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Advanced Reporting for Dynamics ® GP

Advanced Reporting for Dynamics ® GP. Timothy Jones. What is Business Analyzer ?. Dashboard for business decision makers. What are some options?. Business Analyzer SQL Server Reporting Services (SSRS) Analysis Cubes 3 rd Party Products . What is Business Analyzer (continued) ?.

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Advanced Reporting for Dynamics ® GP

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  1. Advanced Reporting for Dynamics® GP Timothy Jones

  2. What is Business Analyzer? • Dashboard for business decision makers

  3. What are some options? • Business Analyzer • SQL Server Reporting Services (SSRS) • Analysis Cubes • 3rd Party Products

  4. What is Business Analyzer (continued)? • Consumes SQL Server Reporting Services Reports • Can collaborate through Microsoft Lync® • Deploys independent of the Microsoft Dynamics GP rich client • Separate installation • Beyond the BackOffice

  5. Business Analyzer feature components • Business Analyzer Utility • Role Tailored display of reports • Microsoft Lync collaboration • Leverages SQL Server Reporting Services (SSRS) • New SSRS Reports and KPIs • Drill down to Microsoft Dynamics GP windows • Integration with the GP Home Page – replaces metrics

  6. Acronyms

  7. Business Analyzer User Interface Demo

  8. Business Analyzer • Dependencies • .NET 4.0 • SQL Server 2008 R2 or later required • SQL Reporting Services (server) • Microsoft Lync 2010 • Microsoft Dynamics GP 2010 R2 or later • Windows Authentication

  9. How to generate reports • SSRS Report Builder • Simple/straight forward interface • Automatically downloads and installs from the SSRS server. • Need to use Data models • SQL Server Data Tools (aka Visual Studio shell) • Used for developing complex reports • Data models are not required, but can still be used.

  10. How to generate reports To build a KPI for Business Analyzer, consider the following: • Determine the final KPI that you plan to develop to support a specific need. • Determine which roles within a company will use the KPI. • Build a SQL view (or use base tables) that contains data for the report. • Create the Detail report and the Summary report. • Create the KPI by using SSRS Report Builder, consuming the same SQL View that the summary and detail reports used, if possible

  11. What is Analysis Cubes for GP? • Consumes SQL Server Analysis Services (SSAS) Cube • Multi-dimensional data reporting • Uses Excel as a front-end reporting tool (pivot tables) • Can use any viewer that supports SSAS

  12. Analysis Cubes User Interface Demo

  13. Analysis Cubes Configuration • Dependencies • SQL Server 2008 R2 or later required • SQL Analysis Services (server) • Microsoft Dynamics GP 2010 or later (recommended) • Windows Authentication

  14. Questions? • Installation, licensing, etc.

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