DATA WAREHOUSE BUSINESS INTELLIGENCE FOR MICROSOFT DYNAMICS NAV

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1 DATA WAREHOUSE BUSINESS INTELLIGENCE FOR MICROSOFT DYNAMICS NAV True Data Warehouse built for content and performance. 100% Microsoft Stack. 100% customizable SQL code. 23 languages. 1 installation. All NAV versions. 1 installation. 1

2 DATA WAREHOUSE TECHNOLOGY Built for content and performance BI4Dynamics provides an out-of-the-box data warehouse designed using the Kimball methodology. The data warehouse is built on the industry standard SQL database platform, with the added benefits of SQL Server Analysis Services (SSAS) and provides numerous built-in measures and dimensions based on many years of experience. THE SMARTEST SELF-SERVICE WIZARD Create OLAP cubes without SQL knowledge Wizard extends standard BI4Dynamics functionality. Based on NAV metadata, Wizard simplifies complex BI customizations and development processes. With your understanding of your custom Microsoft Dynamics NAV structures an BI4Dynamics know-how you can create custom cubes, without SQL knowledge or spending time and money on expensive trainings. BI4Dynamics Architecture Manage cubes Create new cubes based on any NAV table (standard or custom). Display your data in any language. Add fact to existing cubes (standard or wizard generated). Add YTD (Year-to-Date), YOY (Year-over-Year), LAST PERIODS, POP (Period-over-Period) measure groups or any custom MDX on top of the existing measures. Manage dimensions Create new dimensions based on any NAV table. Change existing dimensions. Fields added to NAV tables are automatically added to BI4Dynamics without any user interaction during daily update. Data Warehouse enables: Multi-database merging. Faster reporting. More effective and complex calculations. Snapshots of daily states. Manage BI solution Work simultaneously with BI4Dynamics standard, Wizard and Microsoft tools (Management Studio, BI Studio). Create or modify T-SQL scripts with SQL Server Management Studio. Create or modify XML files (dimensions, cubes) with BIDS. 2

3 BENEFITS For Business Users Rich content across all Microsoft Dynamics NAV business application areas. At least 30% more content compared to the nearest competitor.* 100+ highly structured, predefined Excel reports ready for immediate use. Available in 23 languages. Affordable pricing (per database, unlimited users) with low TCO. 30 day free trial, fixed BI project price and fast implementation. *Based on number of cubes, measures and dimensions. USAGE BI4Dynamics slashes your report making costs, reduces implementation time and provides you with real output from Microsoft Dynamics NAV to manage your business more efficiently. For IT Professionals The smartest self-service Wizard for building and extending existing cubes without SQL knowledge and training. Data warehouse based (Kimball star schema) architecture designed for performance, multiple-sources, daily snapshots and incremental load. Uses existing Microsoft infrastructure (SQL database, Excel, Active Directory). 100% open SQL code for further development. Working with Pivot tables 100+ Predefined Excel Reports 100 predefined reports, dashboards and business graphs are available out of the box to get you started. Every Standard BI4Dynamics application area comes with a set of predefined reports made in Microsoft Excel. Predefined reports are made on best practice approach and cover business needs at all company levels. Every set of report starts with a strategic overview where users can monitor trends, then continue with more operational, hands-on reports which cover daily and weekly reporting of business users. On the right you can see an Excel screenshot with a Pivot table field list that contains BI4Dynamics dimensions and measures. Attributes are automatically positioned in pivot table rows and columns by dragging and dropping the attribute into Column Labels, Row Labels and Values in Report Filters. We can examine each dimension s hierarchy by clicking on it. 3

4 SALES Every organisation s sales area is different and it is difficult to predefine reports that would cover all specifics. Therefore Sales cube comes with 200 measures that with combination of 34 dimensions give insight into all parts of the sales area. Analysing sales trends, margin, parallel period and YTD sales reports extend standard reporting and makes analysing simple, powerful and quick. SALES OVER YEARS TOP CUSTOMER TABLE SALES BUDGET ANALYSIS SALES YTD (YEAR-TO-DATE) OVERVIEW This dashboard includes KPIs in sales area, like Net Sales, Profit, Profit in %, Gross Sales, Sales Discount in % and Net Sales YTD Index. Sales over Years dashboard includes also Net Sales Rolling and Profit Rolling measure for 3, 6 and 12 months. Sales Budgets functionality and Excel makes all information more visual than ERP. This dashboard presents variance and indexes between Net Sales and Sales Budget Amount. 4 That s how everyone in your organisation should analyse sales data. Top 20 customers table includes Net Sales, YTD Indexes, Profit and Sales Discount in absolute value and in percentage. Sales analysis isn t complete without Year-to-Date selection of measures. This table enables the view of Net Sales, Sales Invoiced Quantity and Profit.

