AX BI Intelligence Cube Reference Guide

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Microsoft Dynamics AX 2009 Business Intelligence Cube Reference Guide

Microsoft Corporation Published: June 2008

Microsoft Dynamics is a line of integrated, adaptable business management solutions that enables you and your people to make business decisions with greater confidence. Microsoft Dynamics works like and with familiar Microsoft software, automating and streamlining financial, customer relationship and supply chain processes in a way that helps you drive business success. U.S. and Canada Toll Free 1-888-477-7989 Worldwide +1-701-281-6500 www.microsoft.com/dynamics

The information contained in this document represents the current view of Microsoft Corporation on the issues discussed as of the date of publication. Because Microsoft must respond to changing market conditions, this document should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information presented after the date of publication. This document is for informational purposes only. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED, OR STATUTORY, AS TO THE INFORMATION IN THIS DOCUMENT. Complying with all applicable copyright laws is the responsibility of the user. Without limiting the rights under copyright, no part of this document may be reproduced, stored in or introduced into a retrieval system, or transmitted in any form or by any means (electronic, mechanical, photocopying, recording, or otherwise), or for any purpose, without the express written permission of Microsoft Corporation. Microsoft may have patents, patent applications, trademarks, copyrights, or other intellectual property rights covering subject matter in this document. Except as expressly provided in any written license agreement from Microsoft, the furnishing of this document does not give you any license to these patents, trademarks, copyrights, or other intellectual property. 2008 Microsoft Corporation. All rights reserved. Microsoft, the Microsoft Dynamics Logo, BizTalk, Dexterity, FRx, Microsoft Dynamics, SharePoint, Visual Basic, Visual C++, Visual SourceSafe, Visual Studio, Windows, and Windows Server are either registered trademarks or trademarks of Microsoft Corporation, FRx Software Corporation, or Microsoft Business Solutions ApS in the United States and/or other countries. Microsoft Business Solutions ApS and FRx Software Corporation are subsidiaries of Microsoft Corporation.

Microsoft Dynamics AX 2009 Business Intelligence Cube Reference Guide

Table of Contents
Cube setup and security .................................................................................................................. 5 Access cube data ............................................................................................................................ 6 Cube modifications .......................................................................................................................... 7 Cube reference ................................................................................................................................ 8 Shared dimensions..................................................................................................................... 10 General ledger cube ................................................................................................................... 26 Accounts receivable cube .......................................................................................................... 47 Accounts payable cube .............................................................................................................. 62 Expense management cube ...................................................................................................... 81 Project accounting cube ............................................................................................................. 97 Sales cube ................................................................................................................................ 121 Purchase cube ......................................................................................................................... 141 Production cube ....................................................................................................................... 158 Customer relationship management cube ............................................................................... 170 Human resource management cube ........................................................................................ 208

Microsoft Dynamics AX

Cube setup and security


For information about setting up SQL Server Analysis Services cubes and related topics, see the System and Application Setup Help. Select System and Application Setup on the Help menu of the Microsoft Dynamics AX Windows client.

Selecting a primary company for cube data


When the cubes are set up, a primary company is selected. The fiscal calendar and the company currency (AmountMST) for the primary company are used as the fiscal calendar and company currency for all companies in the cubes. When foreign currency (AmountCur) amounts are evaluated, they are converted by using the exchange rates and currencies of the individual company, and converted to the company currency of the individual company. These converted amounts and AmountMST fields are in the company currency of the individual companies. Those amounts are then converted to company currency of the primary company by using the exchange rates and fiscal calendar of the primary company. All analysis services calculations take place by using that currency. If the amount is to be displayed in a foreign currency or the company currency of the individual company, the amount is converted again before it is displayed in Role Centers or Microsoft Office Excel. For information about updating cubes with exchange rate information, see the System and Application Setup Help.

Security for cubes


To access cube data, users must be assigned to appropriate roles in Microsoft Dynamics AX. To grant security access to a user, you can assign the user to the appropriate role. You also can grant security to specific users. For information about configuring security settings for cubes, see the System and Application Setup Help. You also must assign users to database roles. See the "Configuring security settings for cubes" topic in the System and Application Setup Help.

Microsoft Dynamics AX 2009 Business Intelligence Cube Reference Guide

Microsoft Dynamics AX For a list of security roles that are used by default for each cube, see the following topics: General ledger cube Accounts receivable cube Accounts payable cube Expense management cube Project accounting cube Sales cube Purchase cube Production cube Customer relationship management cube Human resource management cube

Access cube data


There are two ways to access data in Microsoft Dynamics AX cubes: By using Microsoft Office Excel to connect to a cube through a data connection and to create PivotTable reports. For information about creating an ad hoc multidimensional report, see the Application and Business Processes Help. By viewing data provided on role center pages. For information about viewing preconfigured multidimensional reports, see the Application and Business Processes Help.

Role Centers
The role centers provide reports, key performance indicators (KPIs), charts, and named queries in which the data comes from the analysis cubes database. For more information, see the Role Centers documentation.

Using role-playing dimensions for analysis


A role-playing dimension is a dimension that is used in a cube more than one time, each time for a different purpose. For example, a Time dimension can be included in a cube three times to track the time that products are ordered, shipped, and invoiced. Each role-playing dimension is joined to a fact table by a different field. Microsoft Dynamics AX cubes include Time and LedgerPeriodDimension role-playing dimensions. Use the Time dimension for analysis by calendar year, quarter, month, week, or day. Use the LedgerPeriodTimeDimension dimension for analysis by fiscal year, period, or day.

Microsoft Dynamics AX 2009 Business Intelligence Cube Reference Guide

Microsoft Dynamics AX

Drill through to transaction data in Office Excel


When you create a PivotTable report in Excel based on a measure group, you can drill through the data to see a list of the transactions that are included in the aggregation. Some transactions are represented by multiple rows, such as an account and one or more offset accounts. In the drill-through worksheet, the columns come from the dimensions and the measures that are used by the measure group. For example, if you create a PivotTable report by using the Ledger balances measure group and drill through on the amounts, the following columns are displayed: Department Cost center Purpose Company accounts Ledger chart of accounts Ledger period time dimension Days Ledger balances Count Master Debit Amount Ledger Master Credit Amount Ledger

Cube modifications
Configuration keys
The predefined cubes require full license keys. If any configuration keys are disabled, related tables and fields are automatically removed when the Microsoft Dynamics AX database is synchronized. Similarly, when the OLAP database is synchronized with the Microsoft Dynamics AX database, some related cube components are removed. In this case, you must manually remove those elements of the cube, such as key performance indicators (KPIs), calculated measures, and dimensions based on named queries, before you can successfully process the cubes. Use the error messages that appear in the synchronization log as your guide to the elements that must be removed.

Microsoft Dynamics AX 2009 Business Intelligence Cube Reference Guide

Microsoft Dynamics AX For a list of tables and configuration keys that are used by each cube, see the following topics: General ledger cube Accounts receivable cube Accounts payable cube Expense management cube Project accounting cube Sales cube Purchase cube Production cube Customer relationship management cube Human resource management cube

Cube modification and deployment


If you choose to make significant changes to the cube functionality by adding or removing fields, measures or dimensions, you must redeploy the cubes project. Contact your authorized Microsoft Dynamics Partner for more information.

Cube reference
The topics in this section provide information about the cubes that are delivered with Microsoft Dynamics AX. Shared dimensions General ledger cube Accounts receivable cube Accounts payable cube Expense management cube Project accounting cube Sales cube Purchase cube Production cube Customer relationship management cube Human resource management cube

Microsoft Dynamics AX 2009 Business Intelligence Cube Reference Guide

Microsoft Dynamics AX

Cube elements
A measure group is a collection of related measures in a cube. Each measure group is based on a fact table, which can be either a single table in the Microsoft Dynamics AX database or a named query that includes information from multiple tables in the Microsoft Dynamics AX database. A measure is a set of values that is usually numeric and is based on a column in the fact table of the cube. Measures are the central values that are aggregated and analyzed. Measures can be static values or calculated values. For example, the extended cost for an item is a static measure, while the margin percentage is a calculated measure. For more information, see the following table for each cube. Measures Each OLAP cube includes multiple dimensions. A dimension is an OLAP metadata structure that describes the data in a fact table. For example, the Receivables cube includes a Customers dimension. A single cube dimension includes related attributes. For example, the Customers dimension includes information about customer balances, credit limits, and salespersons assigned to the customers. The attributes of a dimension are organized into hierarchies. The hierarchical relationship between two attributes depends on how the data is being viewed. For example, if you select to view customers by salesperson name, the salesperson names are at the top of the hierarchy, followed by customer names. In a PivotTable report or PivotChart report, each dimension and its attributes corresponds to a set of fields where you can expand and collapse detail. For more information, see the following tables for each cube. Dimensions and attributes Hierarchies for organizing attributes

Some dimensions allow you to drill through a report to the transactional data that comprises the report. For more information, see the following table for each cube. Drill-through dimensions by source table/measure group

Microsoft Dynamics AX 2009 Business Intelligence Cube Reference Guide

Microsoft Dynamics AX

Shared dimensions
Shared dimensions and attributes
The following dimensions and attributes are shared by multiple cubes.
Dimension Dimension ID ID Attribute

Aging Periods

AGINGPERIODS

Name

Aging Bucket

DATAAREAID DESCRIPTION HEADING INTERVALTYPE STATREPINTERVALLINE

Company Description Header Interval Lines for setup of statistics Statistics Unit Days

STATREPINTERVAL QTY Closed date Time_CLOSED/Time (roleplaying dimension) Days

FiscalDate FiscalHalfYears

FiscalDate FiscalHalfYear s FiscalMonths FiscalQuarters FiscalTrimester s FiscalWeeks FiscalYears HalfYears Months Quarters
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FiscalMonths FiscalQuarters FiscalTrimesters

FiscalWeeks FiscalYears HalfYears Months Quarters Microsoft Dynamics AX 2009 Business Intelligence Cube Reference Guide

Microsoft Dynamics AX
Dimension Dimension ID ID Attribute

TenDays Trimesters Weeks Years Color INVENTCOLOR INVENTCOLOR NAME Company information COMPANYINFO CITY

TenDays Trimesters Weeks Years Colors Colors Name City

COMPANYINFO

Company information Company information Country region Country region Currency

ADDRESSCOUNTRYREGION

NAME ADDRESSCOUNTRYREGION CURRENCY CURRENCYCODE

Functional Currency ID Reporting Currency ID State Triangulation currency Zipcode Company accounts Currency code Is pivot currency Secondary currency
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SECONDARYCURRENCYCODE

STATE EUROCURRENCYCODE

ZIPCODE Company DATAAREA NAME

CURRENCYCODE ISPIVOT

SECONDARYCURRENCYCODE

Microsoft Dynamics AX 2009 Business Intelligence Cube Reference Guide

Microsoft Dynamics AX
Dimension Dimension ID ID Attribute

Configuratio n

CONFIGTABLE

CONFIGTABLE

Item configurations Item configurations Name Cost Center Description Currency Currency name ISO currency code Symbol Chain City Commission sales group Company chains Country region

NAME

Cost center

TABLEEX_DIMENSION_2

TABLEEX_DIMENSION_2 DESCRIPTION

Currency

BICURRENCYDIMENSION

BICURRENCYDIMENSION CURRENCYNAME ISOCURRENCYCODE

SYMBOL Customers CUSTTABLE DESCRIPTION CITY COMMISSIONSALESGROUP

SMMBUSRELCHAINGROUP

ADDRESSCOUNTRY REGION NAME CURRENCYCODE

Country region Currency Country Created Date Time Credit limit Currency Customer group Customer groups Name
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COUNTRY CREATEDDATETIME

CREDITMAX CURRENCY CUSTGROUP

CUSTGROUP NAME

Microsoft Dynamics AX 2009 Business Intelligence Cube Reference Guide

Microsoft Dynamics AX
Dimension Dimension ID ID Attribute

NAME

Customer name Customers Customers Country region Customers Destination code Customers Line of business Customers Site Destination code Global address book Global address book - Name Invoice account Line of business Payment Term ID Sales group

CUSTTABLE ADDRESSCOUNTRYREGION

DESTINATIONCODE

LINEOFBUSINESS

INVENTSITE DESTINATIONCODE DESCRIPTION DIRPARTYTABLE

DIRPARTYTABLE NAME

INVOICEACCOUNT

LINEOFBUSINESS DESCRIPTION PATMTERMID

COMMISSIONSALESGROUP NAME SMMBUSRELSEGMENTGROUP DESCRIPTION SMMBUSRELSEGMENTGROUP INVENTSITE NAME STATE ZIPCODE

Segment

Segment table Site State ZIP postal code


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Microsoft Dynamics AX 2009 Business Intelligence Cube Reference Guide

Microsoft Dynamics AX
Dimension Dimension ID ID Attribute

Customers Invoice account

CUSTTABLE

DESCRIPTION

Chain

CITY COMMISSIONSALESGROUP

City Commission sales group Company chains Country region

SMMBUSRELCHAINGROUP

ADDRESSCOUNTRY REGION NAME CURRENCYCODE

Country region Currency Country Created Date Time Credit limit Currency Customer group Customer groups Name Customer name Customers Customers Country region Customers Destination code Customers Line of business Customers Site
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COUNTRY CREATEDDATETIME

CREDITMAX CURRENCY CUSTGROUP

CUSTGROUP NAME

NAME

CUSTTABLE ADDRESSCOUNTRYREGION

DESTINATIONCODE

LINEOFBUSINESS

INVENTSITE Microsoft Dynamics AX 2009 Business Intelligence Cube Reference Guide

Microsoft Dynamics AX
Dimension Dimension ID ID Attribute

DESTINATIONCODE DESCRIPTION DIRPARTYTABLE

Destination code Global address book Global address book - Name Invoice account Line of business Payment Term ID Sales group

DIRPARTYTABLE NAME

INVOICEACCOUNT

LINEOFBUSINESS DESCRIPTION PATMTERMID

COMMISSIONSALESGROUP NAME SMMBUSRELSEGMENTGROUP DESCRIPTION SMMBUSRELSEGMENTGROUP INVENTSITE NAME STATE ZIPCODE

Segment

Segment table Site State ZIP postal code Days

Date

Time_TRANSDATE/Time (role-playing dimension)

Days

FiscalDate FiscalHalfYears

FiscalDate FiscalHalfYear s FiscalMonths FiscalQuarters FiscalTrimester s FiscalWeeks FiscalYears


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FiscalMonths FiscalQuarters FiscalTrimesters

FiscalWeeks FiscalYears Microsoft Dynamics AX 2009 Business Intelligence Cube Reference Guide

Microsoft Dynamics AX
Dimension Dimension ID ID Attribute

HalfYears Months Quarters TenDays Trimesters Weeks Years Department TABLEEX_DIMENSION_1 TABLEEX_DIMENSION_1 DESCRIPTION Document Date Time_DOCUMENTDATE/Ti me (role-playing dimension) Days

HalfYears Months Quarters TenDays Trimesters Weeks Years Department Description Days

FiscalDate FiscalHalfYears

FiscalDate FiscalHalfYear s FiscalMonths FiscalQuarters FiscalTrimester s FiscalWeeks FiscalYears HalfYears Months Quarters TenDays Trimesters Weeks Years Account type
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FiscalMonths FiscalQuarters FiscalTrimesters

FiscalWeeks FiscalYears HalfYears Months Quarters TenDays Trimesters Weeks Years Employee EMPLTABLE ACCOUNTTYPE

Microsoft Dynamics AX 2009 Business Intelligence Cube Reference Guide

Microsoft Dynamics AX
Dimension Dimension ID ID Attribute

BIRTHDATE EMPLTABLE INVENTSITE TODATETIME DIRPARTYTABLE FIRSTNAME EMPLGENDER DIRPARTYTABLE

Birthdate Employee Employee site End date First name Gender Global address book Global address book - Name Last name Marital status Middle name

NAME

DIRPARTYTABLE LASTNAME MARITAL STATUS DIRPARTYTABLE MIDDLENAME PROJPERIODID INVENTSITE NAME FROMDATETIME STATUS Employee Recipient EMPLTABLE ACCOUNTTYPE

Period code Site Start date Status Account type

DAYSOFFWITHSALARY

Additional paid vacation days Birthdate Employee Employee Site End date First name Gender Global address book
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BIRTHDATE EMPLTABLE INVENTSITE TODATETIME DIRPARTYTABLE FIRSTNAME EMPLGENDER DIRPARTYTABLE

Microsoft Dynamics AX 2009 Business Intelligence Cube Reference Guide

Microsoft Dynamics AX
Dimension Dimension ID ID Attribute

NAME

Global address book Name Last name Marital status Middle name

DIRPARTYTABLE LASTNAME MARITALSTATUS DIRPARTYTABLE MIDDLENAME VACATIONWITHSALARY PROJPERIOD CAREWITHSALARY SENIORITYDATE INVENTSITE NAME FROMDATETIME STATUS EMPLOYEETYPE SALARYTYPE End Date Time Days FiscalDate FiscalHalfYears

Paid vacation Period code Personal days Seniority date Site Start date Status Type Wage type Days FiscalDate FiscalHalfYear s FiscalMonths FiscalQuarters FiscalTrimester s FiscalWeeks FiscalYears HalfYears Months Quarters TenDays
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FiscalMonths FiscalQuarters FiscalTrimesters

FiscalWeeks FiscalYears HalfYears Months Quarters TenDays Microsoft Dynamics AX 2009 Business Intelligence Cube Reference Guide

Microsoft Dynamics AX
Dimension Dimension ID ID Attribute

Trimesters Weeks Years Expiry Date Time Days FiscalDate FiscalHalfYears

Trimesters Weeks Years Days FiscalDate FiscalHalfYear s FiscalMonths FiscalQuarters FiscalTrimester s FiscalWeeks FiscalYears HalfYears Months Quarters TenDays Trimesters Weeks Years ABC-code carrying cost ABC-code margin ABC-code revenue ABC-code value Country region

FiscalMonths FiscalQuarters FiscalTrimesters

FiscalWeeks FiscalYears HalfYears Months Quarters TenDays Trimesters Weeks Years Item INVENTTABLE ABCTIEUP

ABCCONTRIBUTIONMARGIN

ABCREVENUE

ABCVALUE

ADDRESSCOUNTRYREGION NAME Microsoft Dynamics AX 2009 Business Intelligence Cube Reference Guide

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Microsoft Dynamics AX
Dimension Dimension ID ID Attribute

CURRENCYCODE INVENTTABLEMODULE UNITID

Currency Inventory module parameters Unit Item group Item groups Item name Item type Items Items Country region Price Company accounts ID

NAME INVENTITEMGROUP ITEMNAME ITEMTYPE INVENTTABLE ADDRESSCOUNTRYREGION

INVENTTABLEMODULE PRICE Ledger Ledger period time Period dimension 3/Ledger Period Closed Date Time Dimension (roleplaying dimension) COMPANYID

LEDGERPERIODDATE LEDGERPERIODTIMEDIMENSI ON LEDGERPERIOD LEDGERPERIODYEAR Ledger period document date Ledger period time dimension 2/Ledger Period Time Dimension (roleplaying dimension) COMPANYID

Date Ledger period time dimension Period Year Company accounts ID

LEDGERPERIODDATE LEDGERPERIODTIMEDIMENSI ON LEDGERPERIOD LEDGERPERIODYEAR

Date Ledger period time dimension Period Year

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Microsoft Dynamics AX
Dimension Dimension ID ID Attribute

Ledger period time dimension

Ledger period time dimension

COMPANYID

Company accounts ID

LEDGERPERIODDATE LEDGERPERIODTIMEDIMENSI ON LEDGERPERIOD LEDGERPERIODYEAR Ledger Period Trans Date Ledger period time dimension 1/Ledger Period Time Dimension (roleplaying dimension) COMPANYID

Date Ledger period time dimension Period Year Company accounts ID

LEDGERPERIODDATE LEDGERPERIODTIMEDIMENSI ON LEDGERPERIOD LEDGERPERIODYEAR Master Company Reporting Currency Reporting currency 1 BICURRENCYDIMENSION

Date Ledger period time dimension Period Year Currency

CURRENCYNAME ISOCURRENCYCODE

Currency name ISO currency code Symbol Purpose Description Currency

SYMBOL Purpose TABLEEX_DIMENSION_3 TABLEEX_DIMENSION_3 DESCRIPTION Reporting Currency Reporting Currency BICURRENCYDIMENSION

CURRENCYNAME ISOCURRENCYCODE Microsoft Dynamics AX 2009 Business Intelligence Cube Reference Guide

Currency name ISO currency


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Microsoft Dynamics AX
Dimension Dimension ID ID Attribute

code SYMBOL Size INVENTSIZE INVENTSIZE NAME Time Time Days FiscalDate FiscalHalfYears Symbol Sizes Sizes - Name Days FiscalDate FiscalHalfYear s FiscalMonths FiscalQuarters FiscalTrimester s FiscalWeeks FiscalYears HalfYears Months Quarters TenDays Trimesters Weeks Years Site Warehouse Warehouse type Warehouses Warehouse Site

FiscalMonths FiscalQuarters FiscalTrimesters

FiscalWeeks FiscalYears HalfYears Months Quarters TenDays Trimesters Weeks Years Warehouse INVENTLOCATION INVENTSITE NAME NAME INVENTLOCATIONTYPE

INVENTLOCATION INVENTSITE

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Microsoft Dynamics AX

Shared dimension usage


Yes indicates that the shared dimension is used by the specified cube.
Shared dimension General ledger cube Accounts receivable cube Accounts payable cube Expense management cube Project accounting cube

Aging Periods Closed Date Color Company Company Information Configuration Cost Center Currency Customers Customers Invoice account Date Department Document Date Employee Employee Recipient End Date Expiry Date Item Ledger Period Closed Date Ledger Period Document Date Ledger Period

Yes Yes No Yes Yes

Yes No No Yes Yes

Yes Yes No Yes Yes

No No No Yes No

No No No Yes No

No Yes Yes No No

No Yes Yes No No

No Yes Yes No No

No Yes Yes No No

No Yes Yes Yes Yes

Yes Yes Yes No No

Yes Yes

Yes Yes Yes

No Yes No Yes No

No Yes No Yes Yes

No No

No No

No No No Yes

No No No No

No No No Yes

No No No No

Yes Yes Yes No

Yes

Yes

Yes

No

No

Yes

Yes

Yes

No

No
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Microsoft Dynamics AX 2009 Business Intelligence Cube Reference Guide

Microsoft Dynamics AX
Shared dimension General ledger cube Accounts receivable cube Accounts payable cube Expense management cube Project accounting cube

Time Dimension Ledger Period Trans Date Master Company Reporting Currency Purpose pose Reporting Currency Size Time Warehouse No No No No Yes Yes No Yes No No

Yes

Yes

Yes

Yes

Yes

Yes

Yes

Yes

Yes

Yes

No Yes No

No Yes No

No Yes No

No Yes No

No Yes Yes

Shared dimension usage, continued


Shared dimension Sales cube Purchase cube Production cube CRM cube HRM cube

Aging Periods Closed Date Color Company Company Information Configuration Cost Center Currency Customers Customers

No No Yes Yes No

No No Yes Yes No

No No Yes Yes No

No No No Yes No

No No No Yes No

Yes Yes Yes Yes Yes

Yes Yes Yes No No

Yes Yes Yes No No

No Yes Yes No No

No Yes Yes No No
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Microsoft Dynamics AX 2009 Business Intelligence Cube Reference Guide

Microsoft Dynamics AX
Shared dimension Sales cube Purchase cube Production cube CRM cube HRM cube

Invoice account Date Department Document Date Employee Employee Recipient End Date Expiry Date Item Ledger Period Closed Date Ledger Period Document Date Ledger Period Time Dimension Ledger Period Trans Date Master Company Reporting Currency Purpose pose Reporting Currency Size Time Warehouse Yes Yes No No No No Yes No Yes No No Yes No Yes No No No Yes No No Yes No Yes Yes No Yes No Yes No

No No Yes No

No No Yes No

Yes No Yes No

Yes Yes No No

Yes Yes No No

No

No

No

No

No

No

No

No

No

No

No

No

No

No

No

Yes

Yes

Yes

Yes

Yes

Yes

Yes

Yes

Yes

Yes

Yes Yes Yes

Yes Yes Yes

Yes Yes Yes

No Yes No

No Yes No

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Microsoft Dynamics AX

General ledger cube


Use the General ledger cube to report on ledger accounts and bank accounts. The General ledger cube corresponds to the LedgerCube perspective in Microsoft Dynamics AX.

Cross-company analysis for financial data


To use analysis cubes to analyze data for multiple companies, the fiscal periods must be defined the same way in all companies.

Key performance indicators and account categories


The default ledger account categories and the analysis cubes that are provided with Microsoft Dynamics AX are designed to work together. Keep the following considerations in mind if you want to make changes to either the default ledger account categories or the analysis cubes: You cannot delete the default ledger account categories. Use care if you change the name of a default ledger account category. If the new name means something different than the default value, key performance indicators (KPIs) that use data from that ledger account category might show incorrect data. For example, if you change the name of ledger account category 1 from Cash to Cost of Goods Sold, KPIs that use that account category will continue to use account category 1 as if it contains the Cash amounts. You can add ledger account categories. To incorporate data from the ledger account categories into KPIs and other calculated measures, you must also revise the relevant calculations.

For information about the default ledger account categories and the KPIs and calculated measures that use them, see Applications and Business Processes Help.

Configuration keys and tables


The following configuration keys are required for the General ledger cube to work properly: Bank BankCheque LedgerBasic LedgerBudgetBasic CurrencySecondaryCurrency: An extended data type key for LedgerTrans.AmtMSTSecond. BankDeposit: An extended data type key for BankTrans.DepositNum. Note: If a configuration key is not activated, the associated tables do not exist in the database. Therefore, references to those tables from the General ledger cube will not work. Microsoft Dynamics AX 2009 Business Intelligence Cube Reference Guide
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Microsoft Dynamics AX The General ledger cube uses data from the following Ledger tables.
Table Description Configuration key

CompanyInfo BudgetModel LedgerAccountCategory LedgerBudget LedgerTable

Company master Budget models Account groupings Ledger budgets Ledger account descriptions Ledger transactions

Not applicable LedgerBasic LedgerBasic LedgerBudgetBasic LedgerBasic

LedgerTrans

LedgerBasic, CuurencySecondaryCurrency LedgerBasic

LedgerPeriodTimeDim

Fiscal periods

The General ledger cube uses data from the following Bank tables.
Table Description Configuration key

BankAccountTable BankAccountTrans BankChequePaymentTrans CompanyInfo LedgerPeriodTimeDimension

Bank account descriptions Bank account transactions Bank payment transactions Company master Ledger periods and date tokens

Bank Bank, Bank Deposit BankCheque Not applicable LedgerBasic

Fact tables and measure groups


The General ledger cube includes several measure groups. Each measure group is based on a fact table. Some fact tables are mapped to Microsoft Dynamics AX tables; others are based on named queries.
Measure group Fact table (table/named query) Description

Bank Account Transactions

BankAccountTrans (table)

Contains posted transaction information from bank accounts. Contains references to checks and the
27

Bank Payment Transactions

BankChequePaymentTrans (table)

Microsoft Dynamics AX 2009 Business Intelligence Cube Reference Guide

Microsoft Dynamics AX
Measure group Fact table (table/named query) Description

transactions they paid. Exchange rate BIExchangeRates (table) Contains a record for each exchange rate for each company. Contains a record for each exchange rate for the company that is selected in the Setup Exchange Rates form. Contains budget transactions for ledger accounts. Contains customer transactions that have not been settled. Contains posted general ledger transactions. Contains the posted ledger amount per account, dimension combinations, and date.

