AX BI Intelligence Cube Reference Guide
AX BI Intelligence Cube Reference Guide
AX BI Intelligence Cube Reference Guide
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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
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
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.
Microsoft Dynamics AX
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 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 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
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
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
Company Description Header Interval Lines for setup of statistics Statistics Unit Days
FiscalDate FiscalHalfYears
FiscalDate FiscalHalfYear s FiscalMonths FiscalQuarters FiscalTrimester s FiscalWeeks FiscalYears HalfYears Months Quarters
10
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
COMPANYINFO
ADDRESSCOUNTRYREGION
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
CURRENCYCODE ISPIVOT
SECONDARYCURRENCYCODE
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
SMMBUSRELCHAINGROUP
Country region Currency Country Created Date Time Credit limit Currency Customer group Customer groups Name
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COUNTRY CREATEDDATETIME
CUSTGROUP NAME
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
DIRPARTYTABLE NAME
INVOICEACCOUNT
Segment
Microsoft Dynamics AX
Dimension Dimension ID ID Attribute
CUSTTABLE
DESCRIPTION
Chain
CITY COMMISSIONSALESGROUP
SMMBUSRELCHAINGROUP
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
CUSTGROUP NAME
NAME
CUSTTABLE ADDRESSCOUNTRYREGION
DESTINATIONCODE
LINEOFBUSINESS
Microsoft Dynamics AX
Dimension Dimension ID ID Attribute
Destination code Global address book Global address book - Name Invoice account Line of business Payment Term ID Sales group
DIRPARTYTABLE NAME
INVOICEACCOUNT
Segment
Date
Days
FiscalDate FiscalHalfYears
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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FiscalWeeks FiscalYears HalfYears Months Quarters TenDays Trimesters Weeks Years Employee EMPLTABLE ACCOUNTTYPE
Microsoft Dynamics AX
Dimension Dimension ID ID Attribute
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
DAYSOFFWITHSALARY
Additional paid vacation days Birthdate Employee Employee Site End date First name Gender Global address book
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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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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 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
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
Currency Inventory module parameters Unit Item group Item groups Item name Item type Items Items Country region Price Company accounts ID
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
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Microsoft Dynamics AX
Dimension Dimension ID ID Attribute
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
LEDGERPERIODDATE LEDGERPERIODTIMEDIMENSI ON LEDGERPERIOD LEDGERPERIODYEAR Master Company Reporting Currency Reporting currency 1 BICURRENCYDIMENSION
CURRENCYNAME ISOCURRENCYCODE
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
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
FiscalWeeks FiscalYears HalfYears Months Quarters TenDays Trimesters Weeks Years Warehouse INVENTLOCATION INVENTSITE NAME NAME INVENTLOCATIONTYPE
INVENTLOCATION INVENTSITE
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Microsoft Dynamics AX
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
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
Yes Yes
No Yes No Yes No
No No
No No
No No No Yes
No No No No
No No No Yes
No No No No
Yes
Yes
Yes
No
No
Yes
Yes
Yes
No
No
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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
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
No Yes Yes No No
No Yes Yes No No
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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
No Yes No
No Yes No
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Microsoft Dynamics AX
For information about the default ledger account categories and the KPIs and calculated measures that use them, see Applications and Business Processes Help.
Microsoft Dynamics AX The General ledger cube uses data from the following Ledger tables.
Table Description Configuration key
Company master Budget models Account groupings Ledger budgets Ledger account descriptions Ledger transactions
LedgerTrans
LedgerPeriodTimeDim
Fiscal periods
The General ledger cube uses data from the following Bank tables.
Table Description Configuration key
Bank account descriptions Bank account transactions Bank payment transactions Company master Ledger periods and date tokens
BankAccountTrans (table)
Contains posted transaction information from bank accounts. Contains references to checks and the
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BankChequePaymentTrans (table)
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.
BIMasterCompanyExchangeRates (table)
Ledger Budget
LedgerBudget (table)
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.
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LedgerBudget.Active LedgerBudget.Amount
LedgerBudget.Dimension
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.
Aging Periods* Bank account BANKACCOUNTTABLE descriptions BANKACCOUNTTABLE Bank accounts Bank name Currency Bank transactions Reconciled Blocked
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
ACCOUNTTYPE
Microsoft Dynamics AX
Dimension Dimension ID Attribute
Ledger budgets
LEDGERBUDGET_DIM
ACTIVE
LEDGERBUDGET_DIM
Ledger budget
Ledger period document date* Ledger period time dimension* Ledger transactions
LEDGERTRANS_DIM
LEDGERTRANS_DIM
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Microsoft Dynamics AX
Department Cost center Purpose Currency Company Currency Company accounts Currency Company 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 budget
32
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
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
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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
Aging Periods
Hierarchy
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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Microsoft Dynamics AX
Dimension Hierarchies Attributes in hierarchical order
Time
Year
Measures
The General ledger cube includes the following measure groups and measures.
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.
BIMasterCompanyExchangeRates.EndOfDayRate Max
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Microsoft Dynamics AX
Not applicable
Count
Number of exchange rate records. Maximum exchange rate as of the end of the specified day.
BIExchangeRates.EndOfDayRate
Max
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
LedgerBalancesDimTrans.CreditMst
Sum
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Microsoft Dynamics AX
Not applicable
Count
Number of ledger balance records. Total budget amount, in company currency. Total budget amount, in transaction currency.
LedgerBudget.AmountMst
Sum
LedgerBudget.Amount
Sum
Not applicable
Count
LedgerTrans.AmountMstSecond
Sum
Total ledger transaction amount, in reporting currency. Total ledger transaction amount, in company currency. Total ledger transaction amount, in transaction currency.
LedgerTrans.AmountMst
Sum
LedgerTrans.AmountCur
Sum
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Microsoft Dynamics AX
Not applicable
Count
Number of bank payment transactions. Total bank payment transaction amount, in transaction currency.
Not applicable
Count
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.
