September 17, 2014 MICROSOFT DYNAMICS USER. 9:30 a.m. - 3:00 p.m. La Jolla CONFERENCE
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1 MICROSOFT DYNAMICS USER CONFERENCE September 17, :30 a.m. - 3:00 p.m. La Jolla
2 Dynamics Dynamics User User Conference Conference KPI s and SQL Analytics
3 KPI and SQL Analytics What You Will See Today Microsoft AX BI Strategy Role Centers Excel + Cubes PowerView Creating and customizing CUBEs and KPIs Implementation Best Practices
4 Microsoft Dynamics approach to Business Intelligence Barriers Enablers Role based BI Familiar, intuitive tools BI is part of the application
5 Role centers for Public Sector & Commercial MANUFACTURING Operations EXECUTIVE FINANCE SALES & MARKETING Sales and CEO CFO marketing executive RETAIL IT SERVICES SECTOR Practice Purchasing Accountant Account Merchandising mgr. Project Purchasing agent Accounting Dedicated sales representative Operations mgr. Project member Environmental mgr. Accounts payables coordinator Marketing Store inventory clerk TEMPLATES Production Accounts receivables administrator Marketing staffer Store Role center template Shop supervisor HR Budget Manager Order processor Customer self service Warehouse Staffing and recruiting Controller Sales Accountant Employee self service Shipping & receiving Training and development mgr. Credit and collections Super sales representative Accounting Vendor self service Warehouse worker Customer service operations Microsoft Dynamics AX 2012 Treasurer Customer service representative Accounts receivables administrator Finance director Microsoft Dynamics AX 2012 R2
6 20 Pre-defined SSAS cubes Accounts payable Accounts receivable Budget control Budget plan Human Resources Demand forecast Inventory value Payroll Forecast accuracy Retail TAM Microsoft Dynamics AX R2 +R3 +Demand planner
7 Dynamics AX2012 BI solution architecture Business Overview web part AX 2012 OLAP Cubes SSAS Server Operation al Reports SharePoint Server Users SQL Server Microsoft Excel
8 Role Center and Cubes Demos Dynamics Dynamics User User Conference Conference
9 Microsoft Dynamics AX 2012 R3 BI capabilities and tools PRE DEFINED QUERY Operational queries Lists of operational/financial data Print lists of operational/financial data AD-HOC QUERY Query operational/financial data Cues List pages Auto report Microsoft Excel add-in for Microsoft Dynamics AX 2012 Self service reporting Statutory and financial reports Charting and infographics Operational reports Microsoft Excel and Power BI Management Reporter Microsoft Dynamics AX 2012 R2 chart controls Microsoft SQL Server Reporting Services Reports (SSRS) Key performance indicators Scorecards Ad-hoc summarization and exploration Role Center/ Business overview web part PerformancePoint Services in Microsoft SharePoint Server Business Analyzer for Microsoft Dynamics Data visualization with Power View
10 PowerView Demo Dynamics Dynamics User User Conference Conference
11 BI system requirements and licensing considerations SharePoint Server SharePoint Server SharePoint Server SharePoint Server SharePoint Server Standard edition Standard edition Enterprise edition Enterprise edition Enterprise edition SQL Server 2008 R2 SQL Server 2012 SQL Server 2012 SQL Server 2012 SQL Server 2012 Standard edition Standard edition Standard edition BI edition Enterprise edition Role Center/Business overview web part Microsoft Dynamics AX 2012 R2 chart controls SSRS reports Data mash-up with Excel PowerPivot PerformancePoint Services in Microsoft SharePoint Server Ad-hoc analysis with Power View Process cubes on a replicated DB
12 Approaches to integrate external data Self-service & Data mash-ups Integrate into AX SSAS based integration Data warehouse Scenario Self service or Departmental Most data in AX, Need consolidated BI Few systems, Simple Integration needs Many systems, large data volumes, Complex Integration needs Who can build them Power user AX developer BI developer BI developer Tools to use Excel Leverage pre-built content & AX tools Localized mods using SQL BI tools SQL BI tools such as SSIS, SSAS Costs to implement Low Low ~ Med Low ~ Med High Time to implement Min ~ Hrs Days Days Months Expertise needed Low Med Med High
13 Links
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