Solution Patterns & Tools for Analytics and Reporting · 2018-02-13 · Solution Patterns & Tools...
Transcript of Solution Patterns & Tools for Analytics and Reporting · 2018-02-13 · Solution Patterns & Tools...
Solution Patterns & Tools for Analytics and Reporting
- SESSION OBJECTIVES
1. Learn the available solution patterns
2. Learn the reporting experiences – choose right tool for the job
3. Learn how to print documents
AGENDA
1. Solution patternsa. Real-time embedded visuals for operational insights
b. Analytical workspaces for overview on business processes
c. Build your own data warehouse or data integration solution
d. Analytical solutions (or apps) distributed via AppSource
2. Reporting experiencesa. Embedded chart controls
b. SSRS reports
c. Financial reporting
d. Electronic reporting
3. Printing reports
System of intelligence vs. System of integration
Embedded Analytics in a System of intelligence Data warehouse / System of integration
System of intelligence vs. System of integration
Embedded Analytics in a System of intelligence Data warehouse / System of integration
• Tools and frameworks for ERP developers • Enable tools and frameworks from Microsoft and others
• Solutions configured by customer and partner• Packaged ISV solutions distributed with Finance and Operations
• Data and intelligence within Finance and Operations • Extract data out of Finance and Operations
System of intelligence vs. Systems of integration
Embedded Analytics in a System of Intelligence Data warehouse / System of integration
Real-time embedded visuals
Analytical workspaces
Analytical apps via AppSource
Build your own data warehouse
Help topic: Information access and reporting
Model an aggregate
data entity
Model a chart, add the chart
to a form or workspace“Star schema” is modeled with
aggregate measurements
Analytics, aggregate measurements, and KPI modeling
Financial reporting
Electronic reporting
Entity store
An extensible data store for advanced analytics
on operational data - included with Dynamics
365 for Finance and Operations
Rich data modeling using Dynamics 365 for Finance and Operations
metadata
Enables users to create rich reports with Power BI
Included with Finance and Operations subscriptions
Predictions and recommendations using Cortana Intelligence suite
Near real-time data sync from Finance and Operations
Future: even better first party integration (e.g. Auto-generated Power BI
models, secured using Finance and Operations roles)
Entity storeTransactional DB
Power BI dashboards & reports
Dataset
Direct query
Tier 1 environment
LCS Asset library Tier 2+ / Prod Power BI.com*
Tier 1 environment Tier 2+ / Prod environment
Export data to your own Data warehouse
Build your own cloud data warehouse or
extract data to integrate existing solutions
Bring your own SQL Azure DB – build your own Data warehouse
Near real-time data sync from Dynamics 365 for Finance and
Operations
Extract data using thousands of standard entities or develop your own
Enables integration with ISV tools or a BI tool of your choice
Integrate with external data for mash-ups
TOOL AUTHOR TARGET DATA CONSUMPTION DESIGNER
Excel Power User Power User Transactional External Free form
Embedded BI Developer All users Aggregates Internal Modeled
SSRS Report Developer All usersTransactional and
AggregatesInternal/External Free form
Power BI Power User All users Aggregates Internal/External Free form
Financial reporting Power User Power User Transactional External Modeled
Information access and reporting
https://docs.microsoft.com/en-us/dynamics365/unified-operations/dev-itpro/analytics/power-bi-home-page
https://docs.microsoft.com/en-us/dynamics365/unified-operations/dev-itpro/analytics/author-distribute-power-bi-reports
https://docs.microsoft.com/en-us/dynamics365/unified-operations/dev-itpro/analytics/customize-app-suite-reports-with-extensions
https://blogs.msdn.microsoft.com/dynamicsaxbi
https://docs.microsoft.com/en-us/dynamics365/unified-operations/dev-itpro/analytics/export-entities-to-your-own-databasehttps://blogs.msdn.microsoft.com/dynamicsaxbi/2016/07/27/export-dynamics-ax7-entities-to-your-own-azure-sql-database/
https://docs.microsoft.com/en-us/dynamics365/unified-operations/dev-itpro/analytics/install-document-routing-agent
Printing overviewhttps://docs.microsoft.com/en-us/dynamics365/unified-operations/dev-itpro/analytics/print-documents
Installing the document routing agenthttps://docs.microsoft.com/en-us/dynamics365/unified-operations/dev-itpro/analytics/install-document-routing-agent
Run the document routing agent as a Windows servicehttps://docs.microsoft.com/en-us/dynamics365/unified-operations/dev-itpro/analytics/run-document-routing-agent-as-windows-service