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DATA WAREHOUSE BUSINESS INTELLIGENCE FOR MICROSOFT DYNAMICS NAV

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www.bi4dynamics.com

DATA WAREHOUSE

BUSINESS INTELLIGENCE

FOR MICROSOFT DYNAMICS NAV

True Data Warehouse built for content and performance.

100% Microsoft Stack. 100% customizable SQL code.

23 languages. 1 installation.

All NAV versions. 1 installation.

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DATA WAREHOUSE

TECHNOLOGY

• Multi-database merging.

• Faster reporting.

• More effective and complex calculations.

• Snapshots of daily states.

THE SMARTEST

SELF-SERVICE WIZARD

Wizard extends standard BI4Dynamics functionality. Based on NAV metadata, Wizard simplifies

complex BI customizations and development processes. With your understanding of your custom

Microsoft Dynamics NAV structures an BI4Dynamics know-how you can create custom cubes,

without SQL knowledge or spending time and money on expensive trainings.

Manage cubes

• Create new cubes based on any NAV table (standard or custom).

• Display your data in any language.

• Add fact to existing cubes (standard or wizard generated).

• Add YTD (Year-to-Date), YOY (Year-over-Year), LAST PERIODS, POP (Period-over-Period)

measure groups or any custom MDX on top of the existing measures.

Manage dimensions

• Create new dimensions based on any NAV table.

• Change existing dimensions.

• Fields added to NAV tables are automatically added to BI4Dynamics

without any user interaction during daily update.

Manage BI solution

• Work simultaneously with BI4Dynamics standard, Wizard and Microsoft tools

(Management Studio, BI Studio).

• Create or modify T-SQL scripts with SQL Server Management Studio.

• Create or modify XML files (dimensions, cubes) with BIDS.

BI4Dynamics Architecture

Data Warehouse enables:

Built for content and performance Create OLAP cubes without SQL knowledge

BI4Dynamics provides an out-of-the-box data warehouse designed using the Kimball

methodology. The data warehouse is built on the industry standard SQL database

platform, with the added benefits of SQL Server Analysis Services (SSAS) and provides

numerous built-in measures and dimensions based on many years of experience.

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BENEFITS

USAGE

For Business Users

100+ Predefined Excel Reports

Working with Pivot tables

For IT Professionals

BI4Dynamics slashes your report making costs, reduces implementation

time and provides you with real output from Microsoft Dynamics NAV to

manage your business more efficiently.

• Rich content across all Microsoft Dynamics NAV business application areas.

• At least 30% more content compared to the nearest competitor.*

• 100+ highly structured, predefined Excel reports ready for immediate use.

• Available in 23 languages.

• Affordable pricing (per database, unlimited users) with low TCO.

• 30 day free trial, fixed BI project price and fast implementation.

*Based on number of cubes, measures and dimensions.

100 predefined reports, dashboards and business graphs are available out

of the box to get you started. Every Standard BI4Dynamics application area

comes with a set of predefined reports made in Microsoft Excel. Predefined

reports are made on best practice approach and cover business needs at all

company levels.

Every set of report starts with a strategic overview where users can monitor

trends, then continue with more operational, hands-on reports which cover

daily and weekly reporting of business users.

On the right you can see an Excel screenshot with a Pivot table field list that

contains BI4Dynamics dimensions and measures. Attributes are automati-

cally positioned in pivot table rows and columns by dragging and dropping

the attribute into Column Labels, Row Labels and Values in Report Filters. We

can examine each dimension’s hierarchy by clicking on it.

• The smartest self-service Wizard for building and extending existing cubes

without SQL knowledge and training.

• Data warehouse based (Kimball star schema) architecture designed for

performance, multiple-sources, daily snapshots and incremental load.

• Uses existing Microsoft infrastructure (SQL database, Excel, Active Directory).

• 100% open SQL code for further development.

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SALES Every organisation’s sales area is different and it is difficult to predefine reports that would cover all specifics. Therefore Sales cube

comes with 200 measures that with combination of 34 dimensions give insight into all parts of the sales area. Analysing sales

trends, margin, parallel period and YTD sales reports extend standard reporting and makes analysing simple, powerful and quick.

SALES OVER YEARS TOP CUSTOMER TABLE

This dashboard includes KPIs in sales area, like Net Sales, Profit, Profit in %, Gross Sales, Sales Discount in % and Net Sales YTD Index. Sales over Years dashboard includes also Net Sales Rolling and Profit Rolling measure for 3, 6 and 12 months.

