Business Intelligence and Reporting using Power View in Microsoft Dynamics AX 2012 R2/R3

Most of us must be already aware of the new Power View reporting capabilities which is now fully integrated with Microsoft Dynamic AX 2012 R2, starting with the CU6 release.

Getting real time access to your key business data anywhere, anytime, in any device is the real key to success and can help manage your business more efficiently by allowing the staff and executives to take more informed business decisions on time.

Furthermore, the capability of being able to create, modify and view key business reports online anywhere in any device, can prove to be a real differentiator, in how your staff react to business situations, by getting most recent data from their Dynamics AX ERP system with few clicks.

With Microsoft Dynamics AX 2012 R2(CU6 Onwards) and R3, Microsoft SQL Server Analysis Services Cube and the Power View tool, your organizations BI reporting capabilities just got much easier.

In today’s discussion, we will take a look at the three key scenarios of the Power view reporting.

View a Pre-built Report in Power View online:

Once a Power View report has been designed, it can displayed on the employee role centers. Additionally, employees can add quick links to the Power View reports on their role center pages.

For this demonstration, I will use one of the Region Wise Sales Performance Report, which was already built and is displayed on my role center as well as I have added a quick link to the report on my role center page. Follow the steps below.

  1. Launch Enterprise Portal and navigate to the My Links area of the home page.
  2. Click Sales Performance report.


3. Notice that system launches the Region Wise Sales Performance report online in Power View. The report shows the different regions of sales in Bing Maps and the details of the sales are displayed on the right hand side, by customer group, sales category etc.


4. The screenshots below shows another layout of the Sales Performance report in different layouts which the Power View tool allows to configure.



Create or Modify a Report in Power View online:

  1. If you are provided with the required access and security permissions, you can create your own reports using the existing cubes or by adding additional data source as you need. Additionally, you can click the Analyze date button most of the list pages in AX rich client, which will launch the Power Viewer report designer and you can design your own reports by selecting the fields, design layouts, and several other options.
  2. In this case, I will select the Project Accounting cube and design a simple report of comparison of Project actuals vs budgeted by project category.
  3. Select the Project Accounting Cube and Launch Power View tool. You can create the design layout of your report by simply selecting and arranging the data fields you want. Refer to screenshot below, in which I have prepared the simple actual Vs. budgeted amounts by project category for each of the Projects.


4. From AX client, you can navigate to any list page such as HRM > Workers and click Analyze Data button on the action pane, to launch the Power View Report designer tool. In the screenshot below I have designed a very basic report of the worker skill/education details by launching the Power View from Workers list page.


Short and simple for today’s post. Till next time !!


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