barriers enablers operations manager purchasing manager purchasing agent environmental mgr....
TRANSCRIPT
Microsoft Dynamics AX Technical ConferenceFebruary 3–5, 2014Bellevue, WA
Providing powerful analytic capabilities to your usersMilinda VitharanaPrincipal Program Manager
IntroductionWe are excited to share Microsoft Dynamics AX 2012 R3 with you…• This presentation contains Microsoft confidential information• Dynamics AX 2012 R3 is pre-release software and subject to change• Microsoft provides no license, express or implied, in this presentation• Please review and respect the disclaimer included in all printed
and electronically distributed materials
AGENDAProviding powerful analytic capabilities to your usersOur Approach & overview of capabilities
Powerful self-service capabilities enabled with Power BI
Available resources Other improvements
Our Approach & overview of capabilities
Information overload & disconnected data
Too many disparate tools
Hard to get access to
Familiar, intuitive tools
Role based BI
BI is part of the application
Our approach to Business Intelligence
Barriers Enablers
PUBLIC SECTOR
MANUFACTURING
Role centers for Public Sector & Commercial
Operations manager
Purchasing manager
Purchasing agent
Environmental mgr.
Production manager
Shop supervisor
Warehouse manager
Shipping & receiving
Warehouse worker
Customer service operations manager
EXECUTIVE FINANCE SALES & MARKETING
RETAIL SERVICES SECTOR
CEO
HUMAN RESOURCES
HR manager
Staffing and recruiting manager
Training and development mgr.
CFO
Accountant
Accounting manager
Accounts payables coordinator
Accounts receivables administrator
Budget Manager
Controller
Credit and collections manager
Treasurer
Sales and marketing executive
Account manager
Dedicated sales representative
Marketing manager
Marketing staffer
Order processor
Sales manager
Super sales representative
Customer service representative
IT manager
Merchandising mgr.
Operations mgr.
Store inventory clerk
Store manager
Accountant
Practice manager
Project manager
Project member
TEMPLATES
Role center template
Customer self service
Employee self service
Vendor self service
Microsoft Dynamics AX 2012
Microsoft Dynamics AX 2012 R2
Accounting manager
Accounts receivables administrator
Finance director
20 Pre-defined SSAS cubes
Microsoft Dynamics AX 2012 +R2 +R3 +Demand planner
Accounts payable
Accounts receivable
Env. sustainabili
ty
Expense mgt.
Generalledger
Production
PurchaseSales and marketing
Sales
Projectaccountin
g
Workflow
Budget control
Budget plan
Inventoryvalue
Retail
Human Resources
Payroll
TAM
Demand forecast
Forecast accuracy
SQL Server SharePoint Server
Dynamics AX2012 BI solution architecture
AX 2012
SSAS Server
OLAP Cubes
Operational Reports
Business Overview web part
Users
SQL Server SharePoint Server
Dynamics AX2012 BI solution architecture
AX 2012
SSAS Server
OLAP Cubes
Operational Reports
Business Overview web part
Users
Self service for Power users
Extend using Microsoft frameworks and tools
Configure and Update using AX tools
Strategies for extending
Demo
Pre-built solution and approaches to configure and update
Microsoft Dynamics AX 2012 R3 BI capabilities and tools
REPORTING
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)
ANALYSIS
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
QUERY
PRE DEFINED QUERY• Operational queries• Lists of operational/financial data• Print lists of operational/financial
data
• Cues• List pages• Auto report
Microsoft Excel add-in for Microsoft Dynamics AX 2012
AD-HOC QUERY• Query operational/financial data
CATEGORY CAPABILITY TOOL or OPTION
Visualize data in forms
Financial Statements
High volume printing
Reporting options
Self service reporting
Microsoft Dynamics AX 2012 R2chart controls
SSRS Operational Reporting
Management Reporter
Microsoft Excel with Power BI
In-built insights for connected heavy users
Insights to go for AX mobile users
Insights for casual connected users
Business Intelligence deployment options
Role Centersin Windows client
Role Centers in web client
Dynamics Business Analyzer
Insights to go for Power BI users
Power BI Mobile app
BI system requirements
SQL Server 2012
Enterprise edition
Enterprise edition
SQL Server 2012
BI edition
Enterprise edition
SQL Server 2012
Enterprise edition
Standard edition
SQL Server 2012
Standard edition
Data mash-up with Excel PowerPivot PerformancePoint Services in Microsoft SharePoint Server
SharePoint® Server
SQL Server 2008 R2
Standard edition
Standard edition
Ad-hoc analysis with Power View
Process cubes on a replicated DB
Role Center/Business overview web part Microsoft Dynamics AX 2012 R2 chart controls SSRS reports
SharePoint Server
Standard edition
SharePoint Server
SharePoint Server
SharePoint Server
Powerful self-service capabilities enabled with Power BI
SQL Server SharePoint Server
Dynamics AX2012 BI solution architecture
AX 2012
SSAS Server
OLAP Cubes
Operational Reports
Business Overview web part
Users
Self service
Extend using Microsoft frameworks and tools
Configure and Update using AX tools
Approaches to integrate external dataSelf-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
Microsoft Power BI for Office 365Self-service BI with the familiarity of Office and the power of the cloud
Collaborate in Office 3651 in 4 enterprise customers on Office 365
Insights in Excel1 Billion Office Users
