creating dynamics ax dashboards using visio services
DESCRIPTION
One of the new features in Visio 2010 is the ability to create data driven diagrams and dashboards, and post them directly to SharePoint repositories for everyone to access. This opens up a new BI tool for the users to take advantage of.In this example we will show how you can use Visio to create these Pivot Diagrams. It’s pretty darn cool.TRANSCRIPT
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© 2013. All rights reserved.
CREATING BI DASHBOARDS USING VISIO
SERVICES
Dynamics AX | BI | Visio | Dashboarding
One of the new features in Visio 2010 is the ability to create data driven diagrams and dashboards, and post them directly to SharePoint repositories for everyone to access. This opens up a new BI tool for the users to take advantage of.
In this example we will show how you can use Visio to create these Pivot Diagrams. It’s pretty darn cool.
![Page 2: Creating Dynamics AX Dashboards Using Visio Services](https://reader031.vdocuments.site/reader031/viewer/2022020122/554e428fb4c905f4478b513a/html5/thumbnails/2.jpg)
© 2013. All rights reserved.
Create Your
PivotDiagram
To create a data driven Visio document, choose the PivotDiagram template when you create a new document. If you have not used this before, then you can find it in the Business group.
![Page 3: Creating Dynamics AX Dashboards Using Visio Services](https://reader031.vdocuments.site/reader031/viewer/2022020122/554e428fb4c905f4478b513a/html5/thumbnails/3.jpg)
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Create Your
PivotDiagram
Visio will now ask you where you want to get the data from. In this case we will attach to the pre-defined cubes within Dynamics AX 2012.
![Page 4: Creating Dynamics AX Dashboards Using Visio Services](https://reader031.vdocuments.site/reader031/viewer/2022020122/554e428fb4c905f4478b513a/html5/thumbnails/4.jpg)
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Create Your
PivotDiagram
Select the server.
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Create Your
PivotDiagram
And then the cube.
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Create Your
PivotDiagram
You can save the name of the connection if you like.
![Page 7: Creating Dynamics AX Dashboards Using Visio Services](https://reader031.vdocuments.site/reader031/viewer/2022020122/554e428fb4c905f4478b513a/html5/thumbnails/7.jpg)
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Create Your
PivotDiagram
Select the Data Connection – I just accepted the defaults.
![Page 8: Creating Dynamics AX Dashboards Using Visio Services](https://reader031.vdocuments.site/reader031/viewer/2022020122/554e428fb4c905f4478b513a/html5/thumbnails/8.jpg)
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Create Your
PivotDiagram
Almost done.
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Create Your
PivotDiagram
Now the Visio diagram will show up, and on the left will be the connections to the OLAP cube.
![Page 10: Creating Dynamics AX Dashboards Using Visio Services](https://reader031.vdocuments.site/reader031/viewer/2022020122/554e428fb4c905f4478b513a/html5/thumbnails/10.jpg)
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Create Your
PivotDiagram
I don’t want to report off the product count, so I deselected the default measure, and chose the measure for the invoice dollars.
![Page 11: Creating Dynamics AX Dashboards Using Visio Services](https://reader031.vdocuments.site/reader031/viewer/2022020122/554e428fb4c905f4478b513a/html5/thumbnails/11.jpg)
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PivotDiagram
Created
To expand out the diagram, just select the dimension that you want, and the PivotDiagram will explode out the child values.
Now you have a data tree.
![Page 12: Creating Dynamics AX Dashboards Using Visio Services](https://reader031.vdocuments.site/reader031/viewer/2022020122/554e428fb4c905f4478b513a/html5/thumbnails/12.jpg)
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Filter Out Results
Some of the results have 0 values, so we can filter them out on the dashboard by just selecting the measure, and choosing the Configure Measure option.
![Page 13: Creating Dynamics AX Dashboards Using Visio Services](https://reader031.vdocuments.site/reader031/viewer/2022020122/554e428fb4c905f4478b513a/html5/thumbnails/13.jpg)
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Filter Out Results
In the dialog box, you can create a selection condition for the results that you want to return. Here we are just selecting the non-negative values.
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All Null Values
Removed
Now the data looks a little better.