BankAccountTrans.AmountMst
Sum
BankAccountTrans.AmountCur
Sum
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Microsoft Dynamics AX
Not applicable
Count
Number of open customer transactions. Total open customer transaction amount, in transaction currency. Total open customer transaction amount, in company currency.
CustTransOpen.AmountCur
Sum
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
Gross profit
No accumulation
Sales
No accumulation
Microsoft Dynamics AX
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 Budget
Total Payables
Year-to-date accumulation
Total Receivables
Year-to-date accumulation
Total Sales
No accumulation
Microsoft Dynamics AX
Measure Formula Aggregation Description
calculated measure.
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 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
Yes Yes
Yes Yes
Yes Yes
Yes Yes
No No
No No
No No
coordinator
42
coordinator
Accountant
Accounting
Controller
manager
manager
CFO
Microsoft Dynamics AX
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
coordinator
43
Accountant
Accounting
Controller
Measures
manager
manager
CFO
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
Yes
Yes
Yes
Yes
No
No
No
Accounts payable
Bookkeeper
coordinator
No No No
No No No
No No No
44
coordinator
Accountant
Accounting
Controller
manager
manager
KPIs
CFO
coordinator
Accountant
Accounting
Calculated
Controller
measures
manager
manager
CFO
Microsoft Dynamics AX
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 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
No No No
No No No
No No No
Yes
Yes
Yes
Yes
No
Yes
No
No
coordinator
45
Accountant
Accounting
Controller
manager
manager
KPIs
CFO
Microsoft Dynamics AX
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
No No No
No No No
No No No
coordinator
46
Accountant
Accounting
Controller
manager
manager
KPIs
CFO
Microsoft Dynamics AX
Addresses Company master Customer groups Customer master table Customer transactions Open customer transactions Directory ID Fiscal periods Aging master table Aging periods
Microsoft Dynamics AX
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.
CustTransOpen (table)
Exchange rate
BIExchangeRates (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
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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Microsoft Dynamics AX
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.
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Microsoft Dynamics AX
Dimension Dimension ID ID Attribute
Company information* Customers CUSTTABLE DESCRIPTION CITY COMMISSIONSALESGROUP Chain City Commission sales group Company chains Country/region
SMMBUSRELCHAINGROUP
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
CUSTGROUP NAME
DESTINATIONCODE
LINEOFBUSINESS
INVENTSITE DESTINATIONCODE Microsoft Dynamics AX 2009 Business Intelligence Cube Reference Guide
Microsoft Dynamics AX
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
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*
Microsoft Dynamics AX
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
Microsoft Dynamics AX
Dimension Master company exchange rate Exchange rate Open customer transactions Customer transactions Cust Trans Total Sales
Currency Company
Currency Company accounts Ledger period time dimension Company accounts Ledger period time dimension
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
Customers
Days
Days Days
Days
Days
53
Microsoft Dynamics AX
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
Aging Periods
By Period
Hierarchy
Closed Date
YearsQuartersMonthsWeeksDays
Company Information
Microsoft Dynamics AX
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
55
Microsoft Dynamics AX
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
56
Microsoft Dynamics AX
Measures
The Accounts Receivable cube includes the following measure groups and measures.
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.
BIMasterCompanyExchangeRates.EndOfDayRate Max
Not applicable
Count
Number of exchange rate records. Maximum exchange rate as of the end of the specified day.
BIExchangeRates.EndOfDayRate
Max
57
Microsoft Dynamics AX
Not applicable
Count
Number of open customer transactions. Total open customer transaction amount, in transaction currency. Total open customer transaction amount, in company currency.
CustTransOpen.AmountCur
Sum
Sum
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,
58
CustTrans.AmountCur
Sum
Settled currency
CustTrans.SettleAmountCur
Sum
Master amount -
CustTrans.AmountMst
Sum
Microsoft Dynamics AX
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
Total Sales
CustTransTotalSales.AmountMst
Sum
Calculated measures
The Accounts receivable cube contains no calculated measures.
59
Microsoft Dynamics AX
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
No No No
No No No
Measures
Accounts receivable Credit & collections
Accounts payable
Bookkeeper
coordinator
Yes
Yes
Yes
Yes
Yes
No
Yes
Yes
Yes
Yes
Yes
Yes
No
Yes
Yes
Yes
Yes
Yes
Yes
Yes
No
Yes
60
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
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
coordinator
61
Accountant
Accounting
Calculated
Controller
measures
manager
manager
CFO
coordinator
Accountant
Accounting
Controller
Measures
manager
manager
CFO
Microsoft Dynamics AX
Microsoft Dynamics AX
Table Description Configuration key
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.
VendTransOpen (table)
CustTransOpen (table)
Exchange rate
BIExchangeRates (table)
BIMasterCompanyExchangeRates (table)
63
Microsoft Dynamics AX
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
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.
64
VendTransTotalPurchases.CurrencyCode VendTransTotalPurchases.DueDate VendTransTotalPurchases.LastSettleDate VendTransTotalPurchases.Closed VendTransTotalPurchases.TransType VendTransTotalPurchases.Approved VendTransTotalPurchases.Dimension VendTransTotalPurchases.Dimension2 VendTransTotalPurchases.Dimension3 VendTransTotalPurchases.DocumentDate
Microsoft Dynamics AX
Additional fields Description
VendTransTotalPurchases.RecVersion VendTransTotalPurchases.RecID
Aging Periods* Approved date VendTrans, Time (roleplaying dimension) Days Days
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)
65
Microsoft Dynamics AX
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 FiscalTrimester s FiscalWeeks FiscalYears HalfYears Months Quarters TenDays Trimesters Weeks Years
66
Microsoft Dynamics AX
Dimension Dimension ID ID Attribute
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)
NAME Purpose* Time* Microsoft Dynamics AX 2009 Business Intelligence Cube Reference Guide
67
Microsoft Dynamics AX
Dimension Dimension ID ID Attribute
Vendor Master
VENDTABLE
BLOCKED
Blocked Status
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
DIRPARTYTABLE NAME
SMMBUSRELSEGMENTGROUP DESCRIPTION SMMBUSRELSEGMENTGROUP INVENTSITE NAME STATE PAYMTERMID Microsoft Dynamics AX 2009 Business Intelligence Cube Reference Guide
Microsoft Dynamics AX
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
TRANSTYPE
VENDTRANS_DIM
Microsoft Dynamics AX
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
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
Days
Days
Days
Days
70
Microsoft Dynamics AX
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
71
Microsoft Dynamics AX
Aging Periods
By Period
Hierarchy
Approved date
YearsQuartersMonthsWeeksDays
Closed date
YearsQuartersMonthsWeeksDays
Company information
Date
YearsQuartersMonthsWeeksDays
Year Quarter
72
Microsoft Dynamics AX
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
73
Microsoft Dynamics AX
Dimension Hierarchies Attributes in hierarchical order
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
74
Microsoft Dynamics AX
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.
