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© CGI Group Inc. CONFIDENTIAL MICROSOFT DAGEN 2013 Name appears here Date appears here DU SKAL IKKE SPARE PENGE MED IT DU SKAL TJENE PENGE

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Page 1: DU SKAL IKKE SPARE PENGE MED IT DU SKAL TJENE PENGE · Microsoft Dynamics AX 2012 R2 ASP.net chart controls Microsoft SQL Server Reporting Services Reports (SSRS) Key Performance

© CGI Group Inc. CONFIDENTIAL

MICROSOFT DAGEN 2013

Name appears here

Date appears here

DU SKAL IKKE SPARE PENGE MED IT – DU SKAL TJENE PENGE

Page 2: DU SKAL IKKE SPARE PENGE MED IT DU SKAL TJENE PENGE · Microsoft Dynamics AX 2012 R2 ASP.net chart controls Microsoft SQL Server Reporting Services Reports (SSRS) Key Performance

© CGI Group Inc. CONFIDENTIAL

Rapportering og Business Intelligence

med Dynamics AX

Name appears here

Date appears here

INDLÆG 01 - 10:15-11:00 : DYNAMICS AX

Page 3: DU SKAL IKKE SPARE PENGE MED IT DU SKAL TJENE PENGE · Microsoft Dynamics AX 2012 R2 ASP.net chart controls Microsoft SQL Server Reporting Services Reports (SSRS) Key Performance

Mads Pihl Sørensen

Stilling Produktchef og løsningsarkitekt

Afdeling Microsoft solutions

Lokation Ballerup

Mobil +45 4242 0282

E-mail [email protected]

3

Introduktion

Page 4: DU SKAL IKKE SPARE PENGE MED IT DU SKAL TJENE PENGE · Microsoft Dynamics AX 2012 R2 ASP.net chart controls Microsoft SQL Server Reporting Services Reports (SSRS) Key Performance

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Page 5: DU SKAL IKKE SPARE PENGE MED IT DU SKAL TJENE PENGE · Microsoft Dynamics AX 2012 R2 ASP.net chart controls Microsoft SQL Server Reporting Services Reports (SSRS) Key Performance

“What gets measured gets managed”

Peter Druckner (November 19 1909 – November 11 2005)

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Page 6: DU SKAL IKKE SPARE PENGE MED IT DU SKAL TJENE PENGE · Microsoft Dynamics AX 2012 R2 ASP.net chart controls Microsoft SQL Server Reporting Services Reports (SSRS) Key Performance

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10 KPI’s

Page 7: DU SKAL IKKE SPARE PENGE MED IT DU SKAL TJENE PENGE · Microsoft Dynamics AX 2012 R2 ASP.net chart controls Microsoft SQL Server Reporting Services Reports (SSRS) Key Performance

7

Hvornår har I

sendt min

bestilling?

Er min regning

betalt?

???

Page 8: DU SKAL IKKE SPARE PENGE MED IT DU SKAL TJENE PENGE · Microsoft Dynamics AX 2012 R2 ASP.net chart controls Microsoft SQL Server Reporting Services Reports (SSRS) Key Performance

AX2012 rapportering – right tool for the job

Ad hoc Reporting

Statutory and Financial Reports

Charting and Info-graphics

Production Reports

Microsoft SQL Server® Report Builder v3 with Cubes

Management Reporter

Microsoft Dynamics AX 2012 R2 ASP.net chart controls

Microsoft SQL Server Reporting Services Reports (SSRS)

Key Performance Indicators

Scorecards

Ad hoc summarization and exploration

Role Center/Business Overview web part

PerformancePoint Services in Microsoft SharePoint Server

Power View, a feature of SSRS

Data mash up with Microsoft Excel PowerPivot

Financials Consolidation Management Reporter

PRE DEFINED QUERY

• Operational queries

• Lists of operational/financial data

• Print lists of operational/financial data

• Cues

• List pages

• Auto Report

Microsoft® Excel® add-in for Microsoft Dynamics AX 2012 AD HOC QUERY

• Analyze operational/financial data

Page 9: DU SKAL IKKE SPARE PENGE MED IT DU SKAL TJENE PENGE · Microsoft Dynamics AX 2012 R2 ASP.net chart controls Microsoft SQL Server Reporting Services Reports (SSRS) Key Performance

