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Derek Lamb May 2010 Microsoft Dynamics NAV Reporting Options

Microsoft Dynamics NAV Reporting Options presentati… · SharePoint 2010 . Dynamics NAV Reporting SharePoint 2010 Insights Features Provides Self Service for end users Make IS More

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Page 1: Microsoft Dynamics NAV Reporting Options presentati… · SharePoint 2010 . Dynamics NAV Reporting SharePoint 2010 Insights Features Provides Self Service for end users Make IS More

Derek Lamb May 2010

Microsoft Dynamics NAV Reporting Options

Page 2: Microsoft Dynamics NAV Reporting Options presentati… · SharePoint 2010 . Dynamics NAV Reporting SharePoint 2010 Insights Features Provides Self Service for end users Make IS More

Dynamics NAV Reporting

Positioning of Products

Why Business Intelligence?

Intergen Offerings Reporting Services

Power Pivot

ZAP

SharePoint 2010

Questions

Agenda

Page 3: Microsoft Dynamics NAV Reporting Options presentati… · SharePoint 2010 . Dynamics NAV Reporting SharePoint 2010 Insights Features Provides Self Service for end users Make IS More

Dynamics NAV Reporting

Choosing Reporting products

Buy vs Build?

Transactional vs Aggregated?

Real Time vs Delayed?

Ability of internal staff?

Who are the Consumers of reports?

Other source systems?

Page 4: Microsoft Dynamics NAV Reporting Options presentati… · SharePoint 2010 . Dynamics NAV Reporting SharePoint 2010 Insights Features Provides Self Service for end users Make IS More

Dynamics NAV Reporting

Dynamics NAV reporting positioning

Page 5: Microsoft Dynamics NAV Reporting Options presentati… · SharePoint 2010 . Dynamics NAV Reporting SharePoint 2010 Insights Features Provides Self Service for end users Make IS More

Dynamics NAV Reporting

Why Business Intelligence?

Number 1 Technology Business Priority

Improve Decision Making

Reduce costs of producing legacy reports

Page 6: Microsoft Dynamics NAV Reporting Options presentati… · SharePoint 2010 . Dynamics NAV Reporting SharePoint 2010 Insights Features Provides Self Service for end users Make IS More

Reporting Services

Page 7: Microsoft Dynamics NAV Reporting Options presentati… · SharePoint 2010 . Dynamics NAV Reporting SharePoint 2010 Insights Features Provides Self Service for end users Make IS More

Dynamics NAV Reporting

Reporting Services Features

Publish reports in various formats Server Based

Enterprise reporting

Subscription based offerings allows

reports to be delivered to end

users.

Integrates with Microsoft SharePoint for central

delivery

Display data graphically with

enhanced visualization capabilities.

User-friendly semantic

report model

Page 8: Microsoft Dynamics NAV Reporting Options presentati… · SharePoint 2010 . Dynamics NAV Reporting SharePoint 2010 Insights Features Provides Self Service for end users Make IS More

Dynamics NAV Reporting

Report builder 3.0

Page 9: Microsoft Dynamics NAV Reporting Options presentati… · SharePoint 2010 . Dynamics NAV Reporting SharePoint 2010 Insights Features Provides Self Service for end users Make IS More

Dynamics NAV Reporting

Report Builder 3.0 New Features

Render any report as a data source to PowerPivot or other

applications through ATOM data

feeds

“Grab and Go” reporting experience enabled through the Report Part Gallery

Additional visualizations

including indicators, sparklines and data

bars

Support for Madison and SQL Azure data sources

Support for maps and geospatial

visualizations with integration to Bing

maps and support for SQL spatial data types

Support for consuming SharePoint lists and

PowerPivot models as data sources

Page 10: Microsoft Dynamics NAV Reporting Options presentati… · SharePoint 2010 . Dynamics NAV Reporting SharePoint 2010 Insights Features Provides Self Service for end users Make IS More

Dynamics NAV Reporting

DEMO

Page 11: Microsoft Dynamics NAV Reporting Options presentati… · SharePoint 2010 . Dynamics NAV Reporting SharePoint 2010 Insights Features Provides Self Service for end users Make IS More

Dynamics NAV Reporting

POSITIVES Part of SQL

Consistent user-friendly semantic report model

Multiple data sources

Web based report consumption

Reporting Services Summary

NEGATIVES

Requires multiple server products

Requires internal IT resources

Page 12: Microsoft Dynamics NAV Reporting Options presentati… · SharePoint 2010 . Dynamics NAV Reporting SharePoint 2010 Insights Features Provides Self Service for end users Make IS More

PowerPivot

Page 13: Microsoft Dynamics NAV Reporting Options presentati… · SharePoint 2010 . Dynamics NAV Reporting SharePoint 2010 Insights Features Provides Self Service for end users Make IS More

Dynamics NAV Reporting

PowerPivot Features

Get data from virtually any

source Process massive amounts of data in

seconds

Limited IS Involvement

Take advantage of familiar Excel tools and features

Use powerful new analytical capabilities, such as Data Analysis

Expressions (DAX)

Large data volumes

Page 14: Microsoft Dynamics NAV Reporting Options presentati… · SharePoint 2010 . Dynamics NAV Reporting SharePoint 2010 Insights Features Provides Self Service for end users Make IS More

Dynamics NAV Reporting

PowerPivot – Millions of Rows!!!