That’s how everyone in your organisation should analyse sales data. Top 20 customers table includes Net Sales, YTD Indexes, Profit and Sales Discount in absolute value and in percentage.

SALES BUDGET ANALYSIS SALES YTD (YEAR-TO-DATE) OVERVIEW

Sales Budgets functionality and Excel makes all information more visual than ERP. This

dashboard presents variance and indexes between Net Sales and Sales Budget Amount. Sales analysis isn’t complete without Year-to-Date selection of measures. This table enables the view of Net Sales, Sales Invoiced Quantity and Profit.

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DELIVERY PERFORMANCE SALES ORDERS HISTORY

Sales delivery performance is aimed to calculate differences between dates. This is unique BI4Dynamics feature.

SALES DELIVERY PERFORMANCE QUOTES AND ORDERS ARE DAILY COPIED TO DATA WAREHOUSE

Track Sales Delivery Performance based on difference between Shipment date and one of

following dates: Planned Delivery / Planned Shipment / Promised Delivery / Requested Delivery. Sales documents from T36 and T37 are daily copied to BI4Dynamics Data Warehouse.

Quotes and Orders can be analysed from current prospective and even after they are posted, changed or deleted.

DELIVERY PERFORMANCE BY ITEM CATEGORY OVER YEARS

Users can adopt the view by changing Item Category Group and Year slicer to see delivery performance measured by Promised Delivery Date with rich selection of measures.

SALES QUOTE AND ORDER ANALYSIS OVER YEARS BY MONTHS

This dashboard presents trend and actual numbers by years of Sales Quote Amount and Sales Order Amount. Snapshots are stored daily to BI4Dynamics Data Warehouse.

ORDER HAS BEEN

POSTED OR DELETED ORDER HAS BEEN CREATED

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RECEIVABLES Do you want to know where your money is? Analyse your customers’ payment habits like a hawk and improve

your financial position. Receivables module is most commonly used as standard in all organisations and comes

with more specific measures like Average Balance, Sales on Credit and % of Total Balance.

RECEIVABLES OVER YEARS RECEIVABLES TABLE

This overview shows most commonly used KPIs in receivables area, like Receivables Balance, Before Due and Overdue structure, Average Payment Terms, Late payments (Avg. Overdue), Receivables Turnover in Days and important sales measures.

Complete receivables view of top 20 Customers by Balance with special KPIs like % of Total Receivables, % of Total Sales, Sales on Credit and customers’ payment habits.

DUE ANALYSIS OVER YEARS DUE AND OVERDUE STRUCTURE

Receivables structure over years provides information for Before Due and Overdue receivables

in absolute numbers and percentages with conditional formatting. Table with top 2 charts on the left shows Receivables Due / Overdue structure. The table on the right shows customer details for a specific overdue bucket.

SUM

Details

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FINANCE Consolidation over multiple companies, dimensions and currencies has never been easier. Reports based on Chart of

Accounts can be used in accounting but real powerful business reports are created by Account Schedules. In every case

BI4Dynamics offers more flexibility and better visualizations.

ACCOUNT SCHEDULES @ PIVOT TABLES ACCOUNT SCHEDULES @ DASHBOARDS

In Microsoft Dynamics NAV users can define their own Account Schedule, after processing it with BI4Dynamics, Account Schedules will be shown in Excel. 100% flexibility. No IT staff. No IT vendor.

This dashboard shows charts that are based on Account Schedules. All charts are connected with slicers that filter requested information. Such dashboards can be created in few minutes.

PROFIT AND LOSS STATEMENT WITH BUDGETS MULTI COMPANY PROFIT AND LOSS STATEMENT

This table represents Profit and Loss statements made with Account Schedules. BI4Dynamics enables comparison of one or more budgets with YTD measures, which are available in almost all important measures.

Account Schedules Multi Company feature enables using one Account Schedule across multiple companies and calculates GL transactions based on local Chart of Account which may be different across companies.

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INVENTORY AGING

INVENTORY AGING

Graphical presentation of inventory aging buckets by Inventory value over months.

Aging buckets can be easily adopted to client’s needs.

INVENTORY VALUE BY AGING GROUP

Table on the left shows Aging structure buckets. Table on the right shows Inventory Aging by product for specific Aging bucket 1-2 years.

Flexible aging buckets empower analysis of inventory value and quantity.

