Microsoft Dynamics AX Technical ConferenceFebruary 3–5, 2014Bellevue, WA
BI Techniques for Project DataJohn BurrowsProgram Manager
Adel ShrufiProgram Manager
IntroductionWe are excited to share Microsoft Dynamics AX 2012 R3 with you…• This presentation contains Microsoft confidential information• Dynamics AX 2012 R3 is pre-release software and subject to change• Microsoft provides no license, express or implied, in this presentation• Please review and respect the disclaimer included in all printed
and electronically distributed materials
Session Agenda• New Ways to Analyze Data• Ad-hoc Analysis • Project-Centered Analytics in AX2012• Traditional forms of Data Analysis• PM Role Center• Q&A
New Ways to Analyze Data• Mobility is front and center• One Microsoft • Unlock the hidden value in business data• No one size fits all in BI Solutions• Persona-focused
Microsoft Power BI for Office 365Self-service BI with the familiarity of Office and the power of the cloud
Collaborate in Office 3651 in 4 enterprise customers on Office 365
Insights in Excel1 Billion Office Users
Analyze Visualize Share Find
Q&A
MobileDiscover
Scalable | Manageable | Trusted
Microsoft Power BI for Office 365Collaborate in Office 365
Insights in Excel
Analyze
Visualize
Share
Find
Q&A
Mobile
Discover Search, access, and transform public and internal data sources with Power Query
Share data views and workbooks refreshable from on-premises and cloud based data sources, with Power BI Sites
Easy data modeling and lightning fast in-memory analytics with Power Pivot
Bold new interactive data visualizations with Power View and Power Map
Ask questions and get immediate answers with natural language query
Mobile access through HTML5 and touch optimized apps for Windows 8, RT and iOS tablets
Scalable | Manageable | Trusted
Dynamics + Power BI for Office 365
Insights in Excel
Analyze
Visualize
Discover
Search, access, and transform public and internal data sources with Power Query
Easy data modeling and lightning fast in-memory analytics with Power Pivot
Bold new interactive data visualizations with Power View and Power Map
Collaborate in Office 365Share
Find
Q&A
Mobile
Share data views and workbooks refreshable from on-premises and cloud based data sources, with Power BI Sites
Ask questions and get immediate answers with natural language query
Mobile access through HTML5 and touch optimized apps for Windows 8, RT and iOS tablets
Scalable | Manageable | Trusted
Dynamics Data
Export
Author
Feeds Securely expose Business data feeds to end users with OData
Refreshable Export of Data in Forms and Reports to Excel
Dynamics AX add-ins for Office enables authoring reports and documents in Excel
Embed in Dynamics
Context
Launch
Visible Save frequently used analysis into Role center - home page in Dynamics ClientSeamlessly pass user’s business context into embedded reports and see relevant dataLaunch Power View from a Dynamics list page to visualize trends behind data
Demo
Mobile BI + PM Dashboard
John Burrows
Project Cube Data
Mobile BI App Architecture
Active Directory Federation Services
Win8 BA App
Azure Service Bus / Access Control Service
WCF Service (Connector for Mobile Applications)
Dynamics AX 2012
2 Authentication Token (SAML)
3 M
essa
ge +
Auth
Toke
n
4 Message +Auth Token 5 Message
1 Authentication Request
6 Message7 Message
8 M
essa
ge
SSAS SQL Server
Project Transaction Data
Demo
Ad hoc analysis
Adel Shrufi
Project-centered analytics• P&L / Revenue, Cost, Gross Margin, WIP• Compare actual to Budget
STATEMENT
• Invoiced, Chargeable, None Chargeable• Compare actual to quotation
INVOICE CONTROL
• Actual, Budgeted and Committed Cost• Compare total cost to original budget
COST CONTROL
• Billable rate, Efficiency Rate• Compare Actual to Budget
HOUR UTILIZATION
• Cash inflow, outflow, and net cash flow• Compare actual to budget
CASH FLOW
OLAP Cube
Inquiry Forms
SSRS Reports
Demo
Traditional Forms of Data Analysis
John Burrows
Project Cube Model
Measure Groups• Actuals (Costs, Revenue, Hours)• Committed Costs (Hour/Item
Costs)• Forecasts (Costs, Sales, Hours,
Expenses)• Employee Utilization (Billable
Regular, Billable Overtime)• Project Planned Cost/Effort
Project Dim
Customer Dim
Date Dim (Y/Q/M/W)
Employee Dim
Project Category Dim
Project Contract
Dim
Company
Dim
Vendor Dim
Demo
Modeling Charts
Adel Shrufi
Demo
Role Center
Agenda addition for Ask the ExpertsWe’ve added another “Ask the Experts” session and changed a room assignment for tomorrow. See the updated schedule below. This information is posted in the mobile event app.Wednesday, February 5, 8:30-10:00
ASK401 Ask the Experts – Service Industries Evergreen A
ASK402 Ask the Experts – Microsoft Dynamics AX application (supply chain, payroll, human resources)
Cedar B
ASK403 Ask the Experts – Manufacturing Regency E
ASK404 Ask the Experts – Retail Grand Ballroom
ASK405 Ask the Experts – Microsoft Dynamics AX components (lifecycle services, Azure, upgrade, update experience)
Evergreen E
ASK405B
Ask the Experts – Microsoft Dynamics AX components (performance, architecture, development)
Evergreen G
ASK406 Ask the Experts – Financials and Public Sector Evergreen I
ASK407 Ask the Experts – BI, Reporting and Corporate Performance Management Regency A
THANK YOU for attending! Your feedback is extremely important, please complete an evaluation using one of the following options:
• On the fly from the mobile event app• Communications Kiosks located in the Evergreen Foyer, Grand
Ballroom Foyer and Regency Foyer
• Via the Dynamics AX Technical Conference website: www.microsoft.com/dynamics/axtechconference
DisclaimerThis presentation contains Microsoft Confidential Information. Microsoft may use any suggestions, comments, or other feedback that you provide for any purpose without obligation. This presentation is provided for informational and training purposes only. It represents Microsoft’s view as of the presentation date. Microsoft cannot guarantee the accuracy of any information after the presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted as a commitment on Microsoft’s part. This presentation is provided “as-is”.
Microsoft Dynamics AX 2012 R3 is pre-release software under development. All dates, features, and descriptions specified are preliminary, are based on current expectations, and are subject to change at any time without notice.
Sample code included in this presentation is made available AS IS. THE ENTIRE RISK OF THE USE OR THE RESULTS FROM THE USE OF ANY SAMPLE CODE REMAINS WITH THE USER.
MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION. NO LICENSE (EXPRESS OR IMPLIED, BY ESTOPPEL OR OTHERWISE) TO ANY INTELLECTUAL PROPERTY RIGHTS IS GRANTED BY THIS PRESENTATION.
© 2014 Microsoft Corporation. All rights reserved.
© 2013 Microsoft Corporation. All rights reserved. Microsoft, Windows and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries.The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.