maintain your forecasts. The Excel add-in has a feature in the field explorer that allows you to create MatrixFields that will summarize data for you and allow you to update more than one record at once.In this example we will show how to create a Matrix Field for the total quantity.
  • 24. © 2013. All rights reserved.Creating A TotalMatrix FieldClick on the Fields button in the Design group of theDynamics AX ribbon bar to view the field explorer panel.
  • 25. © 2013. All rights reserved.Creating SummaryMatrix FieldsRight-mouse-click on the DemandSales table name toopen up the context menu, and you will be able to selectthe Create Matrix Field menu item.
  • 26. © 2013. All rights reserved.Creating A TotalMatrix FieldIn the Create New Matrix Field dialog box, change theMeasure to the Quantity measure.
  • 27. © 2013. All rights reserved.Creating A TotalMatrix FieldFor this example we do not want to add any conditions, sojust click the OK button to finish.
  • 28. © 2013. All rights reserved.Creating A TotalMatrix FieldNow you will see a new field is created in the FieldExplorer.
  • 29. © 2013. All rights reserved.Creating A TotalMatrix FieldCreate a new worksheet called CustomerForecastSalesand drag over the following fields:• Currency• Model• Method• Customer account• Total
  • 30. © 2013. All rights reserved.Creating A TotalMatrix FieldCreate another worksheet calledProductGroupForecastSales and drag over the followingfields:• Currency• Model• Method• Item group• Total
  • 31. © 2013. All rights reserved.Creating A TotalMatrix FieldCreate a final worksheet called ProductForecastSales anddrag over the following fields:• Currency• Model• Method• Item number• Total
  • 32. © 2013. All rights reserved.Creating A TotalMatrix FieldNow if you click on the Fields button and then Refreshyou will notice that all of the data is now summarized tothe lowest level on the worksheet. In this example thereare the forecasts by Customer account.
  • 33. © 2013. All rights reserved.Creating A TotalMatrix FieldIn this example the are shown by Item group.
  • 34. © 2013. All rights reserved.Creating A TotalMatrix FieldAnd in the final worksheet they are shown by Itemnumber.
  • 35. © 2013. All rights reserved.Creating A TotalMatrix FieldYou can make a changes on any of the summaryworksheets and click the Publish button
  • 36. © 2013. All rights reserved.Creating A TotalMatrix FieldThe base forecast records will then be updatedproportionally based on the current values.
  • 37. © 2013. All rights reserved.CREATING PERIOD TOTAL MATRIX FIELDSYou probably want to update your forecasts based on some type of period rather than by total. You can do that easily by creating a Matrix Field that only applies to a certain filter condition.In this example we will show how you can create Matrix Fields that allow you to update the data by period.
  • 38. © 2013. All rights reserved.Creating PeriodTotal Matrix FieldsCreate a new matrix field for the Quantity measure, butadd in two new conditions for the data range of theperiod.
  • 39. © 2013. All rights reserved.Creating PeriodTotal Matrix FieldsRepeat this process for the other periods.
  • 40. © 2013. All rights reserved.Creating PeriodTotal Matrix FieldsNow return to the summary worksheets that werecreated in the previous step, and add all 12 of the newperiod Matrix Fields to the worksheets.
  • 41. © 2013. All rights reserved.Creating PeriodTotal Matrix FieldsWhen you refresh the data you will see all of the periodtotals showing in a tabular form.
  • 42. © 2013. All rights reserved.Creating PeriodTotal Matrix FieldsTo update all of the forecasts in the period, just updatethe quantity and click the Publish button.
  • 43. © 2013. All rights reserved.Creating PeriodTotal Matrix FieldsThis will update all of the other worksheets automatically.
  • 44. © 2013. All rights reserved.Creating PeriodTotal Matrix FieldsAnd if we double check the Dynamics AX demandforecasts, then you will see the periods forecasts areupdated.
  • 45. © 2013. All rights reserved.CREATING SUMMARY FORECASTDASHBOARDS IN POWERVIEWSince we have all of the data within Excel, then we might as well publish the forecasts as a dashboard for reporting and analysis.In this example we will show how to create a PowerView forecasting dashboard.
  • 46. © 2013. All rights reserved.Creating SummaryForecastDashboards inPowerViewSelect the detailed result data table within Excel and thenclick on the Create Linked Table button on thePowerPivot ribbon bar.
  • 47. © 2013. All rights reserved.Creating SummaryForecastDashboards inPowerViewThis will copy all of the forecast data into PowerPivot.
  • 48. © 2013. All rights reserved.Creating SummaryForecastDashboards inPowerViewHere you can create additional computed fields list theTotalCost and also Month.
  • 49. © 2013. All rights reserved.Creating SummaryForecastDashboards inPowerViewReturn to Excel and then select the Save to SharePointoption from the Save & Send menu item, and then selectyour PowerPivot gallery.
  • 50. © 2013. All rights reserved.Creating SummaryForecastDashboards inPowerViewGive your PowerView datasource a name, and click Save.
  • 51. © 2013. All rights reserved.Creating SummaryForecastDashboards inPowerViewNow when you view your PowerPivot Gallery you will beable to see your data source and can click on thePowerView dashboard icon to create a new dashboardview.
  • 52. © 2013. All rights reserved.Creating SummaryForecastDashboards inPowerViewAll you need to do is drag your field data over into thePowerView canvas to start your dashboard/
  • 53. © 2013. All rights reserved.Creating SummaryForecastDashboards inPowerViewWithin a few minutes you should be able to analyze yourforecasting data.Very cool!
  • 54. AboutMurray Fife

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