Analyze Visualize Share Find
Q&A
MobileDiscover
Scalable | Manageable | Trusted
Microsoft Power BI for Office 365Collaborate in Office 365
Insights in Excel
Analyze
Visualize
Share
Find
Q&A
Mobile
Discover Search, access, and transform public and internal data sources with Power Query
Share data views and workbooks refreshable from on-premises and cloud based data sources, with Power BI Sites
Easy data modeling and lightning fast in-memory analytics with Power Pivot
Bold new interactive data visualizations with Power View and Power Map
Ask questions and get immediate answers with natural language query
Mobile access through HTML5 and touch optimized apps for Windows 8, RT and iOS tablets
Scalable | Manageable | Trusted
Dynamics AX 2012 R3+ Power BI for Office 365
Insights in Excel
Analyze
Visualize
Discover
Search, access, and transform public and internal data sources with Power Query
Easy data modeling and lightning fast in-memory analytics with Power Pivot
Bold new interactive data visualizations with Power View and Power Map
Collaborate in Office 365Share
Find
Q&A
Mobile
Share data views and workbooks refreshable from on-premises and cloud based data sources, with Power BI Sites
Ask questions and get immediate answers with natural language query
Mobile access through HTML5 and touch optimized apps for Windows 8, RT and iOS tablets
Scalable | Manageable | Trusted
Dynamics Data
Export
Author
Feeds Securely expose Business data feeds to end users with OData
Refreshable Export of Data in Forms and Reports to Excel
Dynamics AX add-ins for Office enables authoring reports and documents in Excel
Embed in Dynamics
Context
Launch
Visible Save frequently used analysis into Role center - home page in Dynamics ClientSeamlessly pass user’s business context into embedded reports and see relevant dataLaunch Power View from a Dynamics list page to visualize trends behind data
Demo
Using Power BI capabilities …
Windows On-prem
Windows Azure
Power BI integration architecture of Dynamics AX2012 R3
Dynamics AX2012 R3 (on-prem.)
Power Pivot
Power Query
Power view Office 365 + Power BI
Data Catalo
g
DMG
Power Q&A
Power view
Excel
BI Sites
Provision
Discover
OData feeds(AuthN via Windows integrated Auth)
Pin
Save
PowerBI app for Mobile devices
Dynamics AX clientExcel
Scheduled refresh
Pin
Other improvements in R3
Other improvements in R3 Maintain customized Analysis projects in AOTImport partition specific customized projects into AOTDeploy will apply the correct partition
Label improvements Label changes preserved thru update scenarioFriendlier labels for Financial Dimensions
Power view integration improvementsSeveral fixes to improve stability and performance
Available Resources
Demoware & LearningwareDemo environmentsBI components incl. cubes and Power view are installed and configured in Demo environmentsBI demo script that showcases Power view and Role centers (updated)Power BI integration demo script (same demo previewed in BRK)
White paper“BI tools and options in Microsoft Dynamics AX2012 R2” provides an overview of concepts and tools
MSDN – coming soon…Power view integration step by step guides incl. pointers to configurationPower BI integration topicsUpdated reference guides on new cubes and KPIs
Related sessionsBRK433 Business Intelligence techniques for understanding project data …E2E demos that showcases using Power BI with Dynamics AX2012 R3
BRK429 Create compelling designs – advanced reporting solutions …Building advanced Operational reporting solutions with Visual Studio tools for Dynamics AX2012 R3
Ask the experts sessionMeet R&D team members from BI, Mgt. Reporter and Excel add-in teams
THANK YOU for attending! Your feedback is extremely important, please complete an evaluation using one of the following options:
• On the fly from the mobile event app• Communications Kiosks located in the Evergreen Foyer, Grand
Ballroom Foyer and Regency Foyer
• Via the Dynamics AX Technical Conference website: www.microsoft.com/dynamics/axtechconference
DisclaimerThis presentation contains Microsoft Confidential Information. Microsoft may use any suggestions, comments, or other feedback that you provide for any purpose without obligation. This presentation is provided for informational and training purposes only. It represents Microsoft’s view as of the presentation date. Microsoft cannot guarantee the accuracy of any information after the presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted as a commitment on Microsoft’s part. This presentation is provided “as-is”.
Microsoft Dynamics AX 2012 R3 is pre-release software under development. All dates, features, and descriptions specified are preliminary, are based on current expectations, and are subject to change at any time without notice.
Sample code included in this presentation is made available AS IS. THE ENTIRE RISK OF THE USE OR THE RESULTS FROM THE USE OF ANY SAMPLE CODE REMAINS WITH THE USER.
MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION. NO LICENSE (EXPRESS OR IMPLIED, BY ESTOPPEL OR OTHERWISE) TO ANY INTELLECTUAL PROPERTY RIGHTS IS GRANTED BY THIS PRESENTATION.
© 2014 Microsoft Corporation. All rights reserved.
© 2013 Microsoft Corporation. All rights reserved. Microsoft, Windows and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries.The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.