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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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Demo Script: DYNAX2009 - Business Intelligence Tools_1

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

1. Switch to the Insert tab.

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.

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.

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.

Click Here

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.
Click Here

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3. Select New Slide.

Click Here

4. Switch to the Insert tab.


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.

Click Here

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.

Click Here

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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15. Scroll down the page.

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

4. Scroll down the page.

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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13. Scroll down the page.

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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