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Using PowerPivot for analyzing Microsoft Dynamics NAV info@StankoTrcek.com www.StankoTrcek.com http://twitter.com/stankotrcek
NAV and Excel+PowerPivot MS Dynamics NAVision enterprise resource planning (ERP) solutions transaction system  data are not prepared for analyticaluse more on Webpage:MS Dynamics NAV EXCEL 2010 + PowerPivot PowerPivot is add-in for Excel 2010 It’s environment for analytics, with much more power than we know till now in Excel more on Webpage:PowerPivot
Data sources for PowerPivot It’s not recommended to work directly with NAV database. It’s better to create Datawarehouse database. EXCEL + PowerPivot NAV DW
NAVisionDimensionconcept Dimensions in NAV are codes which is user defined (ex.: AREA) Dimensions are append to transactions when posting documents WithDimensions user can analyze posted data
Analyzing General Ledger data GL data are in NAV table “G/L Entry” Data are writensequentialy during post procedure (primary key is “Entry No.”) Every row in G/L Entry can have many Dimension rows For analyzing data we must know the content
Data warehouse concept – GL data
GLEntry table structure GLEntry table ,[object Object]
data are writen in NAV sequentialySource ,[object Object]
ETL – data from transformation process,[object Object]
Weneed to program datatransformationfrom NAV to DW database (using T-SQL procedures),[object Object]
Usercanrefreshdata in PowerPivot table by table or alltables in one step
Table in PowerPivot is refreshedcomplete (loadwholedataagain !),[object Object]

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Using Excel PowerPivot for analyze Navision

  • 1. Using PowerPivot for analyzing Microsoft Dynamics NAV info@StankoTrcek.com www.StankoTrcek.com http://twitter.com/stankotrcek
  • 2. NAV and Excel+PowerPivot MS Dynamics NAVision enterprise resource planning (ERP) solutions transaction system data are not prepared for analyticaluse more on Webpage:MS Dynamics NAV EXCEL 2010 + PowerPivot PowerPivot is add-in for Excel 2010 It’s environment for analytics, with much more power than we know till now in Excel more on Webpage:PowerPivot
  • 3. Data sources for PowerPivot It’s not recommended to work directly with NAV database. It’s better to create Datawarehouse database. EXCEL + PowerPivot NAV DW
  • 4. NAVisionDimensionconcept Dimensions in NAV are codes which is user defined (ex.: AREA) Dimensions are append to transactions when posting documents WithDimensions user can analyze posted data
  • 5. Analyzing General Ledger data GL data are in NAV table “G/L Entry” Data are writensequentialy during post procedure (primary key is “Entry No.”) Every row in G/L Entry can have many Dimension rows For analyzing data we must know the content
  • 7.
  • 8.
  • 9.
  • 10.
  • 11. Usercanrefreshdata in PowerPivot table by table or alltables in one step
  • 12.
  • 13. PowerPivot example GL Amountsby GL AccountsbyDepartmentdimension, on left are slicers For Dim1 (GL Accountclass) andfor GL Accounttype (Income or Balace)
  • 14. More information www.powerpivot.com www.powerpivotgeek.com www.powerpivottwins.com www.powerpivotpro.com Contact me on info@StankoTrcek.com www.StankoTrcek.com http://twitter.com/stankotrcek