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.
BIMasterCompanyExchangeRates.EndOfDayRate Max
Exchange rate
Not applicable
Count
Number of
75
Microsoft Dynamics AX
Measure Measure field name Aggregation Description
Count
exchange rate records. BIExchangeRates.EndOfDayRate Max Maximum exchange rate as of the end of the specified day.
Not applicable
Count
Number of open customer transactions. Total open customer transaction amount, in transaction currency. Total open customer transaction amount, in company currency.
CustTransOpen.AmountCur
Sum
Sum
Not applicable
Count
VendTrans.AmountCur
Sum
Microsoft Dynamics AX
Measure Measure field name Aggregation Description
VendTrans.AmountMst
Sum
Not applicable
Count
Number of open vendor transactions. Total open vendor transaction amount, in transaction currency. Total open vendor transaction amount, in company currency.
VendTransOpen.AmountCur
Sum
VendTransOpen.AmountMst
Sum
VendTransTotalPurchases.AmountMst
Sum
Calculated measures
The Accounts payable cube contains no calculated measures.
77
Microsoft Dynamics AX
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
No No No No No No
No No No No No No
Measures
Accounts receivable Credit & collections
Accounts payable
Bookkeeper
coordinator
Yes
Yes
Yes
Yes
Yes
No
Yes
No
Yes
Yes
Yes
Yes
Yes
No
Yes
No
78
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
coordinator
79
Accountant
Accounting
Calculated
Controller
measures
manager
manager
CFO
coordinator
Accountant
Accounting
Controller
Measures
manager
manager
CFO
Microsoft Dynamics AX
80
Microsoft Dynamics AX
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
81
Microsoft Dynamics AX
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
Expense header
TrvExpTable (table)
Expense report header information. Expense report transaction information. Expense policy violations information.
Expense lines
TrvExpTrans (table)
TrvPolicyViolationsLog (table)
Named queries
The Expense management cube does not contain named queries.
82
Microsoft Dynamics AX
Expense header
TrvExpTable
Approved status Posting status Posting type Approved status Cost owner Expense type Posting status Account type
Expense lines
TrvExpTrans
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 AutomaticPayment
CostOwner PayedByTxt
Microsoft Dynamics AX
Dimension Dimension ID ID Attribute
Post method Destination Description Name Purpose Payment Method Payment Method Description
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)
Company accounts
Company accounts
Expense category
84
Microsoft Dynamics AX
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
Measures
The Expense management cube includes the following measure groups and measures.
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.
BIMasterCompanyExchangeRates.EndOfDayRate Max
85
Microsoft Dynamics AX
Not applicable
Count
The number of exchange rate records. The maximum exchange rate as of the end of the specified day.
BIExchangeRates.EndOfDayRate
Max
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
TrvPolicyViolationsLog.RecId
Count
86
Microsoft Dynamics AX
Not applicable
Count
The number of expense header records. The number of expense header records.
TrvExpTable.ExpNumber
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
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
87
Microsoft Dynamics AX
Measure Formula Aggregation Description
paid by company
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.
88
Expense report amount paid by employee (SUM) / Posted expense reports (COUNT)
Average cost
Billed amount / Expense transactions (COUNT) TrvExpTable table, PostStatus field = Transferred (COUNT)
Microsoft Dynamics AX
Measure Formula Aggregation Description
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
The percentage change in the expense report total between two specified periods of time.
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
89
BilledAmount.ExpenseType = Mileage
Microsoft Dynamics AX
Measure Formula Aggregation Description
employee (SUM)
report amounts paid by an employee. Sum The sum of expense report amounts paid by the company.
Drill-through attributes
The Expense management cube does not contain actions with drill-through attributes.
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
90
Microsoft Dynamics AX
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
Yes Yes
Yes Yes
Yes Yes
Yes Yes
Yes Yes
Yes Yes
Yes
Yes
Yes
Yes
Yes
Yes
91
Microsoft Dynamics AX
Measures CFO Accounting manager Controller Accounts payable coordinator Project manager Non-project manager
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
Yes
Yes
Yes
Yes
Yes
Yes
Yes
Yes
Yes
Yes
Yes
92
Microsoft Dynamics AX
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
93
Microsoft Dynamics AX
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
94
Microsoft Dynamics AX
95
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
96
Microsoft Dynamics AX
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
97
Microsoft Dynamics AX
Table Description Configuration key
Hours Expense Items Fee On-account Quotation lines Hour forecast Project type utilization settings
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.
98
Budget updates
ProjTransBudget (table)
CostCotrolTransCommittedCost (table)
Microsoft Dynamics AX
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
99
On-account transaction
ProjOnAccTrans (table)
Fee transaction
ProjForecastEmpl (table)
ProjForecastCost (table)
ProjForecastSales (table)
Expense forecast
ProjForecastCost (table)
Fee forecast
ProjForecastRevenue (table)
Sales forecast
ForecastSales (table)
ProjPeriodEmpl (table)
Projects
ProjTable (table)
Quotation lines
SalesQuotationTable (table)
Service orders
SMAServiceOrderTable (table)
Microsoft Dynamics AX
Measure group Fact table (table/named query) Description
service orders.