INVENTORY

STOCK ROTATION IN DAYS

SALES, PURCHASE AND INVENTORY DATA ON ONE REPORT

Stock Rotation in Days is a very useful measure calculated (as all BI4Dynamics measures) on a daily basis.

BI4Dynamics cubes can be joined together. If your product managers are responsible for all aspects of product (sales, purchase and inventory) then you may find this very useful.

Daily snapshots are created to prevent difficulties with inventory valuation.

SUM

Details

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PURCHASE Are you able to track the status of purchased and supplied items? Purchase module enables complete purchase

analysis with multiple measures and dimensions over multiple companies and currencies. Purchase by Type, Purchase

by Top Vendors by Type, Purchase by Top 10 Vendors by Purchased Items analysing has never been easier.

TOP VENDORS DASHBOARD OVER YEARS

TOP 8 SERVICE (GL) COSTS PER YEAR

For a complete purchase overview, this dashboard includes the top 8 Costs Amount from

General Ledger entries. For a strategic overview we use the Top Vendors Dashboard which displays top 9 vendors by

Purchase Amount.

COST AMOUNT ITEM VS AVERAGE PURCHASE PRICE TOP 20 PURCHASED ITEMS

On this graph you can see Cost Amount Item which includes all costs booked on item in

selected date period and Average Purchase Price. Table on the left presents Items by Item Category Group which can be drill down to item attribute. Table on the right presents top 20 purchased items by Cost Amount.

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MANUFACTURING Powerful, agile, simple analysis across different manufacturing processes. With Manufacturing module

you can monitor Production Orders, Item Composition and Consumption, Actual and Expected

Quantities with Variance. Analyse Average Costs or Work in Progress over many dimensions.

WORK CENTER ANALYSIS

MANUFACTURING OVERVIEW

Analyse Consumption and Output, Values and Quantities by Items and Work Centers. Work centre is defined (in NAV) as Machine or Resource. It can be grouped as a Work Center Group. This is an overview of Work Center quantity, cost and Capacity Index over quarters.

HOW ITEMS HAVE BEEN PRODUCED? WHERE ITEMS HAVE BEEN CONSUMED?

You can analyse how items have been produced by Item or Work Center. You can track

quantities, cost or percentages of cost at any level for all consumed items and Work Center. This table can be a great help to understand where an item or Work Center has been consumed.

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JOBS AND RESOURCES BI4DYNAMICS PROFILER

BI4DYNAMICS PERFORMANCE OVERVIEW

JOBS BY JOB TASK

Jobs and Resources cube covers all important measures; Actual, Scheduled and Contracted

Type of measures. Profiler enables analyses of procedures. In this table you can see how many rows were created,

changed and how many KB of disk space was needed by procedure.

JOB BY YEAR TABLE PROCESSING INFORMATION

Job by Year with advanced measures Item Sales Actual, Resource Sales Actual, Total Sales per

Hour and Total Profit per Hour presented in formatted table. Daily snapshots enable tracking changes in processing standard or customized SQL code.

In this table we see processing time for each procedure.

Compare budgets, costs and profit at the same time for a specific project. A separate data warehouse and cube aimed to track data processing.

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DATAZEN READY

APPLICATION AREAS

ON-LINE DEMO

HIGHLIGHTS

Sales

Receivables

Inventory

General Ledger

Payables

Purchase

Sales Orders History

Purchase Orders History

Account Schedules

Service Management

Jobs and Resources

Warehouse Management

Manufacturing

Fixed Assets

Bank Account

Profiler

1 OLAP Cube covers 1 Application area inside Microsoft Dynamics NAV.

Joining 2 or more cubes in one hypercube can be done in less than a minute.

Designed for international

project - Architecture for multi

companies, multi-currency and

multilingual support.

Especially fitted for

development of vertical BI

modules based on Microsoft

Dynamics NAV verticals.

30% more Business

Intelligence content

(cubes, measures, dimensions)

than nearest competitor.

Wizard driven

customizations and

development - no SQL

knowledge or training needed.

BI4Dynamics offers predefine ready-to-use dashboards for your mobile devices. Enjoy your

premium business intelligence experience on web and all mobile devices (Windows, iOS

and Android).

BI4Dynamics on Datazen:

Mobile server:

Web access:

User:

Password:

datazen.bi4dynamics.com:9443 (Use Secure Connection)

https://datazen.bi4dynamics.com:9443

bi4user

datazen2015!

Demo:

BI4Dynamics on Excel:

http://demo.bi4dynamics.com

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