Master company exchange rate

BIMasterCompanyExchangeRates (table)

Ledger Budget

LedgerBudget (table)

Open Customer Transactions

CustTransOpen (table)

Ledger Transactions

LedgerTrans (table)

Ledger Balances

LedgerBalancesDimTrans (table)

Named queries
The named query for Ledger Budgets is based on the LedgerBudget table, with the following additional fields brought into the query.
Additional fields Description

LedgerBudget.AccountNum LedgerBudget.ExpandID

Ledger account number. Record ID of the transaction that generated the item. Budget active status. The amount by which the line contributes to the budget. Department dimension.
28

LedgerBudget.Active LedgerBudget.Amount

LedgerBudget.Dimension

Microsoft Dynamics AX 2009 Business Intelligence Cube Reference Guide

Microsoft Dynamics AX
Additional fields Description

LedgerBudget.Dimension2 LedgerBudget.Dimension3 LedgerBudget.Currency LedgerBudget.ModelNum LedgerBudget.AmountMST LedgerBudget.DaraAreaID LedgerBudget.RecVersion LedgerBudget.RecID LedgerBudget.StartDate Ledger.Budget.EndDate LedgerBudget.RevisionDate LedgerBudget.ModifiedDateTime

Cost center dimension. Purpose dimension. Currency of the budget. Model number of the budget. The master budget amount. The company associated with the budget. The version of the record. Unique record ID for each transaction. Start date for the budget. End date for the budget. The date the budget revision was made. The date and time the ledger budget was modified.

Dimensions and attributes


The General ledger cube includes the following dimensions and attributes.
Dimension Dimension ID Attribute

Aging Periods* Bank account BANKACCOUNTTABLE descriptions BANKACCOUNTTABLE Bank accounts Bank name Currency Bank transactions Reconciled Blocked

NAME CURRENCYCODE Bank transactions BANKACCOUNTTRANS_DIM BANKACCOUNTTRANS_DIM

RECONCILED Budget models BUDGETMODEL BLOCKED

TXT Microsoft Dynamics AX 2009 Business Intelligence Cube Reference Guide

Budget
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Microsoft Dynamics AX
Dimension Dimension ID Attribute

name COV BUDGETMODEL Cov Ledger budget models Model ID Submodel ID Type

MODELID SUBMODELID TYPE Company information* Company* Cost center* Currency* Date* Department* Ledger account descriptions LEDGERTABLE ACCOUNTCATEGORY Time (role-playing dimension)

Account category

ACCOUNTNAME

Account name Account type Category Description Closed Currency Ledger account categories Ledger account categories 30

ACCOUNTPLTYPE DESCRIPTION

CLOSED CURRENCYCODE LEDGERACCOUNTCATEGORY

ACCOUNTTYPE

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Dimension Dimension ID Attribute

Account type LEDGERTABLE Ledger chart of accounts Active

Ledger budgets

LEDGERBUDGET_DIM

ACTIVE

LEDGERBUDGET_DIM

Ledger budget

Ledger period document date* Ledger period time dimension* Ledger transactions

Ledger Period Time Dimension (role-playing dimension)

LEDGERTRANS_DIM

LEDGERTRANS_DIM

Ledger transactions Period code Posting Transaction type

PERIODCODE POSTING TRANSTYPE

Master Company Reporting Currency* Purpose* Time*

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Microsoft Dynamics AX

Dimensions by measure group


The measure groups in the General ledger cube can be sliced by the following dimensions and fields.
Dimension Master company exchange rate Exchange rate Ledger balances Ledger budgets

Department Cost center Purpose Currency Company Currency Company accounts Currency Company accounts

Department Cost center Purpose

Department Cost center Purpose Currency

Company accounts Ledger chart of accounts

Company accounts Ledger chart of accounts

Ledger chart of accounts (Ledger account descriptions) Ledger period time dimension Ledger budget models (Budget models) Company information Bank accounts (Bank account descriptions) Lines for setup of statistics (Aging Periods) Ledger budget (Ledger budget) Ledger transactions Bank transactions Ledger period time dimension Ledger period time dimension

Ledger period time dimension

Ledger period time dimension Model ID

Ledger budget

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Microsoft Dynamics AX
Dimension Master company exchange rate Exchange rate Ledger balances Ledger budgets

Time Time (Date) Ledger period time dimension (Ledger period document date) Master Company Reporting Currency

Days

Days

Days

Days

Dimensions by measure group, continued


The measure groups in the General ledger cube can be sliced by the following dimensions and fields.
Dimension Ledger transactions Bank payment transactions Bank transactions Open customer transactions

Department Cost center Purpose Currency Company

Department Cost center Purpose Currency Company accounts Ledger chart of accounts Currency Company accounts

Department Cost center Purpose Currency Company accounts Ledger chart of accounts Company accounts Ledger chart of accounts

Ledger chart of accounts (Ledger account descriptions) Ledger period time dimension Ledger budget models (Budget models) Company information

Ledger period time dimension

Ledger period time dimension

Ledger period time dimension

Ledger period time dimension

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Microsoft Dynamics AX
Dimension Ledger transactions Bank payment transactions Bank transactions Open customer transactions

Bank accounts (Bank account descriptions) Lines for setup of statistics (Aging Periods) Ledger budget (Ledger budget) Ledger transactions Bank transactions Ledger transactions

Bank accounts

Bank accounts

Bank transactions Days Days Ledger period time dimension Days Days Days

Time Time (Date) Ledger period time dimension (Ledger period document date) Master Company Reporting Currency

Hierarchies for organizing attributes


Some attributes can be organized in hierarchies. You can use the following hierarchies to organize dimension attributes.
Dimension Hierarchies Attributes in hierarchical order

Aging Periods

Hierarchy

Company Statistics Interval Lines for setup of statistics

By Period

Interval
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Microsoft Dynamics AX
Dimension Hierarchies Attributes in hierarchical order

Header Lines for setup of statistics Bank account descriptions By Bank Account ID Name Bank Name Bank Accounts Company information Country region Company information Country/region

State City ZIP Code Company information Date Years Quarters Months Weeks Days Year

Quarter Month Week Days Ledger account descriptions Ledger account categories Ledger chart of accounts Ledger account categories

Ledger chart of accounts By Account Type and Number Account type Account name Ledger chart of accounts Ledger period document date Ledger Period Hierarchy Year Period Ledger period time dimension Ledger period time dimension Ledger Period Hierarchy Year Period Ledger period time dimension Microsoft Dynamics AX 2009 Business Intelligence Cube Reference Guide
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Dimension Hierarchies Attributes in hierarchical order

Time

Years Quarters Months Weeks Days

Year

Quarter Month Week Days

Measures
The General ledger cube includes the following measure groups and measures.

Measure group: Master company exchange rate


This measure group is based on the BIMasterCompanyExchangeRates table.
Measure Measure field name Aggregation Description

Count

Not applicable

Count

Number of exchange rate records. Maximum exchange rate in the company that is specified as the master exchange rate company, as of the end of the specified day.

Master end of day rate

BIMasterCompanyExchangeRates.EndOfDayRate Max

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Measure group: Exchange rate


This measure group is based on the BIExchangeRates table.
Measure Measure field name Aggregation Description

Exchange rate Count

Not applicable

Count

Number of exchange rate records. Maximum exchange rate as of the end of the specified day.

End of day rate

BIExchangeRates.EndOfDayRate

Max

Measure group: Ledger balances


This measure group is based on the LedgerBalancesDimTrans table.
Measure Measure field name Aggregation Description

Ledger balances Count Master Debit Amount Ledger

Not applicable

Count

Number of ledger balance records. Total debit amount of ledger balances, in company currency. Total credit amount of ledger balances, in company currency.

LedgerBalancesDimTrans.DebitMst

Sum

Master Credit Amount Ledger

LedgerBalancesDimTrans.CreditMst

Sum

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Measure group: Ledger budgets


This measure group is based on the LedgerBudget table.
Measure Measure field name Aggregation Description

Ledger budgets Count Master Budget Amount - Ledger

Not applicable

Count

Number of ledger balance records. Total budget amount, in company currency. Total budget amount, in transaction currency.

LedgerBudget.AmountMst

Sum

Budget Amount Ledger

LedgerBudget.Amount

Sum

Measure group: Ledger transactions


This measure group is based on the LedgerTrans table.
Measure Measure field name Aggregation Description

Ledger transactions Count Secondary Master Amount - Ledger

Not applicable

Count

Number of ledger transactions.

LedgerTrans.AmountMstSecond

Sum

Total ledger transaction amount, in reporting currency. Total ledger transaction amount, in company currency. Total ledger transaction amount, in transaction currency.

Master Amount Ledger

LedgerTrans.AmountMst

Sum

Transaction Amount - Ledger

LedgerTrans.AmountCur

Sum

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Measure group: Bank payment transactions


This measure group is based on the BankChequePaymTrans table.
Measure Measure field name Aggregation Description

Bank payment transactions Count

Not applicable

Count

Number of bank payment transactions. Total bank payment transaction amount, in transaction currency.

Cheque BankChequePaymTrans.PaymentAmountCur Sum Transaction Amount - Bank

Measure group: Bank transactions


This measure group is based on the BankAccountTrans table.
Measure Measure field name Aggregation Description

Bank transactions Count Bank Transaction Amount Bank

Not applicable

Count

Number of bank transactions.

BankAccountTrans.BankTransAmountCur

Sum

Total bank transaction amount, in transaction currency. Total bank transaction amount, in company currency. Total bank transaction amount, in the registration currency.

Master Amount Bank

BankAccountTrans.AmountMst

Sum

Transaction Amount Bank

BankAccountTrans.AmountCur

Sum

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Measure group: Open customer transactions


This measure group is based on the CustTransOpen table.
Measure Measure field name Aggregation Description

Open customer transactions Count

Not applicable

Count

Number of open customer transactions. Total open customer transaction amount, in transaction currency. Total open customer transaction amount, in company currency.

Transaction Outstanding Amount

CustTransOpen.AmountCur

Sum

Master Outstanding CustTransOpen.AmountMst Amount

Sum

Calculated measures
The General ledger cube contains the following calculated measures.
Measure Formula Aggregation Description

COGS

Summation of LedgerTrans AmountMST field for ledger accounts assigned to the ledger account category 35 (COGS). Sales calculated measure times -1, minus Sales Return and Discounts calculated measure, minus COGS calculated measure. Summation of LedgerTrans

No accumulation

Cost of Goods Sold amount for your organization.

Gross profit

No accumulation

Gross profit for your organization.

Sales

No accumulation

Sales for your organization.


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Measure Formula Aggregation Description

AmountMST field for ledger accounts assigned to the ledger account category 33 (Sales). Sales returns and discounts Summation of LedgerTrans AmountMST field for ledger accounts assigned to the ledger account category 34 (Sales Returns and Discounts). No accumulation Sales returns and discounts for your organization.

Total Actuals

Summation of No accumulation LedgerTrans AmountMST field for all accounts. Summation of LedgerBudget AmountMST field. Year-to-date summation of LedgerTrans AmountMST field for ledger accounts assigned to the ledger account category 15 (AP). Year-to-date summation of LedgerTrans AmountMST field for ledger accounts assigned to the ledger account category 4 (AR). Sales calculated measure + Sales Return and Discount No accumulation

Total actuals for your organization.

Total Budget

Total budget amounts for your organization.

Total Payables

Year-to-date accumulation

YTD payables for your organization.

Total Receivables

Year-to-date accumulation

YTD receivables for your organization.

Total Sales

No accumulation

Total sales for your organization.


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Measure Formula Aggregation Description

calculated measure.

General ledger cube security by role


The following tables list the dimensions, measures, calculated measures, and KPIs that are associated with the General ledger cube, and the roles that provide security access to them. Yes indicates that security access is provided by default.

Dimensions
Accounts receivable Credit & collections

Accounts payable

Bookkeeper

Dimensions

Ledger Accounts Ledger Transactions Period Codes Company Account Categories Budgets Ledger Balances by Dimension Bank Transactions

Yes

Yes

Yes

Yes

Yes

No

No

No

Yes

Yes

Yes

Yes

Yes

No

No

No

Yes Yes Yes

Yes Yes Yes

Yes Yes Yes

Yes Yes Yes

Yes Yes Yes

Yes Yes No

No No No

No No No

Yes Yes

Yes Yes

Yes Yes

Yes Yes

Yes Yes

No No

No No

No No

Yes

Yes

Yes

Yes

Yes

No

No

No

Bank Payments Yes Checkbook Register Yes

Yes Yes

Yes Yes

Yes Yes

Yes Yes

No No

No No

No No

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Measures
Accounts receivable Credit & collections

Accounts payable

Bookkeeper

coordinator

Master Amount Ledger Transaction Amount Ledger Budget Amount Ledger Master Budget Amount Ledger Secondary Master Amount Ledger Master Debit Amount Ledger Master Credit Amount Ledger

Yes

Yes

Yes

Yes

Yes

No

No

No

Yes

Yes

Yes

Yes

Yes

No

No

No

Yes

Yes

Yes

Yes

Yes

No

No

No

Yes

Yes

Yes

Yes

Yes

No

No

No

Yes

Yes

Yes

Yes

Yes

No

No

No

Yes

Yes

Yes

Yes

Yes

No

No

No

Yes

Yes

Yes

Yes

Yes

No

No

No

Bank Yes Transaction Amount - Bank Cheque Yes Transaction Amount - Bank

Yes

Yes

Yes

Yes

No

No

No

Yes

Yes

Yes

Yes

No

No

No

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Accountant

Accounting

Controller

Measures

manager

manager

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Microsoft Dynamics AX

Calculated measures
Accounts receivable Credit & collections

Accounts payable

Bookkeeper

coordinator

Sales in the Past Months Budget Vs. Actual Total Accounts Receivable in the Past Months Total Accounts payable in the Past Months

Yes

Yes

Yes

Yes

Yes

Yes

No

Yes

Yes

Yes

Yes

Yes

Yes

No

No

No

Yes

Yes

Yes

Yes

Yes

Yes

No

Yes

Yes

Yes

Yes

Yes

Yes

No

Yes

No

Gross Profit in Yes the Past Months

Yes

Yes

Yes

Yes

No

No

No

Key performance indicators


Accounts receivable Credit & collections

Accounts payable

Bookkeeper

coordinator

Quick Ratio Current Ratio Gross Profit

Yes Yes Yes

Yes Yes Yes

Yes Yes Yes

Yes Yes Yes

Yes Yes Yes

No No No

No No No

No No No
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CFO

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Accountant

Accounting

Calculated

Controller

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manager

CFO

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Accounts receivable Credit & collections

Accounts payable

Bookkeeper

coordinator

Margin Accounts Receivable Turnover Accounts Receivable Days Outstanding Accounts Payable Turnover Average Days to Pay Inventory Turnover Cash Ratio Debt to Equity Debt to Total Assets Times Interest Earned Return on Total Assets Gross Profit Cash Position Cost of Goods Sold Average Collection Yes Yes Yes Yes Yes Yes No No

Yes

Yes

Yes

Yes

Yes

Yes

No

No

Yes

Yes

Yes

Yes

Yes

Yes

No

No

Yes

Yes

Yes

Yes

Yes

No

No

No

Yes

Yes

Yes

Yes

No

No

No

No

Yes Yes Yes

Yes Yes Yes

Yes Yes Yes

Yes Yes Yes

Yes No No

No No No

No No No

No No No

Yes

Yes

Yes

Yes

No

No

No

No

Yes

Yes

Yes

Yes

No

No

No

No

Yes Yes Yes

Yes Yes Yes

Yes Yes Yes

Yes Yes Yes

Yes Yes Yes

No No No

No No No

No No No

Yes

Yes

Yes

Yes

No

Yes

No

No

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Accountant

Accounting

Controller

manager

manager

KPIs

CFO

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Accounts receivable Credit & collections

Accounts payable

Bookkeeper

coordinator

Period Average Days Delinquent Best Possible Days Sales Outstanding Collection Effectiveness Index Total Revenue Total Expenses Revenue Budget Variance Yes Yes Yes Yes No Yes No No

Yes

Yes

Yes

Yes

No

Yes

No

No

Yes

Yes

Yes

Yes

No

Yes

No

No

Yes Yes Yes

Yes Yes Yes

Yes Yes Yes

Yes Yes Yes

Yes Yes Yes

No No No

No No No

No No No

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Accounting

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KPIs

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Microsoft Dynamics AX

Accounts receivable cube


Use the Accounts receivable cube to report on customer transactions and accounts receivable. The Accounts Receivable cube corresponds to the CustCube perspective in Microsoft Dynamics AX.

Cross-company analysis for financial data


To use analysis cubes to analyze data for multiple companies, the fiscal periods must be defined the same way in all companies.

Configuration keys and tables


The following configuration keys are required for the Accounts Receivable cube to work properly: LedgerBasic CurrencySecondaryCurrency: An extended data type key for CompanyInfo.SecondaryCurrencyCode. Commissions: An extended data type key for CustTable.SalesGroup. Note: If a configuration key is not activated, the associated tables do not exist in the database. Therefore, references to those tables from the Accounts Receivable cube will not work. The Accounts Receivable cube uses data from the following tables.
Table Description Configuration key

AddressCountryRegion CompanyInfo CustGroup CustTable CustTrans CustTransOpen

Addresses Company master Customer groups Customer master table Customer transactions Open customer transactions Directory ID Fiscal periods Aging master table Aging periods

Not applicable CurrencySecondaryCurrency LedgerBasic LedgerBasic, Commissions LedgerBasic LedgerBasic

DirParty LedgerPeriodTimeDimension StatRepInterval StatRepIntervalLine

Not applicable LedgerBasic LedgerBasic LedgerBasic


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Fact tables and measure groups


The Accounts Receivable cube includes several measure groups. Each measure group is based on a fact table. Some fact tables are mapped to Microsoft Dynamics AX tables; others are based on named queries.
Measure group Fact table (table/named query) Description

Customer Transactions

CustTrans (table)

Contains a record for each customer transaction. Contains a record for each customer transaction that has not been settled. Contains a record for each exchange rate for each company. Contains a record for each exchange rate for the company that is selected in the Setup Exchange Rates form.

Open Customer Transactions

CustTransOpen (table)

Exchange rate

BIExchangeRates (table)

Master company exchange BIMasterCompanyExchangeRates rate (table)

Named queries
CustTransTotalSales, based on CustTrans
The named query for CustTransTotalSales is based on the CustTrans table, with the following additional fields brought into the query.
Additional fields Description

CustTransTotalSales.AccountNum CustTransTotalSales.Voucher CustTransTotalSales.Invoice CustTransTotalSales.AmountMST CustTransTotalSales.CurrencyCode

Ledger account number. Voucher number the transaction is attached to. The invoice the transaction is attached to. The master transaction amount. Currency used for the transaction.
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Additional fields Description

CustTransTotalSales.TransType CustTransTotalSales.Approved CustTransTotalSales.Dimension CustTransTotalSales.Dimension2 CustTransTotalSales.Dimension3 CustTransTotalSales.PaymMode CustTransTotalSales.DataAreaID CustTransTotalSales.RecVersion CustTransTotalSales.RecID CustTransTotalSales.DueDate CustTransTotalSales.LastSettledDate CustTransTotalSales.Closed CustTransTotalSales.TransDate CustTransTotalSales.DocumentDate

Transaction type. Approval status of the transaction. Department dimension. Cost center dimension. Purpose dimension. Method of payment. The company associated with the transaction. The version of the record. Unique record ID for each transaction. Due date associated with the transaction. The last settled date of the transaction. Date of total settlement for the transaction. The transaction date. The date of the document associated with the transaction. Date of last transaction exchange adjustment. The date and time the transaction was modified The date and time the record was created. Time limit for feedback from the bank on payments.

CustTransTotalSales.LastExchAdj CustTransTotalSales.ModifiedDateTime CustTransTotalSales.CreatedDateTime CustTransTotalSales.PaymManLackDate

Dimensions and attributes


The Accounts Receivable cube includes the following dimensions and attributes. * Indicates a shared dimension. For detailed information, see Shared dimensions.
Dimension Dimension ID ID Attribute

Aging periods* Company*

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Dimension Dimension ID ID Attribute

Company information* Customers CUSTTABLE DESCRIPTION CITY COMMISSIONSALESGROUP Chain City Commission sales group Company chains Country/region

SMMBUSRELCHAINGROUP

ADDRESSCOUNTRYREGION NAME CURRENCYCODE

Country/region - currency County Created Date Time Credit limit Currency Customer group Customer groups - Name Customer name Customers Customers Country region Customers destination code Customers line of business Customers site Destination
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COUNTY CREATEDDATETIME

CREDITMAX CURRENCY CUSTGROUP

CUSTGROUP NAME

NAME CUSTTABLE ADDRESSCOUNTRYREGION

DESTINATIONCODE

LINEOFBUSINESS

INVENTSITE DESTINATIONCODE Microsoft Dynamics AX 2009 Business Intelligence Cube Reference Guide

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Dimension Dimension ID ID Attribute

DESCRIPTION DIRPARTYTABLE

code Global address book Global address book - Name Invoice account Line of business Payment Term ID Sales group

DIRPARTYTABLE NAME

INVOICEACCOUNT LINEOFBUSINESS DESCRIPTION PAYMTERMID

COMMISSIONSALESGROUP NAME SMMBUSRELSEGMENTGROUP DESCRIPTION SMMBUSRELSEGMENTGROUP INVENTSITE NAME STATE ZIPCODE Customer transactions CUSTTRANS CUSTTRANS_DIM

Segment

Segment table Site State ZIP postal code Customer transactions Transaction type

TRANSTYPE

Date*

Time (role-playing dimension)

Department* Closed date* Time (role-playing dimension)

Cost center* Currency* Document Time (role-playing


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Dimension Dimension ID ID Attribute

date*

dimension)

Ledger period Ledger Period Time closed date* Dimension (role-playing dimension) Ledger Period Time Dimension* Ledger period Ledger Period Time trans date* Dimension (role-playing dimension) Master Company Reporting Currency* Methods of payment Customers CUSTPAYMMODETABLE CUSTPAYMMODETABLE Methods of payment Customers Name

NAME Purpose* Time*

Dimensions by measure group


The measure groups in the Accounts receivable cube can be sliced by the following dimensions and fields.
Dimension Master company exchange rate Exchange rate Open customer transactions Customer transactions Cust Trans Total Sales

Department Cost center Purpose

Department Cost center Purpose

Department Cost center Purpose


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Dimension Master company exchange rate Exchange rate Open customer transactions Customer transactions Cust Trans Total Sales

Currency Company

Currency Company accounts

Currency Company accounts Ledger period time dimension Company accounts Ledger period time dimension

Currency Company accounts

Currency Company accounts

Ledger period Ledger time dimension period time dimension Company information Lines for setup of statistics (aging periods) Customers Methods of payment Customers Customer transactions Time Time (Date) Time (Closed date) Time (Document date) Ledger period time dimension (Ledger period trans date) Ledger period time dimension (Ledger period document Days

Ledger period Ledger period time dimension time dimension

Customers

Customers Methods of payment Customers Customer transactions

Customers Methods of payment Customers Customer transactions Days Days Days

Days

Days Days

Days Days Days

Days

Days

Ledger period time dimension

Ledger period Ledger period time dimension time dimension

Ledger period Ledger period time dimension time dimension

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Dimension Master company exchange rate Exchange rate Open customer transactions Customer transactions Cust Trans Total Sales

date) Ledger period time dimension (Ledger period closed date) Master Company Reporting Currency Ledger period Ledger period time dimension time dimension

Hierarchies for organizing attributes


Some attributes can be organized in hierarchies. You can use the following hierarchies to organize dimension attributes.
Dimension Hierarchies Attributes in hierarchical order

Aging Periods

By Period

Interval Header Lines for setup of statistics

Hierarchy

Company Statistics Interval Lines for setup of statistics

Closed Date

YearsQuartersMonthsWeeksDays

Year Quarter Month Week Days

Company Information

Country/Region Company information Country/region


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Dimension Hierarchies Attributes in hierarchical order

State City ZIP code Company information Customers Commission sales group Customers Commission sales group Customers Company chains Customers Company chains Customers Country/region Customers Country/region State City ZIP code Customers Customer groups Customers Customer group Customers Destination code Customers Destination code Customers Global address book Customers Global address book Customers Line of business Customers Line of business Customers Segment table Customers Segment table Customers Site - Customers Site Customers Date YearsQuartersMonthsWeeksDays Year Quarter Month Week

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Dimension Hierarchies Attributes in hierarchical order

Days Document date YearsQuartersMonthsWeeksDays Year Quarter Month Week Days Ledger period closed date Ledger Period Hierarchy Year Period Ledger period time dimension Ledger period document date Ledger Period Hierarchy Year Period Ledger period time dimension Ledger period time dimension Ledger Period Hierarchy Year Period Ledger period time dimension Ledger period trans date Ledger Period Hierarchy Year Period Ledger period time dimension Time YearsQuartersMonthsWeeksDays Year Quarter Month Week Days

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Measures
The Accounts Receivable cube includes the following measure groups and measures.

Measure group: Master company exchange rate


This measure group is based on the BIMasterCompanyExchangeRates table.
Measure Measure field name Aggregation Description

Count

Not applicable

Count

Number of exchange rate records. Maximum exchange rate in the company that is specified as the master exchange rate company, as of the end of the specified day.

Master end of day rate

BIMasterCompanyExchangeRates.EndOfDayRate Max

Measure group: Exchange rate


This measure group is based on the BIExchangeRates table.
Measure Measure field name Aggregation Description

Exchange rate Count

Not applicable

Count

Number of exchange rate records. Maximum exchange rate as of the end of the specified day.

End of day rate

BIExchangeRates.EndOfDayRate

Max

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Measure group: Open customer transactions


This measure group is based on the CustTransOpen table.
Measure Measure field name Aggregation Description

Open customer transactions Count

Not applicable

Count

Number of open customer transactions. Total open customer transaction amount, in transaction currency. Total open customer transaction amount, in company currency.

Transaction Outstanding Amount

CustTransOpen.AmountCur

Sum

Master Outstanding CustTransOpen.AmountMst Amount

Sum

Measure group: Customer transactions


This measure group is based on the CustTrans table.
Measure Measure field name Aggregation Description

Customer transactions Count

Not applicable

Count

Number of customer transactions. Total customer transaction amount, in transaction currency. Total amount of customer transactions that have been settled, in transaction currency. Total customer transaction amount,
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Transaction amount Receivables

CustTrans.AmountCur

Sum

Settled currency

CustTrans.SettleAmountCur

Sum

Master amount -

CustTrans.AmountMst

Sum

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Measure Measure field name Aggregation Description

Receivables

in company currency. CustTrans.SettleAmountMst Sum Total amount of customer transactions that have been settled, in company currency.

