Solution Patterns & Tools for Analytics and Reporting

- SESSION OBJECTIVES

1. Learn the available solution patterns

2. Learn the reporting experiences – choose right tool for the job

3. Learn how to print documents

AGENDA

1. Solution patternsa. Real-time embedded visuals for operational insights

b. Analytical workspaces for overview on business processes

c. Build your own data warehouse or data integration solution

d. Analytical solutions (or apps) distributed via AppSource

2. Reporting experiencesa. Embedded chart controls

b. SSRS reports

c. Financial reporting

d. Electronic reporting

3. Printing reports

System of intelligence vs. System of integration

Embedded Analytics in a System of intelligence Data warehouse / System of integration

System of intelligence vs. System of integration

Embedded Analytics in a System of intelligence Data warehouse / System of integration

• Tools and frameworks for ERP developers • Enable tools and frameworks from Microsoft and others

• Solutions configured by customer and partner• Packaged ISV solutions distributed with Finance and Operations

• Data and intelligence within Finance and Operations • Extract data out of Finance and Operations

System of intelligence vs. Systems of integration

Embedded Analytics in a System of Intelligence Data warehouse / System of integration

Real-time embedded visuals

Analytical workspaces

Analytical apps via AppSource

Build your own data warehouse

Help topic: Information access and reporting

Model an aggregate

data entity

Model a chart, add the chart

to a form or workspace“Star schema” is modeled with

aggregate measurements

Analytics, aggregate measurements, and KPI modeling

Financial reporting

Electronic reporting

Entity store

An extensible data store for advanced analytics

on operational data - included with Dynamics

365 for Finance and Operations

Rich data modeling using Dynamics 365 for Finance and Operations

metadata

Enables users to create rich reports with Power BI

Included with Finance and Operations subscriptions

Predictions and recommendations using Cortana Intelligence suite

Near real-time data sync from Finance and Operations

Future: even better first party integration (e.g. Auto-generated Power BI

models, secured using Finance and Operations roles)

Entity storeTransactional DB

Power BI dashboards & reports

Dataset

Direct query

Tier 1 environment

LCS Asset library Tier 2+ / Prod Power BI.com*

Tier 1 environment Tier 2+ / Prod environment

Export data to your own Data warehouse

Build your own cloud data warehouse or

extract data to integrate existing solutions

Bring your own SQL Azure DB – build your own Data warehouse

Near real-time data sync from Dynamics 365 for Finance and

Operations

Extract data using thousands of standard entities or develop your own

Enables integration with ISV tools or a BI tool of your choice

Integrate with external data for mash-ups

TOOL AUTHOR TARGET DATA CONSUMPTION DESIGNER

Excel Power User Power User Transactional External Free form

Embedded BI Developer All users Aggregates Internal Modeled

SSRS Report Developer All usersTransactional and

AggregatesInternal/External Free form

Power BI Power User All users Aggregates Internal/External Free form

Financial reporting Power User Power User Transactional External Modeled

Information access and reporting

https://docs.microsoft.com/en-us/dynamics365/unified-operations/dev-itpro/analytics/power-bi-home-page

https://docs.microsoft.com/en-us/dynamics365/unified-operations/dev-itpro/analytics/author-distribute-power-bi-reports

https://docs.microsoft.com/en-us/dynamics365/unified-operations/dev-itpro/analytics/customize-app-suite-reports-with-extensions

https://blogs.msdn.microsoft.com/dynamicsaxbi

https://docs.microsoft.com/en-us/dynamics365/unified-operations/dev-itpro/analytics/export-entities-to-your-own-databasehttps://blogs.msdn.microsoft.com/dynamicsaxbi/2016/07/27/export-dynamics-ax7-entities-to-your-own-azure-sql-database/

Opening it in an application gives you access to local printers

https://docs.microsoft.com/en-us/dynamics365/unified-operations/dev-itpro/analytics/install-document-routing-agent

Printing overviewhttps://docs.microsoft.com/en-us/dynamics365/unified-operations/dev-itpro/analytics/print-documents

Installing the document routing agenthttps://docs.microsoft.com/en-us/dynamics365/unified-operations/dev-itpro/analytics/install-document-routing-agent

Run the document routing agent as a Windows servicehttps://docs.microsoft.com/en-us/dynamics365/unified-operations/dev-itpro/analytics/run-document-routing-agent-as-windows-service