AX2012 rapportering og BI

• Basisværktøjerne og dagligdagen i

Dynamics AX

• Management Reporter

• BI, Analyse og Dashboards med

Powerview

• Excel, Office365 og mobility

• Datakilder og brugerinterface

Page 10: DU SKAL IKKE SPARE PENGE MED IT DU SKAL TJENE PENGE · Microsoft Dynamics AX 2012 R2 ASP.net chart controls Microsoft SQL Server Reporting Services Reports (SSRS) Key Performance

Rapportering og Business Intelligence med Dynamics AX

Basisværktøjerne i Dynamics AX

Page 11: DU SKAL IKKE SPARE PENGE MED IT DU SKAL TJENE PENGE · Microsoft Dynamics AX 2012 R2 ASP.net chart controls Microsoft SQL Server Reporting Services Reports (SSRS) Key Performance

45 standard rollecentre – giver overblikket

Page 12: DU SKAL IKKE SPARE PENGE MED IT DU SKAL TJENE PENGE · Microsoft Dynamics AX 2012 R2 ASP.net chart controls Microsoft SQL Server Reporting Services Reports (SSRS) Key Performance

Dynamics™ AX 2012 No.

12

Page 13: DU SKAL IKKE SPARE PENGE MED IT DU SKAL TJENE PENGE · Microsoft Dynamics AX 2012 R2 ASP.net chart controls Microsoft SQL Server Reporting Services Reports (SSRS) Key Performance

Demo

13

Page 14: DU SKAL IKKE SPARE PENGE MED IT DU SKAL TJENE PENGE · Microsoft Dynamics AX 2012 R2 ASP.net chart controls Microsoft SQL Server Reporting Services Reports (SSRS) Key Performance

Rapportering og Business Intelligence med Dynamics AX

Management Reporter

Page 15: DU SKAL IKKE SPARE PENGE MED IT DU SKAL TJENE PENGE · Microsoft Dynamics AX 2012 R2 ASP.net chart controls Microsoft SQL Server Reporting Services Reports (SSRS) Key Performance

No. 15

Microsoft Management reporter

• Værktøj specifikt til finansiel rapportering

• Udelukkende data fra Finansmodulet

• Understøtter kontostrukturer og dimensioner

• Understøtter AX organisationsmodel

• Brugere kan selv definere nye rapporter

• Kommentering direkte i rapporten

• Lync integration

• Afløser ”financial statements” i AX

Page 16: DU SKAL IKKE SPARE PENGE MED IT DU SKAL TJENE PENGE · Microsoft Dynamics AX 2012 R2 ASP.net chart controls Microsoft SQL Server Reporting Services Reports (SSRS) Key Performance

No. 16

Microsoft Management reporter

Reports are designed in a ”grid-style”.

When Rows and columns have been designed they

can be re-used in other reports

Reports can be set to distribute automatically (daily,

monthly etc.)

Reports can be saved straight to Sharepoint – and

users prompted when they are available.

Options to view reports in MR, Excel or as XML Example of report viewed in

MR Reports in MR allows drill down to transaction level

– and links directly to journals in AX

Easy adding of comments directly on the report

Any line on a report can be viewed as graphs, pies

etc. for analysis purposes.

Page 17: DU SKAL IKKE SPARE PENGE MED IT DU SKAL TJENE PENGE · Microsoft Dynamics AX 2012 R2 ASP.net chart controls Microsoft SQL Server Reporting Services Reports (SSRS) Key Performance

Rapportering og Business Intelligence med Dynamics AX

BI med Powerview

Page 18: DU SKAL IKKE SPARE PENGE MED IT DU SKAL TJENE PENGE · Microsoft Dynamics AX 2012 R2 ASP.net chart controls Microsoft SQL Server Reporting Services Reports (SSRS) Key Performance

No. 18

BI med Powerview

• Microsoft SQL 2012 Server

• Visualiseringsværktøj

• Sharepointbaseret

• Understøttet af rollecentrene

• Kuber som datagrundlag

• Alle typer data

Once again, Gartner has positioned Microsoft in

the Leaders Quadrant in the 2013 Magic

Quadrant for Business Intelligence and Analytics

Platforms, based on its completeness of vision

and ability to execute in the BI and analytics

market.