Amount settled

Measure group: CustTrans Total Sales


This measure group is based on the CustTransTotalSales table.
Measure Measure field name Aggregation Description

Total Sales

CustTransTotalSales.AmountMst

Sum

Total customer sales, in company currency.

Calculated measures
The Accounts receivable cube contains no calculated measures.

Accounts Receivable cube security by role


The following tables list the dimensions, measures, calculated measures, and key performance indicators (KPIs) that are associated with the Accounts Receivable cube, and the roles that provide security access to them. Yes indicates that security access is provided by default.

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Dimensions
Accounts receivable Credit & collections

Accounts payable

Bookkeeper

Dimensions

coordinator

Customer Transactions Company Customer Customer group Period Codes Aging Periods Open Customer Transactions

Yes

Yes

Yes

Yes

Yes

Yes

No

Yes

Yes Yes Yes

Yes Yes Yes

Yes Yes Yes

Yes Yes Yes

Yes Yes Yes

Yes Yes Yes

No No No

Yes Yes Yes

Yes Yes Yes

Yes Yes Yes

Yes Yes Yes

Yes Yes Yes

Yes Yes Yes

Yes Yes Yes

No No No

Yes Yes Yes

Measures
Accounts receivable Credit & collections

Accounts payable

Bookkeeper

coordinator

Master Amount Yes - Receivables Transaction Amount Receivables Master Yes

Yes

Yes

Yes

Yes

Yes

No

Yes

Yes

Yes

Yes

Yes

Yes

No

Yes

Yes

Yes

Yes

Yes

Yes

Yes

No

Yes
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Accountant

Accounting

Controller

Measures

manager

manager

CFO

coordinator

Accountant

Accounting

Controller

manager

manager

CFO

Microsoft Dynamics AX
Accounts receivable Credit & collections

Accounts payable

Bookkeeper

coordinator

Outstanding Amount Transaction Outstanding Amount Yes Yes Yes Yes Yes Yes No Yes

Calculated measures
Accounts receivable Credit & collections

Accounts payable

Bookkeeper

coordinator

Accounts Receivable Aging Top Customers by YTD Sales Cash Inflow vs. Cash Outflow

Yes

Yes

Yes

Yes

Yes

Yes

No

Yes

Yes

Yes

Yes

Yes

Yes

Yes

No

Yes

Yes

Yes

Yes

Yes

Yes

No

No

No

Key performance indicators


Key performance indicators (KPIs) are not defined for this cube.

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Accountant

Accounting

Calculated

Controller

measures

manager

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CFO

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Accountant

Accounting

Controller

Measures

manager

manager

CFO

Microsoft Dynamics AX

Accounts payable cube


Use the Accounts payable cube to report on sales transactions. The Accounts payable cube corresponds to the VendCube perspective in Microsoft Dynamics AX.

Cross-company analysis for financial data


To use analysis cubes to analyze data for multiple companies, the fiscal periods must be defined the same way in all companies.

Currency conversion when using Excel for analysis


The currency conversion process within the Accounts payable and Accounts receivable cubes uses the due date, rather than the transaction date. As a result, when viewing data through Microsoft Office Excel, there may be a variance in the currency amount in Office Excel when compared to the currency amount within Microsoft Dynamics AX. The amount of the variance depends on the number of transactions involved and the variances of the exchange rates between the transaction dates and the due dates. Currency amounts are correct when viewed through key performance indicators (KPIs) or built-in SQL Server Reporting Services (SSRS) reports or when transactions involve only one currency.

Configuration keys and tables


The following configuration keys are required for the Accounts payable cube to work properly: LedgerBasic CurrencySecondaryCurrency: An extended data type key for CompanyInfo.SecondaryCurrencyCode. Note: If a configuration key is not activated, the associated tables do not exist in the database. Therefore, references to those tables from the Accounts payable cube will not work. The Accounts payable cube uses data from the following tables.
Table Description Configuration key

CompanyInfo LedgerPeriodTimeDimension StatRepInterval StatRepIntervalLine

Company master Fiscal periods Aging master Aging periods

CurrencySecondaryCurrency LedgerBasic LedgerBasic LedgerBasic


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Table Description Configuration key

VendGroup VendTable VendTrans VendTransOpen

Vendor groups Vendor master Vendor transactions Open vendor transactions

LedgerBasic LedgerBasic LedgerBasic LedgerBasic

Fact tables and measure groups


The Accounts payable cube includes several measure groups. Each measure group is based on a fact table. Some fact tables are mapped to Microsoft Dynamics AX tables; others are based on named queries.
Measure group Fact table (table/named query) Description

Vendor transactions

VendTrans (table)

Contains a record for each vendor transaction, such as an invoice or payment. Contains a record for each vendor transaction, such as an invoice or payment, that has not been settled. Contains a record for each customer transaction, such as an invoice or payment, that has not been settled. Contains a record for each exchange rate for each company. Contains a record for each exchange rate for the company that is selected in the Setup Exchange Rates form.

Open vendor transactions

VendTransOpen (table)

Open customer transactions

CustTransOpen (table)

Exchange rate

BIExchangeRates (table)

Master company exchange rate

BIMasterCompanyExchangeRates (table)

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Named queries
VendTransTotalPurchases, based on VendTrans
The named query for Total Purchases is based on the VendTrans table, with the following additional fields brought into the query.
Additional fields Description

VendTransTotalPurchases.AccountNum VendTransTotalPurchases.TransDate VendTransTotalPurchases.Voucher VendTransTotalPurchases.Invoice VendTransTotalPurchases.AmountMST

Ledger account number. The transaction date. Voucher number the transaction is attached to. The invoice the transaction is attached to. The transaction amount, in the company currency. Currency used for the transaction. Due date associated with the transaction. The last settled date of the transaction. Date of total settlement for the transaction. Transaction type. Approval status of the transaction. Department dimension. Cost center dimension. Purpose dimension. The date of the document associated with the transaction. Date of last transaction exchange adjustment. Method of payment. 1099 tax reporting date. Date the transaction was approved. The date and time the transaction was modified The date and time the record was created. The company associated with the transaction.
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VendTransTotalPurchases.CurrencyCode VendTransTotalPurchases.DueDate VendTransTotalPurchases.LastSettleDate VendTransTotalPurchases.Closed VendTransTotalPurchases.TransType VendTransTotalPurchases.Approved VendTransTotalPurchases.Dimension VendTransTotalPurchases.Dimension2 VendTransTotalPurchases.Dimension3 VendTransTotalPurchases.DocumentDate

VendTransTotalPurchases.LastExchAdj VendTransTotalPurchases.PaymMode VendTransTotalPurchases.Tax1099Date VendTransTotalPurchases.ApprovedDate VendTransTotalPurchases.ModifiedDateTime VendTransTotalPurchases.CreatedDateTime VendTransTotalPurchases.DataAreaID

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Additional fields Description

VendTransTotalPurchases.RecVersion VendTransTotalPurchases.RecID

The version of the record. Unique record ID for each transaction.

Dimensions and attributes


The Accounts payable cube includes the following dimensions and attributes. * Indicates a shared dimension. For detailed information, see Shared dimensions.
Dimension Dimension ID ID Attribute

Aging Periods* Approved date VendTrans, Time (roleplaying dimension) Days Days

FiscalDate FiscalHalfYears FiscalMonths FiscalQuarters FiscalTrimesters

FiscalDate FiscalHalfYears FiscalMonths FiscalQuarters FiscalTrimester s FiscalWeeks FiscalYears HalfYears Months Quarters TenDays Trimesters Weeks Years

FiscalWeeks FiscalYears HalfYears Months Quarters TenDays Trimesters Weeks Years Closed date* Time (role-playing dimension)

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Dimension Dimension ID ID Attribute

Company* Company information* Cost center* Currency* Date* Time (role-playing dimension)

Department * Document date* Last settlement Time (role-playing dimension) VendTrans, Time (roleplaying dimension) Days Days

FiscalDate FiscalHalfYears FiscalMonths FiscalQuarters FiscalTrimesters

FiscalDate FiscalHalfYears FiscalMonths FiscalQuarters FiscalTrimester s FiscalWeeks FiscalYears HalfYears Months Quarters TenDays Trimesters Weeks Years
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FiscalWeeks FiscalYears HalfYears Months Quarters TenDays Trimesters Weeks Years

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Dimension Dimension ID ID Attribute

Ledger period approved date

Ledger Period Time Dimension (role-playing dimension)

COMPANYID

Company accounts ID

LEDGERPRIODDATE LEDGERPERIODTIMEDIMENSIO N LEDGERPERIOD LEDGERPERIODYEAR Ledger Ledger Period Time period Dimension (role-playing closed date* dimension) Ledger period document date* Ledger period time dimension* Ledger period trans date* Master company reporting currency* Methods of payment Vendors VENDPAYMMODETABL E VENDPAYMMODETABLE Ledger Period Time Dimension (role-playing dimension) Ledger Period Time Dimension (role-playing dimension)

Date Ledger period time dimension Period Year

Methods of payment Vendors Name

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Dimension Dimension ID ID Attribute

Vendor Master

VENDTABLE

BLOCKED

Blocked Status

DESCRIPTION CITY SMMBUSRELCHAINGROUP

Chain City Company chains Country region

ADDRESSCOUNTRYREGION NAME CURRENCY CODE

Country region Currency County Credit limit Currency Destination code Female Owned Global address book Global address book - Name Invoice account Line of business Minority Owner One-time supplier Segment

COUNTY CREDITMAX CURRENCY DESTINATIONCODE DESCRIPTION FEMALEOWNED DIRPARTYTABLE

DIRPARTYTABLE NAME

INVOICEACCOUNT LINEOFBUSINESS DESCRIPTION MINORITYOWNED ONETIMEVENDOR

SMMBUSRELSEGMENTGROUP DESCRIPTION SMMBUSRELSEGMENTGROUP INVENTSITE NAME STATE PAYMTERMID Microsoft Dynamics AX 2009 Business Intelligence Cube Reference Guide

Segment table Site State Terms of


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Dimension Dimension ID ID Attribute

payment NAME VENDGROUP VENDGROUP NAME Vendor Vendor group Vendor groups Name Vendors Vendors Country region Vendors Destination code Vendors Line of business Vendors Site ZIP postal Code Approved

VENDTABLE ADDRESSCOUNTRYREGION

DESTINATIONCODE

LINEOFBUSINESS

INVENTSITE ZIPCODE Vendor transactions VENDTRANS_DIM APPROVED

TRANSTYPE

Transaction type Vendor transactions

VENDTRANS_DIM

Dimensions by measure group


The measure groups in the Accounts payable cube can be sliced by the following dimensions and fields.
Dimension Master company exchange rate Exchange rate Open customer transactions Vendor transactions Open vendor transactions Vend Trans Total Purchases

Department Cost center

Department Cost center

Department Cost center


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Dimension Master company exchange rate Exchange rate Open customer transactions Vendor transactions Open vendor transactions Vend Trans Total Purchases

Purpose Currency Company Currency Company accounts Ledger period time dimension Currency Company accounts Ledger period time dimension Company accounts Ledger period time dimension

Purpose Currency Company accounts Ledger period time dimension Company accounts Ledger period time dimension

Purpose Currency Company accounts Ledger period time dimension

Ledger period time dimension

Company information Lines for setup of statistics (aging periods) Vendors (Vendor Master) Methods of payment Vendors Vendor transactions Time Time (Date) Time (Last settlement) Time (Closed date) Time (Document Days Days Days Days Vendors Vendors Vendors

Methods of payment Vendors Vendor transactions Days Days Days Days Days

Methods of payment Vendors Vendor transactions Days Days Days

Days

Days

Days

Days
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Dimension Master company exchange rate Exchange rate Open customer transactions Vendor transactions Open vendor transactions Vend Trans Total Purchases

date) Time (Approved date) Ledger period time dimension (Ledger period trans date) Ledger period time dimension (Ledger period document date) Ledger period time dimension (Ledger period closed date) Ledger period time dimension (Ledger period approved date) Master Company Reporting Currency Ledger period time dimension Days Days

Ledger period time dimension

Ledger period time dimension

Ledger period time dimension

Ledger period time dimension

Ledger period time dimension

Ledger period time dimension

Ledger period time dimension

Ledger period time dimension

Ledger period time dimension

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Hierarchies for organizing attributes


Some attributes can be organized in hierarchies. You can use the following hierarchies to organize dimension attributes.
Dimension Hierarchies Attributes in hierarchical order

Aging Periods

By Period

Interval Header Lines for setup of statistics

Hierarchy

Company Statistics Interval Lines for setup of statistic

Approved date

YearsQuartersMonthsWeeksDays

Year Quarter Month Week Days

Closed date

YearsQuartersMonthsWeeksDays

Year Quarter Month Week Days

Company information

Country/region Company information

Country/region State City ZIP Code Company information

Date

YearsQuartersMonthsWeeksDays

Year Quarter

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Dimension Hierarchies Attributes in hierarchical order

Month Week Days Document date YearsQuartersMonthsWeeksDays Year Quarter Month Week Days Last settlement YearsQuartersMonthsWeeksDays Year Quarter Month Week Days Ledger period approved date YearsQuartersMonthsWeeksDays Year

Period Ledger period time dimension Ledger period closed date YearsQuartersMonthsWeeksDays Year

Period Ledger period time dimension Ledger period document date YearsQuartersMonthsWeeksDays Year

Period Ledger period time dimension Microsoft Dynamics AX 2009 Business Intelligence Cube Reference Guide
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Dimension Hierarchies Attributes in hierarchical order

Ledger period time dimension

Ledger Period Hierarchy

Year

Period Ledger period time dimension Ledger period trans date Ledger Period Hierarchy Year Period Ledger period time dimension Time YearsQuartersMonthsWeeksDays Year Quarter Month Week Days Vendor Master Company chains Vendors Company chains Vendors Country/region - Vendors Country/region State City ZIP code Vendors Destination code Vendors Destination code Vendors Global address book Vendors Global address book Vendors Line of business Vendors Line of business Vendors Segment table Vendors Segment table
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Dimension Hierarchies Attributes in hierarchical order

Vendors Site Vendors Site Vendors Vendor groups - Vendors Vendor group Vendors

Measures
The Accounts payable cube includes the following measure groups and measures.

Measure group: Master company exchange rate


This measure group is based on the BIMasterCompanyExchangeRates table.
Measure Measure field name Aggregation Description

Count

Not applicable

Count

Number of exchange rate records. Maximum exchange rate in the company that is specified as the master exchange rate company, as of the end of the specified day.

Master end of day rate

BIMasterCompanyExchangeRates.EndOfDayRate Max

Measure group: Exchange rate


This measure group is based on the BIExchangeRates table.
Measure Measure field name Aggregation Description

Exchange rate

Not applicable

Count

Number of
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Measure Measure field name Aggregation Description

Count

exchange rate records. BIExchangeRates.EndOfDayRate Max Maximum exchange rate as of the end of the specified day.

End of day rate

Measure group: Open customer transactions


This measure group is based on the CustTransOpen table.
Measure Measure field name Aggregation Description

Open customer transactions Count

Not applicable

Count

Number of open customer transactions. Total open customer transaction amount, in transaction currency. Total open customer transaction amount, in company currency.

Transaction Outstanding Amount Customers

CustTransOpen.AmountCur

Sum

Master Outstanding CustTransOpen.AmountMst Amount Customers

Sum

Measure group: Vendor transactions


This measure group is based on the VendTrans table.
Measure Measure field name Aggregation Description

Vendor transactions Count Transaction amount - Payables

Not applicable

Count

Number of vendor transactions. Total vendor transaction amount, in transaction currency.


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VendTrans.AmountCur

Sum

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Measure Measure field name Aggregation Description

Master amount Payables

VendTrans.AmountMst

Sum

Total vendor transaction amount, in company currency.

Measure group: Open vendor transactions


This measure group is based on the VendTransOpen table.
Measure Measure field name Aggregation Description

Open vendor transactions Count

Not applicable

Count

Number of open vendor transactions. Total open vendor transaction amount, in transaction currency. Total open vendor transaction amount, in company currency.

Transaction Outstanding Amount

VendTransOpen.AmountCur

Sum

Master Outstanding Amount

VendTransOpen.AmountMst

Sum

Measure group: VendTrans Total Purchases


This measure group is based on the VendTransTotalPurchases named query.
Measure Measure field name Aggregation Description

Vend Trans Total Purchases

VendTransTotalPurchases.AmountMst

Sum

Total purchases amount in company currency.

Calculated measures
The Accounts payable cube contains no calculated measures.

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Accounts payable cube security by role


The following tables list the dimensions, measures, calculated measures, and KPIs that are associated with the Accounts payable cube, and the roles that provide security access to them. Yes indicates that security access is provided by default.

Dimensions
Accounts receivable Credit & collections

Accounts payable

Bookkeeper

Dimensions

coordinator

Vendor Transactions Company Vendor Vendor Group Period Codes Aging Periods Open Vendor transactions

Yes

Yes

Yes

Yes

Yes

No

Yes

No

Yes Yes Yes Yes Yes Yes

Yes Yes Yes Yes Yes Yes

Yes Yes Yes Yes Yes Yes

Yes Yes Yes Yes Yes Yes

Yes Yes Yes Yes Yes Yes

No No No No No No

Yes Yes Yes Yes Yes Yes

No No No No No No

Measures
Accounts receivable Credit & collections

Accounts payable

Bookkeeper

coordinator

Master Amount Payables Transaction

Yes

Yes

Yes

Yes

Yes

No

Yes

No

Yes

Yes

Yes

Yes

Yes

No

Yes

No
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coordinator

Accountant

Accounting

Controller

Measures

manager

manager

CFO

coordinator

Accountant

Accounting

Controller

manager

manager

CFO

Microsoft Dynamics AX
Accounts receivable Credit & collections

Accounts payable

Bookkeeper

coordinator

Amount Payables Master Outstanding Amount Transaction Outstanding Amount Yes Yes Yes Yes Yes No Yes No

Yes

Yes

Yes

Yes

Yes

No

Yes

No

Calculated measures
Accounts receivable Credit & collections

Accounts payable

Bookkeeper

coordinator

Cash Inflow vs. Cash Outflow Purchases in the Past Months Top Vendors by YTD Purchases Accounts Payable Aging

Yes

Yes

Yes

Yes

Yes

No

Yes

No

Yes

Yes

Yes

Yes

Yes

No

Yes

No

Yes

Yes

Yes

Yes

Yes

No

Yes

No

Yes

Yes

Yes

Yes

Yes

No

Yes

No

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coordinator
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Accountant

Accounting

Calculated

Controller

measures

manager

manager

CFO

coordinator

Accountant

Accounting

Controller

Measures

manager

manager

CFO

Microsoft Dynamics AX

Key performance indicators


Key performance indicators (KPIs) are not defined for this cube.

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Microsoft Dynamics AX

Expense management cube


Use the Expense management cube to report on expense reports and policy violations. The Expense management cube corresponds to the TrvCube perspective in Microsoft Dynamics AX.

Shared dimensions and attributes


The Expense cube shares the following dimensions with other cubes.
Dimension Shared with

Employee Company Geography Department Cost Center Purpose Currency Exchange rate Time Reporting currency

N/A N/A N/A Financial cube Financial cube Financial cube N/A N/A N/A N/A

Configuration keys and tables


The following configuration keys are required for the Expense management cube to work properly: Trv TrvPerDiem Note: If a configuration key is not activated, the associated tables do not exist in the database. Therefore, references to those tables from the Expense management cube will not work. The Expense management cube uses data from the following tables.

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Table Description Configuration key

TrvExpTable

Expense report header information Expense report transaction information Company information Expense category information Stores expense policies defined by company Tracks expense policy violations Travel locations Payment methods

Trv

TrvExpTrans

Trv

CompanyInfo CategoryTable

Trv Trv

TrvPolicyTable

Trv

TrvPolicyViolationsLog

Trv

TrvDestinations TrvPayMethod

Trv Trv

Fact tables and measure groups


The Expense management cube includes several measure groups. Each measure group is based on a fact table. Some fact tables are mapped to Microsoft Dynamics AX tables; others are based on named queries.
Measure group Fact table (table/named query) Description

Expense header

TrvExpTable (table)

Expense report header information. Expense report transaction information. Expense policy violations information.

Expense lines

TrvExpTrans (table)

Policy violations log

TrvPolicyViolationsLog (table)

Named queries
The Expense management cube does not contain named queries.

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Dimensions and attributes


The Expense management cube includes the following dimensions and attributes.
Dimension Dimension ID ID Attribute

Expense header

TrvExpTable

TrvAppStatus TrvPostStatus TrvPosting

Approved status Posting status Posting type Approved status Cost owner Expense type Posting status Account type

Expense lines

TrvExpTrans

TrvAppStatus TrvCostOwner TrvExpType TrvPostStatus

Expense category

TrvCostType

LedgerJournalACType

CategoryId CategoryName CostTxt Description TrvExpType Trv TrvCostTypeStatisticsId Expense policies Policy violations log TrvPolicyTable TrvPolicyViolationsLog Description TrvWorkflowAction

Category table Cost category Cost type Cost type statistic Expense type Statistics groups

Description Action taken

Travel destination TrvDestinations Payment method TrvPayMethod

Description AutomaticPayment

Description name Automatic payment Expense owner Payment method description


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CostOwner PayedByTxt

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Dimension Dimension ID ID Attribute

TrvPostMethod Travel Destination Travel Purpose Payment Method

Post method Destination Description Name Purpose Payment Method Payment Method Description

Dimensions by measure groups


Dimension Expense header Expense lines Policy violations log

Department Cost center Purpose Employee Currency Company Policy table (Expense policies) Expense category Travel locations Payment method Policy violations log Expense header Expense lines Time Time (Report date) Employee (Employee Approved by)

Department Cost center Purpose Employee

Department Cost center Purpose Employee

Department Cost center Purpose Employee

Company accounts

Company accounts

Company accounts Policy table

Expense category Travel locations Payment method

Expense category

Payment method Policy violations log

Expense header Expense lines Days Days Employee Days Days

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Dimension Expense header Expense lines Policy violations log

Employee (Employee Rejected by) Time (Date approved) Time (From date) Time (To date) Master company reporting currency Days Days Days

Employee

Days

Hierarchies for organizing attributes


The Expense management cube does not contain hierarchies for organizing attributes.

Measures
The Expense management cube includes the following measure groups and measures.

Measure group: Master company exchange rate


This measure group is based on the BIMasterCompanyExchangeRates table.
Measure Measure field name Aggregation Description

Count

Not applicable

Count

The number of exchange rate records. The maximum exchange rate in the company that is specified as the master exchange rate company, as of the end of the specified day.

Master end of day rate

BIMasterCompanyExchangeRates.EndOfDayRate Max

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Measure group: Exchange rate


This measure group is based on the BIExchangeRates table.
Measure Measure field name Aggregation Description

Exchange rate Count

Not applicable

Count

The number of exchange rate records. The maximum exchange rate as of the end of the specified day.

End of day rate

BIExchangeRates.EndOfDayRate

Max

Measure group: Policy Violations Log


This measure group is based on the TrvPolicyViolationsLog table.
Measure Measure field name Aggregation Description

Policy Violations Log Count

Not applicable

Count

The number of policy violation log records. The number of expense policies that have been defined. The number of distinct policy violation log records. If three managers approve and three managers reject an expense report with policy violations, the distinct count will be 3.

Policy

TrvPolicyViolationsLog.PolicyId

Count

Violation log count

TrvPolicyViolationsLog.RecId

Count

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Measure group: Expense header


This measure group is based on the TrvExpTable table.
Measure Measure field name Aggregation Description

Expense header Count

Not applicable

Count

The number of expense header records. The number of expense header records.

Expense report number

TrvExpTable.ExpNumber

Count

Measure group: Expense lines


This measure group is based on the TrvExpTrans table.
Measure Measure field name Aggregation Description

Expense lines Count

Not applicable

Count

The number of expense line records. The sum of the transaction amounts in the company currency. The sum of the number of miles traveled.

Billed amount

TrvExpTrans.AmountMst

Sum

Mileage

TrvExpTrans.KMOwnCar

Sum

Calculated measures
The Accounts payable cube contains the following calculated measures.
Measure Formula Aggregation Description

Average expense report total billed amount

Expense report total billed amount (SUM) / Posted expense reports (COUNT)

The average amount per expense report for posted expense reports. The average amount paid by the company
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Average expense report amount

Expense report amount paid by company (SUM) / Posted

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Measure Formula Aggregation Description

paid by company

expense reports (COUNT)

per expense report for posted expense reports. The average amount paid by an employee per expense report for posted expense reports. The average number of policy violations per expense report for posted expense reports. The average number of approved policy violations per expense report for posted expense reports. The average number of returned policy violations per expense report for posted expense reports. The number of approved policy violations per expense report. The number of returned policy violations per expense report. The average transaction amount. The number of posted expense reports.
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Average expense report amount paid by employee

Expense report amount paid by employee (SUM) / Posted expense reports (COUNT)

Average policy violations per expense report

Policy violations (DISTINCT COUNT) / Posted expense reports (COUNT)

Average policy violations per expense report (Approved)

Policy violations (Approved) (COUNT) / Posted expense reports (COUNT)

Average policy violations per expense report (Returned)

Policy violations (Returned) (COUNT) / Posted expense reports (COUNT)

Policy violations (Approved) per expense report

Policy violations (Approved) / Expense reports

Policy violations (Returned) per expense report

Policy violations (Returned) / Expense reports

Average cost

Billed amount / Expense transactions (COUNT) TrvExpTable table, PostStatus field = Transferred (COUNT)

Posted expense reports

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Measure Formula Aggregation Description

Policy violations (Approved)

TrvPolicyViolations table, Actions field = Approved (COUNT) TrvPolicyViolations table, Action field = Returned (COUNT) TrvPolicyViolations table, Action field = Approved or Action field = Returned (DISTINCT COUNT) + Returned (DISTINCT COUNT) Expense report total billed amount (Time dimension B) Expense report total billed amount (Time dimension A) / Expense report total billed amount (Time dimension A) *100 BilledAmount.ExpenseType = Expense

The number of policy violations that have been approved. The number of policy violations that have been returned. The number of policy violations that have been approved and returned.

Policy violations (Returned)

Policy violations

Percent change in expense report totals

The percentage change in the expense report total between two specified periods of time.

Total expense amount

The total amount of transactions with an expense type of miscellaneous. The total amount of transactions with an expense type of per diem. The total amount of transactions with an expense type of mileage. The total amount of transactions with an expense type of cash advance returns. Total amount of miles traveled. Sum The sum of expense
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Total per diem amount

BilledAmount.ExpenseType = Per diem

Total mileage amount

BilledAmount.ExpenseType = Mileage

Total cash advance amount

BilledAmount.ExpenseType = Cash advance

Expense report miles traveled Expense report

Mileage where ExpenseType = Mileage Expense report amount paid by

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Measure Formula Aggregation Description

amount paid by employee Expense report amount paid by company

employee (SUM)

report amounts paid by an employee. Sum The sum of expense report amounts paid by the company.

