Leveraging Power BI

and Dynamics 365

for Finance &
Operations (AX)
Jeremy Centner
Presales Consultant

D365UG/AXUG Summit Nashville | October 10–13, 2017 | #D365UGSummit #AXUGSummit

Who is Sikich?
Headquarters – 34 Years in
Chicago Business

Professional
Service Firm
• Technology
• Advisory 300+
800+ Employees
• Accounting Office 365 Clients
• Business
Process
• Investment
Banking

1000+ Dynamics
70+ AX Clients
Clients

D365UG/AXUG Summit Nashville | October 10–13, 2017 | #D365UGSummit #AXUGSummit

Session Agenda
Overview of Power BI
What is Power BI
License Types & Access
Architecture
The Basics: Visuals, Reports, Dashboards, and Data Sets

Connecting YOUR Data

Data Sources
Content Packs
O-Data Endpoints

Leverage Power BI within D365 for F&O Enterprise

Create Workspaces in D365 F&O Enterprise
Enable Power BI
Embed Visualizations in D365 F&O Enterprise

D365UG/AXUG Summit Nashville | October 10–13, 2017 | #D365UGSummit #AXUGSummit

Overview of
Power BI

D365UG/AXUG Summit Nashville | October 10–13, 2017 | #D365UGSummit #AXUGSummit

Licensing & Access
Gain dedicated capacity you allocate, scale, and control
Distribute and embed content without purchasing per-user licenses
Publish reports on-premises with Power BI Report Server
Unlock more capacity and higher limits for your Pro users

Build dashboards that deliver a 360-degree view of the business

Keep data up-to-date automatically
Collaborate on shared data
Audit and govern how data is accessed and used
Package content and distribute to users with apps

Connect to hundreds of data sources

Clean and prepare data using visual tools
Analyze and build stunning reports with custom visualizations
Publish to the Power BI service
Embed in public websites

D365UG/AXUG Summit Nashville | October 10–13, 2017 | #D365UGSummit #AXUGSummit

https://powerbi.microsoft.com/en-us/pricing/
PBI Premium Pricing Calculator
Input total User Count

Input User Types

PBI Premium Whitepaper Calculated Monthly Price

Adobe Acrobat
Document
D365UG/AXUG Summit Nashville | October 10–13, 2017 | #D365UGSummit #AXUGSummit
https://aka.ms/pbipremiumwhitepaper https://powerbi.microsoft.com/en-us/calculator/
Architecture Simplified
Power BI Mobile

D365UG/AXUG Summit Nashville | October 10–13, 2017 | #D365UGSummit #AXUGSummit

https://community.powerbi.com/t5/Desktop/Power-BI-Architecture-Illustration/td-p/56065?lightbox-message-images-56418=10656i1E4A1F0FCD1C4429
The “Basics” of Power BI

Visualizations
Datasets

Reports
&
Dashboards
Tiles

D365UG/AXUG Summit Nashville | October 10–13, 2017 | #D365UGSummit #AXUGSummit

Connecting
YOUR Data

D365UG/AXUG Summit Nashville | October 10–13, 2017 | #D365UGSummit #AXUGSummit

 1 Sources

D365UG/AXUG Summit Nashville | October 10–13, 2017 | #D365UGSummit #AXUGSummit

AX 2012 Architecture

D365UG/AXUG Summit Nashville | October 10–13, 2017 | #D365UGSummit #AXUGSummit

https://technet.microsoft.com/en-us/library/jj710378.aspx
AX 2012 R2&R3 OLAP Cubes
Accounts payable cube (VendCube)
Accounts receivable cube (CustCube)
Budget control cube (BudgetControlCube
)
Budget plan cube (BudgetPlanCube)
Demand forecast accuracy cube (ReqDe
mPlanAccuracyCube)
Demand forecast cube (ReqDemandPlan
ningCube)

Environmental sustainability cube (EMSC

ube)
Expense management cube (TrvCube)
General ledger cube (LedgerCube
Human resources cube (HumanResource
Cube) for Microsoft Dynamics
Inventory value cube (InventValueCube)
Payroll cube (PayrollCube)
Production cube (ProdCube)
Profit tax totals cube (RTax25Registers)
Project accounting cube (ProjCube)
Purchase cube (PurchCube)
Retail cube (RetailCube)
Sales and marketing cube (smmSalesMar
ketingCube
D365UG/AXUG Summit Nashville | October 10–13, 2017 | #D365UGSummit #AXUGSummit Sales cube (SalesCube)
https://technet.microsoft.com/en-us/library/jj710378.aspx
From Cubes to Aggregate Models

Dynamics 365 for Finance &

Dynamics AX 2012
Operations (AX7)
(2009)

D365UG/AXUG Summit Nashville | October 10–13, 2017 | #D365UGSummit #AXUGSummit

Types of Power BI content for D365

Content Packs from App Source

Content Packs from KB/Hotfixes

Global Content from LCS

D365UG/AXUG Summit Nashville | October 10–13, 2017 | #D365UGSummit #AXUGSummit
Services & content Packs

