Business Intelligence for Dynamics GP. Presented By: Rob Jackson, Business Intelligence Consultant Brent Keilin, GP Consultant

Transcription

1 Business Intelligence for Dynamics GP Presented By: Rob Jackson, Business Intelligence Consultant Brent Keilin, GP Consultant

2 Agenda Business Intelligence Concepts Business Intelligence for GP: Reporting Business Intelligence for GP: Analysis Demo GP Reporting Demo GP Analysis Q/A session

3 What is Business Intelligence? Process to turn data into actionable information to support business decisions Methodology to leverage tech investments and align them with business goals Tool used to gain better insight into your business Benefit that results from advanced reporting and focused analysis

4 Reporting Options Business Alerts SmartList Builder Executive Center Dashboards Excel Report Builder Report Writer

5 Business Alerts Alerts that can be set up to automatically notify you and your employees about business changes via or through Microsoft Dynamics GP

6 SmartList A querying tool that allows employees to instantly create sophisticated queries to find detailed information about customers, vendors, inventory items, and employee records, as well as general ledger accounts SmartList Builder lets employees build customized SmartLists that quickly link to Microsoft Dynamics GP and other data sources, and retrieve data according to defined criteria

7 Executive Center Dashboards Displays and monitors key business metrics, in real time, on a single, intuitive screen

8 220 built-in Easily create reports from multiple data sources Use formatting & presentation capabilities of Microsoft Office Excel Excel Report Builder

9 Report Writer Enables employees to easily create new reports or modify the chart, key performance indicator, and report formats that are included in Microsoft Dynamics GP, without having to go to a developer

10 SQL Server Reporting Services Expands report writing flexibility with more than 90 built-in Microsoft SQL Server Reporting Services reports and a step-by-step wizard that makes it easy to deploy reports within Microsoft Dynamics GP Can also be deployed to access GP data and other data outside of GP via SharePoint or customer business applications

11 SSRS Demo Demonstrate creating a SQL Server Reporting Services report containing a chart with drilldown capability...

12 Analysis Options for GP SQL Add-Ins for Excel PowerPivot GP Analysis Cubes JetReports

13 SQL Add-ins for Excel Enables predictive modeling, without requiring you or your employees to learn complex data mining concepts or techniques

14 PowerPivot Delivers unmatched computational power by enabling users to analyze extremely large amounts of data within Microsoft Excel and SharePoint Uses compression to overcome the row number limitations of Excel and offers advanced Pivot functionality

15 Analysis Cubes Enables employees to analyze information from multiple angles and formats with a report creation wizard for easy report creation, including pivot tables Accessible via Microsoft Excel, SQL Reporting Services and SharePoint

16 Analysis Cubes Demo Demonstrate using Analysis Cubes for Dynamics Great Plains to slice and dice data from multiple perspectives inside an Excel PivotTable...

17 Third-Party BI Solutions Jet Reports - Analysis Cubes for Great Plains with functionality that does not currently exist in the GP Analysis Cubes Targit BI Suite Tool for rapid dashboard development and deployment

18 Custom Business Intelligence SQL Server Integration Services (SSIS) Move and transform data from GP and other sources to a single data repository SQL Server Analysis Services (SSAS) Build multidimensional analysis cubes for slicing and dicing data among different perspectives SQL Server Reporting Services (SSRS) Present SQL and Analysis Services cube data in customizable formats with the ability to export in Excel, Word and PDF Microsoft PerformancePoint Visually analyze data from an Analysis Cube inside SharePoint

19 Our Solutions

20 Thank you for attending! If you have any questions please do not hesitate to contact us at: Rob Jackson Brent Keilin