Today s Goals. Why GP Customers Choose Jet. High level overview. Closer look at Jet Enterprise 21/02/2014. Dashboards R Us!

Transcription

1 A Complete Business Intelligence Solution Dashboards R Us! The Next Level of Reporting Janice Taylor, MBA CGA Jet Reports Canada Today s Goals Why GP Customers Choose Jet High level overview Closer look at Jet Enterprise 1

2 Why GP Customers Choose Jet WORKING WITH DYNAMICS GP TOOLS Tools Customer-Identified Product Drawback Native Reports Difficult to edit or create new reports FRX/MR Smartlists (Builder) Excel Report Builder SSRS or Crystal Reports Only reports on GL Tree Stucture Formatting/manipulation in Excel Only a list, needs manipulation in Excel Need to know programming to create new list Data dump into Excel Table, then Pivot Table Need to be a programmer Why GP Customers Choose Jet One tool - Excel Geared to the Excel End User. No programming knowledge required. Reports on all tables/views/fields including 3rd party apps Jet Views & Friendly Names No tree structure One time template setup - layout stays intact each time you refresh data 2

3 Jet Reports Products Notes Express and Essentials are Excel Add-in s Not for Office 365 (Cloud) or SharePoint s Excel Services Enterprise is a standalone BI product Jet Reports Products Common Features for all: Excel front-end Geared to Excel user not programmer! Knowledgebase ( Videos (install, how-to s ) Sample Reports (Report Player) Community Site 3

4 Jet Reports Products What is Business Intelligence? 1. Export live data to a new database Snapshot of live data denormalizes the data Consolidates (simplifies) tables/views/fields into subjects 2. Add dimensions slicing & dicing 3. Add measures 4

5 Business Intelligence Buyer Vendor Purchase Order Credit Memos Purchase Orders Item Purchase Order Invoices Master Purchases Warehouse Table Do you need to: Why Jet Enterprise? Upgrade your ERP VISUALIZE DATA: Create dashboards and perform ad hoc analyses instantly, on large volumes of data EASE OF USE: Do not need to know schema SIMPLIFY: Multiple data sources a single place SPEED: Data already combined and summarized INSTANT METRICS: Calculations not stored in ERP PREFER: To report in Excel 5

6 BI solution Pre-built cubes Easy to use back-end Jet Data Manager for building/managing data warehouse & cubes MS SQL written for you in the background (No need to use SQL Mgmt Studio or BIDS) Easy to use front-end Excel Speed Jet Enterprise Features for GP 6 pre-built cubes: Finance, Sales, Accounts Receivable, Purchases, Accounts Payable, Inventory Additional Choices: Jet Enterprise with Project Accounting Jet Enterprise with Wennsoft (Jobs) 6

7 The End-User Experience Always in Excel Use Excels Charts to create dashboards Most analyses via OLAP Pivot Table Use Jet Essentials to create free form reports from: Cube Live data Wizards Drag n drop (Browser) Grouped Data (Report Wizard & Report Builder) Table Builder (more robust than Express) Productivity (Snippets) Deep diving into data Drilldown Scheduling Tool 7

8 Free-form report requirement Multi-stakeholders Need drill down May need: (consolidated) multi-database/company reports Automated report distribution Customer has aptitude for table schema Jet Express vs Jet Essentials Sweet spot! 8

9 Features Table Builder (data dump into Excel) Summarized GL data (NAV only) Free! NAV 2009 or later and on BREP (Microsoft requirement) GP 9 or later No licensing required No Annual Maintenance Training and Support Online only Data Dump into Excel Table 9

10 Summarize with Pivot Table Simple (infrequent) reporting Customer Fit Not pulling a lot of data into the dump (constrained by Excel) Simple dashboards Usually individual reporting Does not require automated distribution Reporting on single data source Some aptitude for table schema 10

11 Thank You! Janice Taylor, MBA CGA Jet Reports Canada Inc. Phone: