• Free format reporting; populating a single
cell with a summation, data field or AX
label
• Add AX Lookups
Currency
• Rows and columns of data from AX
which can be grouped, aggregated,
sorted and subtotalled.
• Reports can be listed, matrix or pivot
• Save reports definitions so they can be
used in other office documents
Amount currency
Amount
CAD
9,400
9,192
CNY
506,186
66,412
EUR
328,219
453,468
MXN
146,197
13,889
1,292,043
1,292,043
USD
Total
1,835,002
• Drill down to the source transactions on any figure presented in free-format or structured reports
• Add drill-out so give a figure context
Standard database like functionality of appending, replacing data and updating specific columns
• Designed within Office for uploads that require AX business logic – such as number sequences
like Voucher
• Save Upload templates and import into other office documents
• Not required for simple setup type tables such as exchange rates etc
Batch up and perform all the uploads as a single task
Ability to call x++ jobs upon upload success or failure, eg post
a sales order upon successful upload
AX Application Object Server (AOS)
Server Computer(s)
AX .NET Business Connector
Atlas Dynamics Service
single sign-on using your network credentials
Install the Atlas client on your
home (or in fact any computer)
and using your internet
connection have full use of the
Atlas.
Atlas Desktop Client
Desktop or Laptop
Microsoft Office 2010
(& 2007)
Excel
Word
PowerPoint
Atlas Dynamics Service can be
configured as a Web Service OR
to run as a standard Windows
Server service for onsite users.
Outlook
For demonstration purposes all Atlas components can be installed on a single computer (laptop, virtual pc).
Atlas Dynamics Service can be configured as a web service providing access to AX with only an internet connection.
Has access all of the product features
The list of tables offered for reporting and upload is defined per user.
•A role – CFO, HR Manager
•Your personal preference of frequently used tables
•AX modules
•Phase of AX implementation (upload) etc
This could be used to represent
The Standard Atlas4 user can open any existing office document that contains Atlas in it and:
• Change filters and refresh the data in the document or simply refresh on demand
• Drill down to source transactions and drill-out for contextual business intelligence
• Perform uploads
• Choose Named User when there are people who must have access to Atlas at any time of the day
• Choose Concurrent when there is a pool of people who can share an Atlas license
The list of tables offered for reporting and upload is
defined per user.
A “Data source list” could be used to represent
•A role – CFO, HR Manager
•An individual list
•AX modules
•Phase of AX implementation (upload)
•etc
Saved Queries (shared and private) are automatically
presented within the data source list making report
building even easier.
The definition and structure for all reporting and upload functions can be
saved as a building block for personal or shared use.
These saved queries can be recalled and used at any time in any Office
application.
Benefits of shared saved queries
• promote better collaboration
• subject matter experts author and publish
• end users can eliminate guess work
•Previous versions of Atlas required you to share the entire spread sheet.
With Atlas, you can now save and share a single atlas report or upload and
easily bring it into a new office document
• Product Information
• Demonstration Movies
• Training material
• Brochures
• Resources
• Sample reports and upload
templates
• Software
• Current release and prerelease
• Customer Forum
• Reporting, Upload, Installation
• Feature requests