Expense report amount paid by company (SUM)

Drill-through attributes
The Expense management cube does not contain actions with drill-through attributes.

Expense management cube security by role


The following tables list the dimensions, measures, calculated measures, and key performance indicators (KPIs) that are associated with the Expense management cube, and the roles that provide security access to them. Yes indicates that security access is provided by default.

Dimensions
Dimensions CFO Accounting manager Controller Accounts payable coordinator Project manager Non-project manager

Expense header Expense line Employee Company Department Cost center Purpose Policy table (Expense policies) Expense category

Yes

Yes

Yes

Yes

Yes

Yes

Yes Yes Yes Yes Yes Yes Yes

Yes Yes Yes Yes Yes Yes Yes

Yes Yes Yes Yes Yes Yes Yes

Yes Yes Yes Yes Yes Yes Yes

Yes Yes Yes Yes Yes Yes Yes

Yes Yes Yes Yes Yes Yes Yes

Yes

Yes

Yes

Yes

Yes

Yes

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Dimensions CFO Accounting manager Controller Accounts payable coordinator Project manager Non-project manager

Travel locations Payment method Policy violations log Time Time (Report date) Employee (Employee Approved by) Employee (Employee Rejected by) Time (Date approved) Time (From date) Time (To date)

Yes

Yes

Yes

Yes

Yes

Yes

Yes

Yes

Yes

Yes

Yes

Yes

Yes

Yes

Yes

Yes

Yes

Yes

Yes Yes

Yes Yes

Yes Yes

Yes Yes

Yes Yes

Yes Yes

Yes

Yes

Yes

Yes

Yes

Yes

Yes

Yes

Yes

Yes

Yes

Yes

Yes

Yes

Yes

Yes

Yes

Yes

Yes

Yes

Yes

Yes

Yes

Yes

Yes

Yes

Yes

Yes

Yes

Yes

Measures
Measures CFO Accounting manager Controller Accounts payable coordinator Project manager Non-project manager

Count Master end of day rate Exchange rate count

Yes Yes

Yes Yes

Yes Yes

Yes Yes

Yes Yes

Yes Yes

Yes

Yes

Yes

Yes

Yes

Yes

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Measures CFO Accounting manager Controller Accounts payable coordinator Project manager Non-project manager

End of day rate

Yes

Yes

Yes

Yes

Yes

Yes

Policy Yes violations log count Policy Violation log count Expense header count Expense report number Expense lines count Billed amount Mileage Yes Yes

Yes

Yes

Yes

Yes

Yes

Yes Yes

Yes Yes

Yes Yes

Yes Yes

Yes Yes

Yes

Yes

Yes

Yes

Yes

Yes

Yes

Yes

Yes

Yes

Yes

No

Yes

Yes

Yes

Yes

No

Yes

Yes

Yes

Yes

Yes

Yes

Yes

Yes

Yes

Yes

Yes

Yes

Yes

Calculated measures
Calculated measures CFO Accounting manager Controller Accounts payable coordinator Project manager Non-project manager

Average expense report total billed amount

Yes

Yes

Yes

Yes

Yes

Yes

Average Yes expense report amount paid by

Yes

Yes

Yes

Yes

Yes

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Calculated measures CFO Accounting manager Controller Accounts payable coordinator Project manager Non-project manager

company Average Yes expense report amount paid by employee Average policy violations per expense report Average policy violations per expense report (Approved) Average policy violations per expense report (Returned) Policy violations (Approved) per expense report Policy violations (Returned) per expense report Average cost Posted expense Yes Yes Yes Yes Yes Yes

Yes

Yes

Yes

Yes

Yes

Yes

Yes

Yes

Yes

Yes

Yes

Yes

Yes

Yes

Yes

Yes

Yes

Yes

Yes

Yes

Yes

Yes

Yes

Yes

Yes

Yes

Yes

Yes

Yes

Yes Yes

Yes Yes

Yes Yes

Yes Yes

Yes Yes

Yes Yes
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Calculated measures CFO Accounting manager Controller Accounts payable coordinator Project manager Non-project manager

reports Policy violations (Approved) Policy violations (Returned) Policy violations Percent change in expense report totals Total expense amount Total per diem amount Total mileage amount Total cash advance amount Expense report miles traveled Yes Yes Yes Yes Yes Yes

Yes

Yes

Yes

Yes

Yes

Yes

Yes

Yes

Yes

Yes

Yes

Yes

Yes

Yes

Yes

Yes

Yes

Yes

Yes

Yes

Yes

Yes

Yes

Yes

Yes

Yes

Yes

Yes

Yes

Yes

Yes

Yes

Yes

Yes

Yes

Yes

Yes

Yes

Yes

Yes

No

No

Yes

Yes

Yes

Yes

Yes

Yes

Expense Yes report amount paid by employee Expense Yes report amount paid by company

Yes

Yes

Yes

Yes

Yes

Yes

Yes

Yes

Yes

Yes

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Key performance indicators


Time over Time Expenses Value: ( [Measures].[Expense Report Total Billed Amount] ) Goal: 5% * [Measures].[ Expense Report Total Billed Amount from last time period] Status: Case When KpiValue( Percent Change in Expense Report Totals by Time Dimension ) <= 105% Then green When KpiValue( Percent Change in Expense Report Totals by Time Dimension ) > 105% And KpiValue( Percent Change in Expense Report Totals by Time Dimension ) <= 110% Then Yellow Else red End Trend: If current value < than previous time periods value at current point in time THEN Decreasing Else If current value > than previous time periods value at current point in time THEN Increasing Else Flat

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Microsoft Dynamics AX Expenses with Policy Violations Approved Value: ( [Measures].[Policy Violations (Approved)Per Expense Report] ) Goal: Set value of 0 Status: Case When KpiValue( "Policy Violations (Approved) Per Expense Report" ) >= 0 And KpiValue( "Policy Violations (Approved) Per Expense Report ) <= .25 Then Green When KpiValue( "Policy Violations (Approved) Per Expense Report" ) > .25 And KpiValue( "Policy Violations (Approved) Per Expense Report ) <= .75 Then Yellow Else Red End Trend: If current value < than previous years value at current point in time THEN Decreasing Else If current value > than previous years value at current point in time THEN Increasing Else Flat

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Project accounting cube


Use the Project Accounting cube to report on project profitability, committed cost, employee utilization, and cash flow for one or multiple projects in a company. The Project accounting cube corresponds to the Proj perspective in Microsoft Dynamics AX.

Configuration keys and tables


The following configuration keys are required for the Project accounting cube to work properly: Project Basic (ProjBasic) configuration key is required for:ProjStatementsProjHourUtilization Project Advance (ProjAdvanced) configuration key is required for:ProjCashFlowProjCostControlProjKPI Note: If a configuration key is not activated, the associated tables do not exist in the database. Therefore, references to those tables from the Project accounting cube will not work. The Project accounting cube uses data from the following tables.
Table Description Configuration key

ProjTable ProjInvoiceTable ProjGroup ProjCategory ProjCategoryGroup ProjParameters ProjActivity ProjTransPosting ProjTransBudget TaxGroupHeading

Projects Project invoice Project groups Project category Category group Project parameters Activities Ledger updated Budget updates Sales tax group description Forecast models Quotations Committed cost updates

ProjBasic ProjBasic ProjBasic ProjBasic ProjBasic ProjBasic N/A ProjBasic ProjBasic LedgerBasicSalesTax

ForecastModel SalesQuotationTable CostControlTransCommittedCost

LedgerBasic QuotationBasic ProjAdvCostControl

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Table Description Configuration key

ProjEmplTrans ProjCostTrans ProjItemTrans ProjRevenueTrans ProjOnAccTrans SalesQuotationLine ProjForecastEmpl ProjUtilTypes

Hours Expense Items Fee On-account Quotation lines Hour forecast Project type utilization settings

ProjBasicHour ProjBasicCost ProjBasic ProjBasicRevenue ProjBasicOnAcc QuotationBasic ProjBasicForecast ProjBasicHour

Fact tables and measure groups


The Project accounting cube includes several measure groups. Each measure group is based on a fact table. Some fact tables are mapped to Microsoft Dynamics AX tables; others are based on named queries.
Measure group Fact table (table/named query) Description

Ledger updates

ProjTransPosting (table)

ProjTransPosting contains the project ledger updates of actual project transactions and is used for reporting and inquiry purposes. All project posting will create records in the ProjTransPosting table. The table can then be queried to determine the total actual project cost of a project. ProjTransBudget contains the project budget updates of forecast project transactions and is used for reporting and inquiry purposes. Creating project forecast transactions will create records on this table. The table can be queried to determine the total forecast project cost of a project. CostControlTRansCommittedCost is used to store the committed cost of a project.
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Budget updates

ProjTransBudget (table)

Committed cost updates

CostCotrolTransCommittedCost (table)

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Measure group Fact table (table/named query) Description

Hours

ProjEmplTrans (table)

ProjEmplTrans contains hour transactions recorded against a project for work done by an employee. ProjOnAccTrans is used to store onaccount transactions of projects. Prepayment and deduction onaccount transactions can be entered for Time and material projects while milestone on-account transactions can be entered for Fixed-price projects. ProjForecastEmpl is used to store forecast time transactions for a project. ProjForecast is used to store forecast expense transactions for a project. ForecastSales contains sales forecast lines. These lines are created for a forecast model. This table is used to store forecast expense transactions for a project. This table is used to store forecast fee transactions for a project. This table contains sales forecast lines. These are created for a forecast model. ProjPeriodEmpl contains employee periods which are periods generated for a particular employee from period lines. ProjTable contains information about each project and its subprojects. SalesQuotationTable contains sales quotation headers. SMAServiceOrderTable contains
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On-account transaction

ProjOnAccTrans (table)

Fee transaction

ProjForecastEmpl (table)

Expense transaction Hour forecast

ProjForecastCost (table)

ProjForecastSales (table)

Expense forecast

ProjForecastCost (table)

Fee forecast

ProjForecastRevenue (table)

Sales forecast

ForecastSales (table)

Project periods Employee

ProjPeriodEmpl (table)

Projects

ProjTable (table)

Quotation lines

SalesQuotationTable (table)

Service orders

SMAServiceOrderTable (table)

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Measure group Fact table (table/named query) Description

service orders.

Named queries
The Project accounting cube does not contain named queries.

Dimensions and attributes


The Project accounting cube includes the following dimensions and attributes.
Dimens ion Dimension ID ID Attribute

Project

ProjTable ProjTable ProjTable ProjTable ProjTable ProjTable ProjTable ProjTable

ProjID

Project ID Projects - Name Estimate project Invoice project Created date Start date End date

CustAccoun Customer account t Responsibl e Responsibl eSales DivZipCode DivState DivCountry Region SortingId SortingId SortingId Project manager

ProjTable

ProjTable

Sales manager

ProjTable ProjTable ProjTable

Zip code State Country for delivery

ProjTable ProjTable ProjTable BASEENUM_ProjStatus

Sort field 1 Sort field 2 Sort field 3 Project status


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Dimens ion Dimension ID ID Attribute

BASEENUM_ProjType Project group ProjGroup

Type

Project type

ProjGroupId Project group

Project PROJCATEGORY categor y Ledger update s PROJTRANSPOSTING LedgerTran sDate

Transaction type

Ledger date

PROJTRANSPOSTING BASEENUM_LedgerPostingType

Account Posting type Voucher PaymentDa te PaymentSt atus Transaction Origin LedgerOrigi n ProjTransD ate

Ledger account Posting type

PROJTRANSPOSTING PROJTRANSPOSTING

Voucher Payment date

PROJTRANSPOSTING

Payment status

BASEENUM_ProjOrigin

Transaction origin

BASEENUM_ProjOrigin_1

Ledger origin

PROJTRANSPOSTING

Project transaction date Transaction type Voucher ledger date Ledger updates

BASEENUM_ProjTransType PROJTRANSPOSTING

PROJTRANSPOSTING Invoice project s PROJINVOICETABLE.NAME Name

Invoice customer

PROJINVOICETABLE.INVOICEACCOUNT

Invoice

Customer account
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Dimens ion Dimension ID ID Attribute

account PROJINVOICETABLE.PROJINVOICEPROJID ProjInvoice ProjID Project invoice table Project invoice country CurrencyId PostingTyp e Sales currency Posting type

PROJINVOICETABLE.ADDRESSCOUNTRYREGI ON_COUNTRYREGIONID PROJINVOICETABLE Budget update s BASEENUM_LedgerPostingType

BASEENUM_ProjTransType PROJTRANSBUDGET.LEDGERTRANSDATE Project type utilizati on setting s BASEENUM_ProjType

Transaction type Ledger date Project type

BASEENUM_ProjUtilOption BASEENUM_ProjUtilOption PROJUTILTYPES

Billable type Efficiency type Project type utilization settings Transaction type

Commi tted cost update s

BASEENUM_ProjTransType

BASEENUM_NoYes BASEENUM_NoYes_1 COSTCONTROLTRANSCOMMITTEDCOST Line propert y PROJLINEPROPERTY

Open Reversed Committed date Line property

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Dimens ion Dimension ID ID Attribute

BASEENUM_NoYes_1 BASEENUM_NoYes_2

Efficient hours Add to norm hours - Billable rate Line property Name Add to norm hours - Efficient rate Chargeable Accrue revenue Capitalize quote Project parameters

PROJLINEPROPERTY

BASEENUM_NoYes_3

BASEENUM_NoYes_4 BASEENUM_boolean BASEENUM_boolean_1 Project PROJPARAMETERS parame ters BASEENUM_NoYes_12

No never ledger hour qty No never ledger hour cost ItemNeverLedgerP L StatementConsum pHourQty ItemNeverLedgerC onsum StatementConsum pHourCost

BASEENUM_NoYes_14

BASEENUM_NoYes15

BASEENUM_NoYes_18

BASEENUM_NoYes_20

BASEENUM_NoYes_24

Dimensions by measure groups


Dimension Ledger updates Budget updates Committed cost updates Project periods Employee Projects

Department

Department

Department

Department

Department
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Dimension Ledger updates Budget updates Committed cost updates Project periods Employee Projects

Cost center Purpose Employee Company

Cost center Purpose Employee Company accounts

Cost center Purpose Employee Company accounts Model

Cost center Purpose Employee Company accounts Employee Company accounts

Cost center Purpose Employee Company accounts

Forecast models Warehouses Project type utilization settings Sales tax group description Project category Line property Project contract Project parameters Project periods Project parameters Project category

Sales tax group description Project category Project category Project category Project category Line property

Project parameters

Project parameters

Project parameters Project periods Project ID Period from

Project parameters

Project period lines Projects Customers Item transaction Budget updates Budget updates Projects Projects Projects

Projects Customers

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Dimension Ledger updates Budget updates Committed cost updates Project periods Employee Projects

Quotations Committed cost updates Service orders Ledger updates Time Time (Payment date) Time (Project date) Time (Ledger date) Employee (Project manager) Employee (Project controller) Employee Item Time (Start date) Time (End date) Days Ledger updates Days Days Days Days Days Days Committed cost updates

Days

Employee (Project manager) Employee (Project controller) Employee Item Days

Days

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Hierarchies for organizing attributes


Some attributes can be organized in hierarchies. You can use the following hierarchies to organize dimension attributes.
Dimension Hierarchies Attributes in hierarchical order

Project

Country and Region

Town County State Country

Project group Project contract Customer invoice account Project date Country and Region Country and Region Years, Quarters, Months, Weeks, Days Year Quarter Month Week Day Payment date Years, Quarters, Months, Weeks, Days Year Quarter Month Week Day Time Years, Quarters, Months, Weeks, Days Year Quarter Month Week Day

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Measures
Default ledger posting
This measure group is based on default ledger posting types.
Reference ID Ledger posting type Description Typical account type

121

ProjCost

Project - Cost

Profit and loss Consumption

122

ProjPayrollAllocation

Project - Payroll allocation Project - WIP cost

Payroll allocation

123

ProjWIPCostvalue

Balance sheet Consumption

124

ProjOffsetAccountItem

Project - Cost Item

Profit and loss

Consumption 125 ProjStatusAccountItem Project - WIP cost - Item Balance sheet

Consumption 126 ProjTurnover Project - Invoiced revenue Project - Invoiced on-account Project - Accrued revenue - Sales Project - WIP Sales Project - Accrued revenue Production Project - WIP Production Project - Accrued revenue - Profit Profit and loss

127

ProjOnAccount

Profit and loss

128

ProjSalesValue

Profit and loss

129

ProjSalesValueOffset

Balance sheet

130

ProjAccruedTurnoverProd

Profit and loss

131

ProjWIPProduction

Balance sheet

132

ProjAccruedTurnoverProfit

Balance sheet

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Reference ID Ledger posting type Description Typical account type

133

ProjWIPProfit

Project - WIP Profit Never ledger

Balance sheet

134

ProjNeverLedger

Profit and loss Consumption

135

ProjAccruedCost

Project - Accrued loss Project - WIP Accrued loss Project - Accrued revenue - On account Project - WIP invoiced - On account No ledger

Profit and loss

136

ProjWIPCost

Balance sheet

137

ProjAccruedRevenueOnAccount

Profit and loss

138

ProjWIPInvoiceOnAccount

Balance sheet

139

ProjNoLedger

Profit and loss Consumption

207

ProjAccruedRevenueSubscription

Accrued revenue Subscription

Profit and loss Not used

208

ProjWIPSubscription

WIP - Subscription Balance sheet

KPI measures using default ledger types


Measure or KPI Type Ledger posting type reference ID

Actual invoiced revenue Budget invoiced revenue Actual accrued revenue Budget accrued revenue Actual revenue Budget revenue Actual cost

Calculated measure Calculated measure Calculated measure Calculated measure Calculated measure Calculated measure Calculated measure

126, 127 126, 127 128, 130, 132, 137 128, 130, 132, 137 126, 127, 128, 130, 132, 137 126, 127, 128, 130, 132, 137 121, 124, 134, 139, 135
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Measure or KPI Type Ledger posting type reference ID

Budget cost Actual cost - Hour Budget cost - Hour Actual cost - Expense Budget cost - Expense Actual cost - Item Budget cost - Item Actual accrued loss Actual WIP cost Budget WIP cost Actual WIP sales Budget WIP sales Actual WIP invoiced on-account Budget WIP invoiced onaccount Actual hours Budget hours Actual consumption Budget Consumption Actual consumption cost Hours Budget consumption cost Hours Actual consumption cost Expense Budget consumption cost Expense Actual consumption cost - Item Budget consumption cost - Item

Calculated measure Calculated measure Calculated measure Calculated measure Calculated measure Calculated measure Calculated measure Calculated measure Calculated measure Calculated measure Calculated measure Calculated measure Calculated measure Calculated measure

121, 124, 134, 139, 135 121, 134, 139 121, 134, 139 121 121 121, 124 121, 124 135 123, 125, 136 123, 125, 136 129, 131, 133, 208 129, 131, 133, 208 138 138

Calculated measure Calculated measure Calculated measure Calculated measure Calculated measure

121, 123, 134, 139 121, 123, 134, 139 121, 123, 124, 125, 134, 139 121, 123, 124, 125, 134, 139 121, 134, 139

Calculated measure

121, 134, 139

Calculated measure

121, 123

Calculated measure

121, 123

Calculated measure Calculated measure

121, 124, 125 121, 124, 125


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Measure or KPI Type Ledger posting type reference ID

Actual payroll allocation Budget payroll allocation Actual invoiced on-account Budget invoiced on-account Actual cost - Transaction type Total budget cost Remaining budget cost Original budget cost Actual cash inflow Budget cash inflow Actual cash outflow Budget cash outflow Invoiced revenue deviation Accrued revenue deviation Revenue deviation Cost deviation Cost - Hour deviation Cost - Expense deviation Cost - Item deviation Actual gross margin

Calculated measure Calculated measure Calculated measure Calculated measure Calculated measure Calculated measure Calculated measure Calculated measure Calculated measure Calculated measure Calculated measure Calculated measure Calculated measure Calculated measure Calculated measure Calculated measure Calculated measure Calculated measure Calculated measure Calculated measure

122 122 122, 127, 137, 138 122, 127, 137, 138 134 121, 123, 124, 125, 134 121, 123, 124, 125, 134, 139 121, 123, 124, 125, 134, 139 126, 127, 138 126, 127, 138 121, 123, 134, 139 121, 123, 134, 139 126, 127 128, 130, 132, 137 126, 127, 128, 130, 132, 137 121, 124, 134, 139, 135 121, 134, 139 121 121, 124 121, 124, 126, 127, 128, 130, 132, 134, 139, 135, 137 121, 124, 126, 127, 128, 130, 132, 139, 135, 137 121, 124, 126, 127, 128, 130, 132, 134, 139, 135, 137 123, 125, 136 129, 131, 133, 208 123, 125, 129, 131, 133, 136, 208
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Budget gross margin

Calculated measure

Gross margin deviation

Calculated measure

WIP cost deviation WIP sales deviation Actual gross WIP cost

Calculated measure Calculated measure Calculated measure

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Measure or KPI Type Ledger posting type reference ID

Budget gross WIP cost

Calculated measure

123, 135, 129, 131, 133, 136, 208 123, 125, 129, 131, 133, 136, 208 138

Gross WIP cost deviation

Calculated measure

WIP invoiced on-account deviation Actual net WIP

Calculated measure

Calculated measure

123, 125, 129, 131, 133, 136, 138, 208 123, 125, 129, 131, 133, 136, 138, 208 123, 125, 129, 131, 133, 136, 138, 208 121, 123, 134, 139 121, 123, 124, 125, 134, 139 121, 134, 139

Budget net WIP

Calculated measure

Net WIP deviation

Calculated measure

Hours deviation Consumption deviation Consumption cost-hours deviation Consumption cost-expense deviation Consumption cost-item deviation Payroll allocation deviation Total cost (Total budget) Actual cost committed Deviation (Total budget) Remaining budget Cost 1

Calculated measure Calculated measure Calculated measure

Calculated measure

121, 123

Calculated measure

121, 124, 125

Calculated measure Calculated measure Calculated measure Calculated measure Calculated measure

122, 127, 137 121, 123, 124, 125, 134, 139 121, 123, 124, 125, 134, 139 121, 123, 124, 125, 134, 139 121, 123, 124, 125, 134, 135, 139 121, 123, 124, 125, 134, 139 126, 127, 138 121, 123, 134, 139 121, 123, 126, 127, 134, 138, 139
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Remaining budget deviation Cash inflow deviation Cash outflow deviation Actual net cash flow

Calculated measure Calculated measure Calculated measure Calculated measure

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Measure or KPI Type Ledger posting type reference ID

Budget net cash flow

Calculated measure

121, 123, 126, 127, 134, 138, 139 121, 123, 126, 127, 134, 138, 139

Net cash flow deviation

Calculated measure

KPI measures that do not use default ledger posting types


Measure or KPI Type

Committed hour cost Committed expense cost Committed item cost Committed cost Committed hour qty Item qty deviation Actual utilization (Efficiency rate) Actual burden (efficiency rate) Actual utilization rate (Efficiency) Actual utilization (Billable rate) Actual burden (Billable rate) Actual utilization rate (Billable) Budget utilization (Efficiency rate) Budget burden (Efficiency rate) Budget utilization rate (Efficiency) Budget utilization (Billable rate) Budget burden (Billable rate) Budget utilization rate (Billable) Actual overtime hours (Efficiency rate) Actual overtime hours (Billable rate)

Calculated measure Calculated measure Calculated measure Calculated measure Calculated measure Calculated measure Calculated measure Calculated measure Calculated measure Calculated measure Calculated measure Calculated measure Calculated measure Calculated measure Calculated measure Calculated measure Calculated measure Calculated measure Calculated measure Calculated measure
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Measure or KPI Type

Budget overtime hours (Efficiency rate) Budget overtime hours (Billable rate) Actual utilization rate (Efficiency - Employee) Actual utilization rate (Billable - Employee) Budget utilization rate (Efficiency - Employee) Budget utilization rate (Billable - Employee) Actual utilization rate (Efficiency - Employee2) no period Actual utilization rate (Efficiency - Employee2) no period

Calculated measure Calculated measure Calculated measure Calculated measure Calculated measure Calculated measure Calculated measure

Calculated measure

Drill-through attributes
The Project accounting cube does not contain actions with drill-through attributes.

Project accounting cube security by role


The following tables list the dimensions, measures, calculated measures, and key performance indicators (KPIs) that are associated with the Project accounting cube, and the roles that provide security access to them. Yes indicates that security access is provided by default.

