Reporting in Microsoft Dynamics AX 2012 R3 - Locus IT Services

Reporting in Microsoft Dynamics AX 2012 R3

Locus IT ServicesReporting in Microsoft Dynamics AX 2012 R3

Lesson 3 – Selecting the Right BI Tool

Choosing the right BI tools and capabilities based on role:

The following table recaps what we have discussed in terms of BI (analysis) patterns and the focus of the various types of personas.

Choosing Right BI

Choosing Right BI

This table embodies the principal of role-based BI and can be applied in choosing tools and capabilities based on the needs of the role. A closer examination of the Role Centers that ship with Microsoft Dynamics AX 2012 will reveal the patterns identified for each persona. We will observe this core concept in action later in this paper.

Core concept: Use of familiar tools and capabilities: Excel is one of the most popular BI tools in the world today, and Excel 2013 introduces powerful capabilities for visualizing and mashing up data from many sources. Instead of building specialpurpose tools, Microsoft Dynamics AX 2012 leverages the power of Excel throughout the application.

The information displayed on any list page can be exported to Excel with a single click. Users who are familiar with the capabilities of Excel can export data from Microsoft Dynamics AX 2012 to Excel and continue their analysis.

It is possible to enrich the exported dataset by adding additional data fields from the underlying dataset that was used to populate the form. This capability leverages the Microsoft Dynamics AX 2012 add-in for Microsoft Office, which exposes data to Excel, subject to the role-based security defined in Microsoft Dynamics AX 2012.

By leveraging the capabilities of Excel 2013, a user can mash up Microsoft Dynamics AX data with external data sources from other systems, and also with publicly available data from the Microsoft Azure Marketplace. After the required data is assembled, the user can explore the data and trends by using Power View, which is built into Excel 2013. The Microsoft Dynamics AX add-in for Microsoft Word enables the creation of custom documents, such as collection letters and quotations, that use data from Microsoft Dynamics AX 2012 R2, thereby enabling the user to leverage the capabilities of Word.

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