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Maximizing Business Insights with Advanced Reporting in Dynamics GP

Discover the power of Advanced Reporting for Dynamics GP, led by Timothy Jones. Uncover the essential features of Business Analyzer, including its integration with SQL Server Reporting Services (SSRS) and Analysis Cubes. Learn how decision-makers can utilize customized dashboards to enhance business decisions. Explore options for collaboration through Microsoft Lync and the benefits of role-tailored displays of reports. Delve into practical guidance on generating SSRS reports, building KPIs, and utilizing Excel for advanced reporting.

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Maximizing Business Insights with Advanced Reporting in Dynamics GP

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Presentation Transcript

  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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