BI4Dynamics NAV April 2017 (5.4) Release

New Release Brings Effortless ACY Analysis, Adding MDX Measures, Filtering Stage Data by Company.

This release enhances international business intelligence by adding 64 measures in additional currency and offers a whole new set of Excel ACY reports for the standard areas (Sales, Purchase, Account Receivables, Account Payables, Inventory, General Ledger) based on Additional Currency. If you don’t have BI4Dynamics license yet please fill in the free trial form on: www.bi4dynamics.com/trial

Filter Stage data by company

NAV upgrade requires merging old and new data from NAV companies. To this end, a company filter for closing balances (i.e. receivables) prevents duplicate from an old NAV company, because, the same value is brought forward as an opening balance in a new NAV company.

Users can filter Stage data by any transactional data (f.e. values, items, etc.). To get an idea how filtering can be done in BI4Dynamics we recorded a video.

Add custom MDX measures

Adding custom MDX measures to BI4Dynamics is very simple. You don’t need any technical knowledge but using standard Excel functionality. After you are happy with the result just copy and paste the MDX formula to BI4Dynamics customization wizard and you’re done.

 Company ID attribute with roles and permissions

Analyze what’s important. If you have more than 1 database it comes handy that you can filter the data by Company ID to avoid redundancy. We introduced an added attribute Company ID to dimensions Customer, Vendor, Item, GL Account, Location, Salesperson-purchaser.

Added attributes to dimensions

  • Company: CompanyID (used to filter Stage), Data Source ID, Data Source Server Name, Data Source Database Name
  • Document Customer: External Document Number, Due Date, Closed at Date, On Hold, Open, Due Days
  • Document Vendor: External Document Number, Due Date, Closed at Date, On Hold, Open, Due Days
  • Document GL: External Document Number, Document Date, General Posting Type

Added attribute Company ID to dimensions:

Customer, Vendor, Item, GL Account, Location, Salesperson-purchaser;

In BI4Dynamics Data Warehouse, most dimension entries have an attribute CompanyID that defines which company the record was created for. If a record (i.e. Customer) has the same code and name in more companies, CompanyID is the attribute (identifier) that separates transactions by companies.

Added dimensions to GL cube:

General Product Posting Group, General Business Posting Group, Source Code, Reason Code.

Added measures to Sales Order measures group in Sales cube:

Sales Order Cost Amount, Sales Order Profit, Sales Order Profit %.

Receivables cube (12 ACY measures):

Sales On Credit ACY, Avg Receivables Payment Terms ACY, Avg Receivables ACY, Receivables Coefficient ACY, Receivables Turnover (Days) ACY, % Receivables Overdue ACY, % of Total Receivables Balance ACY, % of Total Sales ACY, Sales on Credit (%) ACY, Avg Overdue Days Receivables ACY, Avg Due Days Receivables ACY, Avg Open Days Receivables ACY.

Payables cube (12 ACY measures):

Purchase On Credit ACY, Avg Payables ACY, Payables Coefficient ACY, Payables Turnover (Days) ACY, % Payables Overdue ACY, % of Total Payables Balance ACY, % of Total Purchase ACY, Avg Payables Payment Terms ACY, Purchase On Credit (%) ACY, Avg Overdue Days Payables ACY, Avg Due Days Payables ACY, Avg Open Days Payables ACY.

Sales cube (17 ACY measures):

Avg Sales Price ACY, Avg Sales Cost ACY, Avg Sales Profit ACY, Net Sales ACY/Budget Index, Net Sales ACY/Budget YTD Index, Sales Budget Cost Amount ACY, Sales Budget Sales, Amount ACY, Sales Budget Amount YTD ACY, Sales Budget Variance ACY, Sales Budget Variance YTD ACY, Sales Discount % ACY, Net Sales Pop Index ACY, Net Sales YoY Index ACY, Profit ACY %, Profit % Expected ACY, Profit PoP Index ACY, Profit YoY Index ACY.

Inventory cube (10 ACY measures):

Avg Price ACY, Avg Stock Price ACY, Opening Stock Value ACY, Stock Rotation Coefficient ACY, Inventory Cost Amount Consumption ACY, Inventory Cost Amount Negative Adjmt ACY, Inventory Cost Amount Output ACY, Inventory Cost Amount Positive Adjmt ACY, Inventory Cost Amount Sale ACY, Inventory Cost Amount Transfer ACY.

Purchase cube (2 ACY measures):

Purchase Budget Cost Amount ACY, Avg Purchase Price ACY.

General Ledger cube (2 ACY measures):

Net Change Last ACY, Opening Balance ACY.

Sales cube (6 PCY – posted currency measures):

Net Sales PCY, Gross Sales PCY, Cost PCY, Sales Discount Amount PCY, Profit PCY, Net Sales Expected PCY.

Purchase cube (3 PCY – posted currency measures):

Cost Amount PCY, Cost Amount Expected PCY, Purchase Discount Amount PCY.

Recent BI4Dynamics NAV Releases

BI4Dynamics NAV January 2017 (5.3.1) Release

This release adds support for NAV 2017, adds global dimension from more different NAV database versions to one data warehouse (very useful when doing NAV upgrade).

BI4Dynamics NAV November 2016 (5.3.0) Release

SSIS option for faster processing, support for SQL 2016 and improved manage dimension feature that pushes BI4Dynamics Cube Wizard to the next level. There is also new built-in content (30+ new measures) in almost all cubes and support for Fiscal date.

BI4Dynamics NAV 5.3.0

Watch this 15-minutes video that shows all new content and framework features.

BI4Dynamics and Power BI are the perfect match.

BI4Dynamics as data foundation.

As BI4Dynamics delivers out-of-the-box content it’s most rational to use it as a base and build your BI specifics on top of that.

Power BI for further modelling.

Power BI can greatly extend the usage of BI4Dynamics Data Warehouse with integrating additional sources.

Mobile and Web reports.

To help you started we created a set of Power BI reports and dashboards based on BI4Dynamics data warehouse.

Manage Dimension Feature (Cube Wizard)

Manage dimensions feature is here to add Standard or Non-Empty or All Fields from Microsoft Dynamics to BI during the daily process. New release is bringing Cube Wizard to the next level with Show/Hide dimension attributes and Add/Delete dimension hierarchies.

SSIS option for faster processing (Framework)

SSIS processing option for faster processing. When using SSIS option, stored procedures are automatically transformed and send to SSIS as packages. As packages are executed parallel we can expect decrease of processing time for 50% or more.

BI4Dynamics NAV May 2016 (5.2.0) Release

Manage dimension feature for adding fields from Microsoft Dynamics NAV to BI4Dynamics automatically. BI4Dynamics transfers fields (Standard or Non-Empty or All Fields) from NAV to BI immediately by clicking “Update now” or later, during daily update process.

stepbystep

BI4Dynamics NAV November 2015 (5.1.0) Release

This release brings an automated Wizard and Role Management feature. There is also major content improvement to include Multi-Measure Tools and new Purchase Cube content.

Multi-Measure Tool (All Cubes)

By adding new dimension “Multi-Measure Tool” to columns, current measure (for example Net Sales) is automatically expanded by 28 new measures. New measures are based on combination of base measure and date. It works with every transactional measure in all cubes!

Virtual Cubes (Wizard)

Virtual Cubes are easily created from physical cubes (standard and wizard created cube). Each deploy updates physical and virtual cubes.

Roles and Permissions Management (Wizard)

Roles and Permission are created within standard Microsoft OLAP cubes (SSAS). Roles and Permissions are stored and applied automatically.