dynax2009 - business intelligence tools

8/10/2019 DYNAX2009 - Business Intelligence Tools

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Demo Script: DYNAX2009 - Business Intelligence Tools_1

Created 6/15/2010

Introduction Click Instructions Presenter Script

1. Visibility into business information is

critically important to achieving business

goals. Insight into the key drivers thatimpact your business provides the

foundation for informed decisions and

overall business success. But all too

often, the right people do not have

access to the information they need

when they need it and in a format that

makes sense to them.

Traditionally, IT staff has been needed to

write reports and extract data asrequested by the business team to help

support decision making. Microsoft

Dynamics AX 2009 provides out-of-the-

box OLAP cubes and reports that are

located in customized employee role

centers to enable users to extract data as

needed.

This demonstration will communicate the

value of reports development provided

by Microsoft Dynamics AX 2009

integration with Microsoft SQL Server.

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Data Access Click Instructions Presenter Script

1. Click CRM. Kevin has a sales meeting with his team

in a few minutes. He wants to discuss the

close rate of medium term leads.

Kevin wants to take some data with him

to the meeting to use in his discussion

points.

2. Click on the Opportunities link. From here, he can select the range of

CRM information. In this case, he wants

the Opportunities.

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3. Switch to the General tab. Kevin and any user in the system can

export list data easily to Excel.

4.

Click on the Export to Excel button.

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5. Switch to the Insert tab. Kevin can now put this data into a

Microsoft Excel PivotTable® to analyze it.

6.

Click on the PivotTable button.

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7. Click OK.

8.

Place a check next to the Name field. Kevin can now drag the fields from the

pick list down to the pivot table boxes.

In this instance, he just wants a count of

the customers through the prognosis

phases.

He wants to see a breakdown of the

status of each of the opportunities

through the prognosis phases.

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9. Place a check next to the Prognosis

field.

10.

Place a check next to the Status field.

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11. Expand the Name drop-down menu.

12.

Select Move to Values.

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13. Expand the Prognosis drop-down

menu.

14.

Select Move to Column Labels.

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15. Click on the PivotChart button. Now, Kevin can present this data quickly

with the use of Microsoft Excel.

He can use the Microsoft Excel

PivotChart® functionality.

16.

Select the Bar option. Now, Kevin has a range of chart options.

In this case, he is going to present the

data in a simple bar chart.

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17. Click OK.

18.

Click on the chart. Now that Kevin has the data in a more

presentable format, he can start to see

the trend that he wants to discuss at his

meeting.

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19. Select Copy. To be able to discuss this data at the

meeting. Kevin can easily take it to

Microsoft PowerPoint®.

20.

Click the Start button.

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21. Select Microsoft Office PowerPoint

2007.

22.

Click on the blank slide.

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23. Select Paste.

24.

Click on the Full-Screen button. You can now see the trend that Kevin

wants to talk about with his team.

It looks like they are doing well engaging

and closing opportunities early. But if

they leave the opportunities for too long,

those opportunities are being lost.

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25. Click anywhere. So you can see with this small demo that

Microsoft Dynamics AX has the tools to

help you extract the data from the

business application. Simple tools like

this facilitate the ability for users to workquickly to collaborate with colleagues.

This enhances business agility, making it

possible for sales staff and others to

respond to changing market conditions

and to make informed business

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Data Connections Click Instructions Presenter Script

1. Switch to the Data tab. Contoso is getting close to the end of the

financial period.

Kevin wants to analyze some of the

transactional data in the business

application so that he can plan for the

next financial year.

He also wants to investigate the retails

sales to see whether he can run some

promotional activities in the future.

His sales team has been selling DVRs, butthey want to see whether they can upsell

more of these to people who already

have DVD players.

2. Click on the From Other Sources

button.

Kevin can quickly and securely access the

OLAP cubes from Microsoft Excel.

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3. Select From Data Connection Wizard.

4.

Select Microsoft SQL Server Analysis

Services.

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5. Click Next.

6.

Click in the Server Name textbox. Kevin has secure access to the businessdata through single sign-on, which is

provided through Windows

Authentication.

This means that Kevin doesn’t have to

deal with passwords in order to access

the OLAP cubes.

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7. Click Next.

8.

Select Sales Cube.

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9. Click Finish.

10.

Click OK.

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Measures Click Instructions Presenter Script

1. Place a check next to the Amount

field.

Kevin can select from a range of

Measures. In this example, he wants to

look at sales against costs.

2. Place a check next to the COGS field.

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3. Scroll down the pane.

4.

Place a check next to theCustomers.customer groups field.

Kevin is interested only in Retail, so headds a filter on the Customer group.

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5. Expand the Row Labels drop-down

menu.

6.

Uncheck Select All.

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7. Place a check next to Retail

Customers.

8.

Click OK.

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9. Expand the Retail Customers node. Kevin can now see a breakdown of sales

amounts and COGs by Retail Customers

locations.

10.

Expand the Row Labels drop-downmenu.