Named queries
The Project accounting cube does not contain named queries.
Project
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
Microsoft Dynamics AX
Dimens ion Dimension ID ID Attribute
Type
Project type
Transaction type
Ledger date
PROJTRANSPOSTING BASEENUM_LedgerPostingType
Account Posting type Voucher PaymentDa te PaymentSt atus Transaction Origin LedgerOrigi n ProjTransD ate
PROJTRANSPOSTING PROJTRANSPOSTING
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
Invoice customer
PROJINVOICETABLE.INVOICEACCOUNT
Invoice
Customer account
101
Microsoft Dynamics AX
Dimens ion Dimension ID ID Attribute
account PROJINVOICETABLE.PROJINVOICEPROJID ProjInvoice ProjID Project invoice table Project invoice country CurrencyId PostingTyp e Sales currency Posting type
Billable type Efficiency type Project type utilization settings Transaction type
BASEENUM_ProjTransType
102
Microsoft Dynamics AX
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
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
Department
Department
Department
Department
Department
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Microsoft Dynamics AX
Dimension Ledger updates Budget updates Committed cost updates Project periods Employee Projects
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 period lines Projects Customers Item transaction Budget updates Budget updates Projects Projects Projects
Projects Customers
104
Microsoft Dynamics AX
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
Days
105
Microsoft Dynamics AX
Project
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
106
Microsoft Dynamics AX
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
122
ProjPayrollAllocation
Payroll allocation
123
ProjWIPCostvalue
124
ProjOffsetAccountItem
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
128
ProjSalesValue
129
ProjSalesValueOffset
Balance sheet
130
ProjAccruedTurnoverProd
131
ProjWIPProduction
Balance sheet
132
ProjAccruedTurnoverProfit
Balance sheet
107
Microsoft Dynamics AX
Reference ID Ledger posting type Description Typical account type
133
ProjWIPProfit
Balance sheet
134
ProjNeverLedger
135
ProjAccruedCost
Project - Accrued loss Project - WIP Accrued loss Project - Accrued revenue - On account Project - WIP invoiced - On account No ledger
136
ProjWIPCost
Balance sheet
137
ProjAccruedRevenueOnAccount
138
ProjWIPInvoiceOnAccount
Balance sheet
139
ProjNoLedger
207
ProjAccruedRevenueSubscription
208
ProjWIPSubscription
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
108
Microsoft Dynamics AX
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
Calculated measure
121, 123
Calculated measure
121, 123
Microsoft Dynamics AX
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
110
Calculated measure
Calculated measure
WIP cost deviation WIP sales deviation Actual gross WIP cost
Microsoft Dynamics AX
Measure or KPI Type Ledger posting type reference ID
Calculated measure
123, 135, 129, 131, 133, 136, 208 123, 125, 129, 131, 133, 136, 208 138
Calculated measure
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
Calculated measure
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
121, 123
Calculated measure
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
111
Remaining budget deviation Cash inflow deviation Cash outflow deviation Actual net cash flow
Microsoft Dynamics AX
Measure or KPI Type Ledger posting type reference ID
Calculated measure
121, 123, 126, 127, 134, 138, 139 121, 123, 126, 127, 134, 138, 139
Calculated measure
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
112
Microsoft Dynamics AX
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.
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
No No No No No No No No
113
Microsoft Dynamics AX
Dimensions Project manager Project team member
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
114
Microsoft Dynamics AX
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
Yes Yes
No No
115
Microsoft Dynamics AX
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
116
Microsoft Dynamics AX
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
117
Microsoft Dynamics AX
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
118
Microsoft Dynamics AX
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
Actual vs. Budget revenue Actual vs. Budget gross margin Actual vs. Budget net WIP Actual vs. Budget hours Actual vs. Budget cash inflow
No No No No No
119
Microsoft Dynamics AX
Key performance indicators Project manager Project team member
Actual vs. Budget cash outflow Actual vs. Budget net cash flow
Yes Yes
No No
120
Microsoft Dynamics AX
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.
Customer invoice Customer master Customer invoice transaction Customer packing slip transaction
CustPackingSlipTrans
LogisticsBasic
121
Microsoft Dynamics AX
Table Description Configuration key
CustPackingSlipJour
Customer packing slip header Inventory master Inventory transactions Inventory dimensions
LogisticsBasic
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
122
CustPackingSlipJour (table)
Microsoft Dynamics AX
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)
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.
123
Microsoft Dynamics AX
Additional fields Description
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.
CustPackingSlipJour.InvoiceAccount
Microsoft Dynamics AX
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
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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Microsoft Dynamics AX
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
126
ONETIMECUSTOMER
DELIVERYTYPE
Microsoft Dynamics AX
Dimension Dimension ID ID Attribute
PARTDELIVERY
Part delivery Customer - Packing slip lines Delivery type Part delivery
CUSTPACKINGSLIPTRANS_DI M
DELIVERYTYPE
PARTDELIVERY
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
COUNTY CREATEDDATETIME
CUSTGROUP NAME Microsoft Dynamics AX 2009 Business Intelligence Cube Reference Guide
Microsoft Dynamics AX
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
128
CUSTTABLE
ADDRESSCOUNTRYREGION
DESTINATIONCODE
LINEOFBUSINESS
INVENTSITE
DIRPARTYTABLE NAME
INVOICEACCOUNT
COMMISSIONSALESGROUP NAME SMMBUSRELSEGMENTGROUP Microsoft Dynamics AX 2009 Business Intelligence Cube Reference Guide
Microsoft Dynamics AX
Dimension Dimension ID ID Attribute
Department * Due* Employee* Item* Master Company Reporting Currency* Purpose* Reporting Currency* Size* Time* Units* Warehouse*
129
Microsoft Dynamics AX
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
PartDelivery DeliveryType
CustPackingSlipJour_
#
130
Microsoft Dynamics AX
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
Dimension
Dimension
Dimension
Dimen sion
MainContactId
Dimension3
Dimension3
ItemId+ InventDim_InventSizeI d
DueDate
InvoiceDat e
InvoiceDate
DeliveryDate
Units
SalesUnit
SalesUnit InventLocatio n
131
Microsoft Dynamics AX
Measures
The Sales cube includes the following measure groups and measures.
