Successfully reported this slideshow.
We use your LinkedIn profile and activity data to personalize ads and to show you more relevant ads. You can change your ad preferences anytime.
Business 
Intelligence Insights 
Dynamics AX 
Douglas Daley, Solution Specialist 
Anna Tarasoff, Business Intelligence Pra...
Traditional BI in 
Dynamics AX
Type of web parts 
Navigation 
Links 
Reports 
Business Intelligence Insights | 3
Type of web parts 
Action 
Work List 
Cues 
Business Intelligence Insights | 4
Working with dates 
Relative date functions 
Function Parameters Example 
day relativeDays (day(-1)) = yesterday 
dayRange...
Type of web parts 
Scorecard 
KPIs 
Indicators 
Business Intelligence Insights | 6
Type of Web Parts 
Reports and charts 
High 
Speed 
Charts 
High 
Speed 
Reports 
Business Intelligence Insights | 7
Types of Web Parts 
Other commonly used web parts 
AX Report 
Viewer 
SSRS 
Report 
Viewer 
SharePoint 
Library 
iFrame 
B...
Modifying role centres
Modifying role centres 
Personalisation 
“Personalisation” 
Business Intelligence Insights | 10
Get out of jail free 
.aspx?.........&contents=1 
 Adding a web part 
can break a role 
centre page. 
 This is how you 
...
Modifying role centres 
“Development” Development 
Business Intelligence Insights | 12
Modifying role centres 
You are updating this layer 
 Import into the AOT to add as a 
“customisation” 
 This way it bec...
Power BI
Demand Forecasting and Planning in the 
Cloud 
Interactive 
Dashboards 
Simple and Fast 
Mobile Access 
Near real time 
in...
What is Microsoft Power BI for Office 365 
Self-service BI with the familiarity of Office and the power of the service 
Di...
Data Management Gateway in Power BI 
Business Intelligence Insights | 17
Power BI Solution Conceptual Architecture 
Power BI for Office 365 
Cloud Data 
Sources 
(Facebook, 
Twitter, etc.) 
Impor...
Data Refresh Process from Power BI Sites 
Gateway 
Cloud Service 
(7) Compress, 
chunk and return 
the data 
Data Manageme...
Power BI Key Considerations 
Access to your 
business data from 
anywhere 
Secure Mobile Access 
Requires add-on 
subscrip...
BI Architecture 
Custom 
Cubes / 
Reports 
AX DB 
(Replica) 
Power BI and Replication 
CRM DB 
(Replica) 
Data 
Warehouse ...
Thank you 
Email: anna.tarasoff@intergen.co.nz 
douglas.daley@intergen.com.au 
Twitter: @TeamIntergen
Dynamics Day 2014: Microsoft Dynamics AX - Business Insight Leveraging Analytics
Upcoming SlideShare
Loading in …5
×

0

Share

Download to read offline

Dynamics Day 2014: Microsoft Dynamics AX - Business Insight Leveraging Analytics

Download to read offline

A close-up look at how to leverage analytics functionality in Microsoft Dynamics AX, covering traditional BI, modifying role centres and Power BI.

Dynamics Day is Australasia's leading event for users of Microsoft Dynamics. For those of you who couldn't make it along to the event, we have made all session content available online.

