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.