Page 19: DU SKAL IKKE SPARE PENGE MED IT DU SKAL TJENE PENGE · Microsoft Dynamics AX 2012 R2 ASP.net chart controls Microsoft SQL Server Reporting Services Reports (SSRS) Key Performance

Demo

19

Page 20: DU SKAL IKKE SPARE PENGE MED IT DU SKAL TJENE PENGE · Microsoft Dynamics AX 2012 R2 ASP.net chart controls Microsoft SQL Server Reporting Services Reports (SSRS) Key Performance

Rapportering og Business Intelligence med Dynamics AX

Excel365, Power BI og mobility

Page 21: DU SKAL IKKE SPARE PENGE MED IT DU SKAL TJENE PENGE · Microsoft Dynamics AX 2012 R2 ASP.net chart controls Microsoft SQL Server Reporting Services Reports (SSRS) Key Performance

Sidste nye fra Microsoft BI

Microsofts samling af BI

platformen i skyen

”Først i skyen og kun i skyen”

Data i skyen og on-premise

Excel som både det fleksible

værktøj og den fulde platform

for data visualisering og

analyse

Mobile devices

Page 22: DU SKAL IKKE SPARE PENGE MED IT DU SKAL TJENE PENGE · Microsoft Dynamics AX 2012 R2 ASP.net chart controls Microsoft SQL Server Reporting Services Reports (SSRS) Key Performance

Microsoft Power BI

Page 23: DU SKAL IKKE SPARE PENGE MED IT DU SKAL TJENE PENGE · Microsoft Dynamics AX 2012 R2 ASP.net chart controls Microsoft SQL Server Reporting Services Reports (SSRS) Key Performance

Microsoft Power BI

Page 24: DU SKAL IKKE SPARE PENGE MED IT DU SKAL TJENE PENGE · Microsoft Dynamics AX 2012 R2 ASP.net chart controls Microsoft SQL Server Reporting Services Reports (SSRS) Key Performance

AX2012 rapportering – right tool for the job

Ad hoc Reporting

Statutory and Financial Reports

Charting and Info-graphics

Production Reports

Microsoft SQL Server® Report Builder v3 with Cubes

Management Reporter

Microsoft Dynamics AX 2012 R2 ASP.net chart controls

Microsoft SQL Server Reporting Services Reports (SSRS)

Key Performance Indicators

Scorecards

Ad hoc summarization and exploration

Role Center/Business Overview web part

PerformancePoint Services in Microsoft SharePoint Server

Power View, a feature of SSRS

Data mash up with Microsoft Excel PowerPivot

Financials Consolidation Management Reporter

PRE DEFINED QUERY

• Operational queries

• Lists of operational/financial data

• Print lists of operational/financial data

• Cues

• List pages

• Auto Report

Microsoft® Excel® add-in for Microsoft Dynamics AX 2012 AD HOC QUERY

• Analyze operational/financial data

Page 25: DU SKAL IKKE SPARE PENGE MED IT DU SKAL TJENE PENGE · Microsoft Dynamics AX 2012 R2 ASP.net chart controls Microsoft SQL Server Reporting Services Reports (SSRS) Key Performance

Rapportering og Business Intelligence med Dynamics AX

Datakilder og brugerinterface

Page 26: DU SKAL IKKE SPARE PENGE MED IT DU SKAL TJENE PENGE · Microsoft Dynamics AX 2012 R2 ASP.net chart controls Microsoft SQL Server Reporting Services Reports (SSRS) Key Performance

Kuber i Dynamics AX2012

• Standardkuber

• Out of the box

• Har rigtig mange data – ISÆR på finanskuben

• Men ingen rigtig BI løsning er ”out-of-the box”

• Udvidelse af kuber

• Fra datakilder til view til perspectives

• Til nye kuber eller til udvidelse af eksisterende kuber

Page 27: DU SKAL IKKE SPARE PENGE MED IT DU SKAL TJENE PENGE · Microsoft Dynamics AX 2012 R2 ASP.net chart controls Microsoft SQL Server Reporting Services Reports (SSRS) Key Performance

Datakilder og brugerinterface

AX

database

Standard

AX cubes

Other standard

cubes

Data

warehouse

Enterprise

Portal

Custom cubes

(finance etc)

