Implementing a Business Intelligence solution with Microsoft Dynamics AX2012 R2Milinda VitharanaSnr. Program ManagerMicrosoft Corporation

BRK307

Disclaimer© 2012 Microsoft Corporation. All rights reserved. Microsoft, Windows, Windows Vista and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries. Other names and brands may be claimed as the property of others.

Microsoft Dynamics AX 2012 R2 is a pre-release product under development. 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. Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. All product release dates and features specified are preliminary based on current expectations, and are subject to change without notice. Microsoft may make changes to specifications and product descriptions at any time, without notice.

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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. Microsoft products are not intended for use in medical, life saving, or life sustaining applications.

Session Focus

Why BI solutions are challenging & complex

Comprehensive BI solution in Dynamics AX2012 R2

Implement pre-built solution to complete AX2012 experience

Configure, customize & extend using Microsoft BI tools

Challenges

Insights on processes and teams

Improve productivity

Monitor corporate initiatives

Meet my customer needs

BI Throughout The ApplicationRole centers are “BI powered dashboards“

45 Home page

Powerful self-service capabilities and tools

Customizable

Built on Microsoft BI stack

33AX 2012

Out of the box in AX2012 R2

Key BI enhancements in AX2012 R2

Ad-hoc analysis on Role centers and List pages with SQL Power

view

Model & visualize data in

Role centersWith High speed

chart controls

Improved E2E support for KPIs

and measurementsin Role centers

OData provider improvements

that enable powerful data

mash-up scenarios

PowerShell based cube deployment

Support for SSRS

in SharePoint integrated mode

15 (4 new) cubes

& 45 Role centers (12 new)

with refreshed content

Data partitioning support for

Cubes & Reporting

High level architecture

Data layer

Integration layer

Presentation layer

Application Object server (AOS)

Query Service

Metadata service

OData service

Dynamics AX2012 R2 cubes

Dynamics AX2012 OLTP database

AX2012 EP clientAX2012 windows

client

Role Center Role Center

XMLA/MDXServices

External clients

Integration layer

High level architecture – integration layer

Application Object server (AOS)

Query Service

Metadata service

OData service

Dynamics AX2012 R2 cubes

XMLA/MDXServices

New New enhanced

enhanced

New cubes in Retail, inventory & budgeting

Presentation layer

High level architecture – presentation layer

Tools and Capabilities

SSRS

Production & analytical

reports

ASP.Net

Embedded Chart controls

Mgt. Reporter

Financial statement

s

SQL RB3

Ad-hoc reports

PowerPivot

Data mash-ups

SQL Power view

Data analysis

AX client

Cues & List pages

AX2012 EP & Windows client

Role Center

AX User control web part

AX Report viewer web

part

Business Overview web part

AX Power view web

part

New Enhanced

New enhanced New

EXECUTIVEMANUFACTURING

HR

FINANCE SALES & MKT RETAIL PUBLIC SECTOR

SERVICES SECTOR

TEMPLATES

AX2012

45 pre-built Role centers suited to most roles in an Organization

+R2

AX2012 R2 ships with 15 Cubes

General Ledger

Accounts Receivable

s

Accounts payable

Sales Production Purchases

Expense mgt.

Env. sustainabili

tyCRM

Project Accounting

Workflow analysis

Budget Control

Budget planning

Inventory valuation

Retail

AX2012 + R2

DEMO

Components of the BI solution

Taxonomy of AX 2012 R2 BI Capabilities & ToolsCATEGORY CAPABILITY TOOL or OPTION

QUERY

PRE DEFINED QUERY• Operational queries• Lists of operational/financial data• Print lists of operational /financial

data

• Cues• List pages• Auto Report

AD HOC QUERY• Analyze operational/financial data Microsoft Excel add-in for Microsoft Dynamics AX 2012

REPORTING

Ad hoc Reporting Microsoft® SQL Server® Report Builder v3 with Cubes

Statutory & Financial Reports Microsoft Dynamics Management Reporter

Charting and Info-graphics AX2012 R2 ASP.net chart controls

Production Reports Microsoft SQL Server Reporting Services (SSRS) Reports

ANALYSIS

Key Performance IndicatorsScorecards

Role Center/Business Overview web part(for advanced capabilities: PerformancePoint Services in Microsoft SharePoint Server 2010)

Ad hoc summarization and exploration SQL server Power viewMicrosoft Excel with Cubes and Dynamics AX add-in

ANALYTICAL APPLICATIONS

Financials Consolidation Microsoft Dynamics Management Reporter

CATEGORY CAPABILITY TOOL or OPTION

Which option should I use ?

VISUALIZE PRINT ANALYZE

SQL Power viewSSRS ReportsAX6.2 Chart

Controls

Session Focus

Why BI solutions are challenging & complex

Comprehensive BI solution in Dynamics AX2012 R2

Implement pre-built solution to complete AX2012 experience

Configure, customize & extend using Microsoft BI tools

Easy To Implement and ConfigureWizard-driven user interface (UI)

Analysis project wizard

Prebuilt cubes

customize

Add new cubes

Apply Microsoft Dynamics AX license & configuration

Initial deployment

DEMO

Implementing and configuring pre-built solution

Session Focus

Why BI solutions are challenging & complex

Comprehensive BI solution in Dynamics AX2012 R2

Implement pre-built solution to complete AX2012 experience

Configure, customize & extend using Microsoft BI tools

DEMO

Extending the pre-built solution

Top tips from this session

BI requirements are varied and solution are complexAX2012 R2 ships with a comprehensive BI solutionImplement BI solution to complete AX2012 experience

Configure and customize the pre-built solution

Leverage Microsoft BI stack and extend the OOB solution

Related Sessions <BRK308> Developing cool new Visualizations and powerful reports … <BRK309> Administration and Management of BI solution <BRK317> Extending the reach of AX2012 R2 with MS Office inter-

operability <BRK327> Financial Reporting with Dynamics AX and Management

Reporter <CHK306> BI in AX2012 R2 Q&A

Thur 1PM, @404/405

Wed 4PM, @404/405

Thur 4PM, @theatre

© 2012 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.