November 28 29 2018 DE VE LO PM

November 28 -29, 2018 DE VE LO PM EN T Real World Power BI for Dynamics 365 and AX

Speakers Noah Kluge Senior Manager, Solutions Engineer BBA in Finance, MBA in MIS 15+ years of BI and Data Warehouse experience 10 years of Microsoft Dynamics experience Power BI Virtual Tour

• 1, 000+ Employee / $220 M+ • Audit & Tax ; Consulting Services • Consulting for Dynamics 365 F&O, CRM, BI and Budget/Forecasting • Naperville office Power BI Virtual Tour

Learning Objectives • Review the difference between embedded Power BI (aka analytical workspaces) and Enterprise-wide Power BI for D 365 • Review the approach to implement both • Power BI license implications • Demo of Embedded Power BI • Demo of Power BI Virtual Tour

Embedded Power BI & Data warehousing Data warehouse Data Entities Embedded Analytics Aggregate Entities Power BI Virtual Tour

High volume, near-real time Power BI architecture Power BI dashboards & reports Dataset Transactional DB Direct query Entity store Power BI Virtual Tour

Embedded Power BI (7. 2 or newer) Actual vs Budget Benefits Cash CFO Compensation Cost Accounting Cost Management (8. 0) Credit and collections Employee Financial insights financial performance Fixed asset Learning practice manager Production purchase spend analysis Recruiting sales & profitability vendor payments Warehouse workforce metrics

Cost Management (Spring Release)

Customer Credit & Collections

Analytics in the cloud and on-premise Feature Cloud On-premises Financial Reporting Yes(1) Regulatory reporting (GER) Yes(2) Business documents with SSRS including printing Yes Author reports in Power BI Desktop Yes(3) Analytical workspaces and embedded reports Yes No Integration with Power. BI. com Yes No Build or integrate with your own data warehouse (BYOD) Yes Intelligence business process – Recommendations, demand forecasting Yes No

Entity Store Administration (full refresh)

Aggregate Entity Components • Aggregate Data Entity is comprised of aggregate measure(s) and dimension(s) • Accessible in Embedded Power BI, X++ or C# • Aggregate Measure: summable value • Dimension: Describes a measure

Security • Analytical reports are secured with using menu items and restrictions on dataset at design time. • Access to underlying data is not secured by the application (D 365) • “Row-level security that is defined in Finance and Operations isn't inherited by Power BI reports” • Can pass company filter

Dev Environment setup

Power BI Pricing • Embedded Power BI – included in D 365 • Power BI desktop – Free to all • Power BI pro -- $10/user/month. MAY be included in with Office 365 licensing (E 5) • Needed for Power BI app authoring and reading • Power BI Premium -- $5000+/month (still need pro licensing for authors)

Demo: Embedded Power BI Noah Kluge

Dynamic Insights Solution Architecture SOURCE Legacy ERP DATA WAREHOUSE BI APPLICATIONS USER COMMUNITY HR Admin Operational Management Reports Azure SQL DB Self-Service Visualization IT Tables modeled as data entities Dynamics 365 Mobile BI Applications Finance Marketing Sales CRM

Impact of no legacy system data: Trended 200000 180, 000 180000 160, 000 160000 140, 000 140000 120, 000 120000 100, 000 100000 80, 000 80000 60, 000 60000 40, 000 40000 20, 000 20000 00 Dec-16 Grebe Wholesales Jan-17 Feb-17 Contoso Retail Chicago Mar-17 Apr-17 Contoso Retail Detroit Apr-17 May-17 Orchid Shopping May-17 Jun-17 Jul-17 Contoso Retail Virginia Jul-17 Aug-17 Shrike Retail Aug-17 Sep-17 Birch Company

Experience with Data Entities • Export jobs will sometimes “hang” • Check for a hung job • Our solution to kicking off data warehouse job • Use change tracking and incremental export where possible Power BI Virtual Tour

Demo: Enterprise Power BI Noah Kluge

Looking Ahead

Push Aggregate Entities to Azure SQL DB Power BI Virtual Tour

Looking Ahead: Extending Entity store with Power. BI data pools Applications Self service customizations Cloud analytics and AI App Workspace Applications Data HDInsight, Machine Learning and , more Azure Data Lake Gen 2 with Common Data Model Dynamics 365 for Finance & Operations Data

Looking Ahead Power BI Virtual Tour

Real-time Entity store… Previews in Platform update 20 • Private Previews ongoing • Looking for early adopters, we are inviting high volume customers first • Eventually all customers will get this Entity store refresh managed by Microsoft • Admin does not have to manage refresh • Admin does get a knob – to influence • Models updated full or incrementally, depends on how it was built How can you get ready • Enable BP warnings when building or extending aggregate measurements

Summary • Aggregate Entities are Microsoft’s recommendation for Power BIbased applications. • Will be accessible outside of D 365 “soon” and accessible with non. D 365 F&O data. • Data entities are proven for integration scenarios and data warehousing • Data entities may require maintenance as tables change Power BI Virtual Tour

Questions? Thank you! Noah. kluge@armaninollp. com Power BI Virtual Tour