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8/10/2019 DYNAX2009 - Business Intelligence Tools
http://slidepdf.com/reader/full/dynax2009-business-intelligence-tools 1/80
Demo Script: DYNAX2009 - Business Intelligence Tools_1
Created 6/15/2010 Page 1
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.
Click Here
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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.
Click Here
Click Here
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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.
Click Here
Click Here
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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.
Click Here
Click Here
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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.
Click Here
Click Here
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9. Place a check next to the Prognosis
field.
10.
Place a check next to the Status field.
Click Here
Click Here
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11. Expand the Name drop-down menu.
12.
Select Move to Values.
Click Here
Click Here
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13. Expand the Prognosis drop-down
menu.
14.
Select Move to Column Labels.
Click Here
Click Here
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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.
Click Here
Click Here
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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.
Click Here
Click Here
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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.
Click Here
Click Here
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21. Select Microsoft Office PowerPoint
2007.
22.
Click on the blank slide.
Click Here
Click Here
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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.
Click Here
Click Here
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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
decisions.Click Here
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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.
Click Here
Click Here
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3. Select From Data Connection Wizard.
4.
Select Microsoft SQL Server Analysis
Services.
Click Here
Click Here
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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.
Click Here
Click Here
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7. Click Next.
8.
Select Sales Cube.
Click Here
Click Here
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9. Click Finish.
10.
Click OK.
Click Here
Click Here
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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.
Click Here
Click Here
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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.
Click Here
Click Here
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5. Expand the Row Labels drop-down
menu.
6.
Uncheck Select All.
Click Here
Click Here
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7. Place a check next to Retail
Customers.
8.
Click OK.
Click Here
Click Here
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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.
Click Here
Click Here
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11. Expand the Retail Customers node.
12.
Uncheck Retail Customers.
Click Here
Click Here
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13. Place a check next to Contoso Retail
Seattle.
14.
Click OK.
Click Here
Click Here
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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.
Click Here
Click Here
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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.
Click Here
Click Here
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3. Select the far-right Cone option.
4.
Expand the Chart Styles in theribbon.
Click Here
Click Here
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5. Select the bottom option from the
second column.
Click Here
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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.
Click Here
Click Here
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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.
Click Here
Click Here
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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.
Click Here
Click Here
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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.
Click Here
Click Here
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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).
Click Here
Click Here
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7. Select Country from the region pane.
8.
Click Next.
Click Here
Click Here
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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.
Click Here
Click Here
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11. Click the up arrow for No. of Ranges.
12.
Click the up arrow for No. of Ranges.
Click Here
Click Here
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13. Expand the color drop-down menu.
14.
Select the fifth item on the bottomrow.
Click Here
Click Here
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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.
Click Here
Click Here
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17. Select Save As.
18.
Click Save.
Click Here
Click Here
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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.
Click Here
Click Here
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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.
Click Here
Click Here
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5. Click on the Object button.
6.
Select the Create from File radiobutton.
Click Here
Click Here
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7. Click the Browse button.
8.
Select the Households With DVD file.
Click Here
Click Here
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9. Click Open.
10.
Click OK.
Click Here
Click Here
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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.
Click Here
Click Here
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3. Select Save As.
4.
Click Save.
Click Here
Click Here
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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.
Click Here
Click Here
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7. Select Create Document Workspace.
8.
Click in the Location for NewWorkspace textbox.
Click Here
Click Here
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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.
Click Here
Click Here
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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.
Click Here
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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.
Click Here
Click Here
D S i DYNAX2009 B i I lli T l 1
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3. Select Business Intelligence (BI)
tools.
4.
Select Report Builder.
Click Here
Click Here
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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.
Click Here
Click Here
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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.
Click Here
Click Here
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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.
Click Here
Click Here
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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.
Click Here
Click Here
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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.
Click Here
Click Here
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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.
Click Here
Click Here
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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.
Click Here
Click Here
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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.
Click Here
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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.
Click Here
Click Here
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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.
Click Here
Click Here
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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.
Click Here
Click Here
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7. Click Add.
8.
Click on the Edit link.
Click Here
Click Here
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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.
Click Here
Click Here
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11. Click in the Report Path textbox.
12. Scroll down in the Report Viewer
pane.
Click Here
Click Here
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13. Click OK.
14. Click the Exit Edit Mode link. I can finish the edit page process.
Click Here
Click Here
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15. Scroll down the page.
Click Here
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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.
Click Here
Click Here
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3. Click the Dynamics link.
4. Scroll down the page.
Click Here
Click Here
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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.
Click Here
Click Here
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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.
Click Here
Click Here
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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.
Click Here
Click Here
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11. Select the Once radio button.
12. Click OK.
Click Here
Click Here
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13. Scroll down the page.
14. Click OK.
Click Here
Click Here
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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.
Click Here
Click Here
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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.
Click Here
Click Here
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Conclusion Click Instructions Presenter Script
1. For more information, contact your
Microsoft representative.
2.
Click Here
Click Here