power bi in dynamics 365 for finance and operations · dynamics ax/nav and dynamics 365. he has...
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Power Bi In Dynamics 365 For Finance And Operations
About the SpeakerScott FrappierPre-sales Architect
Scott Frappier is a Pre-sales Architect at Stoneridge Software with experience in Dynamics AX/NAV and Dynamics 365. He has over 18 years of experience with Dynamics, serving as a developer, project manager and vice president at SymbiantTechnologies, Inc. He also founded his own Dynamics NAV/BC company, Helios. Scott is well known for his technical depth and ability and has worked on many high-profile implementations across the country.
Email: [email protected]
More about Scott:https://stoneridgesoftware.com/team/scott-frappier/
Session Learning Objectives
• Use and extend the out of the box analytics in D365 FinOps
• Customize PowerBI integration in D365FinOps
• Understand scenarios and possibilities with Entity store and BYOD
• Prepare for what’s coming in the Fall and beyond
• Future: Understand how D365FinOps will leverage Azure Data Lake
At the end of this session, you will be better able to…
Analytics & Reporting in Dynamics 365 FinOps
Customer Journey From Reports to Intelligence
Financial Reporting and CFO OverviewCFO and Manager overview Exploring exceptions with Financial statements
Financial overview at a glance
Details from Ledger as well as source documents/ sub ledgers
Updated real-time, within minutes of transactions
Easily personalize to your needs – share with peers or within the Organization
Financial analysis starting from familiar statements
Real-time reports, produced using Entity store and embedded Power BI
Identify trends, relationships, and anomalies expressed thru data visualizations
Monitor and navigate at a high-level, then take action on the details
Save hundreds of hours of analyzing massive amounts of data
Staying on Top of Work with WorkspacesInquiries and alerts Data exploration & strategic decisions
Manage your daily tasks and track things requiring attention
Quickly navigate to actions, drill through to details
80+ ready-made workspaces that cover most Business processes
Easily personalize to your needs – share with peers or within the Organization
Create inquiries, Tiles, Alerts and links to commonly used actions
Provide real-time insights into business processes
User friendly views with data summarized in charts, KPIs, and specialized visuals
Identify trends, relationships, and anomalies expressed thru data visualizations
Monitor and navigate at a high-level, then take action on the details
Save hundreds of hours of analyzing massive amounts of data
Use & Extend out of the box AnalyticsLeverage out of the box Analytics first• Power user(s) or Business Analysts to extend reports with Web edit• Modifying gestures, adding new data requires developer help
More reports from Microsoft and your partner(s) coming soon• Cost Management in 8.0, Expense Analytics in 8.1• Let us know what areas to prioritize in the ideas site.• Ask your ISV/partner about Analytics
Ready made reports can be extended, new Reports can be built (next…)
Web Edit for Analytical WorkspacesAvailable in Platform update 20• Previews in App fall-18 update (ver. 8.1)
• Can be enabled with 8.0, 7.3, 7.2
Who can edit?
• Access to Analytical workspaces controlled via Dyn365F&O security
• “Web edit” is controlled using a security role – choose who can edit reports in your organization
• Changes made apply to all users
Upgrading to new versions • Your edits are saved
Application version How to enableApp 10.1 (Apr-19) PreviewApp 10.0 (Apr-19) PreviewApp 8.1 (Oct-18) PreviewApp 8.0 (Apr-18) KB4463018, KB4458180
App 7.3 KB4458178, KB4463017
App 7.2 KB4458179, KB4463015
Entity Store and/or Data warehouse with BYOD?
