Advanced Reporting for Dynamics® GPTimothy Jones

• Dashboard for business decision makersWhat is Business Analyzer?

• Business Analyzer• SQL Server Reporting Services (SSRS)• Analysis Cubes• 3rd Party Products

What are some options?

• 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

What is Business Analyzer (continued)?

• 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

Business Analyzer feature components

AcronymsBA Business AnalyzerSSRS SQL Server Reporting ServicesRDL Report Definition Language

Markup language used to develop SSRS ReportsKPI Key Performance Indicator

Limited data, typically presents a quick view of data making the user aware of positive or negative status

SSAS SQL Server Analysis ServicesCube A multi-dimensional data set.

Business Analyzer

User Interface Demo

• 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

Business Analyzer

• 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.

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

How to generate reports

• 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

What is Analysis Cubes for GP?

Analysis Cubes

User Interface Demo

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

Analysis Cubes Configuration

• Installation, licensing, etc.Questions?