Dynamics Day 2014: Microsoft Dynamics NAV - Business Insight (Reporting and Analytics)

Jaana Wichman, Derek Lamb 23 October 2014

Reporting from simple, do-it-yourself through to advanced analytics

Dynamics NAV Business insight

Reporting from simple, do-it-yourself through to advanced analytics | 2

Over 14 years experience with Dynamics NAV

Five years with Intergen – as long as Dynamics Day exists

Involved in multiple ERP implementations in Germany as well as New Zealand

Wellington based

Jaana WichmanDynamics NAV Practice Lead

15 years ERP Experience with Microsoft, Tech one, Infor and Sage

Industry experience, Government, Not for Profit, Financials, Distribution, Utilities

BI experience

Project Manager Professional

Auckland based

Your presenters

Derek LambSolution Specialist


Reporting OptionsTechnology Presentation

ClientSkillset required Source Data Use

Account Schedules Dynamics NAV FinanceGL, Budgets, Analysis Views, Cash Flow

Management Reports

Role Centre Dashboards

Dynamics NAVFinance / Technical

Any NAV DataOperational Dashboard

Jet Reports (Express) Excel Finance GLManagement Reports

Power BI Excel Business AnalystAny data source

Analytical

BI4 DynamicsExcel or any BI Solution

Business AnalystNAV Cubes Analytical


Account Schedules


Tip 1Future proof

Future proof – if you

Upgrade your solution

Account Schedules will

remain at no cost

Publish Account Schedule

Data through Web Services


Tip 2Quick Insert G/L Accounts


Tip 3Period Formulas


Tip 4Dimensions on Columns


Tip 5 - 8

“Copy rows” for new row and column layouts

Dimensions on rows

Totals on row number

Formatting and presentation

DEMO


Role Centre Dashboard


Tip 9Use Cue Data for reports


Tip 10Business Charts

KPI Charts

Cash Flow Charts

Sales Performance

Purchase Performance

Inventory Performance

Finance Performance


Tip 11Finance Performance Charts – Pre Configured


Tip 12 - 14DEMO

KPI Charts

Finance Performance Charts – Create your own

Generic Charts


Jet Express for Dynamics NAV


Jet Product Suite G/L Reporting Table Analysis

Basic financial reporting Pivot reports Finance users

Freeform Reporting Advanced Table builder Scheduling/notification Multi-data-source, Tools Performance (SQL

Connector)

Operational reporting Complex reports Finance & analytical

users

Pre-built Cubes Reporting Data-Warehouse Jet Data Manager

Speed & Simplicity Analysis (Eg over time) Self-serve (non-

technical)


Tip 15Drilldown


Tip 16Table Builder


Tip 17-18DEMO

G/L Wizard

Out of the box reports

Power BI


What is Power BI?Power BI for is an umbrella name given for many technology

and tools that blend well together.

Excel is the “centre of the Power BI universe”


What is Power BI?Technology Availability

Front End (Excel) O365 & Excel

ETL and Data clean up (PowerQuery)O365 & Excel

Data Model and Analysis (PowerPivot)O365 & Excel

Reporting (PowerView)O365 & Excel

Reporting (PowerMap) O365

Publishing and Sharing (Power BI site) O365

Data Mining and Predictive Analytics (Power BI Q&A + Forecasting) O365


Power Query

Search and access internal & external data

Clean, transform, and shape data

Merge and combine data from multiple sources


PowerPivot

Lightning fast analytics with in-memory technology

Model relationships, custom measures, hierarchies, and KPI’s


PowerView

Bring your data to life with interactive visualization

Explore data in new ways to uncover hidden insights


PowerMap

Bring your data to life with interactive visualization

Explore data in new ways to uncover hidden insights


Power BI SiteEasily setup powerful BI sites

Share live reports with data refresh from on-prem sources

Manage and share data sets and monitor usage

Ask questions in the natural language speech bubble

Get back answers as the system generates data visualizations

View Power View reports on any device with HTML5 support

Discover and explore all your favorite reports with the mobile BI app

Q&A


Power BI Q&AEasily setup powerful BI sites







Q&A


Power BI MobileEasily setup powerful BI sites







Q&A


What does PowerBI with Dynamics NAV provide?

Import the NAV Queries

Import other data sources

Link the Data sources and analyse results

Model in Powerpivot

Publish Query’s as ODATA Web Services

Publish Pages as ODATA Web servicesOAuth authentication

Expose Data

Create Query Objects

Use Page Objects

Create Data Sources

Report through Powerview

Report through Powermap

Report Results

Share Data sets through Power BI Site

Interrogate through Power BI Q&A

Consume through Power Bi Mobile

Share Results

BI4 Dynamics





Prebuilt Application Areas

To-IncreasePebblestoneLS Retail

ISV Solutions

Jobs and ResourcesManufacturingService ManagementFixed AssetsBank AccountAccount SchedulesSales OrdersPurchase Orders

Additional Modules

General LedgerSalesPurchaseInventoryReceivablesPayables

Standard Package


Receivables Area DimensionsDimensions Receivables

Analysis Customer Analysis

Company X X

Currency X X

Date X X

Dimensions 1-8 X X

Document Customer X X

Due Analysis X X

Customer X X

Salesperson- Purchaser X X


Receivables Area Measures

Receivables balance

Receivables balance PCY

Average receivables

Average due days

receivables

Average open days

receivables

Receivables coefficient

Receivables turnover

(days)

Customer net change

Customer debit

Customer credit

Sales

Customer discount

Customer net change PCY

Customer debit PCY

Customer credit PCY


Demo Time!

Focus on Role centre within NAVMicrosoft roadmap leading to Power BI & O365Centralise Business logic

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