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Self Service Reporting In Dynamics AX 2012 Using Excel and Power BI Visual Walkthrough Guide Now Available

Posted by Author, Curator, Visually Impared Squirrel Literacy Advocate & Dynamics AX Technical Solution Professional (TSP) at Microsoft on

Having users perform their own reporting has been a dream on both sides of the organization. The IT group don’t particularly like creating reports for the users when they could be spending their time on cooler projects, and users don’t particularly like waiting for IT to create the reports that they need to track the data because it’s never quite what they wanted, and also takes so long to get (because of the first reason) that it’s usually out-of-date. If only there was a solution…

Well there is, because there are so many tools built into Dynamics AX and also the productivity tools like Excel and Word that the users can easily create their own reports themselves without having to get the IT group involved. Everybody wins!

And I am happy to say that I just updated some of my old guides with new content and just made it available to you all as a new Visual Walkthrough Guide called: Self Service Reporting Within Dynamics AX Using Excel and Power BI.

The guide covers:

  • Self Service Reporting Using Excel and Power BI

    The topics that are shown in this chapter are:

    • Using List Pages as User Reports
    • Use Edit in Grid as your Reporting Worksheet
    • Adding Additional Fields to List Page Views
    • Filtering the Data within the List Pages
    • Using the Filter by Selection within List Pages
    • Saving Query As A Filter
    • Creating Autoreports from Data Lists
    • Exporting Dynamics AX List Page Data to Excel
    • Making Excel Exports Refreshable (or Static)
    • Adding Additional Fields to the Excel Query
    • Changing the Filter within the Excel Worksheet
    • Creating Power View Dashboards within Excel
    • Viewing the Query within PowerPivot
    • Adding New Columns to Power Pivot Data Models
    • Switching To Advanced Mode within Power Pivot
    • Configuring Fields to Show as Images in Dashboards
    • Using Images within Power View Dashboards
    • Creating Dashboards Directly from Dynamics AX
    • Saving Power View Reports to SharePoint
    • Exporting Power View Dashboards To PowerPoint
    • Adding Dashboards To Role Centers
  • Self Service Reporting Using Power BI Desktop and Power BI Online

    The topics that are shown in this chapter are:

    • Signing Up for The Fremium Version of Power BI Online
    • Using the Preconfigured Dashboard Packages
    • Downloading The Power BI Desktop Application
    • Getting Your Reporting Data Into Power BI
    • Using The Report View To Create Dashboards
    • Accessing The Query Editor
    • Changing Data’s Data Types Through The Query Editor
    • Accessing The Data Editor
    • Using The Data Editor To Change Data Types
    • Saving The Dashboard Projects
    • Renaming Fields To Make Them More Friendly To The User
    • Viewing The Changes In Query Editor
    • Create More Detailed Dashboards
    • Publishing Dashboards to Power BI on Office365
    • Creating a New Dashboard in Power BI Online
    • Pinning Report Tiles to Your Dashboards
    • Using Q&A to Build Dashboards Just By Asking for the Data
    • Using The Field Explorer To Help Find Data
    • Downloading the Power BI Mobile App
    • Connecting The Power BI Mobile App to Power BI Online

If you are looking for a reference that shows you a lot of the ways that you can create reports directly from Dynamics AX without breaking a sweat and also how to create dashboards using the new Power BI tools then maybe this is something that would be useful. Here is a link – I made it big so that you can’t miss it. 

PS. If you are a Premium Subscriber on the Dynamics AX Companions resource page then save your coins, you can actually download this guide directly from the site for free. Here is the landing page: Being a Premium Subscriber does have its perks.

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