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.
BIMasterCompanyExchangeRates.EndOfDayRate Max
Not applicable
Count
Number of exchange rate records. Maximum exchange rate as of the end of the specified day.
BIExchangeRates.EndOfDayRate
Max
Microsoft Dynamics AX
Measure Measure field name Aggregation Description
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
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.
133
Cogs
CustInvoiceTransNQ.COGS
Sum
Commission amount
CommissAmountMST
Sum
Microsoft Dynamics AX
Measure Measure field name Aggregation Description
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
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.
TaxAmountMST
Sum
LineAmountTaxMST
Sum
134
Microsoft Dynamics AX
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
135
Microsoft Dynamics AX
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
136
Microsoft Dynamics AX
Measure Measure field name Aggregation Description
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.
QTY
Sum
Customers count
Not applicable
Count
Item Count
Not applicable
Count
Calculated measures
The Sales cube contains the following calculated measures.
Measure Formula Aggregation Description
CustPackingSlipTransNQ.DaysDelayedConfirmed AVG
Microsoft Dynamics AX
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.
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
138
Microsoft Dynamics AX
Measure Formula Aggregation Description
by the Customer - Packing Slip Lines - Delayed dimension and look at the delayed packing slips.
139
Microsoft Dynamics AX
Dimensions
Dimensions Purchasing manager Purchasing agent Order processor Operations manager
Yes
Yes
Yes
Yes
Measures
Measures Purchasing manager Purchasing agent Order processor Operations manager
Yes
Yes
Yes
Yes
Calculated measures
Calculated measures Purchasing manager Purchasing agent Order processor Operations manager
Yes
Yes
Yes
Yes
140
Microsoft Dynamics AX
Purchase cube
Use the Purchase cube to report on sales transactions. The Purchase cube corresponds to the PurchCube perspective in Microsoft Dynamics AX.
Vendor invoice Customer master Customer invoice transaction Customer packing slip transaction Customer packing slip header
VendPackingSlipTrans
LogisticsBasic
VendPackingSlipJour
LogisticsBasic
141
Microsoft Dynamics AX
Table Description Configuration key
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.
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
142
Microsoft Dynamics AX
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)
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
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
143
VendInvoiceTransNQ.ReturnQty
Microsoft Dynamics AX
Additional fields Description
VendInvoiceTrans.InventQty < 0 VendInvoiceTransNQ.PurchaseAmountMST VendInvoiceTrans.LineAmountMST where VendInvoiceTrans.InventQty >= 0 VendInvoiceTrans.LineAmountMST where VendInvoiceTrans.InventQty < 0
VendInvoiceTransNQ.ReturnAmountMST
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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Microsoft Dynamics AX
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
145
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 Employee* Item* Master Company Reporting Currency* Purpose* Reporting Currency* Size* Time* Unit* Vendor Invoice Account VENDTABLE BLOCKED
Blocked Status
Chain City Company chains Country region Country region Currency County Credit limit
146
COUNTY CREDITMAX Microsoft Dynamics AX 2009 Business Intelligence Cube Reference Guide
Microsoft Dynamics AX
Dimension Dimension ID ID Attribute
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
ONETIMEVENDOR
Segment table Site State Terms of payment Vendor Vendor group Vendor groups Name Vendors
VENDTABLE
147
Microsoft Dynamics AX
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
VENDPACKINGSLIPTRANSDE LAYED
DELAYED
VENDPACKINGSLIPTRANSDE LAYED
Vendor Packing slip lines Delayed Physical Type Vendor invoice journal Part delivery
Vendor Invoice
VENDINVOICEJOUR_DIM
PURCHASETYPE
VENDINVOICEJOUR_DIM
VENDINVOICETRANS_DIM
PARTDELIVERY
VENDINVOICETRANS_DIM
148
Microsoft Dynamics AX
Dimension Dimension ID ID Attribute
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_inventcolorid Inventdim_inventcolorid
Itemid Inventdim_inventsizeid
Itemid Inventdim_inventsizeid
Itemid Inventdim_configid
Itemid Inventdim_configid
Vendor Buyergro
Microsoft Dynamics AX
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
Duedate
Purchunit
Purchunit
Delayed
Measures
The Purchase cube includes the following measure groups and measures.
Count
Not applicable
Count
Microsoft Dynamics AX
Measure Measure field name Aggregation Description
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.
Not applicable
Count
Number of exchange rate records. Maximum exchange rate as of the end of the specified day.
BIExchangeRates.EndOfDayRate
Max
Count
Number of invoices. The invoiced amounts, in the company currency. The miscellaneous charges, such as transportation fees,
151
Sum
Sum Markup
VendInvoiceJour.SumMarkupMST
Sum
Microsoft Dynamics AX
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).
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.
152
Quantity of items
VendInvoiceTrans.Qty
Sum
Amount
VendInvoiceTrans.LineAmount
Sum
Microsoft Dynamics AX
Measure Measure field name Aggregation Description
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
Microsoft Dynamics AX
Measure Measure field name Aggregation Description
items where items appear as a negative quantity on the purchase order. Based on a named query.
Not applicable
Count
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.
154
Inventory Quantity
VendPackingSlipTrans.InventoryQTY
Sum
Days Delayed
VendPackingSlipTrans.DaysDelayed
Microsoft Dynamics AX
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.
Item - Count
Not applicable
Count
Item records
Calculated measures
The Purchase cube contains the following calculated measures.
Measure Formula Aggregation Description
Ave
Microsoft Dynamics AX
Measure Formula Aggregation Description
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.
Dimensions
Dimensions Operation manager Purchasing Agent Purchasing Manager
Yes
Yes
Yes
156
Microsoft Dynamics AX
Measures
Measures Operation manager Purchasing Agent Purchasing Manager
Yes
Yes
Yes
Calculated measures
Calculated measures Operation manager Purchasing Agent Purchasing Manager
Yes
Yes
Yes
157
Microsoft Dynamics AX
Production cube
Use the Production cube to report on sales transactions. The Production cube corresponds to the ProdCube perspective in Microsoft Dynamics AX.
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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Microsoft Dynamics AX
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)
BIMasterCompanyExchangeRates (table)
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Microsoft Dynamics AX
Named queries
If the production cube is regenerated, the named queries must be added manually.
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
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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Microsoft Dynamics AX
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
CostCalculation
PRODCALTRANS_DIM
Color* Company* Cost Center* Currency* Department* Configuration* Item* Master Microsoft Dynamics AX 2009 Business Intelligence Cube Reference Guide
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Microsoft Dynamics AX
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
PRODTABLEDELAYED
Production order - Delayed Back order status Operation Finished Pay type Production route Route type Started
Production route
PRODROUTE_DIM
BACKORDERSTATUS OPRFINISHED
Cancelled
Microsoft Dynamics AX
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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Microsoft Dynamics AX
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
CostCalcul # ation Color Itemid Itemid Itemid Standardinvents izeid Dataareai Dataareaid d Dimensio n2_ Currency Dimension2_ Dataareaid
Dimension2_
Dimension2_
Currencycode
Currencycode
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Microsoft Dynamics AX
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
Prod
Prod
Delayed
ProdRouting
Dimensio n3_
Dimension3_
Dimension3_
Route ProdRouting transaction Size LogisticAdvan ced Itemid Standardinvetcolo rid Transdate Prod
ProdRouting
Realdate
Todate
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Microsoft Dynamics AX
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
Measures
The Production cube includes the following measure group and measures.
ProdCalcTrans.RealCostAmount
Sum
Actual cost of the production. Estimated cost of production. Estimated cost of miscellaneous charges.
166
ProdCalcTrans.CostAmount
Sum
Cost Markup
ProdCalcTrans.CostMarkup
Sum
Microsoft Dynamics AX
Measure Measure field name Aggregation Description
Cost Calculation
VendInvoiceJour.EndDiscMST
Count
ProdCalcTrans.RealCostAdjustment
Sum
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
Sum
Count
Count
Not applicable
Count
Not applicable
Count
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Microsoft Dynamics AX
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
Not applicable
Count
Dimensions
Dimensions Production manager
Yes
Measures
Measures Production manager
Yes
168
Microsoft Dynamics AX
Calculated measures
Calculated measures Production manager
Yes
Yes
169
Microsoft Dynamics AX
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
Microsoft Dynamics AX
Table Description Configuration key
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
CRM series
Lead
Microsoft Dynamics AX
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
Campaign
Leads by campaign
Opportunities by campaign
Sales
Opportunities by competitor
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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Microsoft Dynamics AX
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.
173
CreatedDateTime DaysOpened
City
Microsoft Dynamics AX
Additional fields Description
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.
174
OpenedBy
ClosedBy
Reason
SourceTypeID SalesUnitID
Microsoft Dynamics AX
Additional fields Description
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
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
Microsoft Dynamics AX
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.
ProjID
ModifiedBy
CreatedBy
ModifiedDateTime
CreatedDateTime
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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Microsoft Dynamics AX
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.
Currency
MainContact
Segment
Subsegment
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
Microsoft Dynamics AX
Additional fields Description
CampaignID
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
Activity
smmActivities_DIM
Activity plan
SMMACTIVITYPLANGR OUP
PlanID
Microsoft Dynamics AX
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
179
CAMPAIGNDATE
CAMPAIGNTARGETID
TargetDescription
GroupDescription
PROCESSNAME
CAMPAIGNREASONID
ReasonDescription
CAMPAIGNTYPEID
TypeDescription
CampaignEndDate CampaignFollowUpDate
Microsoft Dynamics AX
Dimension Dimension ID ID Attribute
CAMPAIGNSTATUS
Competitor
QuotationWinner
Competitor group
PARTYID
Description
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
180
ADDRESSCOUNTRYREGION_CURREN CYCODE
ADDRESSCOUNTRYREGION_NAME
CREATEDDATETIME
CURRENCY PARTYID
DIRPARTYTABLE_NAME
DIRPARTYTABLE_TYPE
NAME MAINCONTACT Microsoft Dynamics AX 2009 Business Intelligence Cube Reference Guide
Microsoft Dynamics AX
Dimension Dimension ID ID Attribute
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 type Type description Opportunity status Phase for quotation Description Process
STATUS
PHASEID
HIERARCHY_NAME
HIERARCHYTREETABLE_NAME
Microsoft Dynamics AX
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
182
HIERARCHYID
Quotation
QUOTATION
DELIVERYDATECONTROLTYPE
QUOTATIONSTATUS QUOTATIONTYPE
Quotation probability
Quotation prognosis
SMMQUOTATIONPRO GNOSISGROUP
PROGNOSISID
SALESUNITID PARENTID
Microsoft Dynamics AX
Dimension Dimension ID ID Attribute
DESCRIPTION
Description
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
183
Quot ation
Opportunities by
Master company
Exchange rate
exchange rate
Sales targets
transactions
Opportunity
Competitor
Dimension
s relations
Campaign
campaign
Activity
Sales
Lead
Microsoft Dynamics AX
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
184
Quot ation
Activit y type
Lead rating
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
Microsoft Dynamics AX
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
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
Time (Expir y Microsoft Dynamics AX 2009 Business Intelligence Cube Reference Guide
185
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
Microsoft Dynamics AX
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
Empl Emp oyee loye Microsoft Dynamics AX 2009 Business Intelligence Cube Reference Guide
186
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
Microsoft Dynamics AX
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
Proce ss stage
Cust ome rs /
187
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
Microsoft Dynamics AX
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
Sales units
By parent
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
Microsoft Dynamics AX
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
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
189
Microsoft Dynamics AX
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.
