DYNAX2009 - Business Intelligence Tools

Demo Script: DYNAX2009 - Business Intelligence Tools_1
Introduction
Click Instructions
Presenter Script
1.
Visibility into business information is

critically important to achieving business
goals. Insight into the key drivers that
impact 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.
Click Here
Traditionally, IT staff has been needed to

write reports and extract data as
requested by the business team to help
support decision making. Microsoft
Dynamics AX 2009 provides out-of-thebox 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.
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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.
Click Here
2. Click on the Opportunities link.

Click Here
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From here, he can select the range of

CRM information. In this case, he wants
the Opportunities.
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3. Switch to the General tab.
Kevin and any user in the system can

export list data easily to Excel.
Click Here
4. Click on the Export to Excel button.
Click Here
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5. Switch to the Insert tab.

Click Here
Kevin can now put this data into a

Microsoft Excel PivotTable to analyze it.
6. Click on the PivotTable button.

Click Here
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7. Click OK.
Click Here
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.
Click Here
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.
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9. Place a check next to the Prognosis

field.
Click Here
10. Place a check next to the Status field.
Click Here
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11. Expand the Name drop-down menu.
Click Here
12. Select Move to Values.
Click Here
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13. Expand the Prognosis drop-down

menu.
Click Here
14. Select Move to Column Labels.
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.
Click Here
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
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17. Click OK.
Click Here
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
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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.
Click Here
20. Click the Start button.
Click Here
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21. Select Microsoft Office PowerPoint

2007.
Click Here
22. Click on the blank slide.
Click Here
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23. Select Paste.

Click Here
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
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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 work
quickly 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.
Click Here
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, but
they 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
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3. Select From Data Connection Wizard.

Click Here
4. Select Microsoft SQL Server Analysis

Services.
Click Here
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5. Click Next.
Click Here
6. Click in the Server Name textbox.
Click Here
Kevin has secure access to the business

data through single sign-on, which is
provided through Windows
Authentication.
This means that Kevin doesnt have to
deal with passwords in order to access
the OLAP cubes.
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7. Click Next.
Click Here
8. Select Sales Cube.
Click Here
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9. Click Finish.
Click Here
10. Click OK.
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.
Click Here
2. Place a check next to the COGS field.
Click Here
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3. Scroll down the pane.
Click Here
4. Place a check next to the

Customers.customer groups field.
Kevin is interested only in Retail, so he

adds a filter on the Customer group.
Click Here
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Click Here
5. Expand the Row Labels drop-down

menu.
6. Uncheck Select All.
Click Here
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7. Place a check next to Retail

Customers.
Click Here
8. Click OK.
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-down

menu.
Kevin is interested in only the Seattle

store, 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.
Click Here
12. Uncheck Retail Customers.
Click Here
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13. Place a check next to Contoso Retail

Seattle.
Click Here
14. Click OK.
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.
Click Here
16. Place a check next to Item groups.
Click Here
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Insert Chart
Click Instructions
Presenter Script
Kevin wants to put this data in a Chart. By

using Microsoft Excel, he can easily add
this.
Click Here
2. Click on the Column button.
Click Here
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3. Select the far-right Cone option.
Click Here
4. Expand the Chart Styles in the

ribbon.
Click Here
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5. Select the bottom option from the

second column.
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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.
Click Here
Click Here
He can select the Time dimension from

the list and add that item to the analysis.
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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.
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4. Click anywhere.
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.
Click Here
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
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3. Click Next.
Click Here
4. Click Next.
With this, Kevin can select the type of

embedded data he wants. Microsoft
MapPoint has the US census and
demographic data built in.
Click Here
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5. Scroll down in the data field list.
Click Here
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 electronics
goods.
In this example, he can select Household
with a DVD (2003).
6. Select Households With DVD (2003).
Click Here
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7. Select Country from the region pane.
Click Here
8. Click Next.
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.
Click Here
10. Select Equal data points.
Click Here
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11. Click the up arrow for No. of Ranges.
Click Here
12. Click the up arrow for No. of Ranges.

Click Here
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13. Expand the color drop-down menu.
Click Here
14. Select the fifth item on the bottom

row.
Click Here
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15. Click Finish.
Click Here
16. Open the File menu.

Click Here
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Kevin can now browse the map and see

the blue areasthe areas that his sales
team would be interested in viewing.
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17. Select Save As.
Click Here
18. Click Save.
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.
Click Here
2. Click on the slide thumbnail in the

Slides pane.
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3. Select New Slide.
Click Here

Click Here
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By using the Insert feature, he can add

the map with the demographic data that
we built earlier.
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5. Click on the Object button.

Click Here
6. Select the Create from File radio

button.
Click Here
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7. Click the Browse button.
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8. Select the Households With DVD file.
Click Here
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9. Click Open.
Click Here
10. Click OK.

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.
Click Here
Click Here
He can do this by using the sharing and

collaboration features that are enabled
with Microsoft SharePoint Services.
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3. Select Save As.

Click Here
4. Click Save.
Click Here
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Click Here
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
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7. Select Create Document Workspace.