Kevin is interested in only the Seattlestore, so he can adjust the filter to show

only that store.

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11. Expand the Retail Customers node.

12.

Uncheck Retail Customers.

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13. Place a check next to Contoso Retail

Seattle.

14.

Click OK.

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15. Scroll down in the fields pane. Kevin now wants to see the categories of

products that they are selling from the

store. He can add the item groups.

16.

Place a check next to Item groups.

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Insert Chart Click Instructions Presenter Script

1. Switch to the Insert tab. Kevin wants to put this data in a Chart. By

using Microsoft Excel, he can easily add

this.

2. Click on the Column button.

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3. Select the far-right Cone option.

4.

Expand the Chart Styles in theribbon.

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5. Select the bottom option from the

second column.

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Time Series Click Instructions Presenter Script

1. Scroll down the fields pane. Kevin can now see the sales data visually.

He can also continue his analysis.

2. Place a check next to the Time.Year

field.

Kevin wants to look at the data as a

comparative over a number of years.

He can select the Time dimension from

the list and add that item to the analysis.

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3. Click on the chart. You can see here that the Chart will

change as the data in the filters changes.

4.

Click anywhere.

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MapPoint Click Instructions Presenter Script

1. Open the Data menu. Kevin wants to talk with his team about a

marketing campaign to increase sales, so

he is interested in demographic data.

Demographic data is provided by

Microsoft MapPoint®.

2. Select Data Mapping Wizard. Kevin can apply the data by using the

Data Mapping Wizard.

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3. Click Next.

4.

Click Next. With this, Kevin can select the type ofembedded data he wants. Microsoft

MapPoint has the US census and

demographic data built in.

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5. Scroll down in the data field list. There are a range of data points that

Kevin can choose from. Because Contoso

is an electronics manufacturing,

distribution, and retail company, Kevin is

interested in the data on electronicsgoods.

In this example, he can select Household

with a DVD (2003).

6.

Select Households With DVD (2003).

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7. Select Country from the region pane.

8.

Click Next.

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9. Expand the Range type drop-down

menu.

Kevin can choose the formatting options

for how this will data will appear on the

map.

10.

Select Equal data points.

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11. Click the up arrow for No. of Ranges.

12.

Click the up arrow for No. of Ranges.

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13. Expand the color drop-down menu.

14.

Select the fifth item on the bottomrow.

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15. Click Finish.

16.

Open the File menu. Kevin can now browse the map and seethe blue areas—the areas that his sales

team would be interested in viewing.

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17. Select Save As.

18.

Click Save.

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Adding a Map Click Instructions Presenter Script

1. Switch to Microsoft PowerPoint in

the taskbar.

Kevin wants to add this map to his

presentation.

2. Click on the slide thumbnail in the

Slides pane.

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3. Select New Slide.

4.

Switch to the Insert tab. By using the Insert feature, he can addthe map with the demographic data that

we built earlier.

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5. Click on the Object button.

6.

Select the Create from File radiobutton.

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7. Click the Browse button.

8.

Select the Households With DVD file.

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9. Click Open.

10.

Click OK.

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Sharing in Excel Click Instructions Presenter Script

1. Switch to the Microsoft Excel

window in the taskbar.

So now Kevin is set for his discussion at

the meeting.

2. Click the Office button in the top left

corner.

Kevin wants to share the presentation

that he has made.

He can do this by using the sharing and

collaboration features that are enabled

with Microsoft SharePoint Services.

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3. Select Save As.

4.

Click Save.

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5. Click the Office button in the top left

corner.

By working directly from Microsoft Excel,

Kevin can create a workspace to share his

spreadsheet.

6.

Select Publish.

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7. Select Create Document Workspace.

8.

Click in the Location for NewWorkspace textbox.

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9. Click the Create button.

10.

Click the Open Site in Browser link. Now that the space is created, Kevin canopen it in a Web browser.

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11. Click anywhere. He can also send the link to the rest of his

team to collaborate.

From here, the sales team can store

additional documents and presentations,

if they want to turn their analysis into a

project after the meeting.

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Ad-Hoc Reports Click Instructions Presenter Script

1. Click on the Microsoft Dynamics AX

button.

In this demonstration, we will walk

through an example of how Kevin, the

sales manager, can develop an ad hoc

transactional report. This shows the

process of developing a report that Kevin

may need to distribute to his team on a

regular basis. In this demonstration, we

will use the Report Builder provided with

Microsoft SQL Server Analysis Services to

develop a quotations list.

2. Select Tools. Kevin can start the Report Builder from

the Microsoft Dynamics AX 2009 client.

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3. Select Business Intelligence (BI)

tools.

4.

Select Report Builder.

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5. Click OK. Selecting the report data provides a

selected list of tables to the report.

6.

Click on Quotations in the Entitiespane.

Kevin can now start to develop thereport. It is a simple report— just a simple

listing of quotations that Kevin wants his

team to run, so that they can review and

then follow up on the quotations.

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7. Select Name in the Fields pane. Kevin can just drag the required fields to

create the report.