Analytical workspaces built-on Entity store Data warehouse with Bring your own DB (BYOD)
Reporting on Data from Dyn365FO Mash-up Dyn365FO data with other data sources
Use as stand-alone reports/ dashboards – can also be “pinned” into Dyn365 F&O
Deeply embedded into Dyn365FO including security, contextual actions and drill thru to forms
Operational Analytics with embedded Power BI Data warehouse with PowerBI.com or other BI tools
Entity store
An extensible data store for advanced analytics on operational data - included with Dynamics 365 for Finance & Operations
Auto provisioned with Dyn365FO – no need for separate VMs/DBs
Contains Aggregate measurements: star schemas modeled using Dyn365FO metadata with detailed data
Accessible only via Power BI (embedded in Dyn365FO or PowerBI.com)
Data for Analytical workspaces - Reports embedded into Dyn365FO workspaces including Security, contextual drill downs
Entity store refresh schedule managed by IT Admin
Preview on invitation with PU18 – System managed Real-time data sync
Export data to your own Data warehouse (BYOD)
Build your own data warehouse or extract data to integrate with your existing Data warehouse
Bring your own SQL Azure DB – export data into your Data warehouse
Near real-time data sync from Dyn365FO
Extract data using over 1700+ Entities
Enables integration with ISV tools or a BI tool of your choice
Integrate with external data for mash-ups
Building New Reports with Entity Store
• Entity store is the recommended approach to build high volume Analytics in Dyn365F&O• Aggregate measurements contain de-normalized, detailed transactional data• Analytics built with Entity store can use the embedded PowerBI as well as integrated security and drill
thrus• Use and extend ready-made Aggregate measurements or create your own
• Use BYOD to extract data to your own Data warehouse• Both approaches are complementary
Real-Time Entity Store Previews in Platform update 20• Private Previews ongoing
• Looking for early adopters, we are inviting high volume customers first
• Eventually all customers will get this
Entity store refresh managed by Microsoft• Admin does not have to manage refresh• Admin does get a knob – to influence
• Models updated full or incrementally, depends on how it was built
How can you get ready
• Enable BP warnings when building or extending aggregate measurements
PowerBI.com Integration Improvements• Simplified PowerBI.com integration experience for Admins• Pin PowerBI tiles, Reports • New in PU20 - Pin PowerBI dashboards
Use Entity Store and/or Data Warehouse with BYOD?
Analytical workspaces built-on Entity store Data warehouse with Bring your own DB (BYOD)
Reporting on Data from Dyn365FO Mash-up Dyn365FO data with other data sources
Use as stand-alone reports/ dashboards – can also be “pinned” into Dyn365 F&O
Deeply embedded into Dyn365FO including security, contextual actions and drill thru to forms
Operational Analytics with embedded Power BI Data warehouse with PowerBI.com or other BI tools
Feedback From the Field…Usage of Operational analytics with Entity store is growing
1. Significant report renders/week (incoming large customers)
2. Increased reporting content with each release 3. Fall-18: Real-time update of Entity store4. Fall-18: Web edit – modify reports without involving
developers
Customers also use BYOD to extract data for reporting
5. Some of the largest tables exported daily6. Admin overhead to schedule and monitor ETL
pipelines that transport data into DBs7. Mostly reporting – often combine with legacy data
and (re)build same reports8. Large exports impact system performance -
Escalations from some large customers 2
July-2017 (7.2) Dec-2017 (7.3) Apr-2018 (8.0)Actual vs budgetCash overviewCompensation and benefitsCredit and collections managementEmployee competencies and developmentFinancial performanceFixed asset managementOrganizational trainingProduction performancePurchase spend analysisRecruitingSales and profitability performanceVendor paymentsWorkforce metrics
Practice managerCFO Overview
Warehouse performanceCost accounting analysis
Applications Self Service Customizations
Dynamics 365 for Finance & Operations Data
Extending Entity Store with PowerBI Dataflows
Applications
Data
App Workspace
Azure Data Lake Gen2 with Common Data Model
Cloud Analytics and AI
HDInsight, Machine Learning and ,more
Dyn365 F&O Data in Power BI Dataflows and ADLS Gen2• Mash-up of Entity store data will be enabled with ADLS Gen2 • Private Previews in fall – more announcements to timelines to follow • Leverage Entity store, reduce major BYOD investments if you can
Session Takeaways• Use ready-made Analytics as a starting point – extend as you go• Roadmap of investments from Microsoft, ISVs and partners• Key limitations with Entity store are going away with Fall release and
beyond• Web edit enables Power users to make report changes• Real-time update enables Operational reporting
• Limit BYOD investments if you can use Entity store
• Plan to “expose” Entity store via Power BI Dataflows in the future –enables Data mash-up scenario without using BYOD