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Category Archives: Business intelligence

Add a new record from the Excel add-in for the new Dynamics AX

March 29, 2016by Lachlan Cash 2 Comments

In a previous post we had a look at the new Excel add-in. This has always been a great tool for getting data in and out of Dynamics AX. With […]

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Business intelligence

Export to Excel vs Open in Excel in the new Dynamics AX.

March 29, 2016by Lachlan Cash 3 Comments

If you are starting to work with the new Dynamics AX there are some nice updates to the Excel integration. You still have the basic export to excel download which is […]

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Business intelligence

Different BI solutions in the AX eco-system

November 25, 2014by Lachlan Cash Leave a comment

I had a question from a customer about what are their options for BI with Dynamics AX. There are a lot of capabilities that you get with Dynamics AX and […]

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Business intelligence

Export to Excel

November 5, 2014by Lachlan Cash Leave a comment

Export to Excel is a ubiquitous feature you can find on any form in AX. While some forms have a button that is usually on the  main tab of a ribbon on a […]

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Business intelligence, Infrastructure

Setting up cues from a users perspective

November 3, 2014by Lachlan Cash Leave a comment

Cues are a handy feature if you are using even basic role centers. They require creating just a basic filter of the data that you want to monitor. This video […]

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Business intelligence, User tips

Export to Excel client server option

Featuredby Lachlan Cash 4 Comments

If you are running in a remote desktop environment then you might want to consider how you configure your users to use the export to excel function in Dynamics AX. […]

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Business intelligence, Infrastructure

Sharing Excel reports

September 5, 2014by Lachlan Cash Leave a comment

This is a quick overview of sharing Excel reports SharePoint. This is useful for business analysts that might work with a team and do the extraction of data like sales, […]

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Business intelligence

Print management basics

September 4, 2014by Lachlan Cash Leave a comment

Print management is a useful feature if you have different rules for how you want to print certain types of documents. It’s not available for all document but the common […]

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Business intelligence, User tips

Cubes processing on the AX2012R3 Demo VM

August 29, 2014by Lachlan Cash Leave a comment

In another post I did a quick video on processing the cubes on the AX2012R2 demo VM. This video is the same overview but on the AX2012 R3 demo VM […]

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Business intelligence

Processing cubes on the demo VM

August 29, 2014by Lachlan Cash 1 Comment

If you are playing with BI then more than likely you are browsing the cubes. If you want to make sure the data is current in the cubes make sure […]

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Business intelligence

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