Microsoft Dynamics NAV Reporting Options. Derek Lamb May 2010

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1 Microsoft Dynamics NAV Reporting Options Derek Lamb May 2010

2 Agenda Positioning of Products Why Business Intelligence? Intergen Offerings Reporting Services Power Pivot ZAP SharePoint 2010 Questions

3 Choosing Reporting products Buy vs Build? Transactional vs Aggregated? Real Time vs Delayed? Ability of internal staff? Who are the Consumers of reports? Other source systems?

4 Dynamics NAV reporting positioning

5 Why Business Intelligence? Number 1 Technology Business Priority Improve Decision Making Reduce costs of producing legacy reports

6 Reporting Services

7 Reporting Services Features Server Based Enterprise reporting Publish reports in various formats Subscription based offerings allows reports to be delivered to end users. User-friendly semantic report model Integrates with Microsoft SharePoint for central delivery Display data graphically with enhanced visualization capabilities.

8 Report builder 3.0

9 Report Builder 3.0 New Features Grab and Go reporting experience enabled through the Report Part Gallery Render any report as a data source to PowerPivot or other applications through ATOM data feeds Additional visualizations including indicators, sparklines and data bars Support for consuming SharePoint lists and PowerPivot models as data sources Support for Madison and SQL Azure data sources Support for maps and geospatial visualizations with integration to Bing maps and support for SQL spatial data types

10 DEMO

11 Reporting Services Summary POSITIVES Part of SQL Consistent user-friendly semantic report model Multiple data sources Web based report consumption NEGATIVES Requires multiple server products Requires internal IT resources

12 PowerPivot

13 PowerPivot Features Process massive amounts of data in seconds Get data from virtually any source Limited IS Involvement Take advantage of familiar Excel tools and features Large data volumes Use powerful new analytical capabilities, such as Data Analysis Expressions (DAX)

14 PowerPivot Millions of Rows!!!

15 DEMO

16 PowerPivot Summary POSITIVES Excel based Large data volumes Quick ROI In the hands of end users Integrates with SharePoint & SSRS NEGATIVES Excel based Basic Security No central data model No data cleansing capability Could require large amounts of memory New language

17 ZAP

18 ZAP Features Powerful analytics, dashboards and reporting Web based no client install 2009 Microsoft ISV partner of the Year Easy to use interface, designed for non-technical business users Prebuilt NAV connection Report Packs create PDF board reports

19 Why Business Analytics from Zap?

20 Key Dynamics Features NAV Reporting Reports Report Packs Ad-hoc Analysis Dashboards KPIs Scorecards Business Alerting Predictive Analytics

21 Flexible Dynamics NAV Reporting Reporting

22 Automated Dynamics NAV Reporting Report Packs

23 Ad-hoc Dynamics NAV Reporting analysis

24 Dashboards Dynamics NAV Reporting

25 KPIs Dynamics NAV Reporting

26 Scorecards Dynamics NAV Reporting

27 Advanced Dynamics NAV Reporting Functions

28 Alerting Dynamics NAV Reporting and report scheduling

29 ZAP Summary POSITIVES Quick ROI Prepackaged NAV connector Full BI functionality Web based NEGATIVES Extra License costs No desktop version for power users

30 SharePoint 2010

31 SharePoint 2010 Insights Features Make IS More Efficient Provides Self Service for end users Combine Information from Many Sources: Chart Web Parts Work in familiar tools Rich inbuilt visualisations for dashboards and scorecards

32 Microsoft BI platform

33 Dashboards

34 Scorecards

35 Excel Services

36 Decomposition Trees

37 SharePoint Summary POSITIVES Full integrated BI suite Office integration NAV portal Other SharePoint functionality NEGATIVES Only available on Enterprise edition. No budgeting/planning tool

38 Business Intelligence Summary Powerpivot Great exploratory tool Reporting Services Enterprise reporting ZAP Fast ROI Business Intelligence SharePoint Unlimited capabilities

39 Questions

40 Thank You

41

42

43 Useful graphical elements

44 Useful graphical elements Simple, powerful collaboration is going to be vital in our business if we re to continue to grow We d like to blog in the company how? We need our partners to create and have access to pieces of our information Create applications for your own unique requirements Improve engagement and connection with customers Is there a powerful web platform that integrates with my Microsoft development tools?

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