BIMasterCompanyExchangeRates.EndOfDayRate Max
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Microsoft Dynamics AX
Not applicable
Count
The number of exchange rate records. The maximum exchange rate as of the end of the specified day.
BIExchangeRates.EndOfDayRate
Max
Not applicable
Count
The number of sales target transactions. The amount of sales target transactions.
SMMSalesTargetTrans.AmountMst
Sum
Lead Count
Not applicable
Count
The number of lead records. The number of lead records. The number of days to close a lead record.
191
Lead ID
SMMLeadTable.LeadId
Count
SMMLeadTable.DaysToClose
Sum
Microsoft Dynamics AX
Measure Measure field name Aggregation Description
SMMLeadTable.DaysOpened
Sum
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
SMMOpportunityTable.DaysToClose
Sum
SMMOpportunityTable.DaysOpened
Sum
Estimated Revenue
SMMOpportunityTable.Estimated_Revenue
Sum
Actual Revenue
SMMOpportunityTable.ActualRevenue
Sum
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Microsoft Dynamics AX
Measure Measure field name Aggregation Description
Activity Count
Not applicable
Count
Activity number
SMMActivities.ActivityNumber
Count
Competitor Count
Not applicable
Count
Organization
SMMQuotationCompetitors.PartyId
Count
Campaign Count
Not applicable
Count
SMMCampaignTable.CampaignId
Count
Not applicable
Count
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Microsoft Dynamics AX
Not applicable
Count
The number of leads by campaign. The number of distinct leads across the enterprise.
Lead_Campaign.LeadId
DistinctCount
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
Opportunity_Campaign.EstimatedRevenue
Sum
Sales Count
Not applicable
Count
Invoice revenue
Project_Sales.InvoiceRevenue
Sum
Microsoft Dynamics AX
Measure Measure field name Aggregation Description
revenue.
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_ CompetitorGroup.OpportunityId
DistinctCount
Opportunity_ CompetitorGroup.EstimatedRevenue
Sum
Calculated measures
The Customer relationship management cube contains the following calculated measures.
Measure Formula Aggregation Description
[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
Microsoft Dynamics AX
Measure Formula Aggregation Description
[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
([measure].[Opportunity Won Count] / ([measure].[Opportunity Won Count] + [measure].[Opportunity Lost Count])) *100
Sum
Dimensions
The Customer relationship management cube dimensions are not related to security.
Dimension Table/named query Column Attribute
Activity
smmActivities_DIM
Activity Plan
SMMACTIVITYPLANG ROUP
PlanID
Description
Activity type
SMMACTIVITYTYPEG ROUP
TypeID
Microsoft Dynamics AX
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
197
CAMPAIGNDATE
CAMPAIGNTARGETID
TargetDescription
CAMPAINGGROUPID
GroupDescription
PROCESSNAME
CAMPAIGNREASONID
ReasonDescription
CAMPAIGNTYPEID
TypeDescription
CampaignEndDate CampaignFollowUpDate
Microsoft Dynamics AX
Dimension Table/named query Column Attribute
Stages Party ID
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
198
ADDRESSCOUNTRYREGION_CURRE NCYCODE
ADDRESSCOUNTRYREGION_NAME
CREATEDDATETIME
CURRENCY PARTYID
DIRPARTYTABLE_NAME
NAME MAINCONTACT
SUBSEGMENT
Microsoft Dynamics AX
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
Lead priority
SMMLEADPRIORITYT ABLE
PRIORITY
DESCRIPTION
Lead rating
SMMLEADRATINGTA BLE
RATING
DESCRIPTION
Lead type
SMMLEADTYPETABL E
TYPEID
DESCRIPTION
Opportunity
STATUS
PHASEID
DESCRIPTION
Process stage
HIERARCHY_PROCE SSSTAGE
ELEMENTNUMBER
HIERARCHY_NAME
HIERARCYTREETABLE_NAME
HIERARCHYTYPE
Microsoft Dynamics AX
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
200
Quotation
QUOTATION
DELIVERYDATECONTROLTYPE
QUOTATIONSTATUS QUOTATIONTYPE
Quotation probability
SMMQUOTATIONPRO BABILITYGROUP
PROBABILITYTYPEID
DESCRIPTION
QUOTATIONP ROGNOSIS
SMMQUOTATIONPRO GNOSISGROUP
PROGNOSISID
DESCRIPTION
Quotation reason
SMMQUOTATIONREA SONGROUP
REASONID
DESCRIPTION
Responsibility
Sales unit
SMMSALESUNIT
ACTIVE SALESUNITMANAGERID
SALESUNITID PARENTID
UNITYPE
Microsoft Dynamics AX
Dimension Table/named query Column Attribute
Source type
SMMSOURCETYPETA BLE
TYPEID
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
Microsoft Dynamics AX
Measures Sales Marketing
Invoice revenue Sales count Leads by campaign count Lead ID count (Campaign) Opportunity by campaign count Opportunity by campaign estimated revenue
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
202
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
203
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
204
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
205
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
206
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
207
Microsoft Dynamics AX
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
208
Microsoft Dynamics AX
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
209
Microsoft Dynamics AX
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
210
Microsoft Dynamics AX
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
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.
211
BIMasterCompanyExchangeRate (table)
Position
HRPPartyPositionTableRelationship (table)
Microsoft Dynamics AX
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.
212
Exchange rate
BIExchangeRates (table)
Application
HRMApplication (table)
Course
HRMCourseTable (table)
Recruitment project
HRMRecruitingTable (table)
Actions
KMAction (table)
Course participants
HRMCourseAttendee (table)
Skills
HRMVirtualNetworkSkill (table)
Microsoft Dynamics AX
Measure group Fact table (table/named query) Description
Absence
HRMAbsenceTrans (table)
Named queries
This cube contains no named queries.