Other data

sources

SSRS Management

reporter Powerview Excel

AX GUI Sharepoint MR UI Excel UI

Power BI App

Page 28: DU SKAL IKKE SPARE PENGE MED IT DU SKAL TJENE PENGE · Microsoft Dynamics AX 2012 R2 ASP.net chart controls Microsoft SQL Server Reporting Services Reports (SSRS) Key Performance

Datakilder og brugerinterface

AX

database

Standard

AX cubes

Other standard

cubes

Data

warehouse

Enterprise

Portal

Custom cubes

(finance etc)

Other data

sources

SSRS Management

reporter Powerview Excel

AX GUI Sharepoint

Reports

Reports

graphs

MR UI

Reports

Excel UI

Power BI App

Page 29: DU SKAL IKKE SPARE PENGE MED IT DU SKAL TJENE PENGE · Microsoft Dynamics AX 2012 R2 ASP.net chart controls Microsoft SQL Server Reporting Services Reports (SSRS) Key Performance

Datakilder og brugerinterface

AX

database

Standard

AX cubes

Other standard

cubes

Data

warehouse

Enterprise

Portal

Custom cubes

(finance etc)

Other data

sources

SSRS Management

reporter Powerview Excel

AX GUI Sharepoint MR UI Excel UI

Reports Reports Reports

Power BI App

Page 30: DU SKAL IKKE SPARE PENGE MED IT DU SKAL TJENE PENGE · Microsoft Dynamics AX 2012 R2 ASP.net chart controls Microsoft SQL Server Reporting Services Reports (SSRS) Key Performance

Datakilder og brugerinterface

AX

database

Standard

AX cubes

Other standard

cubes

Data

warehouse

Enterprise

Portal

Custom cubes

(finance etc)

Other data

sources

SSRS Management

reporter Powerview Excel

AX GUI Sharepoint MR UI

Reports

Graphs

Reports

Graphs

Dashboards

Excel UI

Power BI App

Page 31: DU SKAL IKKE SPARE PENGE MED IT DU SKAL TJENE PENGE · Microsoft Dynamics AX 2012 R2 ASP.net chart controls Microsoft SQL Server Reporting Services Reports (SSRS) Key Performance

Datakilder og brugerinterface

AX

database

Standard

AX cubes

Other standerd

cubes

Data

warehouse

Enterprise

Portal

Custom cubes

(finance etc)

Other data

sources

SSRS Management

reporter Powerview Excel

AX GUI Sharepoint MR UI Excel UI

Reports

Graphs

Dashboards

Power BI App

Page 32: DU SKAL IKKE SPARE PENGE MED IT DU SKAL TJENE PENGE · Microsoft Dynamics AX 2012 R2 ASP.net chart controls Microsoft SQL Server Reporting Services Reports (SSRS) Key Performance

Du skal ikke spare penge med it

- du skal tjene penge

“What gets measured gets managed”

- Styr på forretningen

- Data til rette bruger på rette sted

- Èn version af sandheden

- Én indgang til alle værktøjerne

- Analysere på tværs af data

- Fra overblikket og KPI’er rollecenter til detaljen I transaktioner

- Standardkuber til det generelle– Specialdata hvor krævet

- Alt på Microsoftplatformen

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Page 33: DU SKAL IKKE SPARE PENGE MED IT DU SKAL TJENE PENGE · Microsoft Dynamics AX 2012 R2 ASP.net chart controls Microsoft SQL Server Reporting Services Reports (SSRS) Key Performance

Du skal ikke spare penge med it

- du skal tjene penge

- Værdien kommer med forretningsforståelsen

- Forståelsen af de kritiske data i forretningen

- Forståelsen af de kritiske KPI’er – på alle niveauer

- Definitionen af datawarehouse og kuber (Backend)

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Page 34: DU SKAL IKKE SPARE PENGE MED IT DU SKAL TJENE PENGE · Microsoft Dynamics AX 2012 R2 ASP.net chart controls Microsoft SQL Server Reporting Services Reports (SSRS) Key Performance

Du skal ikke spare penge med it

- du skal tjene penge

Spørgsmål?

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Page 35: DU SKAL IKKE SPARE PENGE MED IT DU SKAL TJENE PENGE · Microsoft Dynamics AX 2012 R2 ASP.net chart controls Microsoft SQL Server Reporting Services Reports (SSRS) Key Performance

Helheden er mere end summen af de

enkelte dele Vælg os som din Microsoft Dynamics partner

og lad os binde det hele sammen…

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