5 DELIVERY PERFORMANCE SALES ORDERS HISTORY Sales delivery performance is aimed to calculate differences between dates. This is unique BI4Dynamics feature. ORDER HAS BEEN POSTED OR DELETED ORDER HAS BEEN CREATED SALES DELIVERY PERFORMANCE QUOTES AND ORDERS ARE DAILY COPIED TO DATA WAREHOUSE DELIVERY PERFORMANCE BY ITEM CATEGORY OVER YEARS SALES QUOTE AND ORDER ANALYSIS OVER YEARS BY MONTHS Track Sales Delivery Performance based on difference between Shipment date and one of following dates: Planned Delivery / Planned Shipment / Promised Delivery / Requested Delivery. Users can adopt the view by changing Item Category Group and Year slicer to see delivery performance measured by Promised Delivery Date with rich selection of measures. Sales documents from T36 and T37 are daily copied to BI4Dynamics Data Warehouse. Quotes and Orders can be analysed from current prospective and even after they are posted, changed or deleted. This dashboard presents trend and actual numbers by years of Sales Quote Amount and Sales Order Amount. Snapshots are stored daily to BI4Dynamics Data Warehouse. 5

6 RECEIVABLES Do you want to know where your money is? Analyse your customers payment habits like a hawk and improve your financial position. Receivables module is most commonly used as standard in all organisations and comes with more specific measures like Average Balance, Sales on Credit and % of Total Balance. RECEIVABLES OVER YEARS This overview shows most commonly used KPIs in receivables area, like Receivables Balance, Before Due and Overdue structure, Average Payment Terms, Late payments (Avg. Overdue), Receivables Turnover in Days and important sales measures. RECEIVABLES TABLE Complete receivables view of top 20 Customers by Balance with special KPIs like % of Total Receivables, % of Total Sales, Sales on Credit and customers payment habits. Details SUM DUE ANALYSIS OVER YEARS Receivables structure over years provides information for Before Due and Overdue receivables in absolute numbers and percentages with conditional formatting. 6 DUE AND OVERDUE STRUCTURE Table with top 2 charts on the left shows Receivables Due / Overdue structure. The table on the right shows customer details for a specific overdue bucket.

7 FINANCE Consolidation over multiple companies, dimensions and currencies has never been easier. Reports based on Chart of Accounts can be used in accounting but real powerful business reports are created by Account Schedules. In every case BI4Dynamics offers more flexibility and better visualizations. ACCOUNT PIVOT TABLES ACCOUNT DASHBOARDS PROFIT AND LOSS STATEMENT WITH BUDGETS MULTI COMPANY PROFIT AND LOSS STATEMENT In Microsoft Dynamics NAV users can define their own Account Schedule, after processing it with BI4Dynamics, Account Schedules will be shown in Excel. 100% flexibility. No IT staff. No IT vendor. This table represents Profit and Loss statements made with Account Schedules. BI4Dynamics enables comparison of one or more budgets with YTD measures, which are available in almost all important measures. This dashboard shows charts that are based on Account Schedules. All charts are connected with slicers that filter requested information. Such dashboards can be created in few minutes. Account Schedules Multi Company feature enables using one Account Schedule across multiple companies and calculates GL transactions based on local Chart of Account which may be different across companies. 7

8 INVENTORY INVENTORY AGING Daily snapshots are created to prevent difficulties with inventory valuation. Flexible aging buckets empower analysis of inventory value and quantity. STOCK ROTATION IN DAYS Stock Rotation in Days is a very useful measure calculated (as all BI4Dynamics measures) on a daily basis. INVENTORY AGING Graphical presentation of inventory aging buckets by Inventory value over months. Aging buckets can be easily adopted to client s needs. Details SUM SALES, PURCHASE AND INVENTORY DATA ON ONE REPORT BI4Dynamics cubes can be joined together. If your product managers are responsible for all aspects of product (sales, purchase and inventory) then you may find this very useful. 8 INVENTORY VALUE BY AGING GROUP Table on the left shows Aging structure buckets. Table on the right shows Inventory Aging by product for specific Aging bucket 1-2 years.