Page 15: Microsoft Dynamics NAV Reporting Options presentati… · SharePoint 2010 . Dynamics NAV Reporting SharePoint 2010 Insights Features Provides Self Service for end users Make IS More

Dynamics NAV Reporting

DEMO

Page 16: Microsoft Dynamics NAV Reporting Options presentati… · SharePoint 2010 . Dynamics NAV Reporting SharePoint 2010 Insights Features Provides Self Service for end users Make IS More

Dynamics NAV Reporting

POSITIVES Excel based

Large data volumes

Quick ROI

In the hands of end users

Integrates with SharePoint & SSRS

PowerPivot Summary

NEGATIVES

Excel based

Basic Security

No central data model

No data cleansing capability

Could require large amounts of memory

New language

Page 17: Microsoft Dynamics NAV Reporting Options presentati… · SharePoint 2010 . Dynamics NAV Reporting SharePoint 2010 Insights Features Provides Self Service for end users Make IS More

ZAP

Page 18: Microsoft Dynamics NAV Reporting Options presentati… · SharePoint 2010 . Dynamics NAV Reporting SharePoint 2010 Insights Features Provides Self Service for end users Make IS More

Dynamics NAV Reporting

ZAP Features

Web based no client install Powerful analytics,

dashboards and reporting

2009 Microsoft ISV partner of the

Year

Easy to use interface, designed for non-technical

business users

Report Packs – create PDF board reports

Prebuilt NAV connection

Page 19: Microsoft Dynamics NAV Reporting Options presentati… · SharePoint 2010 . Dynamics NAV Reporting SharePoint 2010 Insights Features Provides Self Service for end users Make IS More

Dynamics NAV Reporting

Why Business Analytics from Zap?

Page 21: Microsoft Dynamics NAV Reporting Options presentati… · SharePoint 2010 . Dynamics NAV Reporting SharePoint 2010 Insights Features Provides Self Service for end users Make IS More

Dynamics NAV Reporting Flexible Reporting

Page 22: Microsoft Dynamics NAV Reporting Options presentati… · SharePoint 2010 . Dynamics NAV Reporting SharePoint 2010 Insights Features Provides Self Service for end users Make IS More

Dynamics NAV Reporting Automated Report Packs

Page 23: Microsoft Dynamics NAV Reporting Options presentati… · SharePoint 2010 . Dynamics NAV Reporting SharePoint 2010 Insights Features Provides Self Service for end users Make IS More

Dynamics NAV Reporting Ad-hoc analysis

Page 24: Microsoft Dynamics NAV Reporting Options presentati… · SharePoint 2010 . Dynamics NAV Reporting SharePoint 2010 Insights Features Provides Self Service for end users Make IS More

Dynamics NAV Reporting Dashboards

Page 25: Microsoft Dynamics NAV Reporting Options presentati… · SharePoint 2010 . Dynamics NAV Reporting SharePoint 2010 Insights Features Provides Self Service for end users Make IS More

Dynamics NAV Reporting KPIs

Page 26: Microsoft Dynamics NAV Reporting Options presentati… · SharePoint 2010 . Dynamics NAV Reporting SharePoint 2010 Insights Features Provides Self Service for end users Make IS More

Dynamics NAV Reporting Scorecards

Page 27: Microsoft Dynamics NAV Reporting Options presentati… · SharePoint 2010 . Dynamics NAV Reporting SharePoint 2010 Insights Features Provides Self Service for end users Make IS More

Dynamics NAV Reporting Advanced Functions

Page 28: Microsoft Dynamics NAV Reporting Options presentati… · SharePoint 2010 . Dynamics NAV Reporting SharePoint 2010 Insights Features Provides Self Service for end users Make IS More

Dynamics NAV Reporting Alerting and report scheduling

Page 29: Microsoft Dynamics NAV Reporting Options presentati… · SharePoint 2010 . Dynamics NAV Reporting SharePoint 2010 Insights Features Provides Self Service for end users Make IS More