Content
Packs from
App Source

D365UG/AXUG Summit Nashville | October 10–13, 2017 | #D365UGSummit #AXUGSummit

Content Pack
DEMO

D365UG/AXUG Summit Nashville | October 10–13, 2017 | #D365UGSummit #AXUGSummit

 Services &
Hot Fix ID
content Packs
Content From
KB/Hotfixes

D365UG/AXUG Summit Nashville | October 10–13, 2017 | #D365UGSummit #AXUGSummit

 Services & Content Packs
Global Content
From LCS

D365UG/AXUG Summit Nashville | October 10–13, 2017 | #D365UGSummit #AXUGSummit

Global Content
DEMO

D365UG/AXUG Summit Nashville | October 10–13, 2017 | #D365UGSummit #AXUGSummit

Content Fixed asset management Power BI
content
Learning Power BI content
Actual vs budget Power BI content Practice manager Power BI content
Benefits Power BI content Production performance Power BI
Cash overview Power BI content content
CFO overview Power BI content Purchase spend analysis Power BI c
ontent
Compensation Power BI content
Cost accounting analysis Power BI content*
Recruiting Power BI content
Credit and collections management Power BI
content Sales and profitability performance
Power BI content
Employee development Power BI content
Vendor payments Power BI content
Financial performance Power BI content*
Warehouse performance Power BI
content
Workforce metrics Power BI conten
D365UG/AXUG Summit Nashville | October 10–13, 2017 | #D365UGSummit #AXUGSummit t
https://docs.microsoft.com/en-us/
POWER BI Embedded

D365UG/AXUG Summit Nashville | October 10–13, 2017 | #D365UGSummit #AXUGSummit

https://docs.microsoft.com/en-us/dynamics365/unified-operations/dev-itpro/analytics/power-bi-embedded-integration?toc=/dynamics365/unified-operations/dev-itpro/toc.json
POWER BI Embedded

D365UG/AXUG Summit Nashville | October 10–13, 2017 | #D365UGSummit #AXUGSummit

O-Data Endpoints with PBI Desktop

D365UG/AXUG Summit Nashville | October 10–13, 2017 | #D365UGSummit #AXUGSummit

O-Data From Excel

D365UG/AXUG Summit Nashville | October 10–13, 2017 | #D365UGSummit #AXUGSummit

Connect O-Data
DEMO

D365UG/AXUG Summit Nashville | October 10–13, 2017 | #D365UGSummit #AXUGSummit

Leverage
Power BI in
D365 F&O
Enterprise
D365UG/AXUG Summit Nashville | October 10–13, 2017 | #D365UGSummit #AXUGSummit
Embedding Custom Visuals into
D365 Flow

PBI Desktop PowerBi.com D365O

D365UG/AXUG Summit Nashville | October 10–13, 2017 | #D365UGSummit #AXUGSummit

Embed Visual
Into D365
DEMO

D365UG/AXUG Summit Nashville | October 10–13, 2017 | #D365UGSummit #AXUGSummit

Create New Workspace

Create a new workspace using

Personalization and enable
Power BI within the workspace

D365UG/AXUG Summit Nashville | October 10–13, 2017 | #D365UGSummit #AXUGSummit

Pin Visualization to Workspaces

D365UG/AXUG Summit Nashville | October 10–13, 2017 | #D365UGSummit #AXUGSummit

Recommended Hotfixes
Hotfixes Required and Suggested for Aggregate Measures used by Content
Packs for App Version 1611
KB 4011327: The aggregate measurements required for PowerBI content packs are
unavailable (Required)
KB 4011541: New entities to Credit and collections management Power BI content
pack (Required)
KB 3207859: Fixed Asset Management entity hub
KB 3210588: Beginning balance transactions are incorrectly included in data for the
entity store

D365UG/AXUG Summit Nashville | October 10–13, 2017 | #D365UGSummit #AXUGSummit

Link List
Power BI Integration (https://docs.microsoft.com/en-us/dynamics365/unified-operations/dev-itpro/
analytics/power-bi-integration)

Power BI Embedded (https://docs.microsoft.com/en-us/azure/power-bi-embedded/power-bi-

embedded-what-is-power-bi-embedded)

Power BI Content (https://docs.microsoft.com/en-us/dynamics365/unified-operations/dev-itpro/

analytics/power-bi-home-page?toc=dynamics365/unified-operations/fin-and-ops/toc.json)

Power BI (https://powerbi.microsoft.com/en-us/)

PBIUG (http://www.pbiug.com/home)

Power BI Solution Templates (https://powerbi.microsoft.com/en-us/solution-templates/)

Power BI Custom Visuals (https://app.powerbi.com/visuals/)

D365UG/AXUG Summit Nashville | October 10–13, 2017 | #D365UGSummit #AXUGSummit
 Jeremy.centner@sikich.com
Presales Consultant
© 2017 Dynamic Communities. All rights reserved.
734-545-5027
http://www.sikichtech.com/