Absence
HRMABSENCECODE
HRMABSENCECODE
Absence codes Absence groups Absence groups Description Description Action types
HRMABSENCECODEGROUP
HRMABSENCECODEGROUP DESCRIPTION
KMACTIONTYPE DESCRIPTION Action types - Description KMACTION CONTACTPERSON Actions Contact persons Contact persons Name Description End date
NAME
DESCRIPTION ENDDATE
213
Microsoft Dynamics AX
Dimensio n Dimension ID ID Attribute
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
Applicatio
HRMAPPLICATION
HRMAPPLICATION
Microsoft Dynamics AX
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
DESCRIPTION
RESPONSIBLE STATUS HRMINTERVIEWTYPEID Company * Cost center* Course HRMCOURSETABLE HRMCOURSETABLE DESCRIPTION HRMVIRTUALNETWORKTABLE
REFERENCETYPE
Microsoft Dynamics AX
Dimensio n Dimension ID ID Attribute
participan ts HRMVIRTUALNETWORKTABLE
participants
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
216
Microsoft Dynamics AX
Dimensio n Dimension ID ID Attribute
address book - Name DIRPARTYTABLE LASTNAME MARITAL STATUS Last name Marital status Middle name
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
217
Microsoft Dynamics AX
Dimensio n Dimension ID ID Attribute
End date First name Gender Global address book Global address book - Name Last name Marital status Middle name
NAME
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
Additional
218
Microsoft Dynamics AX
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
NAME
Paid vacation Period code Personal days Seniority date Site Start date Status
219
PROJPERIODID CAREWITHSALARY
SENIORITYDATE
INVENTSITE NAME FROMDATETIME STATUS Microsoft Dynamics AX 2009 Business Intelligence Cube Reference Guide
Microsoft Dynamics AX
Dimensio n Dimension ID ID Attribute
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
NAME
PROJPERIODID CAREWITHSALARY Microsoft Dynamics AX 2009 Business Intelligence Cube Reference Guide
Microsoft Dynamics AX
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
221
NAME
Microsoft Dynamics AX
Dimensio n Dimension ID ID Attribute
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
222
FiscalMonths
FiscalQuarters
FiscalTrimesters
FiscalWeeks FiscalYears HalfYears Months Microsoft Dynamics AX 2009 Business Intelligence Cube Reference Guide
Microsoft Dynamics AX
Dimensio n Dimension ID ID Attribute
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
223
Microsoft Dynamics AX
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
POSITIONID HRPPARTYPOSITIONTABLERE LAT2226 REFERENCETYPE Microsoft Dynamics AX 2009 Business Intelligence Cube Reference Guide
Reference
224
Microsoft Dynamics AX
Dimensio n Dimension ID ID Attribute
ENDDATE RESPONSIBLE
End date Person in charge Recruitment projects Start date Status People in the network Reference type Skills Type Description
HRMRECRUITINGTABLE
REFERENCETYPE
End date Start date Status Strategic plan types Strategic plan types Description Strategic plans
225
KMGAMEPLANTYPE DESCRIPTION
KMGAMEPLAN
Microsoft Dynamics AX
Dimensio n Dimension ID ID Attribute
KMGAMEPLANTYPEID Time*
Type
Organization
Employee
Site Employee
Position
People in network
Applications Course Participants People in the network Course Participants People in network
Courses Skills People in the network Skills People in network Skills Microsoft Dynamics AX 2009 Business Intelligence Cube Reference Guide
226
Microsoft Dynamics AX
Dimension Hierarchies Attributes in hierarchical order
Actions
Strategic plans
Absence
Absence groups
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
227
Microsoft Dynamics AX
Dimension Hierarchies Attributes in hierarchical order
employee
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
228
Microsoft Dynamics AX
Dimension Hierarchies Attributes in hierarchical order
Site Employee
Department
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
Microsoft Dynamics AX
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
Days
Days
Employe e
230
Microsoft Dynamics AX
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
Department
Cost center
Purpose
Purpose
231
Microsoft Dynamics AX
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
Courses (Course) Media Recruitment Recruitme projects nt projects (Recruitment project) Skills Actions Strategic plans Actions Strategic plans Strategic plans
232
Microsoft Dynamics AX
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
233
Microsoft Dynamics AX
Measures
The Human resource management cube includes the following measure groups and measures.
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.
BIMasterCompanyExchangeRates.EndOfDayRate Max
Not applicable
Count
Number of exchange rate records. Maximum exchange rate as of the end of the specified day.
BIExchangeRates.EndOfDayRate
Max
234
Microsoft Dynamics AX
Count
Not applicable
Count
Employee
EmplTable.EmplId
Count
Not applicable
Count
Number of positions.
HRPPartyPositionTableRelat2226.ValidToDate
Max
HRPPartyPositionTableRelat2226.ValidFromDate Min
Goals
HRMGoal.GoalId
Count
Number of goals.
Count Count
235
Microsoft Dynamics AX
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
HRMApplication.VirtualNetworkId
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
236
Microsoft Dynamics AX
Not applicable
Count
Number of actions.
KMAction.KMActionId
Count
Identification of actions.
Not applicable
Count
KMGamePlan.KMGamePlanId
Count
Not applicable
Count
Appraisal interview
HRMInterviewTable.HRMInterviewId
Count
237
Microsoft Dynamics AX
Not applicable
Count
HRMCourseAttendee.HRMVirtualNetworkId
Count
Attendees
HRMCourseAttendee.RecId
Count
Skills Count
Not applicable
Count
HRMVirtualNetworkSkill.HRMVirtualNetworkID Count
Absence Count
Not applicable
Count
Count
238
Microsoft Dynamics AX
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
Measures
Measures HR Manager/Generalist Staffing Recruitment Manager Development/Training Specialist
Employees
Yes
No
No
239
Microsoft Dynamics AX
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 No No No No No Yes
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
240
Microsoft Dynamics AX
Calculated measures
Calculated measures HR Manager/Generalist Staffing Recruitment Manager Development/Training Specialist
No No No Yes No
No No No No No
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
241
Microsoft Dynamics AX
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
242