Dynamics NAV Reporting

POSITIVES Quick ROI

Prepackaged NAV connector

Full BI functionality

Web based

ZAP Summary

NEGATIVES

Extra License costs

No desktop version for power users

Page 30: Microsoft Dynamics NAV Reporting Options presentati… · SharePoint 2010 . Dynamics NAV Reporting SharePoint 2010 Insights Features Provides Self Service for end users Make IS More

SharePoint 2010

Page 31: Microsoft Dynamics NAV Reporting Options presentati… · SharePoint 2010 . Dynamics NAV Reporting SharePoint 2010 Insights Features Provides Self Service for end users Make IS More

Dynamics NAV Reporting

SharePoint 2010 Insights Features

Provides Self Service for end

users Make IS More

Efficient

Combine

Information from Many Sources:

Chart Web Parts

Rich inbuilt visualisations for dashboards and

scorecards

Work in familiar tools

Page 32: Microsoft Dynamics NAV Reporting Options presentati… · SharePoint 2010 . Dynamics NAV Reporting SharePoint 2010 Insights Features Provides Self Service for end users Make IS More

Dynamics NAV Reporting

Microsoft BI platform

Page 33: Microsoft Dynamics NAV Reporting Options presentati… · SharePoint 2010 . Dynamics NAV Reporting SharePoint 2010 Insights Features Provides Self Service for end users Make IS More

Dynamics NAV Reporting

Dashboards

Page 34: Microsoft Dynamics NAV Reporting Options presentati… · SharePoint 2010 . Dynamics NAV Reporting SharePoint 2010 Insights Features Provides Self Service for end users Make IS More

Dynamics NAV Reporting

Scorecards

Page 35: Microsoft Dynamics NAV Reporting Options presentati… · SharePoint 2010 . Dynamics NAV Reporting SharePoint 2010 Insights Features Provides Self Service for end users Make IS More

Dynamics NAV Reporting

Excel Services

Page 36: Microsoft Dynamics NAV Reporting Options presentati… · SharePoint 2010 . Dynamics NAV Reporting SharePoint 2010 Insights Features Provides Self Service for end users Make IS More

Dynamics NAV Reporting

Decomposition Trees

Page 37: Microsoft Dynamics NAV Reporting Options presentati… · SharePoint 2010 . Dynamics NAV Reporting SharePoint 2010 Insights Features Provides Self Service for end users Make IS More

Dynamics NAV Reporting

POSITIVES Full integrated BI suite

Office integration

NAV portal

Other SharePoint functionality

SharePoint Summary

NEGATIVES

Only available on Enterprise edition.

No budgeting/planning tool

Page 38: Microsoft Dynamics NAV Reporting Options presentati… · SharePoint 2010 . Dynamics NAV Reporting SharePoint 2010 Insights Features Provides Self Service for end users Make IS More

Dynamics NAV Reporting

Business Intelligence Summary

Powerpivot – Great exploratory tool

Reporting Services – Enterprise reporting

ZAP – Fast ROI Business Intelligence

SharePoint – Unlimited capabilities

Page 39: Microsoft Dynamics NAV Reporting Options presentati… · SharePoint 2010 . Dynamics NAV Reporting SharePoint 2010 Insights Features Provides Self Service for end users Make IS More

Questions

Page 40: Microsoft Dynamics NAV Reporting Options presentati… · SharePoint 2010 . Dynamics NAV Reporting SharePoint 2010 Insights Features Provides Self Service for end users Make IS More

Thank You

Page 41: Microsoft Dynamics NAV Reporting Options presentati… · SharePoint 2010 . Dynamics NAV Reporting SharePoint 2010 Insights Features Provides Self Service for end users Make IS More
Page 42: Microsoft Dynamics NAV Reporting Options presentati… · SharePoint 2010 . Dynamics NAV Reporting SharePoint 2010 Insights Features Provides Self Service for end users Make IS More
Page 43: Microsoft Dynamics NAV Reporting Options presentati… · SharePoint 2010 . Dynamics NAV Reporting SharePoint 2010 Insights Features Provides Self Service for end users Make IS More

Dynamics NAV Reporting

Useful graphical elements

Page 44: Microsoft Dynamics NAV Reporting Options presentati… · SharePoint 2010 . Dynamics NAV Reporting SharePoint 2010 Insights Features Provides Self Service for end users Make IS More

Dynamics NAV Reporting

Useful graphical elements

We’d like to blog in the company

– how? Simple, powerful collaboration is

going to be vital in our business if we’re to continue to grow

We need our partners to create and have access to

pieces of our information

Create applications for your own unique requirements

Is there a powerful web platform that

integrates with my Microsoft development

tools?

Improve engagement and connection with

customers