Microsoft Dynamics NAV Reporting Options - Intergen

Microsoft Dynamics NAV Reporting Options Derek Lamb May 2010

Dynamics NAV Reporting

Agenda  Positioning of Products  Why Business Intelligence?  Intergen Offerings  Reporting Services  Power Pivot  ZAP  SharePoint 2010  Questions


Choosing Reporting products  Buy vs Build?  Transactional vs Aggregated?  Real Time vs Delayed?  Ability of internal staff?  Who are the Consumers of reports?

 Other source systems?


Dynamics NAV reporting positioning


Why Business Intelligence?  Number 1 Technology Business Priority

 Improve Decision Making  Reduce costs of producing legacy reports

Reporting Services


Reporting Services Features

Server Based Enterprise reporting

Publish reports in various formats

Subscription based offerings allows reports to be delivered to end users.

Integrates with Microsoft SharePoint for central delivery User-friendly semantic report model

Display data graphically with enhanced visualization capabilities.


Report builder 3.0


Report Builder 3.0 New Features Render any report as a data source to PowerPivot or other applications through ATOM data feeds

“Grab and Go” reporting experience enabled through the Report Part Gallery

Support for Madison and SQL Azure data sources Support for consuming SharePoint lists and PowerPivot models as data sources

Additional visualizations including indicators, sparklines and data bars

Support for maps and geospatial visualizations with integration to Bing maps and support for SQL spatial data types


DEMO


Reporting Services Summary POSITIVES

NEGATIVES

 Part of SQL

 Requires multiple server products

 Consistent user-friendly semantic

 Requires internal IT resources

report model  Multiple data sources  Web based report consumption

PowerPivot


PowerPivot Features

Process massive amounts of data in seconds

Get data from virtually any source

Limited IS Involvement

Take advantage of familiar Excel tools and features

Large data volumes

Use powerful new analytical capabilities, such as Data Analysis Expressions (DAX)


PowerPivot – Millions of Rows!!!


DEMO


PowerPivot Summary POSITIVES

NEGATIVES

 Excel based

 Excel based

 Large data volumes

 Basic Security

 Quick ROI

 No central data model

 In the hands of end users

 No data cleansing capability

 Integrates with SharePoint & SSRS

 Could require large amounts of

memory  New language

ZAP


ZAP Features Web based no client install

Powerful analytics, dashboards and reporting

2009 Microsoft ISV partner of the Year

Easy to use interface, designed for non-technical business users Prebuilt NAV connection

Report Packs – create PDF board reports


Why Business Analytics from Zap?

Key Features Dynamics NAV Reporting

Reports

Report Packs

KPIs

Scorecards

Ad-hoc Analysis

Dashboards

Business Alerting

Predictive Analytics

Dynamics NAV Reporting Flexible Reporting

Dynamics NAV Reporting Automated Report Packs

Dynamics NAV Reporting Ad-hoc analysis

Dynamics NAV Reporting Dashboards

Dynamics NAV Reporting KPIs

Dynamics NAV Reporting Scorecards

Dynamics NAV Reporting Functions Advanced

Dynamics NAV Reporting Alerting and report scheduling


ZAP Summary POSITIVES

NEGATIVES

 Quick ROI

 Extra License costs

 Prepackaged NAV connector

 No desktop version for power

 Full BI functionality  Web based

users

SharePoint 2010


SharePoint 2010 Insights Features

Make IS More Efficient

Provides Self Service for end users

Combine Information from Many Sources:

Chart Web Parts

Work in familiar tools

Rich inbuilt visualisations for dashboards and scorecards


Microsoft BI platform


Dashboards


Scorecards


Excel Services


Decomposition Trees


SharePoint Summary POSITIVES  Full integrated BI suite  Office integration  NAV portal  Other SharePoint functionality

NEGATIVES  Only available on Enterprise

edition.  No budgeting/planning tool


Business Intelligence Summary  Powerpivot – Great exploratory tool  Reporting Services – Enterprise reporting  ZAP – Fast ROI Business Intelligence  SharePoint – Unlimited capabilities

Questions

Thank You


Useful graphical elements


Useful graphical elements We’d like to blog in the company – how?

Simple, powerful collaboration is going to be vital in our business if we’re to continue to grow

We need our partners to create and have access to pieces of our information

Create applications for your own unique requirements Improve engagement and connection with customers

Is there a powerful web platform that integrates with my Microsoft development tools?