Dimensions
Dimensions Project manager Project team member

Project Project group Project category Ledger updates Invoice projects Budget updates Project type utilization settings Committed cost updates

Yes Yes Yes Yes Yes Yes Yes Yes

No No No No No No No No
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Dimensions Project manager Project team member

Line property Project parameters

Yes Yes

No No

Measures
Measures Project manager Project team member

Amount Budget updates count Budget updates quantity Amount currency Committed cost updates amount Committed cost updates count Committed cost updates quantity Customers count Expense transaction cost price Expense transaction count Expense transaction quantity Fee forecast count Fee forecast quantity Fee transactions count Fee transactions quantity Hour forecast cost price Hour forecast count Hour forecast quantity Hours cost price Hours count Hours quantity Item count

Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes

No No No No No No No No No No No No No No No No No No No No No No
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Measures Project manager Project team member

Item transaction count Quantity Ledger updates count Ledger updated quantity On-account transaction amount On-account transaction count Order lines count Line amount Quantity Norm billable Norm efficiency Project periods - Employee count Project Line amount Quotation lines count Quotation lines quantity Cost price Sales forecast count Sales forecast quantity Quotation Sales quotation count Service order

Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes

No No No No No No No No No No No No No No No No No No No No No No

Calculated measures
Calculated measures Project manager Project team member

Accrued loss deviation Accrued revenue deviation

Yes Yes

No No
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Calculated measures Project manager Project team member

Actual accrued loss Actual accrued revenue Actual burden (Billable rate) Actual burden (Efficiency rate) Actual cash inflow Actual cash outflow Actual consumption Actual consumption cost - Expense Actual consumption cost - Hours Actual consumption cost - Item Actual cost Actual cost - Transaction type Actual cost - Expense Actual cost - Hour Actual consumption cost - Item Actual gross margin Actual gross WIP cost Actual hours Actual invoiced on-account Actual invoiced revenue Actual new cash flow Actual Net WIP Actual overtime hours (Billable rate) Actual overtime hours (Efficiency rate) Actual payroll allocation Actual revenue Actual utilization (Billable rate) Actual utilization (Efficiency rate)

Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes

No No No No No No No No No No No No No No No No No No No No No No No No No No No No
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Calculated measures Project manager Project team member

Actual utilization rate (Billable - Employee) Actual utilization rate (Billable) Actual utilization rate (Efficiency - Employee) Actual utilization rate (Efficiency) Actual WIP cost Actual WIP invoiced on-account Actual WIP sales Budget accrued loss Budget accrued revenue Budget burden (Billable rate) Budget burden (Efficiency rate) Budget cash inflow Budget cash outflow Budget consumption Budget consumption cost - Expense Budget consumption cost - Hours Budget consumption cost - Item Budget cost Budget cost - Expense Budget cost - Hour Budget cost - Item Budget gross margin Budget gross WIP cost Budget hours Budget invoiced on-account Budget invoiced revenue Budget net cash flow Budget net WIP

Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes

No No No No No No No No No No No No No No No No No No No No No No No No No No No No
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Calculated measures Project manager Project team member

Budget overtime hours (Billable rate) Budget overtime hours (Efficiency rate) Budget payroll allocation Budget payroll allocation cost Budget revenue Budget utilization (Billable rate) Budget utilization (Efficiency rate) Budget utilization rate (Billable - Employee) Budget utilization rate (Billable) Budget utilization rate (Efficiency - Employee) Budget utilization rate (Efficiency) Budget WIP cost Budget WIP invoiced on-account Budget WIP sales Cash inflow deviation Cash outflow deviation Committed cost Committed expense cost Committed hour cost Committed hour qty Committed item cost Consumption cost - Expense deviation Consumption cost - Hours deviation Consumption cost - Item deviation Consumption deviation Cost deviation Cost - Expense deviation Cost - Hour deviation

Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes

No No No No No No No No No No No No No No No No No No No No No No No No No No No No
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Calculated measures Project manager Project team member

Cost - Item deviation Deviation (Total budget) Gross margin deviation Gross WIP cost deviation Hours deviation Invoiced revenue deviation Item qty deviation Net cash flow deviation Net WIP deviation Original budget cost Payroll allocation cost deviation Remaining budget cost Remaining budget deviation Revenue deviation Total budget cost Total cost (Total budget) WIP cost deviation WIP invoiced on-account deviation WIP sales deviation

Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes

No No No No No No No No No No No No No No No No No No No

Key performance indicators


Key performance indicators Project manager Project team member

Actual vs. Budget revenue Actual vs. Budget gross margin Actual vs. Budget net WIP Actual vs. Budget hours Actual vs. Budget cash inflow

Yes Yes Yes Yes Yes

No No No No No
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Key performance indicators Project manager Project team member

Actual vs. Budget cash outflow Actual vs. Budget net cash flow

Yes Yes

No No

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Sales cube
Use the Sales cube to report on sales transactions, specifically in relation to posting sales order invoices and sales order packing slips. The Sales cube corresponds to the SalesCube perspective in Microsoft Dynamics AX.

Units of measure and reporting with the Sales cube


When working with SQL Server Reporting Services reports that display a quantity of an item, the appropriate unit of measure must be incorporated into the report to ensure that the quantity is correct, rather than simply presenting a SUM value. For example, the InventTrans.QTY field is expressed in the inventory unit of measure. The Inventory unit of measure is stored in the InventTableModule table in Microsoft Dynamics AX for each item number. Each Item number has three records with different values that represent the unit of measure (Moduletype): Sales, Inventory, and Purchase. For this purpose, use the UnitID where the ModuleType equals Inventory. For the Quantity measure that uses the sales order unit of measure, slicing on the Unit dimension separates the quantities by unit of measure.

Configuration keys and tables


The following configuration keys are required for the Sales cube to work properly: LedgerBasic LogisticsBasic LogisticsAdvanced Note: If a configuration key is not activated, the associated tables do not exist in the database. Therefore, references to those tables from the Sales cube will not work. The Sales cube uses data from the following tables.
Table Description Configuration key

CustInvoiceJour CustTable CustInvoiceTrans

Customer invoice Customer master Customer invoice transaction Customer packing slip transaction

LedgerBasic LedgerBasic LogisticsBasic

CustPackingSlipTrans

LogisticsBasic

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Table Description Configuration key

CustPackingSlipJour

Customer packing slip header Inventory master Inventory transactions Inventory dimensions

LogisticsBasic

InventTable InventTrans InventDim

LogisticsBasic LogisticsBasic LedgerBasic

Fact tables and measure groups


The Sales cube includes several measure groups. Each measure group is based on a fact table. Some fact tables are mapped to Microsoft Dynamics AX tables; others are based on named queries.
Measure group Fact table (table/named query) Description

Customer Invoice

CustInvoiceJour (table)

Contains a record for each sales order invoice that has been posted or for each summary of orders that has been invoiced. Each record represents an invoice header and contains summary information about the invoice. Contains a record for each sales order line that has been invoiced. If an order line is partially invoiced, and then later the remaining quantity is invoiced, this fact table contains two records for the order line. Contains a record for each packing slip that has been posted for a sales order or for each summary of orders for which a packing slip is
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Customer Invoice Transaction

CustInvoiceTrans (named query)

Customer Packing Slip

CustPackingSlipJour (table)

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Measure group Fact table (table/named query) Description

posted. Each record represents a packing slip header and contains summary information about the packing slip. Customer Packing Slip Transaction CustPackingSlipTrans (named query) Contains a record for each sales order line that has had a packing slip posted for it. If an order line is partially packing slip updated, and then later the remaining quantity is packing slip updated, this fact table contains two records for the order line. Contains a record for each customer. Contains a record for each item. Contains a record for each exchange rate for each company. Contains a record for each exchange rate for the company that is selected in the Setup Exchange Rates form.

Customers

CustTable (table)

Items

InventTable (table)

Exchange rate

BIExchangeRates (table)

Master company exchange rate

BIMasterCompanyExchangeRates (table)

Named queries
CustInvoiceTransNQ, based on CustInvoiceTrans
The named query for Customer Invoice Transaction is based on the CustInvoiceTrans table, with additional fields from other tables brought into the query.

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Additional fields Description

CustInvoiceJour.InvoiceAccount CustInvoiceJour.OrderAccount InventDim.InventSiteID InventDim.InventLocationID InventDim.InventSizeId InventDim.InventColorId InventDim.configId CustInvoiceTransNQ.COGS

Used to slice by customer invoice account. Used to slice by customer order account Used to slice by inventory site. Used to slice by inventory warehouse. Used to slice by inventory size. Used to slice by inventory color. Used to slice by item configuration. This is a measure created as: SUM(InventTrans.CostAmountPosted + InventTrans.CostAmountAdjusted) It is calculated from the InventTrans records. For each CustInvoiceTrans record there can be one or multiple InventTrans records; for each InventTrans record there is an Invoice ID that refers to the CustInvoiceTrans record. The CustInvoiceTransNQ.COGS field should be used to identify which InventTrans records that should be used for the measure. COGS= CostAmountPosted+CostAmountAdjustment for each set of InventTrans records that is related to the CustInvoiceTrans record. The COGS amount is multiplied by -1 because the sum CostAmountPosted+CostAmountAdjusted is negative in Sales.

CustPackingSlipTransNQ, based on CustPackingSlipTrans


The named query for Customer Packing Slip Transaction is based on the CustPackingSlipTrans with additional fields from other tables brought into the query.
Additional fields Description

CustPackingSlipJour.InvoiceAccount

Used to slice measures by customer invoice account.


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Additional fields Description

CustPackingSlipJour.OrderAccount

Used to slice measures by customer order account. Used to slice measures by inventory site. Used to slice measures by inventory warehouse. Used to slice measures by inventory size. Used to slice measures by inventory color. Used to slice measures by item configuration. For measure and dimension: If CustPackingSlipTrans.DeliveryDate < InventTrans.ShippingDateRequested then set to "not delayed" (0) otherwise set to "delayed" (1).

InventDim.InventSiteID InventDim.InventLocationID

InventDim.InventSizeId InventDim.InventColorId InventDim.configId

CustpackingSlipTransNQ.DelayedReqDate

CustpackingSlipTransNQ.DelayedConfirmedDate

For measure and dimension: If CustPackingSlipTrans.DeliveryDate < InventTrans.ShippingDateConfirmed then set to "not delayed" (0) otherwise set to "delayed" (1).

CustPackingSlipTransNQ.DaysDelayedReq

For measure: CustPackingSlipTrans.DeliveryDate InventTrans.ShippingDateRequested) Number of days between the delivery date and the requested shipping date. The number of days delayed is a positive value if the packing slip is delayed and a negative value if it is not delayed.

CustPackingSlipTransNQ.DaysDelayedConfirmed For measure: CustPackingSlipTrans.DeliveryDate InventTrans.ShippingDateConfirmed) Number of days between the delivery date and the confirmed shipping date. The number of days delayed is a positive value if the packing slip is delayed and a negative value if it is not delayed. Microsoft Dynamics AX 2009 Business Intelligence Cube Reference Guide
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Dimensions and attributes


The Sales cube includes the following dimensions and attributes. * Indicates a shared dimension. For detailed information, see Shared dimensions.
Dimension Dimension ID ID Attribute

Color* Company* Configuratio n* CostCenter* Currency* Customer - CUSTPACKINGSLIPTRANSDEL Packing Slip AYED Lines Delayed CUSTPACKINGSLIPTRANSDEL AYED Customer - Packing slip lines Delayed Delayed Confirmed Date Delayed Requeste d Date Backorder

DELAYED_CONFIRMEDDATE

DELAYED_REQUESTEDDATE

Customer invoice

CUSTINVOICEJOUR_DIM

BACKORDER

CUSTINVOICEJOUR_DIM

Customer invoice journal One time customer Sales type Customer invoice lines Delivery type
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ONETIMECUSTOMER

SALESTYPE Customer Invoice Transaction CUSTINVOICETRANS_DIM CUSTINVOICETRANS_DIM

DELIVERYTYPE

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Dimension Dimension ID ID Attribute

PARTDELIVERY

Part delivery Customer - Packing slip lines Delivery type Part delivery

Customer CUSTPACKINGSLIPTRANS_DI Packing Slip M Transaction

CUSTPACKINGSLIPTRANS_DI M

DELIVERYTYPE

PARTDELIVERY

Customers* Customers - CUSTTABLE Invoice Account DESCRIPTION Chain

CITY COMMISSIONSALESGROUP

City Commissi on sales group Company chains Country region Country region Currency County Created Date Time Credit limit Currency Customer group Customer groups 127

SMMBUSRELCHAINGROUP

ADDRESSCOUNTRYREGION NAME CURRENCYCODE

COUNTY CREATEDDATETIME

CREDITMAX CURRENCYCODE CUSTGROUP

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Dimension Dimension ID ID Attribute

Name NAME Customer name Customer s Customer s Country region Customer s Destinatio n code Customer s Line of business Customer s Site Destinatio n code Global address book Global address book Name Invoice account Line of business Payment Term ID Sales group Segment
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CUSTTABLE

ADDRESSCOUNTRYREGION

DESTINATIONCODE

LINEOFBUSINESS

INVENTSITE

DESTINATIONCODE DESCRIPTION DIRPARTYTABLE

DIRPARTYTABLE NAME

INVOICEACCOUNT

LINEOFBUSINESS DESCRIPTION PAYMTERMID

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Dimension Dimension ID ID Attribute

DESCRIPTION SMMBUSRELSEGMENTGROUP Segment table Site State ZIP postal code

INVENTSITE NAME STATE ZIPCODE

Department * Due* Employee* Item* Master Company Reporting Currency* Purpose* Reporting Currency* Size* Time* Units* Warehouse*

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Dimensions by measure group


The measure groups in the Sales cube can be sliced by the following dimensions and fields. For example, if the dimension is Time and you are slicing the measures in the CustomerInvoiceTransaction measure group, the Invoice Date field on the invoice transaction determines which time period the records fall into. # Indicates that the dimension table is the fact table; there is no specific reference field.
Dimensi Customer on Invoice Customer Invoice Transaction Customer Packing Slip Transaction Customers Items

Color

ItemID+

ItemID+

InventDim_InventLocat InventDim_InventLoca ionID tionID Compa ny CostCe nter Custom er Packin g Slip Lines Delaye d Custom BackOrder er OneTimeC Invoice ustomer SalesType Custom er Invoice Lines Custom er Packin g Slip Lines Custom OrderAcco CustomerInvoiceJour_ PartDelivery DeliveryType DataAreaId DataAreaId DataAreaId DataAreaId DataAr eaId Dimen sion2

Dimension 2

Dimension2

Dimension2

Dimension2

Delayed_RequestedD ate Delayed_ConfirmedDa te

PartDelivery DeliveryType

CustPackingSlipJour_

#
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Dimensi Customer on Invoice Customer Invoice Transaction Customer Packing Slip Transaction Customers Items

ers

unt

OrderAccount

OrderAccount

Custom InvoiceAcc ers ount Invoice Accoun t Depart ment Employ ee Item Item configu ration Purpos e Size Dimension 3 Dimension

CustomerInvoiceJour_I CustPackingSlipJour_I # nvoiceAccount nvoiceAccount

Dimension

Dimension

Dimension

Dimen sion

SalesAdmi nistrator ItemId ItemId+ InventDim_ConfigId ItemId ItemId+ InventDim_ConfigId

MainContactId

ItemId+ InventDim_Co nfigId Dimension3 Dimen sion3

Dimension3

Dimension3

ItemId+ InventDim_InventSizeI d

ItemId+ InventDim_Inv entSizeId

Time (due) Time

DueDate

InvoiceDat e

InvoiceDate

DeliveryDate

Units

SalesUnit

SalesUnit InventLocatio n

Wareho InventLocat InventDim_InventLocat InventDim_InventLoca use ionId ionId tionId

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Measures
The Sales cube includes the following measure groups and measures.

Measure group: Master company exchange rate


This measure group is based on the BIMasterCompanyExchangeRates table.
Measure Measure field name Aggregation Description

Count

Not applicable

Count

Number of exchange rate records. Maximum exchange rate in the company that is specified as the master exchange rate company, as of the end of the specified day.

Master end of day rate

BIMasterCompanyExchangeRates.EndOfDayRate Max

Measure group: Exchange rate


This measure group is based on the BIExchangeRates table.
Measure Measure field name Aggregation Description

Exchange rate Count

Not applicable

Count

Number of exchange rate records. Maximum exchange rate as of the end of the specified day.

End of day rate

BIExchangeRates.EndOfDayRate

Max

Measure group: Customer Invoice


This measure group is based on the CustInvoiceJour table. Microsoft Dynamics AX 2009 Business Intelligence Cube Reference Guide
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Measure Measure field name Aggregation Description

Customer Invoice - Count Invoiced Amount

Not applicable

Count

The number of invoices. The invoiced amounts in company currency. The miscellaneous charges, such as transportation fees, that are allocated to the order in company currency. The total discount in company currency that is given on the order. The line discount is not included.

CustInvoiceJour.InvoiceAmountMST

Sum

Misc Charges

CustInvoiceJour.SumMarkupMST

Sum

Total Discount

CustInvoiceJour.EndDiscMST

Sum

Measure group: Customer Invoice Transaction


This measure group is based on the CustInvoiceTrans table.
Measure Measure field name Aggregation Description

Amount

LineAmount

Sum

The invoiced amount, excluding sales tax, per sales order line in the transaction currency. The cost of goods sold for the particular invoiced items. The COGS value is based on the corresponding the invoice transaction. Commission allocated per invoiced sales line.
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Cogs

CustInvoiceTransNQ.COGS

Sum

Commission amount

CommissAmountMST

Sum

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Measure Measure field name Aggregation Description

Customer Invoice transaction Count

Not applicable

Count

Number of invoice transactions, also known as invoice lines. Quantity invoiced per storage unit of measure. Invoiced amount per line in the company currency, excluding tax. Quantity invoiced per sold unit of measure.

Inventory Quantity - Customer Invoiced lines Invoiced Sales per line (excluding total discount)

InventQTY

Sum

LineAmountMST

Sum

Quantity QTY Customer Invoiced Lines Quantity physical QTYPhysical

Sum

Sum

Quantity that is delivered with the invoice. This quantity is 0 (zero) if a packing slip has been created for the item. If no packing slip has been created, this field contains the quantity sold in selling unit of measure. Invoiced tax amount per line. The value in this field is the same as the TaxAmountMST whenever the tax is included in the price on the invoice. The value in this field is 0 (zero) if the price on the invoice does not include tax.

Sales Tax Amount

TaxAmountMST

Sum

Sales tax included in invoiced sales

LineAmountTaxMST

Sum

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Measure group: Customer Packing Slip Transaction


This measure group is based on the CustPackingSlipTrans table.
Measure Measure field name Aggregation Description

Customer PackingSlip Transaction Delayed Days confirmed

Not applicable

Count

The number of packing slip lines. The number of days that the customer packing slip line (delivery date set when posting the packing slip) is delayed in relation to the confirmed ship date that was stated on the sales order when packing slip posting took place. If the customer packing slip is not delayed, the measure contains a negative number. If the confirmed ship date is not entered on the sales order when

CustPackingSlipTransNQ.DaysDelayedConfirmed SUM

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Measure Measure field name Aggregation Description

posting, the cube interprets it as if the confirmed ship date is January 1, 1900 and calculates delayed days accordingly. Delayed Days requested CustPackingSlipTransNQ.DaysDelayedReq SUM This field holds the number of days that the customer packing slip line (delivery date set when posting the packing slip) is delayed in relation to the requested ship date that was stated on the sales order when packing slip updating took place. If the customer packing slip is not delayed, the measure will contain a negative number. Microsoft Dynamics AX 2009 Business Intelligence Cube Reference Guide
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Measure Measure field name Aggregation Description

Inventory Quantity Customer Packing Slip Lines

InventQTY

Sum

Quantity of items per packing slip line in storage unit of measure. Quantity of items per packing slip line in sold unit of measure.

Quantity Customer packing Slip lines

QTY

Sum

Measure group: Customers


This measure group is based on the CustTable table.
Measure Measure field name Aggregation Description

Customers count

Not applicable

Count

The number of customer records.

Measure group: Items


This measure group is based on the InventTable table.
Measure Measure field name Aggregation Description

Item Count

Not applicable

Count

The number of item records.

Calculated measures
The Sales cube contains the following calculated measures.
Measure Formula Aggregation Description

Average Delayed days

CustPackingSlipTransNQ.DaysDelayedConfirmed AVG

The Delayed Days confirmed measure divided


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Measure Formula Aggregation Description

confirmed

by the number of packing slip lines. Note: To view the average of the delayed days for only delayed packing slips, slice by the Customer - Packing Slip Lines - Delayed dimension and look at the delayed packing slips.

Average Delayed days requested

CustPackingSlipTransNQ.DaysDelayedReq

AVG

The Delayed Days requested measure divided by the number of packing slip lines. Note: To view the average of the delayed days for only delayed packing slips, slice

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Measure Formula Aggregation Description

by the Customer - Packing Slip Lines - Delayed dimension and look at the delayed packing slips.

Sales cube security by role


The following tables list the dimensions, measures, calculated measures, and key performance indicators (KPIs) that are associated with the Sales cube, and the roles that provide security access to them. Yes indicates that security access is provided by default.

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Dimensions
Dimensions Purchasing manager Purchasing agent Order processor Operations manager

All dimensions in the Sales cube

Yes

Yes

Yes

Yes

Measures
Measures Purchasing manager Purchasing agent Order processor Operations manager

All measures in the Sales cube

Yes

Yes

Yes

Yes

Calculated measures
Calculated measures Purchasing manager Purchasing agent Order processor Operations manager

All calculated measures in the Sales cube

Yes

Yes

Yes

Yes

Key performance indicators


Key performance indicators (KPIs) are not defined for this cube.

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Purchase cube
Use the Purchase cube to report on sales transactions. The Purchase cube corresponds to the PurchCube perspective in Microsoft Dynamics AX.

Units of measure and reporting with the Purchase cube


When working with SQL Server Reporting Services reports that display a quantity of an item, the appropriate unit of measure must be incorporated into the report to ensure that the quantity is correct, rather than simply presenting a SUM value. For example, the InventTrans.QTY field is expressed in the inventory unit of measure. The Inventory unit of measure is stored in the InventTableModule table in Microsoft Dynamics AX for each item number. Each Item number has three records with different values that represent the unit of measure (Moduletype): Sales, Inventory, and Purchase. For this purpose, use the UnitID where the ModuleType equals Inventory. For the Quantity measure that uses the purchase order unit of measure, slicing on the Unit dimension separates the quantities by unit of measure.

Configuration keys and tables


The following configuration keys are required for the Purchase cube to work properly: LedgerBasic LogisticsBasic Note: If a configuration key is not activated, the associated tables do not exist in the database. Therefore, references to those tables from the Purchase cube will not work. The Purchase cube uses data from the following tables.
Table Description Configuration key

VendInvoiceJour VendTable VendInvoiceTrans

Vendor invoice Customer master Customer invoice transaction Customer packing slip transaction Customer packing slip header

LedgerBasic LedgerBasic LogisticsBasic

VendPackingSlipTrans

LogisticsBasic

VendPackingSlipJour

LogisticsBasic

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Table Description Configuration key

InventTable InventTrans InventDim

Inventory master Inventory transactions Inventory dimensions

LogisticsBasic LogisticsBasic LedgerBasic

Fact tables and measure groups


The Purchase cube includes several measure groups. Each measure group is based on a fact table. Some fact tables are mapped to Microsoft Dynamics AX tables; others are based on named queries.
Measure group Fact table (table/named query) Description

Vendor Invoice

VendInvoiceJour (table)

Contains a record for each purchase order invoice that has been posted or for every summary of purchase orders that has been posted. A record represents the header for the invoice and contains summary information about the invoice.

Vendor Invoice Lines

VendInvoiceTrans (named query)

Contains a record for each purchase order line that has been invoiced. If an order line is partially invoiced and the remaining quantity is invoiced later, multiple records will appear in this fact table. Contains a record for each purchase order line that has been packing slip updated. If an order line is partially packing slip updated and the
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Vendor Packing Slip Transaction

VendPackingSlipTrans (named query)

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Measure group Fact table (table/named query) Description

remaining quantity is packing slip updated later then multiple records will appear in this fact table. Item InventTable (table) Contains a record for each item. Contains a record for each exchange rate for each company. Contains a record for each exchange rate for the company that is selected in the Setup Exchange Rates form.

Exchange rate

BIExchangeRates (table)

Master company exchange rate

BIMasterCompanyExchangeRates (table)

Named queries
VendInvoiceTransNQ, based on VendInvoiceTrans
The named query for Vendor Invoice Transaction is based on the VendInvoiceTrans table, with additional fields from other tables brought into the query.
Additional fields Description

VendInvoiceJour.InvoiceAccount VendInvoiceJour.OrderAccount VendInvoiceJour.InventBuyerGroupId InventDim.InventSiteID InventDim.InventLocationID InventDim.InventSizeId InventDim.InventColorId InventDim.configId VendInvoiceTransNQ.PurchaseQty

Used to slice by vendor invoice account. Used to slice by vendor order account. Used to slice by buyer group. Used to slice by site. Used to slice by warehouse. Used to slice by size. Used to slice by color. Used to slice by item configuration. VendInvoiceTrans.InventQty where VendInvoiceTrans.InventQty >= 0 VendInvoiceTrans.InventQty where
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Additional fields Description

VendInvoiceTrans.InventQty < 0 VendInvoiceTransNQ.PurchaseAmountMST VendInvoiceTrans.LineAmountMST where VendInvoiceTrans.InventQty >= 0 VendInvoiceTrans.LineAmountMST where VendInvoiceTrans.InventQty < 0

VendInvoiceTransNQ.ReturnAmountMST

VendPackingSlipTransNQ, based on VendPackingSlipTrans


The named query for Vendor Packing Slip Transactions is based on the VendPackingSlipTrans table, with additional fields from other tables brought into the query.
Additional fields Description

VendPackingSlipJour.InvoiceAccount VendPackingSlipJour.OrderAccount InventDim.InventSiteID InventDim.InventLocationID InventDim.InventSizeId InventDim.InventColorId InventDim.configId VendPackingSlipTransNQ.DaysDelayed

Used to slice by vendor invoice account. Used to slice by vendor order account. Used to slice by inventory site. Used to slice by inventory location. Used to slice by inventory size. Used to slice by inventory color. Used to slice by item configuration. SUM(InventTrans.DatePhysical InventTrans.DateExpected) The formula applies to all corresponding records in InventTrans because all records have the same date. The number of days delayed is a positive value if the packing slip is delayed, and a negative value if the expected date is after the posting date.

VendPackingSlipTransNQ.Delayed

An indication of whether the record is delayed (1) or not delayed (0): InventTrans.DateExpected < InventTrans.Physical

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Dimensions and attributes


The Purchase cube includes the following dimensions and attributes. * Indicates a shared dimension. For detailed information, see Shared dimensions.
Dimension Dimension ID ID Attribute

Buyer group

INVENTBUYERGROUP

DESCRIPTION

Buyer group

INVENTBUYERGROUP Color* Company* Configurati on* Cost center* Currency* Department * Due date Time_DUEDATE Days FiscalDate FiscalHalfYears

Buyer groups

Days FiscalDate FiscalHalfYe ars FiscalMonths FiscalQuarter s FiscalTrimest ers FiscalWeeks FiscalYears HalfYears Months Quarters
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FiscalMonths FiscalQuarters

FiscalTrimesters

FiscalWeeks FiscalYears HalfYears Months Quarters Microsoft Dynamics AX 2009 Business Intelligence Cube Reference Guide

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Dimension Dimension ID ID Attribute

TenDays Trimesters Weeks Years Employee* Item* Master Company Reporting Currency* Purpose* Reporting Currency* Size* Time* Unit* Vendor Invoice Account VENDTABLE BLOCKED

TenDays Trimesters Weeks Years

Blocked Status

DESCRIPTION CITY SMMBUSRELCHAINGROUP

Chain City Company chains Country region Country region Currency County Credit limit
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ADDRESSCOUNTRYREGION NAME CURRENCYCODE

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Dimension Dimension ID ID Attribute

CURRENCY DESTINATIONCODE DESCRIPTION FEMALEOWNED

Currency Destination code Female Owned Global address book Global address book - name Invoice account Line of business Minority Owner One-time supplier Segment

DIRPARTYTABLE

DIRPARTYTABLE NAME

INVOICEACCOUNT

LINEOFBUSINESS DESCRIPTION MINORITYOWNED

ONETIMEVENDOR

SMMBUSRELSEGMENTGROU P DESCRIPTION SMMBUSRELSEGMENTGROU P INVENTSITE NAME STATE PAYMTERMID

Segment table Site State Terms of payment Vendor Vendor group Vendor groups Name Vendors

NAME VENDGROUP VENDGROUP NAME

VENDTABLE

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Dimension Dimension ID ID Attribute

ADDRESSCOUNTRYREGION

Vendors Country region Vendors Destination code Vendors Line of business Vendors site ZIP postal Code Delayed

DESTINATIONCODE

LINEOFBUSINESS

INVENTSITE ZIPCODE

Vendor Packing slip lines Delayed

VENDPACKINGSLIPTRANSDE LAYED

DELAYED

VENDPACKINGSLIPTRANSDE LAYED

Vendor Packing slip lines Delayed Physical Type Vendor invoice journal Part delivery

Vendor Invoice

VENDINVOICEJOUR_DIM

PURCHASETYPE

VENDINVOICEJOUR_DIM

Vendor Invoice Lines Vendor Packing Slip Transaction s Vendor* Warehouse

VENDINVOICETRANS_DIM

PARTDELIVERY

VENDINVOICETRANS_DIM

Vendor invoice lines

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Dimension Dimension ID ID Attribute

Dimensions by measure group


The measure groups in the Purchase cube can be sliced by the following dimensions and fields. # Indicates that the dimension table is the fact table; there is no specific reference field.
Dimensio n Item Vendor Invoice Vendor Invoice Lines Vendor Packing Slip Transaction

Departm ent Cost Center Purpose

Dimension

Dimension

Dimension

Dimension

Dimension2_

Dimension2 _ Dimension3 _

Dimension2_

Dimension2_

Dimension3_

Dimension3_

Dimension3_

Employe e Company Dataareaid Warehou se Item Color # Itemid Standardinvent colorid Size Itemid Standardinvent sizeid Configura Itemid tion Standardconfigi d Vendors PrimaryVendorI D Orderaccou nt Dataareaid Dataareaid

Purchaser

Dataareaid

Inventdim_Inventlocatio Inventdim_Inventlocationid nid Itemid Itemid Itemid Itemid

Inventdim_inventcolorid Inventdim_inventcolorid

Itemid Inventdim_inventsizeid

Itemid Inventdim_inventsizeid

Itemid Inventdim_configid

Itemid Inventdim_configid

Vendorinvoicejour_orde Vendorpackingslipjour_ord raccount eraccount

Vendor Buyergro

Itembuyergroup Itembuyergr id oupid


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Dimensio n Item Vendor Invoice Vendor Invoice Lines Vendor Packing Slip Transaction

up Vendor Invoice Vendor Invoice Lines Vendor Packing Slip Time Vendors (Vendor Invoice Account) Time (Due date) Units (Unit) Vendor Packing Slip Lines - Delayed Invoicedate InvoiceAcco unt Invoicedate Vendinvoicejour_invoic eaccount Purchasetyp e Partdelivery

Partdelivery

Deliverydate Vendpackingslipjour_invoi ceaccount

Duedate

Purchunit

Purchunit

Delayed

Measures
The Purchase cube includes the following measure groups and measures.

