Business Intelligence & Reporting Using BI 360. Charles Allen Managing Consultant BKD Technologies callen@bkd.com

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1 Business Intelligence & Reprting Using BI 360 Charles Allen Managing Cnsultant BKD Technlgies

2 T Receive CPE Credit Participate in entire webinar Answer plls when they are prvided If viewing this webinar in a grup Cmplete grup attendance frm with Title & date f live webinar Yur cmpany name Yur printed name, signature & address All grup attendance sheets must be submitted t training@bkd.cm within 24 hurs f live webinar If all eligibility requirements are met, each participant will be ed their CPE certificates within 15 business days f live webinar

3 Intrductin Charles Allen Managing Cnsultant Mre than 22 years f experience Micrsft MVP & MCP

4 Agenda Intrductin Business Intelligence Challenges fr Cmpanies BI 360 Overview Reprting Planning Data Warehuse Q&A

5 BI 360 Overview What is BI 360? Suite f prducts Reprting Planning Data Warehuse Dashbards

6 BI 360 Overview Reprting Overview Excel-based Integratin t ERP & CRM Drill-dwn & ad-hc reprting Financial & peratinal Cmpnent prducts Reprt Cmpser Reprt Designer Reprt Player Reprt Publisher/Office Publisher

7 BI 360 Overview Planning Overview Excel-based budgeting Integrated database fr cnslidatin & reprting Spreading, cmments, security & wrkflw included Cmpnents Planning Fundatin Data Warehuse Reprt Designer

8 BI 360 Overview Data Warehuse Overview SQL Server-based Pre-cnfigured Cnslidates multiple surces int ne lcatin Business rules, currency cnversin, eliminatin, cnslidatins Easy t maintain & is upgradable Cmpnents Data Warehuse Reprt Cmpser r Designer

9 BI 360 Overview Dashbards Overview Web-based Gauges, trend charts, data grids, traffic lights, pie charts & ge maps Custm r ad-hc, n-the-fly dashbards Include data frm Data Warehuse, ERP/CRM system, OLAP cubes & mre Cmpnents Dashbard mdules

10 Plling Questin 1 What reprting tls d yu use tday? FRx/Management Reprter SQL Server Reprting Services Nne f the abve Tw r mre Unsure

11 Plling Questin 2 D yu use Excel t help create yur financial reprts? Yes N Unsure

12 Reprting Dem

13 Planning Dem

14 Data Warehuse Dem

15 Plling Questin 3 Can yu imprt data manually int the Data Warehuse? Yes N Unsure

16 Plling Questin 4 What brwser technlgy is used t display dashbards? Silverlight Flash Unsure

17 Cnclusin BI 360 can be used fr Reprting fr multiple accunting & peratinal mdules frm multiple systems Planning & budgeting Aggregating & cnslidating data frm multiple surces t imprve reprting perfrmance Creating dashbards fr users f all types

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19 Business Intelligence (BI) Assessment In an effrt t help ur clients achieve better reprting capabilities, BKD Technlgies is ffering full-day, BI strategy assessment t yur rganizatin We plan t Cme t yur ffice Review existing BI capabilities & needs Dcument gaps/draft BI assessment Recmmend ptins fr filling gaps

20 Intrducing Training Optins frm BKD BKD wants t help supprt yur GP slutin by ffering training pprtunities fr yur rganizatin Training alternatives will include classrm training in Kansas City area as well as web-based training Lk fr these curses cming in 2012 Business Intelligence fr Micrsft Dynamics GP Reprt Design in Management Reprter 2.0 FRx 6.7 Reprt Design Essentials 1, FRx 6.7 Reprt Design Essentials 2 Reprt Writer

21 BKD Technlgies Supprt Center Micrsft Dynamics GP tll free Mnday - Friday 8 a.m. - 5 p.m. Central time

22 Stay Cnnected dynamicsgpinsights.cm Fllw us n Twitter Jin us n LinkedIn At Dynamics GP Insights, yu can read articles, watch webinars & jin the cnversatin! View vides at YuTube

23 Cntinuing Prfessinal Educatin (CPE) Credits BKD, LLP is registered with the Natinal Assciatin f State Bards f Accuntancy (NASBA) as a spnsr f cntinuing prfessinal educatin n the Natinal Registry f CPE Spnsrs. State bards f accuntancy have final authrity n the acceptance f individual curses fr CPE credit. Cmplaints regarding registered spnsrs may be submitted t the Natinal Registry f CPE Spnsrs thrugh its website: The infrmatin in BKD webinars is presented by BKD prfessinals, but applying specific infrmatin t yur situatin requires careful cnsideratin f facts & circumstances. Cnsult yur BKD advisr befre acting n any matters cvered in these webinars. 23

24 CPE Credit Up t ne CPE credit will be awarded upn verificatin f participant attendance; hwever, credits may vary depending n state guidelines Fr questins, cmplaints r cmments regarding CPE credit, BKD Learning & Develpment Department at training@bkd.cm

25 Charles Allen Managing Cnsultant