Jet Enterprise – Convergence demo
3/29/2011
Task 1: Jet Enterprise introduction and level set – 3 minutes
Talking Points
Jet waited to enter the BI
market until it could develop a
solution that filled the gaps left
by other BI tools
Click Steps
None – these talking points
correspond to the intro slide –
use to set the context for the
demo
Jet Enterprise changes the game
– from ease of use on the front
end, to quick implementation on
the back end. We are going to
take the next 15 minutes to
show you how
This is how a BI solution
works
NAV database – contains a
mass of data in many
different tables / fields with
complex relationships
between them
Data Warehouse – contains
only data relevant to the
end user, organized by
subject matter
Cube – contains relevant
data / all possible
combinations of dimension
and value are pre-calculated
/ formulas for metrics and
KPI’s are built
Think of this entire structure
as going from:

A lot of data to only a
little
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None – these talking points
correspond to slide 2
Screenshots



From everything to
relevant only
From complex to simple
From slow to fast
Task 2 – demo the front end – show fast, easy, simple, power of BI – 8 minutes
Here is an example of a sales
dashboard that you can
build with Jet Enterprise
Note that a few different
graphs – each showing a
different view of some key
metrics
These are filters that I chose
because I thought they
would be relevant ways to
slice the data
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The first thing you notice is
how fast and easy it is to get
Jet Enterprise to show me
the exact data that I want to
see
Select North America
Select Electronics
Select Large Business
For example, let’s say I only
want to see data for North
America
And only for one product
category
And only for one Dimension
The changes are
instantaneous because we
are pulling from a cube –
remember – relevant and
streamlined - NOT from a
live database that contains
1,000 tables
Click ‘Details’ on line / area chart
Click in the table to show cube
data
Point out the measures that we
have put into the report
Want to see some detail
behind each chart
Easy to do
This chart is about
profitability
Lets say we want to take a
different look at that metric
With a couple of mouse
clicks, we can get a totally
new perspective
Notice that I was writing
new query’s or doing
anything complicated – just
clicking and dragging
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Pull out Gross Profit
Pull out Gross Profit percentage
Add COGS
Add Item Quantity
SKIP FOR LATER
For our business we wanted
sales metrics, customer
data, items and so on.
Scroll down in cube area to show
other options
For simplicity, Jet Enterprise
comes packaged with 6 prebuilt cubes. These are ready
to use out of the box.
Or you can customize them
with any data you choose.
You can also build entirely
new cubes to suit your
needs – more on this later
when we get to the Jet Data
Manager
We all know that the data
model in Dynamics can be
complex. Lets take a look at
how simple Jet Enterprise
can make it.
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Scroll down here
Want to see how I build a
report from scratch?
Go to blank worksheet
Click Insert in ribbon
Click Pivot Table in ribbon
Select radio button – ‘Use an
external data source’
I’m picking my data source –
this would be on your
network or even on you
local machine
Click ‘Choose Connection’
Now I’m picking which cube
I want to query – we’ll stick
with sales…
Double click the sales cube
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Double click the appropriate data
source
Click ‘ok’
In this example, I’m going to
show you not only about how
easy the tool is to use…
This screen will appear
Not only about how easy it is to
change your data view…
But also how easy it makes the
Dynamics data model to work
with
I’m going to start from the
very beginning – a new
workbook…
On the right is the actual cube
that you can pull data from.
Scroll down in cube area to show
other options
For our business we wanted
sales metrics, customer
data, items and so on.
For simplicity, Jet Enterprise
comes packaged with 6 prebuilt cubes. These are ready
to use out of the box.
Or you can customize them
with any data you choose.
You can also build entirely
new cubes to suit your
needs – more on this later
when we get to the Jet Data
Manager
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Scroll down here
This is instantly 7 tables and a
dimension:
I did all of this without
having to write a union or a
join. With having to know
where the data resides and
what the data relationships
are
Build simple report:
COLUMN = TIME
VALUE = SALES
ROW = ITEM
Lots of detail is available
Expand Awards and Recognition
to the item level
If you see a number you have
specific questions about, you
can see which transactions
comprised it
Double click on a number in item
level detail row
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Lets add some more detail – I
want to see who we sold to
Let me get a different look at
that data..
Notice that this is a completely
different piece of analysis – built
by a single mouse stroke
GO BACK TO PREVIOUS REPORT
Collapse item detail
Click cust – Bill to by Country /
City
In ‘row/labels’ drag ‘items’ below
‘customers’
I can change the analysis even
further by doing this (change
items / cust)
Lets look at the easiest multicompany consolidation report
you have ever built
Put curser in table
Click ‘Slicer’ in ribbon
Select ‘company’
Select ‘Time (year)’
Lets say I only care about last
year for this analysis
I’ll start by looking at all three
companies together
I can easily filter to show only
one. Or two
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Select 2010
Select one country
Select two countries
Lets say that I want to see this
graphically because it will be
easier to understand
Click ‘insert’ in ribbon
This is where the real power of
BI lies – getting clear insights
into your business with ease and
simplicity.
Go back to main dashboard
Click on Pie chart icon
Making data based decisions
without struggling with data
retrieval issues.
Knowing which levers to pull to
make your business more
profitable
But you might say: ‘sometimes I
just need a pure reporting tool.’
‘What if I want to run regular
net profit earning statements for
each division?’
Our BI solution has the unique
benefit of also being the most
widely used reporting tool for
Dynamics
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Open new worksheet
Click Jet tab in ribbon
Start Jet Essentials via browser
Lets take a quick look at how
you could build your own cubes
Jet Enterprise comes with 6 prebuilt cubes – ready to use out of
the box
Here they are
Here is the data that comes in
them – this is the sales cube
This is very easy to change.
It is a pure drag and drop
environment
No code to write
No long implementations
No huge blocks of service hours
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