Measure group: Master company exchange rate


This measure group is based on the BIMasterCompanyExchangeRates table.
Measure Measure field name Aggregation Description

Count

Not applicable

Count

Number of exchange rate records.


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Measure Measure field name Aggregation Description

Master end of day rate

BIMasterCompanyExchangeRates.EndOfDayRate Max

Maximum exchange rate in the company that is specified as the master exchange rate company, as of the end of the specified day.

Measure group: Exchange rate


This measure group is based on the BIExchangeRates table.
Measure Measure field name Aggregation Description

Exchange rate Count

Not applicable

Count

Number of exchange rate records. Maximum exchange rate as of the end of the specified day.

End of day rate

BIExchangeRates.EndOfDayRate

Max

Measure group: Vendor Invoice


This measure group is based on the VendInvoiceJour table.
Measure Measure field name Aggregation Description

Vendor Invoice Not applicable - Count Invoice Amount VendInvoiceJour.InvoiceAmountMST

Count

Number of invoices. The invoiced amounts, in the company currency. The miscellaneous charges, such as transportation fees,
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Sum

Sum Markup

VendInvoiceJour.SumMarkupMST

Sum

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Measure Measure field name Aggregation Description

that are allocated to the order, in the company currency. Total Invoice Discount VendInvoiceJour.EndDiscMST Sum The total discount, in the company currency, that is given on the order (line discount is not included).

Measure group: Vendor Invoice Lines


This measure group is based on the VendInvoiceTrans table.
Measure Measure field name Aggregation Description

Vendor Invoiced lines count

Not applicable

Count

Number of invoiced purchase lines that has been posted. Number of items that has been purchased or returned in a Unit of measure used on the purchase order. Use the Unit dimension to identify the unit of measure. A returned quantity appears as a negative number. Invoiced amount per line in currency of the order.
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Quantity of items

VendInvoiceTrans.Qty

Sum

Amount

VendInvoiceTrans.LineAmount

Sum

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Measure Measure field name Aggregation Description

Invoiced purchase per line excl. total discount Purchase quantity

VendInvoiceTrans.LineAmountMST

Sum

Invoiced amount per line in the company currency. Number of items that has been purchased, in an inventory unit of measure, where items appear as a positive value on the purchase order. Based on a named query.

VendInvoiceTrans.PurchaseQTY

Sum

Purchase Amount

VendInvoiceTrans.PurchaseAmountMST

Sum

Invoiced amount of the purchased items where items appear as a positive quantity on the purchase order. Based on a named query.

Return Quantity

VendInvoiceTrans.ReturnQTY

Sum

Number of items that has been returned to vendor in an inventory unit of measure, (or appears as a negative quantity on the invoiced purchase order). Based on a named query.

Returns amount

VendInvoiceTrans.ReturnAmountMST

Sum

Invoiced amount of the returned


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Measure Measure field name Aggregation Description

items where items appear as a negative quantity on the purchase order. Based on a named query.

Measure group: Vendor Packing Slip Transaction


This measure group is based on the VendPackingSlipTrans table.
Measure Measure field name Aggregation Description

Vendor PackingSlip Transaction Value MST

Not applicable

Count

The number of packing slip lines.

VendPackingSlipTrans.ValueMST

Sum

Cost of the items, which appears only after the invoice is posted. For packing slips that have been posted, the value is 0 (zero) until the corresponding invoice is posted. Number of items purchased in an inventory unit of measure. Number of days that the packing slip is delayed seen as the difference between the packing slip date that is given when posting the packing slip (datephysical) and the actual expected date.
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Inventory Quantity

VendPackingSlipTrans.InventoryQTY

Sum

Days Delayed

VendPackingSlipTrans.DaysDelayed

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Measure Measure field name Aggregation Description

If the packing slip is posted before the expected date, Days Delayed displays a negative number. The expected date is the Confirmed delivery date that is given on the purchase order line. Note: If the confirmed date on the purchase order line is blank, then the measure is calculated as if the date is January 1, 1900.

Measure group: Items


This measure group is based on the InventTable table.
Measure Measure field name Aggregation Description

Item - Count

Not applicable

Count

Item records

Calculated measures
The Purchase cube contains the following calculated measures.
Measure Formula Aggregation Description

Average days delayed

The delayed days measure divided by the number of

Ave

The Delayed Days measure divided by the number of packing slip


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Measure Formula Aggregation Description

packing slip lines.

lines. Note: To view the average of the delayed days for only delayed packing slips, slice by the Vendor Packing Slip Lines - Delayed dimension and look at the delayed packing slips.

Purchase cube security by role


The following tables list the dimensions, measures, calculated measures, and key performance indicators (KPIs) that are associated with the Purchase cube, and the roles that provide security access to them. Yes indicates that security access is provided by default.

Dimensions
Dimensions Operation manager Purchasing Agent Purchasing Manager

All dimensions in the Purchase cube

Yes

Yes

Yes

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Measures
Measures Operation manager Purchasing Agent Purchasing Manager

All measures in the Purchase cube

Yes

Yes

Yes

Calculated measures
Calculated measures Operation manager Purchasing Agent Purchasing Manager

All calculated measures in the Purchase cube

Yes

Yes

Yes

Key performance indicators


Key performance indicators (KPIs) are not defined for this cube.

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Production cube
Use the Production cube to report on sales transactions. The Production cube corresponds to the ProdCube perspective in Microsoft Dynamics AX.

Configuration keys and tables


The following configuration keys are required for the Production cube to work properly: Prod ProdRouting Note: If a configuration key is not activated, the associated tables do not exist in the database. Therefore, references to those tables from the Production cube will not work. The Production cube uses data from the following tables.
Table Description Configuration key

ProdCalcTrans

Contains the complete set of estimates and costings of production orders. Contains production orders and various dates and quantities related to them. Contains the sequence of operations in the production route and all relevant data related to the scheduling and feedback on these operations. Contains all feedback on operations on operations and jobs, entered on journals for the production orders.

Prod

ProdTrans

Prod

ProdRoute

ProdRouting

ProdRouteTrans

ProdRouting

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Fact tables and measure groups


The Production cube includes several measure groups. Each measure group is based on a fact table. Some fact tables are mapped to Microsoft Dynamics AX tables; others are based on named queries.
Measure group Fact table (table/named query) Description

CostCalculation

ProdCalcTrans (table)

Contains the complete set of estimates and costings of production orders. Contains production orders and various dates and quantities related to them. Contains the sequence of operations in the production route and all relevant data related to the scheduling and feedback on these operations. Contains all feedback on operations on operations and jobs, entered on journals for the production orders. Contains a record for each item. Contains a record for each exchange rate for each company. Contains a record for each exchange rate for the company that is selected in the Setup Exchange Rates form.

Production order

ProdTable (table)

Production route

ProdRoute (table)

Route transaction

ProdRouteTrans (table)

Item

InventTable (table)

Exchange Rate

BIExchangeRates (table)

Master Company Exchange Rate

BIMasterCompanyExchangeRates (table)

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Named queries
If the production cube is regenerated, the named queries must be added manually.

ProdTableNQ, based on ProdTable


The ProdTableNQ named query is based on the ProdTable table, with additional fields from other tables brought into the query. This named query is used for the On Time Production Rate report.
Additional fields Description

InventDim.InventSiteID InventDim.InventLocationID InventDim.InventSizeId InventDim.InventColorId InventDim.configId ProdTableNQ.OnTime

Used to slice by inventory site. Used to slice by inventory location. Used to slice by size. Used to slice by color. Used to slice by item configuration. ProdTable.DlvDate >= ProdTable.FinishedDate AND (ProdTable.ProdStatus == ProdStatus::ReportedFinished OR ProdTable.ProdStatus == ProdStatus::Completed) ProdTable.FinishedDate - ProdTable.DlvDate

ProdTableNQ.DaysDelayed

ProdRouteTableNQ, based on ProdRouteTable


The ProdRouteTableNQ named query is based on the ProdTable table, with additional fields from other tables brought into the query. This named query is used for the Product Efficiency and Production Lead Time report. The Production Efficiency is a calculated measure in the cube (AVG(PlannedLeadTime) / AVG(LeadTime) * 100).
Additional fields Description

ProdTable.InventDim.InventSiteID ProdTable.InventDim.InventLocationID ProdTable.InventDim.InventSizeId ProdTable.InventDim.InventColorId ProdTable.InventDim.configId ProdTable.ItemId

Used to slice by inventory site. Used to slice by inventory location. Used to slice by size. Used to slice by color. Used to slice by item configuration. Used to slice by item.

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Additional fields Description

ProdRouteTransNQ.StartDateTime

MIN(ProdRouteTrans.DateWIP + ProdRouteTrans.FromTime) MAX(ProdRouteTrans.DateWIP + ProdRouteTrans.ToTime) ProdRouteTransNQ.EndDateTime ProdRouteTransNQ.StartDateTime MIN(ProdRoute.FromDate + ProdRoute.FromTime) MAX(ProdRoute.ToDate + ProdRoute.ToTime) ProdRouteTransNQ.PlannedEndDateTime ProdRouteTransNQ.PlannedStartDateTime

ProdRouteTransNQ.EndDateTime

ProdRouteTransNQ.LeadTime

ProdRouteTransNQ.PlannedStartDateTime

ProdRouteTransNQ.PlannedEndDateTime ProdRouteTransNQ.PlannedLeadTime

Dimensions and attributes


The Production cube includes the following dimensions and attributes. * Indicates a shared dimension. For detailed information, see Shared dimensions.
Dimension Dimension ID ID Attribute

CostCalculation

PRODCALTRANS_DIM

PRODCALTRANS_DIM CALCTYPE CONSUMPTYPE

Calculation Calculation type Consumption Type

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Dimension Dimension ID ID Attribute

Company Reporting Currency* Production level Production order PRODCALCTRANS LEVEL PRODTABLE_DIM PRODCALCTRANS LEVEL PRODPOSTINGTYPE PRODTABLE_DIM SCHEDSTATUS Level Posting type Production order Production Schedule Status Production status Production type Delayed

PRODSTATUS PRODTYPE Production order - Delayed PRODTABLEDELAYED DELAYED

PRODTABLEDELAYED

Production order - Delayed Back order status Operation Finished Pay type Production route Route type Started

Production route

PRODROUTE_DIM

BACKORDERSTATUS OPRFINISHED

JOBPAYTYPE PRODROUTE_DIM ROUTETYPE OPRSTARTEDUP Purpose* Route transaction PRODROUTETRANS_DIM CANCELLED

Cancelled

JOBFINISHED JOBTYPE OPRPRIORITY PRODROUTETRANS_DIM

Finished Job type Priority Route transactions


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Dimension Dimension ID ID Attribute

TRANSTYPE Size* Time* Time (Delivery) Time (End date) Time (Production end date) Time (Production order - End date) Time (Report as finished) Time (Start date) Time (Started) Time (WIP date) FiscalDate FiscalHalfYears FiscalMonths FiscalQuarters FiscalTrimesters FiscalWeeks FiscalYears HalfYears Months Quarters TenDays Trimesters Weeks Years Microsoft Dynamics AX 2009 Business Intelligence Cube Reference Guide Time Days

Transaction type

Days

FiscalDate FiscalHalfYears FiscalMonths FiscalQuarters FiscalTrimesters FiscalWeeks FiscalYears HalfYears Months Quarters TenDays Trimesters Weeks Years
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Dimension Dimension ID ID Attribute

Warehouse* Work center WRKCTRTABLE CAPUNIT CATEGORYTABLE ROUTECOSTCATEGORY CATEGORYNAME PRODUNITTABLE NAME PRODUNITTABLE PRODUNITID INVENTSITE NAME NAME WRKCTRGROUPID Capacity Unit Category Table Cost categories Cost category Product Unit Production units

Site Work center Work center group Work centers Work centers Site

WRKCTRTABLE INVENTSITE

Dimensions by measure group


The measure groups in the Production cube can be sliced by the following dimensions and fields. # Indicates that the dimension table is the fact table; there is no specific reference field.
Dimension Cost calculation Item Productio n order Production route Route transaction

CostCalcul # ation Color Itemid Itemid Itemid Standardinvents izeid Dataareai Dataareaid d Dimensio n2_ Currency Dimension2_ Dataareaid

Standardinven Standardinventsiz tsizeid eid Company Dataareaid Dataareaid

Cost Center Currency

Dimension2_

Dimension2_

Currencycode

Currencycode
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Dimension Cost calculation Item Productio n order Production route Route transaction

code Departme nt Configurati Itemid on Standardinvet colorid Item Itemid Standardinvet colorid Master Company Reporting Currency Production level Production order Production delayed Production route Purpose Prod Collectreflevel Dimension Dimensio n Dimension Dimension

Itemid

Itemid

Inventdim_inven Inventdim_inven tcolorid tcolorid Itemid Itemid

Inventdim_inven Inventdim_inven tcolorid tcolorid

Prod

Prod

Delayed

ProdRouting

Dimensio n3_

Dimension3_

Dimension3_

Route ProdRouting transaction Size LogisticAdvan ced Itemid Standardinvetcolo rid Transdate Prod

Itemid Inventdim_inven tcolorid Dlvdate Dlvdate Fromdate

Time Time (Delivery) Time (End date)

ProdRouting

Realdate

Todate

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Dimension Cost calculation Item Productio n order Production route Route transaction

Time (Productio n end date) Time (Report as finished) Time (Start date) Time (Started) Time (WIP date) Warehous e Work center

Prod

Schedend

Prod

Finisheddate

Prod

Schedstart

Prod

Stupdate

ProdRouting

LogisticAdvan ced ProdRouting

Inventdim_inventl ocationid Dataareaid_wrk ctrid

Measures
The Production cube includes the following measure group and measures.

Measure group: Cost Calculation


This measure group is based on the ProductCalcTrans table.
Measure Measure field name Aggregation Description

Actual cost amount Cost amount

ProdCalcTrans.RealCostAmount

Sum

Actual cost of the production. Estimated cost of production. Estimated cost of miscellaneous charges.
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ProdCalcTrans.CostAmount

Sum

Cost Markup

ProdCalcTrans.CostMarkup

Sum

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Measure Measure field name Aggregation Description

Cost Calculation

VendInvoiceJour.EndDiscMST

Count

Number of calculations. Actual adjustment made by inventory closing.

Real Cost Adjustment

ProdCalcTrans.RealCostAdjustment

Sum

Measure group: Production order


This measure group is based on the ProductTrans table.
Measure Measure field name Aggregation Description

Days delayed

Days delayed

Calculation

Difference between the delivery date and scheduled end date. Difference between actual start and actual finish. Difference between planned start and planned finish. Number of production orders. Number of production orders.

Lead time

Lead time

Calculation

Planned lead time

Planned lead time

Sum

Production order Production order count

Production order Production order count

Count

Count

Measure group: Production route


This measure group is based on the ProdRoute table.
Measure Measure field name Aggregation Description

Production route Count Route - Count

Not applicable

Count

Number of production routes. Number of production routes.

Not applicable

Count

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Measure group: Route transaction


This measure group is based on the ProdRouteTrans table.
Measure Measure field name Aggregation Description

Amount posted to ledger

ProdRouteTrans.Amount

Sum

The amount that the transaction has been posted to the ledger. Number of error items reported on the operation or job. Number of good items reported on the operation or job. Number of route transactions.

Error quantity

ProdRouteTrans.QtyError

Sum

Good quantity

ProdRouteTrans.QtyGood

Sum

Route trans Count

Not applicable

Count

Production cube security by role


The following tables list the dimensions, measures, calculated measures, and key performance indicators (KPIs) that are associated with the Production cube, and the roles that provide security access to them. Yes indicates that security access is provided by default.

Dimensions
Dimensions Production manager

All dimensions in the Production cube

Yes

Measures
Measures Production manager

All measures in the Production cube

Yes

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Calculated measures
Calculated measures Production manager

All calculated measures in the Production cube

Yes

Key performance indicators


Key performance indicators Production manager

All key performance indicators (KPIs) in the Production cube

Yes

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Customer relationship management cube


Use the Customer relationship management cube to report on sales transactions. The Customer relationship management cube corresponds to the smmCube perspective in Microsoft Dynamics AX.

Configuration keys and tables


The following configuration keys are required for the Customer relationship management cube to work properly: Ledger Basic CRM series Marketing automation Leads Quotations Sales management Project Note: If a configuration key is not activated, the associated tables do not exist in the database. Therefore, references to those tables from the Customer relationship management cube will not work. The Customer relationship management cube uses data from the following tables.
Table Description Configuration key

CustTable BusRelTable smmCampaignTable smmOpportunityTable smmLeadTable SalesQuotatonsTable

Customer master Business relation master Campaigns Opportunities Leads Sales and Project quotations Activities Competitors

Ledger basic CRM series Marketing automation CRM series Leads Quotations

smmActivities smmQuotationCompetitorGroup

Not applicable CRM series


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Table Description Configuration key

smmSalesTargetTrans ProjInvoiceJour CustInvoiceJour smmSalesUnit smmQuotationPrognosisGroup smmQuotationProbabilityGroup smmQuotationReasonGroup

Sales targets Project invoice header Customer invoice header Sales units Opportunity prognosis Opportunity probability Opportunity and Lead reason Source types for Opportunities and Leads Lead priority Lead rating Lead types Campaign types Campaign targets Campaign groups Activity phases Activity types Activity plans Activity responsibilities

Sales management Project Ledger basic Sales management CRM series CRM series CRM series

smmSourceTypeTable

CRM series

smmLeadPriorityTable smmLeadRatingTable smmLeadTypeTable smmCampaignTypeGroup smmCampaignTargetTable smmCampaignGroup smmActivityPhaseGroup smmActivityTypeGroup smmActivityPlanGroup smmResponsibilityGroup

Leads Leads Leads Marketing automation Marketing automation Marketing automation

CRM series

Fact tables and measure groups


The Customer relationship management cube includes several measure groups. Each measure group is based on a fact table. Some fact tables are mapped to Microsoft Dynamics AX tables; others are based on named queries.
Measure group Fact table (table/named query) Description

Sales target transaction

SMMSALESTARGETTRANS (named query) SMMLEADTABLE (named query)

Information about sales target transactions. Information about lead


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Measure group Fact table (table/named query) Description

records. Opportunity SMMOPPORTUNITYTABLE (named query) SMMACTIVITIES (table) Information about opportunity records. Information about activity records. Information about competitor records. Information about campaign records. Information about customer and business relation information. If a record exists for both, the customer information will be used. Information about leads associated with campaigns. Information about opportunities associated with campaigns. Information about combined invoice information from both sales and project. Information about competitors who have won opportunities.

Activity

Competitors

SMMQUOTATIONCOMPETITORS (named query) SMMCAMPAIGNGROUP (named query) CUSTBUSREL (named query)

Campaign

Customer - Business relation

Leads by campaign

LEAD_CAMPAIGN (named query)

Opportunities by campaign

OPPORTUNITY_CAMPAIGN (named query)

Sales

PROJECT_SALES (named query)

Opportunities by competitor

OPPORTUNITY_COMPETITOR GROUP (named query)

Named queries
smmLeadTable
The names query for smmLeadTable is based on the smmLead table with the following additional fields brought into the query.

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Additional fields Description

LeadID Owner ID

The unique identifier for the ID. The employee who is responsible for the lead record. The employee who created the lead record. The employee who closed the lead record. The reason that the lead was qualified or disqualified. The priority of the lead record. The process of the lead record. The rating of the lead record. The subject on the lead record. The name on the lead record. The number of days to close the lead record. The source of the lead record. The sales unit that the lead record is assigned to. The status of the lead record. The lead record type. The source description for the lead record. The employee who last modified the lead record. The employee who created the lead record. The date that the lead record was opened. The date that the lead record was closed. The last modified date and time of the lead record. The created date and time of the lead record. The number of days the lead record has been open. The primary city on the address record.
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OpenedBy ClosedBy ReasonID

Priority ProcessName Rating Subject PartyID DaysToClose SourceTypeID SalesUnitID

Status TypeID SourceDescripton ModifiedBy

CreatedBy DateOpen DateClose ModifiedDateTime

CreatedDateTime DaysOpened

City

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Additional fields Description

ZIPCode County State CountryRegionID Segment

The primary ZIP Code on the address record. The primary county on the address record. The primary state on the address record. The primary region on the address record. The segment that is associated with the lead record's name. The subsegment that is associated with the lead record's name.

Subsegment

smmOpportunityTable
The named query for smmOpportunityTable is based on the smmOpportunity table with the following additional fields brought into the query.
Additional fields Description

OpportunityID OwnerID

The unique identifier for the opportunity record. The employee who is responsible for the opportunity record. The employee who created the opportunity record. The employee who closed the opportunity record. The reason the opportunity was won, closed, or postponed. The process for the opportunity record. The subject on the opportunity record. The name on the opportunity record. The number of days to close the opportunity record. The source of the opportunity record. The sales unit that the opportunity is assigned to.
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OpenedBy

ClosedBy

Reason

ProcessName Subject PartyID DaysToClose

SourceTypeID SalesUnitID

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Additional fields Description

Status PrognosisID ProbabilityID SourceDescription

The status of the opportunity record. The prognosis of the opportunity record. The probability of the opportunity record. The source description for the opportunity record. The employee who last modified the opportunity record. The created date and time of the opportunity record. The number of days that the opportunity record has been open. The primary city on the address record. The primary ZIP Code on the address record. The primary county on the address record. The primary state on the address record. The primary region on the address record. The segment that is associated with the opportunity record's name. The subsegment that is associated with the opportunity record's name. The estimated revenue that is entered on the opportunity. The actual revenue from the associated invoice.

ModifiedBy

CreatedDateTime

DaysOpened

City ZIPCode County State CountryRegionID Segment

Subsegment

Estimated revenue

Actual revenue

smmCampaignTable
The named query for smmCampaignTable is based on the smmCampaign table with the following additional fields brought into the query.
Additional fields Description

CampaignID

The unique identifier for the campaign record.


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Additional fields Description

CampaignName CampaignParentID

The name of the campaign record. The unique identifier for the parent campaign record. The group ID on the campaign record. The type ID on the campaign record. The process used for the campaign. The employee who is responsible for the campaign. The project that is associated with the campaign. The target ID on the campaign record. The reason that the campaign is canceled. The status of the campaign. The call list that is associated with the campaign record. The employee who last modified the campaign record. The employee who created the campaign record. The last modified date and time of the campaign record. The creation date and time of the campaign record. The start date of the campaign. The scheduled end date for the campaign. The scheduled date to follow-up on the campaign.

CampaignGroupID CampaignTypeID ProcessName EmplID

ProjID

CampaignTargetID CampaignReasonID CampaignStatus TMCallListID

ModifiedBy

CreatedBy

ModifiedDateTime

CreatedDateTime

CampaignDate CampaignEndDate CampaignFollowupDate

CustBusRel
The named query for CustBusRel is based on the smmBusinessRelation table and the CustTable table with the following additional fields brought into the query. Microsoft Dynamics AX 2009 Business Intelligence Cube Reference Guide
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Additional fields Description

PartyID AccountNum

The unique identifier of the party record. The account number of the customer or business relation record. The name of the customer of business relation. The primary city on the address record. The primary region of the address record. The creation date and time of the customer or business relation record. The default currency for the customer or business relation record. The employee who is responsible for the customer or business relation record. The segment ID for the customer or business relation record. The segment ID for the customer or business relation record. The primary state on the address. The primary ZIP Code on the address. The party type, either person or organization, of the customer or business relation record. The segment description for the customer or business relation record. The subsegment description for the customer or business relation record. The name of the region on the address record.

Name City CountryRegion CreatedDateTime

Currency

MainContact

Segment

Subsegment

State ZIPCode DirPartyTable_Type

Segment_Description

Subsegment_Description

CountryRegion_Name

Lead_Campaign
The named query for Lead_Campaign is based on the smmLead table and the smmCampaign table with the following additional fields brought into the query.
Additional fields Description

LeadID

The unique identifier of the lead record.


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Additional fields Description

CampaignID

The unique identifier of the campaign record.

Opportunity_Campaign
The named query for Opportunity_Campaign is based on the smmOpportunity table and the smmCampaign table with the following additional fields brought into the query.
Additional fields Description

OpportunityID CampaignID

The unique identifier of the opportunity record. The unique identifier of the campaign record.

Opportunity_CompetitorGroup
The named query for Opportunity_CompetitorGroup is based on the smmOpportunity table and the smmCompetitor table with the following additional fields brought into the query.
Additional fields Description

OpportunityID EstimatedRevenue

The unique identifier of the opportunity record. The estimated revenue for the opportunity record. The unique identifier of the party. The date the opportunity record was opened.