![Page 15: Creating Dynamics AX Dashboards Using Visio Services](https://reader031.vdocuments.site/reader031/viewer/2022020122/554e428fb4c905f4478b513a/html5/thumbnails/15.jpg)
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Select Data To
Display
Now we can change data that is being displayed, and add some gauges. To do this, select the Edit Data Graphic from the Data Graphic button in the ribbon bar.
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Select Data To
Display
This will pull up the list of fields that we are showing in the detail panels.
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Select Data To
Display
When you add a new item, you an select from the list of available fields being returned by the cube.
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Select Data To
Display
And also select how you want the data to be displayed.
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Select Data To
Display
For the element, we will show the data as a Speedometer.
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Select Data To
Display
Now we will just tweak the parameters a little to set the high limit, and also override the default prompt because it is a little too long.
![Page 21: Creating Dynamics AX Dashboards Using Visio Services](https://reader031.vdocuments.site/reader031/viewer/2022020122/554e428fb4c905f4478b513a/html5/thumbnails/21.jpg)
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Select Data To
Display
Since this field is the same as the prior one that I had, we can delete the old entry.
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Now We Have
Gauges
Very cool.
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A Couple More
Measures Added
We can follow the same process and also add in some additional fields.
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Add Some Bling
One of the benefits of using Visio is that you can add additional embellishments to the diagram. In this next step we will add a background image, and make the diagram look a little more elegant. To start off we will just add a world map…
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Add Some Bling
And we can also change the formatting for the title.
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Add Some Bling
There are two entries in the data that we are not too concerned with, but rather than delete the entries, if you select the panels, you can choose to merge the two nodes together. This is useful for manually tweaking data groups.
![Page 27: Creating Dynamics AX Dashboards Using Visio Services](https://reader031.vdocuments.site/reader031/viewer/2022020122/554e428fb4c905f4478b513a/html5/thumbnails/27.jpg)
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Add Some Bling
Now the nodes are combined.
![Page 28: Creating Dynamics AX Dashboards Using Visio Services](https://reader031.vdocuments.site/reader031/viewer/2022020122/554e428fb4c905f4478b513a/html5/thumbnails/28.jpg)
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Add Some Bling
Although the nodes are all connected with lines, they don’t have to be. We are going to create a free-flow diagram, so we just deleted them.
![Page 29: Creating Dynamics AX Dashboards Using Visio Services](https://reader031.vdocuments.site/reader031/viewer/2022020122/554e428fb4c905f4478b513a/html5/thumbnails/29.jpg)
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Add Some Bling
Now we can move the total to the header area.
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Add Some Bling
And also distribute out the regional sales nodes to the appropriate places on the map.
![Page 31: Creating Dynamics AX Dashboards Using Visio Services](https://reader031.vdocuments.site/reader031/viewer/2022020122/554e428fb4c905f4478b513a/html5/thumbnails/31.jpg)
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That Looks Cool
With a little more tweaking of the formatting and coloring of the nodes we get a pretty nice dashboard.
![Page 32: Creating Dynamics AX Dashboards Using Visio Services](https://reader031.vdocuments.site/reader031/viewer/2022020122/554e428fb4c905f4478b513a/html5/thumbnails/32.jpg)
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Publish To
SharePoint
The final step is to publish the PivotDiagram up to SharePoint so that everyone else can access the report.
![Page 33: Creating Dynamics AX Dashboards Using Visio Services](https://reader031.vdocuments.site/reader031/viewer/2022020122/554e428fb4c905f4478b513a/html5/thumbnails/33.jpg)
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Publish To
SharePoint
When you publish the diagram, make sure that you choose the Web Drawing format. This will allow you to see the Visio diagram within the browser.
![Page 34: Creating Dynamics AX Dashboards Using Visio Services](https://reader031.vdocuments.site/reader031/viewer/2022020122/554e428fb4c905f4478b513a/html5/thumbnails/34.jpg)
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Dashboard
Available For
Everyone
Very cool.
![Page 35: Creating Dynamics AX Dashboards Using Visio Services](https://reader031.vdocuments.site/reader031/viewer/2022020122/554e428fb4c905f4478b513a/html5/thumbnails/35.jpg)
About
Murray Fife
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