Click Here
8. Click in the Location for New

Workspace textbox.
Click Here
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9. Click the Create button.
Click Here
10. Click the Open Site in Browser link.
Now that the space is created, Kevin can

open it in a Web browser.
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
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3. Select Business Intelligence (BI)

tools.
Click Here
4. Select Report Builder.
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 Entities

pane.
Kevin can now start to develop the

report. It is a simple reportjust 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.
Click Here
8. Select Quotation in the Fields pane.
Click Here
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9. Select Expiry Date in the Fields pane.
Click Here
10. Click in the "Click to add title" box.
Kevin can add a title. In this example, the

title is Quotations List.
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.
Click Here
For example, if necessary, he can export

to Excel to do additional work with the
data.
2. Select Excel.
Click Here
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3. Click Save.
Click Here
4. Click on the Report Builder

application in the taskbar.
Kevin can then open the report in Excel,

and, if necessary, work with the data.
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.
Click Here
2. Click Save.
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.
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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.
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Sharing Reports
Click Here
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 Kevins
team can subscribe to reports to have
them delivered via e-mail.
2. Select Edit Page.
In this first demonstration, well look at

how Kevin can publish his report to the
role center.
Click Here
He can personalize the Role page, as

needed, by adding and removing Web
parts.
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3. Scroll down the page.
Click Here
4. Click on the Add a web part link for

the Footer region.
Kevin can add Web parts from the list.
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.
Click Here
6. Place a check next to the Report

Viewer item.
Click Here
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7. Click Add.
Click Here
8. Click on the Edit link.
Click Here
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9. Select Modify Shared Web Part.
Click Here
10. Click in the Report Manager URL

textbox.
Now, I just need to specify the server and

the name of the report.
Click Here
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11. Click in the Report Path textbox.
Click Here
12. Scroll down in the Report Viewer

pane.
Click Here
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13. Click OK.
Click Here
14. Click the Exit Edit Mode link.
I can finish the edit page process.
Click Here
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Click Here
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Subscribing
Click Here
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.

Click Here
Now, in this demonstration, we are going

to look at how others can use the report
that Kevin developed.
For example, Kevins team members can
subscribe to the report.
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3. Click the Dynamics link.

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 Im not around.
Click Here
Click Here
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7. Click in the To: textbox field.

Click Here
Kevin can enter his e-mail address or any

of his teams e-mail addresses that he
wants the report to be sent to.
Also, anyone on Kevins team, or in the
company, can run the report, if they have
the required permissions.
8. Expand the Render Format dropdown menu.
Kevin can choose the report formatin

this example, Excel.
Click Here
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9. Select Excel.
Click Here
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
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11. Select the Once radio button.
Click Here
12. Click OK.
Click Here
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Click Here
14. Click OK.
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.
Click Here
2. Select Microsoft Office Outlook

2007.
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.
Click Here
2.
Click Here
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Demo Script: DYNAX2009 - Business Intelligence Tools_1

Visibility into business information is

Traditionally, IT staff has been needed to

Demo Script: DYNAX2009 - Business Intelligence Tools_1

Kevin has a sales meeting with his team

2. Click on the Opportunities link.

From here, he can select the range of

Demo Script: DYNAX2009 - Business Intelligence Tools_1

3. Switch to the General tab.

Kevin and any user in the system can

4. Click on the Export to Excel button.

Demo Script: DYNAX2009 - Business Intelligence Tools_1

5. Switch to the Insert tab.

Kevin can now put this data into a

6. Click on the PivotTable button.

Demo Script: DYNAX2009 - Business Intelligence Tools_1

8. Place a check next to the Name field.

Kevin can now drag the fields from the

In this instance, he just wants a count of

Demo Script: DYNAX2009 - Business Intelligence Tools_1

9. Place a check next to the Prognosis

10. Place a check next to the Status field.

Demo Script: DYNAX2009 - Business Intelligence Tools_1

11. Expand the Name drop-down menu.

12. Select Move to Values.

Demo Script: DYNAX2009 - Business Intelligence Tools_1

13. Expand the Prognosis drop-down

14. Select Move to Column Labels.

Demo Script: DYNAX2009 - Business Intelligence Tools_1

15. Click on the PivotChart button.

Now, Kevin can present this data quickly

16. Select the Bar option.

Now, Kevin has a range of chart options.

Demo Script: DYNAX2009 - Business Intelligence Tools_1

17. Click OK.

18. Click on the chart.

Now that Kevin has the data in a more

Demo Script: DYNAX2009 - Business Intelligence Tools_1

19. Select Copy.

To be able to discuss this data at the

20. Click the Start button.

Demo Script: DYNAX2009 - Business Intelligence Tools_1

21. Select Microsoft Office PowerPoint

22. Click on the blank slide.

Demo Script: DYNAX2009 - Business Intelligence Tools_1

23. Select Paste.

24. Click on the Full-Screen button.

You can now see the trend that Kevin

Demo Script: DYNAX2009 - Business Intelligence Tools_1

25. Click anywhere.

So you can see with this small demo that

Demo Script: DYNAX2009 - Business Intelligence Tools_1

1. Switch to the Data tab.

Contoso is getting close to the end of the

Kevin wants to analyze some of the

Kevin can quickly and securely access the

Demo Script: DYNAX2009 - Business Intelligence Tools_1

3. Select From Data Connection Wizard.

4. Select Microsoft SQL Server Analysis

Demo Script: DYNAX2009 - Business Intelligence Tools_1

6. Click in the Server Name textbox.

Kevin has secure access to the business

Demo Script: DYNAX2009 - Business Intelligence Tools_1

8. Select Sales Cube.