PartyID OpenedDate

Dimensions and attributes


The Customer relationship management cube includes the following dimensions and attributes.
Dimension Dimension ID ID Attribute

Activity

smmActivities_DIM

Category Closed TaskPriority

Category Closed Task priority Activity plan


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Activity plan

SMMACTIVITYPLANGR OUP

PlanID

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Dimension Dimension ID ID Attribute

Description Activity type SMMACTIVITYPERGRO TypeID UP Description Campaign SMMCAMPAIGNTABLE CAMPAIGNID CAMPAIGNNAME

Description Activity type Description Campaign Campaign name Campaign date Campaign target Campaign target description Campaign group description Campaign process Campaign reason Campaign reason description Campaign type Campaign type description End date Follow up date Owner
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CAMPAIGNDATE

CAMPAIGNTARGETID

TargetDescription

GroupDescription

PROCESSNAME

CAMPAIGNREASONID

ReasonDescription

CAMPAIGNTYPEID

TypeDescription

CampaignEndDate CampaignFollowUpDate

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Dimension Dimension ID ID Attribute

CAMPAIGNSTATUS

Parent campaign stages Quotation winner Party ID

Competitor

SMMQUOTATIONCOM PETITORS SMMQUOTATIONCOM PETITORS

QuotationWinner

Competitor group

PARTYID

Description

Competitor name Account

Customer/ Business relation

CUSTBUSREL

ACCOUNTNUM

CITY COUNTRYREGION

City Country region Country region Currency Country region Name Created date time Currency Customer/ Business relation Directory name Directory type Name Sales
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ADDRESSCOUNTRYREGION_CURREN CYCODE

ADDRESSCOUNTRYREGION_NAME

CREATEDDATETIME

CURRENCY PARTYID

DIRPARTYTABLE_NAME

DIRPARTYTABLE_TYPE

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Dimension Dimension ID ID Attribute

person SEGMENT SMMBUSRELSEGMENTGROUP_DESC RIPTION SUBSEGMENT Segment Segment description Subsegme nt

SMMBUSRELSUBSEGMENTGROUP_SU Subsegme BSEGMENTDESCRIPTION nt description ZIPCODE Lead Lead priority SMMLEADTABLE SMMLEADPRIORITYTA BLE STATUS PRIORITY ZIP code Lead status Lead priority Description Lead rating

DESCRIPTION Lead rating SMMLEADRATINGTAB LE RATING

DESCRIPTION Lead type SMMLEADTYPETABLE TYPEID DESCRIPTION

Description Lead type Type description Opportunity status Phase for quotation Description Process

Opportunity SMMOPPORTUNITYTA BLE Phase for quotation SMMACTIVITYPHASEG ROUP

STATUS

PHASEID

DESCRIPTION Process stage HIERARCHY_PROCES SSTAGE ELEMENTNUMBER

HIERARCHY_NAME

Hierarchy name Hierarchy tree name


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HIERARCHYTREETABLE_NAME

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Dimension Dimension ID ID Attribute

HIERARCHYTYPE

Hierarchy type Process stage Delivery date Status Type of quotation Quotation probability Description Quotation prognosis Description Quotation reason Description Responsibil ity Description Active Sales manageme nt units Sales unit Sales unit parent ID Unit type Source type
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HIERARCHYID

Quotation

QUOTATION

DELIVERYDATECONTROLTYPE

QUOTATIONSTATUS QUOTATIONTYPE

Quotation probability

SMMQUOTATIONPROB PROBABILITYID ABILITYGROUP DESCRIPTION

Quotation prognosis

SMMQUOTATIONPRO GNOSISGROUP

PROGNOSISID

DESCRIPTION Quotation reason SMMQUOTATIONREAS ONGROUP REASONID

DESCRIPTION Responsibil SMMRESPONSIBILITY ity GROUP RESPONSIBILITYID

DESCRIPTION Sales unit SMMSALESUNIT ACTIVE SALESUNITMANAGERID

SALESUNITID PARENTID

UNITTYPE Source type SMMSOURCETYPETAB TYPEID LE

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Dimension Dimension ID ID Attribute

DESCRIPTION

Description

Dimensions by measure group


Customers/Busines Leads by campaign competitor group

Opportunities by

Purpo se Empl oyee Empl oyee Empl oyee Empl oyee Empl oyee Emp loye e Empl oyee

Curre ncy Cost cente r Comp Co any mp any acc oun ts Depa rtmen t Activit y plan table Activi ty plan table Quot ation Quot ation
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Co mp any acc oun ts

Com pany acco unts

Com pany acco unts

Com pany acco unts

Com pany acco unts

Com pany acco unts

Com pany acco unts

Co mpa ny acc ount s

Com pany acco unts

Com pany acco unts

Com pany acco unts

Co mpa ny acc ount s

Quot ation

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Opportunities by

Master company

Exchange rate

exchange rate

Sales targets

transactions

Opportunity

Competitor

Dimension

s relations

Campaign

campaign

Activity

Sales

Lead

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Customers/Busines Leads by campaign

reaso n Quot ation proba bility Resp onsibi lity table Sourc e type Comp etitor Sour ce type Resp onsibi lity table Sour ce type Co mpe titor Activ ity type Lead ratin g Lead type Quot ation prog nosis Lead priori ty
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Quot ation

Activit y type

Lead rating

Lead type Quot ation progn osis Lead priorit y

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competitor group

Opportunities by

Opportunities by

Master company

Exchange rate

exchange rate

Sales targets

transactions

Opportunity

Competitor

Dimension

s relations

Campaign

campaign

Activity

Sales

Lead

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Customers/Busines Leads by campaign

Phas e for quota tion Sales mana geme nt units (sales units) Camp aigns Sale s man age ment units Sale s man age ment units

Phas e for quota tion Sale s man age ment units Sale s man age ment units

Cam paig ns

Cam Cam paig paig ns ns

Quot ation Lead s Activit ies Comp etitor s Oppo rtunit y Time Day Day Days s s Days Days Lead s Activi ties Com petit ors Oppo rtunit y Days Day s Day s Days Day s

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competitor group

Opportunities by

Opportunities by

Master company

Exchange rate

exchange rate

Sales targets

transactions

Opportunity

Competitor

Dimension

s relations

Campaign

campaign

Activity

Sales

Lead

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Customers/Busines Leads by campaign

date) Time (Confi rmati on) Empl oyee (Empl oyee close d by) Time (End date time) Time (Start date time) Time (Origi nal start date) Time (Opp ortuni tyDate close d) Empl oyee Empl oyee

Days

Days

Days

Days

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competitor group

Opportunities by

Opportunities by

Master company

Exchange rate

exchange rate

Sales targets

transactions

Opportunity

Competitor

Dimension

s relations

Campaign

campaign

Activity

Sales

Lead

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Customers/Busines Leads by campaign

(Empl oyeeOwne r) Time (End date) Time (Follo w-up date) Custo mers / Busin ess relati ons Cust omer s/ Busi ness relati ons Cust omer s/ Busi ness relati ons

Day s

Day s

Cust ome rs / Busi nes s relat ions

Cust omer s/ Busi ness relati ons

Proce ss stage

Proc ess stage

Proc Proc ess ess stage stag e Empl oyee

Empl oyee (Empl oyeeUnit mana gers) Custo mers /

Cust ome rs /
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competitor group

Opportunities by

Opportunities by

Master company

Exchange rate

exchange rate

Sales targets

transactions

Opportunity

Competitor

Dimension

s relations

Campaign

campaign

Activity

Sales

Lead

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Customers/Busines Leads by campaign

Busin ess relati ons Busin ess relati on accou nts Empl oyee (Empl oyee Recip ient) Mast er comp any report ing curre ncy Empl oyee

Busi nes s relat ions

Hierarchies for organizing attributes


Some attributes can be organized in hierarchies. You can use the following hierarchies to organize dimension attributes.
Dimension Hierarchies Attributes in hierarchical order

Sales units

By parent

Sales unit parent ID


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competitor group

Opportunities by

Opportunities by

Master company

Exchange rate

exchange rate

Sales targets

transactions

Opportunity

Competitor

Dimension

s relations

Campaign

campaign

Activity

Sales

Lead

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Dimension Hierarchies Attributes in hierarchical order

Sales management units Campaigns Campaign group - Campaigns Campaign group Campaigns Campaigns Campaign reason - Campaigns Campaign reason Campaigns Campaigns Campaign target - Campaigns Campaign target Campaigns Customer / Business relations Subsegment - Customers Business relations Subsegment

Customers - Business relations Customers / Business relations Segment - Customers Business relations Segment

Customers - Business relations Customers / Business relations Segment - Subsegments Customers - Business relations Segment

Subsegment Customers / Business relations Hierarchy Country region

State City Zipcode Customers - Business relations Process stage Process Hierarchy name Hierarchy tree name

Measures
The Customer relationship management cube includes the following measure groups and measures. Microsoft Dynamics AX 2009 Business Intelligence Cube Reference Guide
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Measure group: Master company exchange rate


This measure group is based on the BIMasterCompanyExchangeRates table.
Measure Measure field name Aggregation Description

Count

Not applicable

Count

The number of exchange rate records. The maximum exchange rate in the company that is specified as the master exchange rate company, as of the end of the specified day.

Master end of day rate

BIMasterCompanyExchangeRates.EndOfDayRate Max

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Measure group: Exchange rate


This measure group is based on the BIExchangeRates table.
Measure Measure field name Aggregation Description

Exchange rate Count

Not applicable

Count

The number of exchange rate records. The maximum exchange rate as of the end of the specified day.

End of day rate

BIExchangeRates.EndOfDayRate

Max

Measure group: Sales targets transactions


This measure group is based on the SMMSalesTargetTrans table.
Measure Measure field name Aggregation Description

Sales targets transactions Count Sales targets transactions Amount

Not applicable

Count

The number of sales target transactions. The amount of sales target transactions.

SMMSalesTargetTrans.AmountMst

Sum

Measure group: Lead


This measure group is based on the SMMLeadTable table.
Measure Measure field name Aggregation Description

Lead Count

Not applicable

Count

The number of lead records. The number of lead records. The number of days to close a lead record.
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Lead ID

SMMLeadTable.LeadId

Count

Days to Close Lead

SMMLeadTable.DaysToClose

Sum

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Measure Measure field name Aggregation Description

Days Opened Lead

SMMLeadTable.DaysOpened

Sum

The number of days a lead record has been open.

Measure group: Opportunity


This measure group is based on the SMMOpportunityTable table.
Measure Measure field name Aggregation Description

Opportunity Count

Not applicable

Count

The number of opportunity records. The number of opportunity records. The number of days to close an opportunity record. The number of days that an opportunity record has been open. The total opportunity estimated revenue. The total invoiced revenue for the opportunity.

Opportunity ID

SMMOpportunityTable.OpportunityId

Count

Days to Close Opportunity

SMMOpportunityTable.DaysToClose

Sum

Days Opened Opportunity

SMMOpportunityTable.DaysOpened

Sum

Estimated Revenue

SMMOpportunityTable.Estimated_Revenue

Sum

Actual Revenue

SMMOpportunityTable.ActualRevenue

Sum

Measure group: Activity


This measure group is based on the SMMActivities table.

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Measure Measure field name Aggregation Description

Activity Count

Not applicable

Count

The number of activities. The number of activities.

Activity number

SMMActivities.ActivityNumber

Count

Measure group: Competitor


This measure group is based on the SMMQuotationCompetitors table.
Measure Measure field name Aggregation Description

Competitor Count

Not applicable

Count

The number of competitors. The name of the competitor.

Organization

SMMQuotationCompetitors.PartyId

Count

Measure group: Campaign


This measure group is based on the SMMCampaignTable table.
Measure Measure field name Aggregation Description

Campaign Count

Not applicable

Count

The number of campaigns. The number of campaigns.

Campaign Campaign Count

SMMCampaignTable.CampaignId

Count

Measure group: Customers - Business relations


This measure group is based on the CustBusRel table.
Measure Measure field name Aggregation Description

Customers - Business relations Count

Not applicable

Count

The number of customer business relations.

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Measure group: Leads by Campaign


This measure group is based on the Lead_Campaign table.
Measure Measure field name Aggregation Description

Leads by Campaigns Count Lead ID Count

Not applicable

Count

The number of leads by campaign. The number of distinct leads across the enterprise.

Lead_Campaign.LeadId

DistinctCount

Measure group: Opportunities by Campaign


This measure group is based on the Opportunity_Campaign table.
Measure Measure field name Aggregation Description

Opportunities by Campaigns Count Opportunity ID Count

Not applicable

Count

The number of opportunities by campaign. The number of distinct opportunities across the enterprise. The estimated revenue on opportunities from campaigns.

Opportunity_Campaign.OpportunityId

DistinctCount

Opportunities by Campaigns Estimated Revenue

Opportunity_Campaign.EstimatedRevenue

Sum

Measure group: Sales


This measure group is based on the Project_Sales table.
Measure Measure field name Aggregation Description

Sales Count

Not applicable

Count

The number of sales. The total invoiced


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Invoice revenue

Project_Sales.InvoiceRevenue

Sum

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Measure Measure field name Aggregation Description

revenue.

Measure group: Opportunities by Competitor group


This measure group is based on the Opportunity_CompetitorGroup table.
Measure Measure field name Aggregation Description

Opportunities by Competitor group Count

Not applicable

Count

The number of opportunities by competitor group. The number of distinct opportunities across the enterprise by competitor group. The estimated revenue on opportunities by competitor group.

Opportunity ID Competitor group Count

Opportunity_ CompetitorGroup.OpportunityId

DistinctCount

Opportunities by Competitor group Estimated Revenue

Opportunity_ CompetitorGroup.EstimatedRevenue

Sum

Calculated measures
The Customer relationship management cube contains the following calculated measures.
Measure Formula Aggregation Description

Average days to close opportunity

[measure].[Days to Close Opportunity] / [measure].[Opportunity Count] [measure].[Days to Close Lead] / [measure].[Lead Count]

Average

The average number of days that it takes to close an opportunity record. The average number of days that it takes to close a lead record.
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Average days to close lead

Average

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Measure Formula Aggregation Description

Average opportunity days open

[measure].[Opportunity Days Open] / [measure].[Opportunity Count] [measure].[Lead Days Open] / [measure].[Lead Count]

Average

The average numbers of days that opportunity records are open. The average number of days that a lead record is open. The percentage of won opportunities.

Average lead days open

Average

Win / Loss percentage

([measure].[Opportunity Won Count] / ([measure].[Opportunity Won Count] + [measure].[Opportunity Lost Count])) *100

Sum

Customer relationship management cube security by role


The following tables list the dimensions, measures, calculated measures, and key performance indicators (KPIs) that are associated with the Customer relationship management cube, and the roles that provide security access to them. Yes indicates that security access is provided by default.

Dimensions
The Customer relationship management cube dimensions are not related to security.
Dimension Table/named query Column Attribute

Activity

smmActivities_DIM

Category Closed TaskPriority

Category Closed Task priority Activity plan Descriptio n Activity type


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Activity Plan

SMMACTIVITYPLANG ROUP

PlanID

Description

Activity type

SMMACTIVITYTYPEG ROUP

TypeID

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Dimension Table/named query Column Attribute

Description

Descriptio n Campaign

Campaign

SMMCAMPAIGNTABL E

CAMPAIGNID

CAMPAIGNNAME

Campaign name Campaign date Campaign target Campaign target description Campaign group Campaign group description Campaign process Campaign reason Campaign reason description Campaign type Campaign type description End date Follow-up date Owner
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CAMPAIGNDATE

CAMPAIGNTARGETID

TargetDescription

CAMPAINGGROUPID

GroupDescription

PROCESSNAME

CAMPAIGNREASONID

ReasonDescription

CAMPAIGNTYPEID

TypeDescription

CampaignEndDate CampaignFollowUpDate

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Dimension Table/named query Column Attribute

CAMPAIGNSTATUS Competitor SMMQUOTATIONCOM PARTYID PETITORS Description

Stages Party ID

Competitor name Account

Customer/Busi ness relation

CUSTBUSREL

ACCOUNTNUM

CITY COUNTRYREGION

City Country region Country RegionCurrency Country RegionName Created date time Currency Customer/ Business relation Directory type Name Sales person Segment Segment description state Subsegme nt
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ADDRESSCOUNTRYREGION_CURRE NCYCODE

ADDRESSCOUNTRYREGION_NAME

CREATEDDATETIME

CURRENCY PARTYID

DIRPARTYTABLE_NAME

NAME MAINCONTACT

SEGMENT SMMBUSRELSEGMENTGROUP_DES CRIPTION

SUBSEGMENT

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Dimension Table/named query Column Attribute

SMMBUSRELSUBSEGMENTGROUP_ SUBSEGMENTDESCRIPTION

Subsegme nt description Zip code Lead status Lead priority Priority description Lead rating Rating description Lead type

ZIPCODE Lead SMMLEADTABLE STATUS

Lead priority

SMMLEADPRIORITYT ABLE

PRIORITY

DESCRIPTION

Lead rating

SMMLEADRATINGTA BLE

RATING

DESCRIPTION

Lead type

SMMLEADTYPETABL E

TYPEID

DESCRIPTION

Type description Opportunit y status Phase for quotation Descriptio n Process

Opportunity

SMMOPPORTUNITYT ABLE SMMACTIVITYPHASE GROUP

STATUS

Phase for quotation

PHASEID

DESCRIPTION

Process stage

HIERARCHY_PROCE SSSTAGE

ELEMENTNUMBER

HIERARCHY_NAME

Hierarchy name Hierarchy tree name Hierarchy type


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HIERARCYTREETABLE_NAME

HIERARCHYTYPE

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Dimension Table/named query Column Attribute

HIERARCHYID

Process stage Delivery date Status Type of quotation Quotation probability Descriptio n Quotation prognosis Descriptio n Quotation reason Descriptio n Responsibi lity Descriptio n Active Sales managem ent units Sales unit Sales unit parent ID Unit type
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Quotation

QUOTATION

DELIVERYDATECONTROLTYPE

QUOTATIONSTATUS QUOTATIONTYPE

Quotation probability

SMMQUOTATIONPRO BABILITYGROUP

PROBABILITYTYPEID

DESCRIPTION

QUOTATIONP ROGNOSIS

SMMQUOTATIONPRO GNOSISGROUP

PROGNOSISID

DESCRIPTION

Quotation reason

SMMQUOTATIONREA SONGROUP

REASONID

DESCRIPTION

Responsibility

SMMRESPONSIBILITY RESPONSIBILITYID GROUP DESCRIPTION

Sales unit

SMMSALESUNIT

ACTIVE SALESUNITMANAGERID

SALESUNITID PARENTID

UNITYPE

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Dimension Table/named query Column Attribute

Source type

SMMSOURCETYPETA BLE

TYPEID

Source type Descriptio n

DESCRIPTION

Measures
The Customer relationship management measures are not related to security.
Measures Sales Marketing

Opportunity count Days to close opportunity Days to close lead Opportunity estimated revenue Actual revenue Competitors count Lead count Quotation amount Total quote discounts amount Total quote miscellaneous charges amount Total quote sales tax amount Total quote round-off amount Activity count Campaign count Days opened opportunity Days opened lead Sales target transaction amount Sales target transaction count Customers / Business relations count

Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes

Yes No Yes No No No Yes No No No

Yes Yes Yes Yes Yes Yes Yes Yes Yes

No No Yes Yes No Yes Yes Yes No


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Measures Sales Marketing

Invoice revenue Sales count Leads by campaign count Lead ID count (Campaign) Opportunity by campaign count Opportunity by campaign estimated revenue

Yes Yes Yes Yes Yes Yes

No No Yes Yes Yes Yes

Opportunity ID count (Campaign) Yes Opportunity by competitor group count Opportunity by competitor group estimated revenue Opportunity ID competitor group count Yes

Yes Yes

Yes

Yes

Yes

Yes

Calculated measures
The Customer relationship management cube calculated measures are not related to security. Average days to close an opportunity records Average days to close a lead record Average days open for an opportunity record Average days open for a lead record Win/Loss percentage Average Calculated measure

Average

Calculated measure

Average

Calculated measure

Average

Calculated measure

Sum

Calculated measure

Key performance indicators


The Customer relationship management cube KPIs are not related to security.

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Microsoft Dynamics AX New Opportunities Value: IIF(ISEMPTY(SUM( (STRTOMEMBER("[Time].[Years Quarters Months Weeks Days].[Days].&[" + FORMAT(NOW(), "yyyy-MM-dd" + "T00:00:00]")).LAG(7) : STRTOMEMBER("[Time].[Years Quarters Months Weeks Days].[Days].&[" + FORMAT(NOW(), "yyyy-MM-dd" + "T00:00:00]"))),[Measures].[Opportunity Count])),0,SUM( (STRTOMEMBER("[Time].[Years Quarters Months Weeks Days].[Days].&[" + FORMAT(NOW(), "yyyy-MM-dd" + "T00:00:00]")).LAG(7) : STRTOMEMBER("[Time].[Years Quarters Months Weeks Days].[Days].&[" + FORMAT(NOW(), "yyyy-MM-dd" + "T00:00:00]"))),[Measures].[Opportunity Count])) Goal: -INT(-(0.1*([Measures].[Opportunity Count], [Opportunity].[Status].&[1]))) Status: Case When KpiValue("New Opportunities") / KpiGoal("New Opportunities") >= .85 Then 1 When KpiValue("New Opportunities") / KpiGoal("New Opportunities") < .85 And KpiValue("New Opportunities") / KpiGoal("New Opportunities") >= .75 Then 0 Else -1 End Trend: Case When KpiValue("New Opportunities") < SUM( (STRTOMEMBER("[Time].[Years Quarters Months Weeks Days].[Days].&[" + FORMAT(NOW(), "yyyy-MM-dd" + "T00:00:00]")).LAG(14) : STRTOMEMBER("[Time].[Years Quarters Months Weeks Days].[Days].&[" + FORMAT(NOW(), "yyyy-MM-dd" + "T00:00:00]")).LAG(8)), [Measures].[Opportunity Count] ) Then -1 When KpiValue("New Opportunities") >= 1.05 * SUM( Microsoft Dynamics AX 2009 Business Intelligence Cube Reference Guide
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Microsoft Dynamics AX (STRTOMEMBER("[Time].[Years Quarters Months Weeks Days].[Days].&[" + FORMAT(NOW(), "yyyy-MM-dd" + "T00:00:00]")).LAG(14) : STRTOMEMBER("[Time].[Years Quarters Months Weeks Days].[Days].&[" + FORMAT(NOW(), "yyyy-MM-dd" + "T00:00:00]")).LAG(8)), [Measures].[Opportunity Count] ) Then 1 Else 0 End Active opportunities Value: ([Measures].[Opportunity Count], [Opportunity].[Status].&[1]) Goal: 10 Status: Case When KpiValue("Active Opportunities") / KpiGoal("Active Opportunities") >= .90 Then 1 When KpiValue("Active Opportunities") / KpiGoal("Active Opportunities") < .90 And KpiValue("Active Opportunities") / KpiGoal("Active Opportunities") >= .80 Then 0 Else -1 End Trend: Case When KpiValue( "Active Opportunities" ) < (KpiValue( "Active Opportunities" ),[Time].[Years Quarters Months Weeks Days].PREVMEMBER) Then -1 When KpiValue( "Active Opportunities" )>= 1.05 *(KpiValue( "Active Opportunities" ),[Time].[Years Quarters Months Weeks Days].PREVMEMBER) Then 1 Else 0 End Active Leads Value: ([Measures].[Lead Count], [Lead].[Lead Status].&[0]) Microsoft Dynamics AX 2009 Business Intelligence Cube Reference Guide
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Microsoft Dynamics AX Goal: 20 Status: Case When KpiValue( "Active Leads" ) / KpiGoal( "Active Leads" ) >= .90 Then 1 When KpiValue( "Active Leads" ) / KpiGoal( "Active Leads" ) < .90 And KpiValue( "Active Leads" ) / KpiGoal( "Active Leads" ) >= .80 Then 0 Else -1 End Trend: Case When KpiValue( "Active Leads" ) < (KpiValue( "Active Leads" ),[Time].[Years Quarters Months Weeks Days].PREVMEMBER) Then -1 When KpiValue( "Active Leads" ) >= 1.05 *(KpiValue( "Active Leads" ),[Time].[Years Quarters Months Weeks Days].PREVMEMBER) Then 1 Else 0 End New Leads Value: IIF(ISEMPTY(SUM( (STRTOMEMBER("[Time].[Years Quarters Months Weeks Days].[Days].&[" + FORMAT(NOW(), "yyyy-MM-dd" + "T00:00:00]")).LAG(7) : STRTOMEMBER("[Time].[Years Quarters Months Weeks Days].[Days].&[" + FORMAT(NOW(), "yyyy-MM-dd" + "T00:00:00]"))),[Measures].[Lead Count])),0,SUM( (STRTOMEMBER("[Time].[Years Quarters Months Weeks Days].[Days].&[" + FORMAT(NOW(), "yyyy-MM-dd" + "T00:00:00]")).LAG(7) : STRTOMEMBER("[Time].[Years Quarters Months Weeks Days].[Days].&[" + FORMAT(NOW(), "yyyy-MM-dd" + "T00:00:00]"))),[Measures].[Lead Count])) Goal: -INT(-(0.1*([Measures].[Lead Count], [Lead].[Lead Status].&[0]))) Status: Case Microsoft Dynamics AX 2009 Business Intelligence Cube Reference Guide
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Microsoft Dynamics AX When KpiValue( "New Leads" ) / KpiGoal( "New Leads" ) >= .90 Then 1 When KpiValue( "New Leads" ) / KpiGoal( "New Leads" ) < .90 And KpiValue( "New Leads" ) / KpiGoal( "New Leads" ) >= .80 Then 0 Else -1 End Trend: Case When KpiValue("New Leads") < SUM( (STRTOMEMBER("[Time].[Years Quarters Months Weeks Days].[Days].&[" + FORMAT(NOW(), "yyyy-MM-dd" + "T00:00:00]")).LAG(14) : STRTOMEMBER("[Time].[Years Quarters Months Weeks Days].[Days].&[" + FORMAT(NOW(), "yyyy-MM-dd" + "T00:00:00]")).LAG(8)), [Measures].[Lead Count] ) Then -1 When KpiValue("New Leads") >= 1.05 * SUM( (STRTOMEMBER("[Time].[Years Quarters Months Weeks Days].[Days].&[" + FORMAT(NOW(), "yyyy-MM-dd" + "T00:00:00]")).LAG(14) : STRTOMEMBER("[Time].[Years Quarters Months Weeks Days].[Days].&[" + FORMAT(NOW(), "yyyy-MM-dd" + "T00:00:00]")).LAG(8)), [Measures].[Lead Count] ) Then 1 Else 0 End Sales Value: [Measures].[Invoice revenue] Goal: [Measures].[Sales targets transactions Amount] Status: Microsoft Dynamics AX 2009 Business Intelligence Cube Reference Guide
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Microsoft Dynamics AX Case When KpiValue("Sales") / KpiGoal("Sales") >= .90 Then 1 When KpiValue("Sales") / KpiGoal("Sales") < .90 And KpiValue("Sales") / KpiGoal("Sales") >= .80 Then 0 Else -1 End Trend: Case When KpiValue("Sales") < (KpiValue("Sales"),[Time].[Years Quarters Months Weeks Days].PREVMEMBER) Then -1 When KpiValue("Sales") >= 1.05 *(KpiValue("Sales"),[Time].[Years Quarters Months Weeks Days].PREVMEMBER) Then 1 Else 0 End

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Microsoft Dynamics AX

Human resource management cube


Use the Human resource management cube to report on sales transactions. The Human resource management cube corresponds to the HRMCube perspective in Microsoft Dynamics AX.