9 PURCHASE Are you able to track the status of purchased and supplied items? Purchase module enables complete purchase analysis with multiple measures and dimensions over multiple companies and currencies. Purchase by Type, Purchase by Top Vendors by Type, Purchase by Top 10 Vendors by Purchased Items analysing has never been easier. TOP 8 SERVICE (GL) COSTS PER YEAR TOP VENDORS DASHBOARD OVER YEARS COST AMOUNT ITEM VS AVERAGE PURCHASE PRICE TOP 20 PURCHASED ITEMS For a complete purchase overview, this dashboard includes the top 8 Costs Amount from General Ledger entries. On this graph you can see Cost Amount Item which includes all costs booked on item in selected date period and Average Purchase Price. For a strategic overview we use the Top Vendors Dashboard which displays top 9 vendors by Purchase Amount. Table on the left presents Items by Item Category Group which can be drill down to item attribute. Table on the right presents top 20 purchased items by Cost Amount. 9

10 MANUFACTURING Powerful, agile, simple analysis across different manufacturing processes. With Manufacturing module you can monitor Production Orders, Item Composition and Consumption, Actual and Expected Quantities with Variance. Analyse Average Costs or Work in Progress over many dimensions. MANUFACTURING OVERVIEW WORK CENTER ANALYSIS HOW ITEMS HAVE BEEN PRODUCED? WHERE ITEMS HAVE BEEN CONSUMED? Analyse Consumption and Output, Values and Quantities by Items and Work Centers. You can analyse how items have been produced by Item or Work Center. You can track quantities, cost or percentages of cost at any level for all consumed items and Work Center. 10 Work centre is defined (in NAV) as Machine or Resource. It can be grouped as a Work Center Group. This is an overview of Work Center quantity, cost and Capacity Index over quarters. This table can be a great help to understand where an item or Work Center has been consumed.

11 JOBS AND RESOURCES BI4DYNAMICS PROFILER Compare budgets, costs and profit at the same time for a specific project. A separate data warehouse and cube aimed to track data processing. JOBS BY JOB TASK BI4DYNAMICS PERFORMANCE OVERVIEW JOB BY YEAR TABLE PROCESSING INFORMATION Jobs and Resources cube covers all important measures; Actual, Scheduled and Contracted Type of measures. Job by Year with advanced measures Item Sales Actual, Resource Sales Actual, Total Sales per Hour and Total Profit per Hour presented in formatted table. Profiler enables analyses of procedures. In this table you can see how many rows were created, changed and how many KB of disk space was needed by procedure. Daily snapshots enable tracking changes in processing standard or customized SQL code. In this table we see processing time for each procedure. 11

12 HIGHLIGHTS 30% more Business Intelligence content (cubes, measures, dimensions) than nearest competitor. Wizard driven customizations and development - no SQL knowledge or training needed. APPLICATION AREAS 1 OLAP Cube covers 1 Application area inside Microsoft Dynamics NAV. Joining 2 or more cubes in one hypercube can be done in less than a minute. Sales Sales Orders History Manufacturing Receivables Purchase Orders History Fixed Assets Inventory Account Schedules Bank Account General Ledger Service Management Profiler Payables Jobs and Resources Purchase Warehouse Management Designed for international project - Architecture for multi companies, multi-currency and multilingual support. Especially fitted for development of vertical BI modules based on Microsoft Dynamics NAV verticals. DATAZEN READY BI4Dynamics offers predefine ready-to-use dashboards for your mobile devices. Enjoy your premium business intelligence experience on web and all mobile devices (Windows, ios and Android). ON-LINE DEMO BI4Dynamics on Excel: Demo: BI4Dynamics on Datazen: Mobile server: Web access: User: Password: datazen.bi4dynamics.com:9443 (Use Secure Connection) bi4user datazen2015! 12 BI4Dynamics UK Limited, 41 Clarence Road, Chesterfield, Derbyshire, S40 1LH, UK