8.

Select Quotation in the Fields pane.

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9. Select Expiry Date in the Fields pane.

10.

Click in the "Click to add title" box. Kevin can add a title. In this example, thetitle is Quotations List.

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Run Report Click Instructions Presenter Script

1. Click the Run Report button. Kevin can run the report to see the

output.

2. Click on the header for the Expiry

Date column.

If necessary, you can change the sorting

and filtering options. This gives you some

flexibility when running the report; you

can analyze the data before printing it

out.

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Export Report Click Instructions Presenter Script

1. Click on the Export Report button. Kevin also has a range of options to work

with the data from the report.

For example, if necessary, he can export

to Excel to do additional work with the

data.

2. Select Excel.

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Demo Script: DYNAX2009 Business Intelligence Tools_1

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3. Click Save.

4.

Click on the Report Builderapplication in the taskbar. Kevin can then open the report in Excel,and, if necessary, work with the data.

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Save Report Click Instructions Presenter Script

1. Click on the Save button. Now, once Kevin is happy with the

report, he might want to share the report

with his team.

2. Click Save.

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3. Click anywhere. You have seen from this demonstration

that business users have the tools to

produce ad hoc transaction reports by

using the Report Builder. This makes it

possible to develop reports that will be

run on a periodic basis to measure and

monitor progress towards business goals.

With the perspectives published from

Microsoft Dynamics AX, business users

have access to the tables from the

business application needed for analysis

and reports. This saves users’ time,

saving them the trouble of navigating

through thousands of tables to locate the

required files.

The Report Builder provides a simple

drag-and-drop interface with the ability

to export reports in different formats,

including Microsoft Excel.

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Sharing Reports Click Instructions Presenter Script

1. Click on the Site Actions button. In this demonstration, we will look at

how Kevin can view and share the report

that he developed. We will have a look at

how Kevin can add the report to his Role

Center, and we will also see how Kevin’s

team can subscribe to reports to have

them delivered via e-mail.

2. Select Edit Page. In this first demonstration, we’ll look at

how Kevin can publish his report to the

role center.

He can personalize the Role page, as

needed, by adding and removing Web

parts.

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3. Scroll down the page.

4.

Click on the Add a web part link forthe Footer region. Kevin can add Web parts from the list.

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5. Scroll down in the Add Web Parts

dialog box.

In this example, we are going to pick the

Report Viewer Web part.

6.

Place a check next to the ReportViewer item.

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7. Click Add.

8.

Click on the Edit link.

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9. Select Modify Shared Web Part.

10.

Click in theReport Manager URL

textbox. Now, I just need to specify the server andthe name of the report.

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11. Click in the Report Path textbox.

12. Scroll down in the Report Viewer

pane.

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13. Click OK.

14. Click the Exit Edit Mode link. I can finish the edit page process.

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Subscribing Click Instructions Presenter Script

1. Click in the Internet Explorer address

bar.

And you can see that the report is now

displayed in the Role Center.

This is a simple report, but it shows what

can be done with the tools. Any report

that is developed with the Report

Builder, as we did earlier, or with the

report development tools, can be

displayed in the Role Center for quick

access by employees.

2. Click the Go button. Now, in this demonstration, we are going

to look at how others can use the report

that Kevin developed.

For example, Kevin’s team members can

subscribe to the report.

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3. Click the Dynamics link.


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5. Click on the Quotations List link. You can see that this is the report that

we created earlier.

6. Click on the New Subscription

button.

If I run the report, I get an option to

subscribe to the report. This will let me

specify some options about how I want

the report to run when I’m not around.

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7. Click in the To: textbox field. Kevin can enter his e-mail address or any

of his team’s e-mail addresses that he

wants the report to be sent to.

Also, anyone on Kevin’s team, or in the

company, can run the report, if they havethe required permissions.

8. Expand the Render Format drop-

down menu.

Kevin can choose the report format—in

this example, Excel.

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9. Select Excel.

10. Click on the Start Schedule button. Now, the powerful feature about

subscribing to a report is that you can

specify the schedule.

This lets users specify which days, and

which times of the day, that the report

should be delivered to them.

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11. Select the Once radio button.

12. Click OK.

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14. Click OK.

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Outlook Click Instructions Presenter Script

1. Click the Windows Start button. So Kevin can now log on to his e-mail

account and have a look at the report

that has been sent to him.

2. Select Microsoft Office Outlook

2007.

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3. Click on the Quotation List.xls item. You can see now that Kevin can open the

report directly from his e-mail, which

saves him the time of having to run it.

This is great for weekly/monthly sales

reports, or other regular reports needed

by a group of people in the organization.

4. End of demo. In this demonstration, you have seen the

ability for users to subscribe to a report.

This makes it possible for them to choose

to have a report run on a scheduled

basis. It also lets them have a report

delivered directly via e-mail, which saves

them time, instead of having to manually

run the report on a regular basis.

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Conclusion Click Instructions Presenter Script

1. For more information, contact your

Microsoft representative.

2.

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