Configuration keys and tables


The following configuration keys are required for the Human resource management cube to work properly: HRMAdministration HRMCollaborative HRMCollaborativeCourse HRMManagementAbsence HRMManagementRecruiting KMBPM KMBPMGameplan Note: If a configuration key is not activated, the associated tables do not exist in the database. Therefore, references to those tables from the Human resource management cube will not work. The Human resource management cube uses data from the following tables.
Table Description Configuration key

EmplTable

The EmplTable table contains records for employees that are used with Human resource management (HRM) and Payroll tables. The fields in this table are dedicated to employee details. The HRMVirtualNetworkTable table contains a record for every employees, contact persons, and applicants. The HRPPartyPositionTableRelations hip table contains records for

Not applicable

HRMVirtualNetworkTable

Not applicable

HRPPartyPositionTableRelations hip

Not applicable

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Table Description Configuration key

position information that is used with Main, HRM, and Payroll tables. HRMPartyEmployeeRelationship The HRMPartyEmployeeRelationship table contains the date effectiveness registrations regarding HRM for employees. The DirPartyTable table contains all the entries in the Global address book. The Global address book stores all persons and organizations that are used in the system. DirPartyInternalOrganizationTabl e table contains records for organization units that are used with Main, HRM, and Payroll tables. The DirPartyRelationship table contains relationships among entries in the Address book. The HRPPartyJobTableRelationship table contains records for jobs that are used with Main, HRM, and Payroll tables. Not applicable

DirPartyTable

Not applicable

DirPartyInternalOrganizationTabl e

Not applicable

DirPartyRelationship

Not applicable

HRPPartyJobTableRelationship

Not applicable

HRMInterviewTable

The HRMInterviewTable contains HRMCollaborative scheduled employee interviews. The HRMGoal table contains the individual goals for employees. The HRMAbsenceTrans table contains all of the registered absence transactions. The HRMAbsenceCode table contains records with codes that are used to indicate the reason HRMCollaborative

HRMGoal

HRMAbsenceTrans

HRMManagementAbsenc e

HRMAbsenceCode

Not applicable

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Table Description Configuration key

for an absence and to apply registration validations to these reasons. HRMAbsenceCodeGroup The HRMAbsenceCodeGroup table contains groups to categorize absence codes into logical groups. The HRMCourseTable table contains the framework in which you can plan and administer internal courses, as well as manage employee participation in external courses. The HRMCourseAttendee table contains participants for courses. Participants must exist in the network as employees, applicants, or contact persons. The KMGameplanType table contains different types of strategic plans. These help classify plans. The KMGameplan table contains strategic plans. The KMActionType table contains records to classify actions according to type. The KMAction table contains all actions, regardless of their statuses. The HRMRecruiting table contains the tasks, information, and documents that are involved in the recruitment process. The HRMApplication table contains a record for each application. Applicants must be Not applicable

HRMCourseTable

HRMCollaborativeCourse

HRMCourseAttendee

HRMCollaborativeCourse

KMGameplanType

KMBPMGameplan

KMGameplan

KMBPMGameplan

KMActionType

KMBPM

KMAction

KMBPM

HRMRecruitingTable

HRMManagementRecruiti ng

HRMApplication

HRMManagementRecruiti ng

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Table Description Configuration key

registered in the virtual network, either as employees or through contact persons. HRMApplicantTable The HRMApplicant table contains HRMManagementRecruiti the data for applicants. One ng record is registered for each applicant. The table ContactPerson contains the contact persons for all organizations. The HRMMedia table contains the advertising media that you use in recruitment projects to attract potential new employees. The HRMVirtualNetworkSkill table contains skills that appear on the applicant's resume. Not applicable

ContactPerson

HRMMedia

HRMManagementRecruiti ng

HRMVirtualNetworkSkill

HRMAdministration

Fact tables and measure groups


The Human resource management cube includes several measure groups. Each measure group is based on a fact table. Some fact tables are mapped to Microsoft Dynamics AX tables; others are based on named queries.
Measure group Fact table (table/named query) Description

Employee

EmplTable (table)

Contains a record with detailed information for each employee. Contains a record for each exchange rate for the company that is selected in the Setup Exchange Rates form. Contains records for positions that are used with Main, HRM, and Payroll tables.
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Master company exchange rate

BIMasterCompanyExchangeRate (table)

Position

HRPPartyPositionTableRelationship (table)

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Measure group Fact table (table/named query) Description

Goals

HRMGoal (table)

Contains individual goals for employees. Contains a record for each exchange rate for each company. Contains a record for each application. Applicants must be registered in the virtual network, either as employees or through contact persons. Contains the framework in which you can plan and administer internal courses, as well as manage employee participation in external courses. Contains the tasks, information, and documents that are involved in the recruitment process. Contains all actions, regardless of their statuses. Contains strategic plans. Contains scheduled employee interviews. Contains participants for courses. Participants must exist in the network as employees, applicants, or contact persons. Contains skills that appear on the applicant's resume.
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Exchange rate

BIExchangeRates (table)

Application

HRMApplication (table)

Course

HRMCourseTable (table)

Recruitment project

HRMRecruitingTable (table)

Actions

KMAction (table)

Strategic plans Appraisal interview

KMGamePlan (table) HRMInterviewTable (table)

Course participants

HRMCourseAttendee (table)

Skills

HRMVirtualNetworkSkill (table)

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Measure group Fact table (table/named query) Description

Absence

HRMAbsenceTrans (table)

Contains all of the registered absence transactions.

Named queries
This cube contains no named queries.

Dimensions and attributes


The Human resource management cube includes the following dimensions and attributes. * Indicates a shared dimension. For detailed information, see Shared dimensions.
Dimensio n Dimension ID ID Attribute

Absence

HRMABSENCECODE

HRMABSENCECODE

Absence codes Absence groups Absence groups Description Description Action types

HRMABSENCECODEGROUP

HRMABSENCECODEGROUP DESCRIPTION

DESCRIPTION Actions KMACTION KMACTIONTYPE

KMACTIONTYPE DESCRIPTION Action types - Description KMACTION CONTACTPERSON Actions Contact persons Contact persons Name Description End date

NAME

DESCRIPTION ENDDATE

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Dimensio n Dimension ID ID Attribute

PRIORITY STARTDATE STATUS KMACTIONTYPEID Active date Time_FROMDATETIME Days

Priority Start date Status Type Days

FiscalDate FiscalHalfYears

FiscalDate FiscalHalfYe ars FiscalMonth s FiscalQuarte rs FiscalTrimes ters FiscalWeeks FiscalYears HalfYears Months Quarters TenDays Trimesters Weeks Years Applicants

FiscalMonths

FiscalQuarters

FiscalTrimesters

FiscalWeeks FiscalYears HalfYears Months Quarters TenDays Trimesters Weeks Years Applicant s HRMAPPLICANTTABLE HRMAPPLICANTTABLE

NAME

Applicants Name Applications


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Applicatio

HRMAPPLICATION

HRMAPPLICATION

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Dimensio n Dimension ID ID Attribute

n DATEOFRECEPTION Date of Reception People in the network Reason code Reference type Status Appraisal interviews Appraisal interviews Name Responsible Status Type

HRMVIRTUALNETWORKTABLE

REASONCODE

REFERENCETYPE

STATUS Appraisal interview HRMINTERVIEWTABLE HRMINTERVIEWTABLE

DESCRIPTION

RESPONSIBLE STATUS HRMINTERVIEWTYPEID Company * Cost center* Course HRMCOURSETABLE HRMCOURSETABLE DESCRIPTION HRMVIRTUALNETWORKTABLE

Courses Description People in the network Reference type Status Course


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REFERENCETYPE

STATUS Course HRMCOURSEATTENDEE HRMCOURSEATTENDEE

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Dimensio n Dimension ID ID Attribute

participan ts HRMVIRTUALNETWORKTABLE

participants

People in the network Reference type Registration Date Status

REFERENCETYPE

REGISTRATIONDATE

STATUS Currency* Departme nt* Employee EMPLTABLE Alternativ e contact person ACCOUNTTYPE

Account type

DAYSOFFWITHSALARY

Additional paid vacation days Birthdate Employee Employee Site End date First name Gender Global address book Global
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BIRTHDATE EMPLTABLE INVENTSITE

TODATETIME DIRPARTYTABLE FIRSTNAME EMPLGENDER DIRPARTYTABLE

NAME Microsoft Dynamics AX 2009 Business Intelligence Cube Reference Guide

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Dimensio n Dimension ID ID Attribute

address book - Name DIRPARTYTABLE LASTNAME MARITAL STATUS Last name Marital status Middle name

DIRPARTYTABLE MIDDLENAME VACATIONWITHSALARY

Paid vacation Period code Personal days Seniority date Site Start date Status Type Wage type Account type

PROJPERIODID CAREWITHSALARY

SENIORITYDATE

INVENTSITE NAME FROMDATETIME STATUS EMPLOYEETYPE SALARYTYPE Employee EMPLTABLE - Closed by employee ACCOUNTTYPE

DAYSOFFWITHSALARY

Additional paid vacation days Birthdate Employee Employee Site

BIRTHDATE EMPLTABLE INVENTSITE

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Dimensio n Dimension ID ID Attribute

TODATETIME DIRPARTYTABLE FIRSTNAME EMPLGENDER DIRPARTYTABLE

End date First name Gender Global address book Global address book - Name Last name Marital status Middle name

NAME

DIRPARTYTABLE LASTNAME MARITAL STATUS

DIRPARTYTABLE MIDDLENAME VACATIONWITHSALARY

Paid vacation Period code Personal days Seniority date Site Start date Status Type Wage type Account type

PROJPERIODID CAREWITHSALARY

SENIORITYDATE

INVENTSITE NAME FROMDATETIME STATUS EMPLOYEETYPE SALARYTYPE Employee EMPLTABLE - Closed by manager ACCOUNTTYPE

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Dimensio n Dimension ID ID Attribute

paid vacation days BIRTHDATE EMPLTABLE INVENTSITE Birthdate Employee Employee Site End date First name Gender Global address book Global address book - Name Last name Marital status Middle name

TODATETIME DIRPARTYTABLE FIRSTNAME EMPLGENDER DIRPARTYTABLE

NAME

DIRPARTYTABLE LASTNAME MARITAL STATUS

DIRPARTYTABLE MIDDLENAME VACATIONWITHSALARY

Paid vacation Period code Personal days Seniority date Site Start date Status
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PROJPERIODID CAREWITHSALARY

SENIORITYDATE

INVENTSITE NAME FROMDATETIME STATUS Microsoft Dynamics AX 2009 Business Intelligence Cube Reference Guide

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Dimensio n Dimension ID ID Attribute

EMPLOYEETYPE SALARYTYPE Employee EMPLTABLE - Contact person ACCOUNTTYPE

Type Wage type Account type

DAYSOFFWITHSALARY

Additional paid vacation days Birthdate Employee Employee Site End date First name Gender Global address book Global address book - Name Last name Marital status Middle name

BIRTHDATE EMPLTABLE INVENTSITE

TODATETIME DIRPARTYTABLE FIRSTNAME EMPLGENDER DIRPARTYTABLE

NAME

DIRPARTYTABLE LASTNAME MARITAL STATUS

DIRPARTYTABLE MIDDLENAME VACATIONWITHSALARY

Paid vacation Period code Personal days


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Dimensio n Dimension ID ID Attribute

SENIORITYDATE

Seniority date Site Start date Status Type Wage type Account type

INVENTSITE NAME FROMDATETIME STATUS EMPLOYEETYPE SALARYTYPE Employee EMPLTABLE Responsi ble ACCOUNTTYPE

DAYSOFFWITHSALARY

Additional paid vacation days Birthdate Employee Employee Site End date First name Gender Global address book Global address book - Name Last name Marital status
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BIRTHDATE EMPLTABLE INVENTSITE

TODATETIME DIRPARTYTABLE FIRSTNAME EMPLGENDER DIRPARTYTABLE

NAME

DIRPARTYTABLE LASTNAME MARITAL STATUS

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Dimensio n Dimension ID ID Attribute

DIRPARTYTABLE MIDDLENAME VACATIONWITHSALARY

Middle name

Paid vacation Period code Personal days Seniority date Site Start date Status Type Wage type

PROJPERIODID CAREWITHSALARY

SENIORITYDATE

INVENTSITE NAME FROMDATETIME STATUS EMPLOYEETYPE SALARYTYPE Employee * End date Time_ENDDATE Days FiscalDate FiscalHalfYears

Days FiscalDate FiscalHalfYe ars FiscalMonth s FiscalQuarte rs FiscalTrimes ters FiscalWeeks FiscalYears HalfYears Months
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FiscalMonths

FiscalQuarters

FiscalTrimesters

FiscalWeeks FiscalYears HalfYears Months Microsoft Dynamics AX 2009 Business Intelligence Cube Reference Guide

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Dimensio n Dimension ID ID Attribute

Quarters TenDays Trimesters Weeks Years Expiry date Time_TODATETIME Days

Quarters TenDays Trimesters Weeks Years Days

FiscalDate FiscalHalfYears

FiscalDate FiscalHalfYe ars FiscalMonth s FiscalQuarte rs FiscalTrimes ters FiscalWeeks FiscalYears HalfYears Months Quarters TenDays Trimesters Weeks Years Goal name Goal status Goal type

FiscalMonths

FiscalQuarters

FiscalTrimesters

FiscalWeeks FiscalYears HalfYears Months Quarters TenDays Trimesters Weeks Years Goals HRMGOAL DESCRIPTION STATUS GOALTYPEID

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Dimensio n Dimension ID ID Attribute

HRMGOAL Job HRPPARTYJOBTABLERELATIO NSHIP HRPPARTYJOBTABLERELATIO NSHIP DESCRIPTION JOBTYPE Media HRMMEDIA HRMMEDIA DESCRIPTION

Goals Jobs

Jobs - Name Type Media Media Name Global address book Global address book - Name Organization Organization Units Organization Units - Name Type Active date

Organizat ion

DIRPARTYINTERNALORGANIZ ATI2216

DIRPARTYTABLE

NAME

ORGANIZATIONUNITID DIRPARTYINTERNALORGANIZ ATI2216 DESCRIPTION

UNITTYPE Position HRPPARTYPOSITIONTABLERE LAT2226 FROMDATETIME

DESCRIPTION TODATETIME HRMVIRTUALNETWORKTABLE

Description Expiry date People in the network Position Positions

POSITIONID HRPPARTYPOSITIONTABLERE LAT2226 REFERENCETYPE Microsoft Dynamics AX 2009 Business Intelligence Cube Reference Guide

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Dimensio n Dimension ID ID Attribute

type Purpose* Recruitm ent project HRMRECRUITINGTABLE DESCRIPTION Description

ENDDATE RESPONSIBLE

End date Person in charge Recruitment projects Start date Status People in the network Reference type Skills Type Description

HRMRECRUITINGTABLE

STARTDATE STATUS Skills HRMVIRTUALNETWORKTABLE HRMVIRTUALNETWORKTABLE

REFERENCETYPE

HRMVIRTUALNETWORKSKILL LEVELTYPE Strategic plans KMGAMEPLAN DESCRIPTION

ENDDATE STARTDATE STATUS KMGAMEPLANTYPE

End date Start date Status Strategic plan types Strategic plan types Description Strategic plans
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KMGAMEPLANTYPE DESCRIPTION

KMGAMEPLAN

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Dimensio n Dimension ID ID Attribute

KMGAMEPLANTYPEID Time*

Type

Hierarchies for organizing attributes


Some attributes can be organized in hierarchies. You can use the following hierarchies to organize dimension attributes.
Dimension Hierarchies Attributes in hierarchical order

Organization

Global address book

Global address book Organizational Units

Employee

Global address book

Global address book Employee

Site Employee

Employee Site Employee

Position

People in the network Positions

People in network

Positions Application People in the network Applications People in network

Applications Course Participants People in the network Course Participants People in network

Participants Course People in the network Course People in network

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Dimension Hierarchies Attributes in hierarchical order

Actions

Contact persons Actions

Contact persons Actions

Action types Actions

Action types Actions

Strategic plans

Strategic plan types

Strategic plan types Strategic plans

Absence

Absence groups Absence codes

Absence groups

Absence codes Time Years Quarters Months Weeks Days Years

Quarters Months Weeks Days Active Date Years Quarters Months Weeks Days Years

Quarters Months Weeks Days Expiry Date Years Quarters Months Weeks Days Years

Quarters Months Weeks Days Employee Closed by Global address book Global address book
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Dimension Hierarchies Attributes in hierarchical order

employee

Employee Employee Site Employee Employee Site Employee

Employee Closed by manager

Global address book Employee

Global address book

Employee Site Employee Employee Site Employee Employee Contact person Global address book Employee Global address book Employee Employee Site Employee Employee Site Employee Employee Alternate contact person Global address book Employee Global address book

Employee Site Employee Employee Site Employee End Date Years Quarters Months Weeks Days Years

Quarters Months Weeks Days Employee Responsible Global address book Employee Global address book

Employee

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Dimension Hierarchies Attributes in hierarchical order

Site Employee

Employee Site Employee

Dimensions by measure group


The measure groups in the Human resources cube can be sliced by the following dimensions and fields.
Dimension Employee Master compan y exchang e rate Position Goals Exchang e rate Application Course

Department

Departme nt Cost center Purpose Employee

Departmen t Cost center

Departme nt Cost center Purpose Employe e Employee

Cost center

Purpose Employee

Purpose

Organization units (Organizatio n) Jobs (Job) Positions (Position) Goals Currency Currenc y Company accounts

Organizatio n

Positions

Goals Currenc y Compan Compan Company y y accounts accounts account s Company accounts

Company

Compan Company y accounts account s

Applicants Microsoft Dynamics AX 2009 Business Intelligence Cube Reference Guide


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Dimension Employee Master compan y exchang e rate Position Goals Exchang e rate Application Course

Applications (Application) Course participants Courses (Course) Media Recruitment projects (Recruitment project) Skills Actions Strategic plans Absence codes (Absence) Appraisal interviews (Appraisal interview) Time Time (Active date) Time (Expiry date) Employee (Employee Closed by employee) Employee Days Days Days Days Days

Application s

Courses

Media Recruitme nt projects

Days

Days

Employe e

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Dimension Employee Master compan y exchang e rate Position Goals Exchang e rate Application Course

Employee (Employee Closed by manager) Employee (Employee Contact person) Employee (Employee Alternative contact) Time (End date) Employee (Employee Responsible )

Employee

Employe e

Employee

Employee

Employee

Dimensions by measure group, continued


The measure groups in the Human resources cube can be sliced by the following dimensions and fields.
Dimension Recruitme nt project Actions Strategic plans Appraisa l interview Course participant s Skills Absence

Department

Departme nt Cost center Purpose

Departmen t Cost center

Cost center

Purpose

Purpose

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Dimension Recruitme nt project Actions Strategic plans Appraisa l interview Course participant s Skills Absence

Employee

Employee

Employee

Employee

Employe e

Employe e

Organization units (Organizatio n) Jobs (Job) Positions (Position) Goals Currency Company Company accounts Company accounts

Organizatio n

Goals

Company accounts

Compan Company y accounts accounts

Compan Compan y y accounts account s

Applicants Applications (Application) Course participants Course participant s Courses

Courses (Course) Media Recruitment Recruitme projects nt projects (Recruitment project) Skills Actions Strategic plans Actions Strategic plans Strategic plans

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Dimension Recruitme nt project Actions Strategic plans Appraisa l interview Course participant s Skills Absence

Absence codes (Absence) Appraisal interviews (Appraisal interview) Time Time (Active date) Time (Expiry date) Employee (Employee Closed by employee) Employee (Employee Closed by manager) Employee (Employee Contact person) Employee (Employee Alternative contact) Time (End date) Employee (Employee Responsible ) Employee Days Days Days Appraisa l interview s Days

Absenc e codes

Employee

Days

Employe e

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Measures
The Human resource management cube includes the following measure groups and measures.

Measure group: Master company exchange rate


This measure group is based on the BIMasterCompanyExchangeRates table.
Measure Measure field name Aggregation Description

Count

Not applicable

Count

Number of exchange rate records. Maximum exchange rate in the company that is specified as the master exchange rate company, as of the end of the specified day.

Master end of day rate

BIMasterCompanyExchangeRates.EndOfDayRate Max

Measure group: Exchange rate


This measure group is based on the BIExchangeRates table.
Measure Measure field name Aggregation Description

Exchange rate Count

Not applicable

Count

Number of exchange rate records. Maximum exchange rate as of the end of the specified day.

End of day rate

BIExchangeRates.EndOfDayRate

Max

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Measure group: Employee


This measure group is based on the EmplTable table.
Measure Measure field name Aggregation Description

Count

Not applicable

Count

Number of employees. Identification of an employee.

Employee

EmplTable.EmplId

Count

Measure group: Position


This measure group is based on the HRPPartyPositionTableRelat2226 table.
Measure Measure field name Aggregation Description

Position Count Expiry date Active date

Not applicable

Count

Number of positions.

HRPPartyPositionTableRelat2226.ValidToDate

Max

HRPPartyPositionTableRelat2226.ValidFromDate Min

Measure group: Goals


This measure group is based on the HRMGoal table.
Measure Measure field name Aggregation Description

Goals

HRMGoal.GoalId

Count

Number of goals.

Measure group: Application


This measure group is based on the HRMCourseTable table.
Measure Measure field name Aggregation Description

Course Count Course

Not applicable HRMCourseTable.HRMCourseId

Count Count

Number of courses. Identification of the course.

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Measure group: Application


This measure group is based on the HRMApplication table.
Measure Measure field name Aggregation Description

Application Count Application Start date Application

Not applicable

Count

Number of applications. Start time of the employment. Identification of the application. Number of trained employees.

HRMApplication.StartDateTime

Min

HRMApplication.HRMApplicationId

Count

Number of trained employees

HRMApplication.VirtualNetworkId

Count

Measure group: Recruitment project


This measure group is based on the HRMRecruitingTable table.
Measure Measure field name Aggregatio n Description

Recruitment project Count

Not applicable

Count

Number of recruitment projects. The date on which the requisition was approved. Identificatio n of the recruitment project.

RequisitionApprovalD ate

HRMRecruitingTable.HRMRequisitionApprova lDate

Min

Recruitment project

HRMRecruitingTable.HRMRecruitingId

Count

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Measure group: Actions


This measure group is based on the KMAction table.
Measure Measure field name Aggregation Description

Recruitment project Count Actions

Not applicable

Count

Number of actions.

KMAction.KMActionId

Count

Identification of actions.

Measure group: Strategic plans


This measure group is based on the KMGamePlan table.
Measure Measure field name Aggregation Description

Strategic plans Count Plan

Not applicable

Count

Number of strategic plans. Identification of the strategic plan.

KMGamePlan.KMGamePlanId

Count

Measure group: Appraisal interview


This measure group is based on the HRMInterviewTable table.
Measure Measure field name Aggregation Description

Appraisal interview Count

Not applicable

Count

Number of appraisal interviews. Identification of the appraisal interview.

Appraisal interview

HRMInterviewTable.HRMInterviewId

Count

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Measure group: Course participants


This measure group is based on the HRMCourseAttendee table.
Measure Measure field name Aggregation Description

Course participants Count Person

Not applicable

Count

Number of course participants. Identification of the person. Number of registered attendees.

HRMCourseAttendee.HRMVirtualNetworkId

Count

Attendees

HRMCourseAttendee.RecId

Count

Measure group: Skills


This measure group is based on the HRMVirtualNetworkSkill table.
Measure Measure field name Aggregation Description

Skills Count

Not applicable

Count

Number of skills. Number of employees with a skill.

Number of employees with a skill

HRMVirtualNetworkSkill.HRMVirtualNetworkID Count

Measure group: Absence


This measure group is based on the HRMAbsenceTrans table.
Measure Measure field name Aggregation Description

Absence Count

Not applicable

Count

Number of absences. Identification of the absence code.

Absence code HRMAbsenceTrans.HRMAbsenceCodeId

Count

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Human resource management cube security by role


The following tables list the dimensions, measures, calculated measures, and key performance indicators (KPIs) that are associated with the Human resource management cube, and the roles that provide security access to them. Yes indicates that security access is provided by default.

Dimensions
Dimensions HR Manager/Generalist Staffing Recruitment Manager Development/Training Specialist

Employee Organization Job Appraisal interview Goals Absence Course Course attendees Strategic plans Actions Recruitment project Applicants Application Media Skills

Yes Yes Yes Yes No Yes No No Yes Yes No No No No Yes

No No No No No No No No No No Yes Yes Yes Yes No

No No No No Yes No Yes Yes No No No No No No No

Measures
Measures HR Manager/Generalist Staffing Recruitment Manager Development/Training Specialist

Employees

Yes

No

No
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Measures HR Manager/Generalist Staffing Recruitment Manager Development/Training Specialist

Appraisal interviews Goals Absences Courses Attendees Strategic plans Actions Recruitment projects Applications Position start date Position end date Requisition approval date Employee start date Number of employees with a skill Number of trained employees Employees Appraisal interviews Goals

Yes

No

No

No Yes No No Yes Yes No

No No No No No No Yes

Yes No Yes Yes No No No

No Yes Yes No

Yes No No Yes

No No No No

Yes

No

No

Yes

No

No

No

No

Yes

Yes Yes

No No

No No

No

No

Yes

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Calculated measures
Calculated measures HR Manager/Generalist Staffing Recruitment Manager Development/Training Specialist

Age Total hires Total exits Days to fill Number of employees

Yes Yes Yes No Yes

No No No Yes No

No No No No No

Key performance indicators


Key performance indicators HR Manager/Generalist Staffing Recruitment Manager Development/Training Specialist

Percentage of goals completed Percentage of employees with goals Percentage of employees trained Percentage of action completed Percentage of strategic plan completed Female gender ratio Male gender ratio Employee age < 20 ratio

No

No

Yes

No

No

Yes

No

No

Yes

Yes

No

No

Yes

No

No

Yes

No

No

Yes Yes

No No

No No

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Key performance indicators HR Manager/Generalist Staffing Recruitment Manager Development/Training Specialist

Employee age 20 to 29 ratio Employee age 30 to 39 ratio Employee age 40 to 49 ratio Employee >= 50 age ratio Percentage of employees with skill profile Open recruitment projects per recruiter Applications per closed recruitment project Percentage of applications with media Percentage of applicants interviewed Percentage of applicants hired Average days to fill jobs

Yes

No

No

Yes

No

No

Yes

No

No

Yes

No

No

Yes

No

No

No

Yes

No

No

Yes

No

No

Yes

No

No

Yes

No

No

Yes

No

No

Yes

No

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