embedding dynamics ax 2012 data in powerpoint

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EMBEDDING DYNAMICS AX DATA IN

POWERPOINT

Dynamics AX | Microsoft Office | PowerPoint

Since we are able to access Dynamics AX data directly from Excel, then why shouldn’t you use it within PowerPoint so that you can save time manually cutting and pasting your graph data like you have probably done in the past.

In this example we will show how you can create dynamic presentations in PowerPoint that accesses data directly from Dynamics AX 2012 using the new Office integration tabs.


Create A Dynamics

Query in Excel

The first step is to create a linked query from Excel into Dynamics AX.

Use the Add Data option from the new Dynamics AX tab in Excel to start off the process.


Create A Dynamics

Query in Excel

For this example we will be creating a query that shows the open case counts… so we will just select that query from the data sources.


Create A Dynamics

Query in Excel

Now select the fields that you want to report on.

Note: Because we are going to convert this to a Pivot Chart, you can choose as many fields as you like – you don’t have to use them all.


Dynamics Data

Now we’ve got our source for our chart, coming directly from Dynamics AX.


Create A Linked

Excel Pivot Chart

Now we will convert the table data into a Pivot Chart.


Create A Linked

Excel Pivot Chart

Just select the defaults to create the chart.


Create A Linked

Excel Pivot Chart

We can now select a few fields from the query that we created previously to create a simple chart.


Create A Linked

Excel Pivot Chart

We don’t like the format of the bar chart too much, and would rather convert it into a pie.


Create A Linked

Excel Pivot Chart

Let’s change the formatting to make it look a little more hip.


Create A Linked

Excel Pivot Chart

And then remove the legend etc. to clean up the chart.


Dynamics Data In

Pivot Chart

Now we have a chart.


Create Your

PowerPoint Slide

Now that we have the data and the chart linked to Dynamics, it’s time to create our PowerPoint slide.


Create Your

PowerPoint Slide

From Excel, just copy the chart…


Create Your

PowerPoint Slide

And then paste it into your slide as an object.


Create Your

PowerPoint Slide

This will embed the chart details into the PowerPoint slide. Note that we still have full formatting capabilities for the char, and can format it some more to fit the presentation style and size.


Ready For Your

Presentation

That was easy.


Update Your Data

If you find that you want to change the chart a little, then you can always go back to the data source that you created by selecting the Edit Data option from the chart context menu.


Update Your Data

This will pull up the source data.


Update Your Data

If we just want to show the open cases, then we can use the filter option that we set up initially in the pivot chart.


Update Your Data

And changing the data will change the chart in PowerPoint.


Updated Data In

Your Slide

Even cooler.

About

Murray Fife

embedding dynamics ax 2012 data in powerpoint

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