Related Books

Free with a 30 day trial from Scribd

See all

Related Audiobooks

Free with a 30 day trial from Scribd

See all
  • Be the first to like this

Dynamics Day 2014: Microsoft Dynamics AX - Business Insight Leveraging Analytics

  1. 1. Business Intelligence Insights Dynamics AX Douglas Daley, Solution Specialist Anna Tarasoff, Business Intelligence Practice Manager
  2. 2. Traditional BI in Dynamics AX
  3. 3. Type of web parts Navigation Links Reports Business Intelligence Insights | 3
  4. 4. Type of web parts Action Work List Cues Business Intelligence Insights | 4
  5. 5. Working with dates Relative date functions Function Parameters Example day relativeDays (day(-1)) = yesterday dayRange relativeDaysFrom, relativeDaysTo (dayRange(-6, 0)) = last 7 days (inc today) greaterThanDate relativeDays (greaterThanDate(0)) = greater than today lessThanDate relativeDays (lessThanDate(0)) = less than today monthRange relativeMonthsFrom, relativeMonthsTo (monthRange(-1,-1)) = last month yearRange relativeYearsFrom, relativeYearsTo (yearRange(-2,-1)) = last 2 years (not including current) Business Intelligence Insights | 5
  6. 6. Type of web parts Scorecard KPIs Indicators Business Intelligence Insights | 6
  7. 7. Type of Web Parts Reports and charts High Speed Charts High Speed Reports Business Intelligence Insights | 7
  8. 8. Types of Web Parts Other commonly used web parts AX Report Viewer SSRS Report Viewer SharePoint Library iFrame Business Intelligence Insights | 8
  9. 9. Modifying role centres
  10. 10. Modifying role centres Personalisation “Personalisation” Business Intelligence Insights | 10
  11. 11. Get out of jail free .aspx?.........&contents=1  Adding a web part can break a role centre page.  This is how you recover: Business Intelligence Insights | 11
  12. 12. Modifying role centres “Development” Development Business Intelligence Insights | 12
  13. 13. Modifying role centres You are updating this layer  Import into the AOT to add as a “customisation”  This way it becomes an “upgradable” object. Business Intelligence Insights | 13
  14. 14. Power BI
  15. 15. Demand Forecasting and Planning in the Cloud Interactive Dashboards Simple and Fast Mobile Access Near real time inventory levels reports Business Intelligence Insights | 15
  16. 16. What is Microsoft Power BI for Office 365 Self-service BI with the familiarity of Office and the power of the service Discover Analyze Visualize Share Find Mobile Q&A Microsoft Power BI for Office 365 Business Intelligence Insights | 16
  17. 17. Data Management Gateway in Power BI Business Intelligence Insights | 17
  18. 18. Power BI Solution Conceptual Architecture Power BI for Office 365 Cloud Data Sources (Facebook, Twitter, etc.) Import Data Automated Data Refresh Corporate Data Sources (AX, CRM, etc.) Data Management Gateway Corporate Data Catalog Team sites, Interactive Dashboards, Q&A Import data, Publish report and dashboards Analyst Consume interactive reports, ask questions Executive Publish data sources or expose them as OData feeds Data Refresh Desktop and Mobile Business Intelligence Insights | 18
  19. 19. Data Refresh Process from Power BI Sites Gateway Cloud Service (7) Compress, chunk and return the data Data Management Gateway Excel Workbook in SharePoint Online (2) Connects to Gateway Cloud Service (8) Returns data to Excel Workbook (3) Checks whether user is authorized to perform a refresh (4) Sends command (SQL statement, connection string) to on premise Gateway (5) Sends SQL to SQL Server (6) Return Results Advice: Power BI is an add-on to Office 365 and requires an additional subscription on top of Office 365 subscription. The subscription is per user per month. You can assign these licenses only to the users who require an access to interactive dashboards. Business Intelligence Insights | 19
  20. 20. Power BI Key Considerations Access to your business data from anywhere Secure Mobile Access Requires add-on subscription Consider data volumes Business Intelligence Insights | 21
  21. 21. BI Architecture Custom Cubes / Reports AX DB (Replica) Power BI and Replication CRM DB (Replica) Data Warehouse Standard AX Cubes Data Management Gateway (DMG) AX DB (OLTP) Note: Standard AX and CRM SSRS reports would continue to execute against the OLTP databases. CRM DB (OLTP) Business Intelligence Insights | 22
  22. 22. Thank you Email: anna.tarasoff@intergen.co.nz douglas.daley@intergen.com.au Twitter: @TeamIntergen

A close-up look at how to leverage analytics functionality in Microsoft Dynamics AX, covering traditional BI, modifying role centres and Power BI. Dynamics Day is Australasia's leading event for users of Microsoft Dynamics. For those of you who couldn't make it along to the event, we have made all session content available online.

Views

Total views

3,511

On Slideshare

0

From embeds

0

Number of embeds

136

Actions

Downloads

79

Shares

0

Comments

0

Likes

0

×