matthewf@jetreports · Microsoft Dynamics in the World. •12 years young •Excel based reporting...

23
Presenter: Matt Fleming [email protected]

Transcript of matthewf@jetreports · Microsoft Dynamics in the World. •12 years young •Excel based reporting...

Page 1: matthewf@jetreports · Microsoft Dynamics in the World. •12 years young •Excel based reporting –familiar environment, easy to learn, use and share •12,000 customers worldwide

Presenter: Matt [email protected]

Page 2: matthewf@jetreports · Microsoft Dynamics in the World. •12 years young •Excel based reporting –familiar environment, easy to learn, use and share •12,000 customers worldwide

The leading reporting & business intelligence solution for Microsoft Dynamics in the World.

• 12 years young

• Excel based reporting – familiar environment, easy to learn, use and share

• 12,000 customers worldwide

• 80 countries worldwide & growing

• Renowned Customer Service - 24 hour access to KnowledgeBase, Community & Support

Page 3: matthewf@jetreports · Microsoft Dynamics in the World. •12 years young •Excel based reporting –familiar environment, easy to learn, use and share •12,000 customers worldwide

Reporting & BI. One size doesn’t fit all.

Jet Express – basic reporting for all Dynamics modules

Page 4: matthewf@jetreports · Microsoft Dynamics in the World. •12 years young •Excel based reporting –familiar environment, easy to learn, use and share •12,000 customers worldwide

Reporting & BI. One size doesn’t fit all.

Jet Express – basic reporting for all Dynamics modules

Jet ProfessionalOne-click Report

SchedulingControlAny Device + O365

Page 5: matthewf@jetreports · Microsoft Dynamics in the World. •12 years young •Excel based reporting –familiar environment, easy to learn, use and share •12,000 customers worldwide

Jet Professional – 45+ standard reports

Page 6: matthewf@jetreports · Microsoft Dynamics in the World. •12 years young •Excel based reporting –familiar environment, easy to learn, use and share •12,000 customers worldwide

Reporting & BI. One size doesn’t fit all.

Jet Express – basic reporting for all Dynamics modules

Jet Professional – standard reports, Any Device,+ O365, formatting & scheduling

Jet Enterprise – dashboards, data warehouse & cube

Page 7: matthewf@jetreports · Microsoft Dynamics in the World. •12 years young •Excel based reporting –familiar environment, easy to learn, use and share •12,000 customers worldwide

Jet Portal

Microsoft Power BIover

Jet Enterprise

Page 8: matthewf@jetreports · Microsoft Dynamics in the World. •12 years young •Excel based reporting –familiar environment, easy to learn, use and share •12,000 customers worldwide

Jet Budgeting

In Spring of 2018, Jet Reports is set to release a fast, flexible corporate budgeting solution for Microsoft Dynamics NAV and GP that sets up in minutes and provides customers the ability to easily collaborate, create, and report on departmental budgets and revenue to increase financial performance.

Page 10: matthewf@jetreports · Microsoft Dynamics in the World. •12 years young •Excel based reporting –familiar environment, easy to learn, use and share •12,000 customers worldwide

Please visit www.advantage.co.uk/gdpr/ to complete our GDPR Survey,

which will be the basis for our exclusive White Paper on the impact of this

new legislation. Participants will be the first to receive a copy.

Page 11: matthewf@jetreports · Microsoft Dynamics in the World. •12 years young •Excel based reporting –familiar environment, easy to learn, use and share •12,000 customers worldwide

LIVE ON DYNAMICSMATTIAS BRUNKSales manager EMEA+46 70 659 03 [email protected]

Page 12: matthewf@jetreports · Microsoft Dynamics in the World. •12 years young •Excel based reporting –familiar environment, easy to learn, use and share •12,000 customers worldwide

DYNAMICS

FULL BI SUITE FOR DYNAMICS

REPORTING BUDGETING DASHBOARDS

DESIGNER ADMIN

PRE-BUILT INTEGRATION

WEB/EXCEL WEB WEB

Page 13: matthewf@jetreports · Microsoft Dynamics in the World. •12 years young •Excel based reporting –familiar environment, easy to learn, use and share •12,000 customers worldwide

Other DataSources

Other DataSources

OVERVIEW – WHAT’S NEXT?

REPORTING BUDGETING DASHBOARDS

DATA WAREHOUSE

ERP

Page 14: matthewf@jetreports · Microsoft Dynamics in the World. •12 years young •Excel based reporting –familiar environment, easy to learn, use and share •12,000 customers worldwide

Watch a live demo!

Page 15: matthewf@jetreports · Microsoft Dynamics in the World. •12 years young •Excel based reporting –familiar environment, easy to learn, use and share •12,000 customers worldwide

Simon Nicholson

Power BI reporting

Page 16: matthewf@jetreports · Microsoft Dynamics in the World. •12 years young •Excel based reporting –familiar environment, easy to learn, use and share •12,000 customers worldwide

What is Power BI?

What Microsoft say:

“Power BI is a suite of business analytics tools to analyse data and share insights. Power BI dashboards provide a360-degree view for business users with their most important metrics in one place, updated in real time, andavailable on all of their devices. With one click, users can explore the data behind their dashboard using intuitivetools that make finding answers easy. Creating a dashboard is simple, thanks to hundreds of connections topopular business applications, complete with prebuilt dashboards to help you get up and running quickly. And youcan access your data and reports from anywhere with the Power BI Mobile apps, which update automatically withany changes to your data”

Page 17: matthewf@jetreports · Microsoft Dynamics in the World. •12 years young •Excel based reporting –familiar environment, easy to learn, use and share •12,000 customers worldwide

What is Power BI?

In simple terms:

A tool with 2 key report design elements of Excel or the Power BI Desktop app which can be used to publishreports as either a data download or real time data view.

Reports can then be published to users via the web, phone app, or Power BI within Office 365.

Page 18: matthewf@jetreports · Microsoft Dynamics in the World. •12 years young •Excel based reporting –familiar environment, easy to learn, use and share •12,000 customers worldwide

How to Access Power BI

Excel

Page 19: matthewf@jetreports · Microsoft Dynamics in the World. •12 years young •Excel based reporting –familiar environment, easy to learn, use and share •12,000 customers worldwide

How to Access Power BI

Desktop

Page 20: matthewf@jetreports · Microsoft Dynamics in the World. •12 years young •Excel based reporting –familiar environment, easy to learn, use and share •12,000 customers worldwide

How to Access Power BI

Web/ O365

Page 21: matthewf@jetreports · Microsoft Dynamics in the World. •12 years young •Excel based reporting –familiar environment, easy to learn, use and share •12,000 customers worldwide

How to Access DataMultiple ways to interrogate data:• Import into Power BI (snapshot)• Real Time (uses a trusted gateway)

Connection Methods:• Excel• SQL• Analysis Services• ODATA• Azure• Web• And more……

Recommendations & the future• ODATA• Microsoft recommendation for the querying and updating of data in real time

Page 22: matthewf@jetreports · Microsoft Dynamics in the World. •12 years young •Excel based reporting –familiar environment, easy to learn, use and share •12,000 customers worldwide

Demonstration

Page 23: matthewf@jetreports · Microsoft Dynamics in the World. •12 years young •Excel based reporting –familiar environment, easy to learn, use and share •12,000 customers worldwide

Downloads

https://powerbi.microsoft.com/en-us/downloads/