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Microsoft Dynamics AX 2009 Business Intelligence Cube Reference Guide
Microsoft Dynamics AX 2009 Business Intelligence Cube Reference Guide
Microsoft Dynamics is a line of integrated, adaptable business management solutions that enables you and your people to make business decisions with greater confidence. Microsoft Dynamics works like and with familiar Microsoft software, automating and streamlining financial, customer relationship and supply chain processes in a way that helps you drive business success. U.S. and Canada Toll Free 1-888-477-7989 Worldwide +1-701-281-6500 www.microsoft.com/dynamics This document is for informational purposes only. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED, OR STATUTORY, AS TO THE INFORMATION IN THIS DOCUMENT. Information in this document, including URL and other Internet Web site references, is subject to change without notice. The entire risk of the use or the results from the use of this document remains with the user. Unless otherwise noted, the companies, organizations, products, domain names, e-mail addresses, logos, people, places, and events depicted in examples herein are fictitious. No association with any real company, organization, product, domain name, e-mail address, logo, person, place, or event is intended or should be inferred. Complying with all applicable copyright laws is the responsibility of the user. Without limiting the rights under copyright, no part of this document may be reproduced, stored in or introduced into a retrieval system, or transmitted in any form or by any means (electronic, mechanical, photocopying, recording, or otherwise), or for any purpose, without the express written permission of Microsoft Corporation. Microsoft may have patents, patent applications, trademarks, copyrights, or other intellectual property rights covering subject matter in this document. Except as expressly provided in any written license agreement from Microsoft, the furnishing of this document does not give you any license to these patents, trademarks, copyrights, or other intellectual property. 2009 Microsoft Corporation. All rights reserved. Microsoft and the Microsoft Dynamics Logo are either registered trademarks or trademarks of Microsoft Corporation, FRx Software Corporation, or Microsoft Business Solutions ApS in the United States and/or other countries. Microsoft Business Solutions ApS and FRx Software Corporation are subsidiaries of Microsoft Corporation. All other trademarks are property of their respective owners.
Table of Contents
Cube setup and security .................................................................................................................. 5 Access cube data ............................................................................................................................ 6 Cube modifications .......................................................................................................................... 7 Cube reference ................................................................................................................................ 8 Shared dimensions..................................................................................................................... 10 General ledger cube ................................................................................................................... 27 Accounts receivable cube .......................................................................................................... 63 Accounts payable cube .............................................................................................................. 77 Expense management cube ...................................................................................................... 95 Project accounting cube ........................................................................................................... 109 Sales cube ................................................................................................................................ 135 Purchase cube ......................................................................................................................... 152 Production cube ....................................................................................................................... 167 Customer relationship management cube ............................................................................... 179 Human resource management cube ........................................................................................ 218
Microsoft Dynamics AX
Microsoft Dynamics AX 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 Company accounts Ledger chart of accounts Ledger period time dimension Days Ledger balances Count Master Debit Amount Ledger Master Credit Amount Ledger
Cube modifications
Configuration keys
The predefined cubes require full license keys. If any configuration keys are disabled, related tables and fields are automatically removed when the Microsoft Dynamics AX database is synchronized. Similarly, when the OLAP database is synchronized with the Microsoft Dynamics AX database, some related cube components are removed. In this case, you must manually remove those elements of the cube, such as key performance indicators (KPIs), calculated measures, and dimensions based on named queries, before you can successfully process the cubes. Use the error messages that appear in the synchronization log as your guide to the elements that must be removed. 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
Microsoft Dynamics AX
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
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.
Microsoft Dynamics AX 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
11
SECONDARYCURRENCYCODE
STATE EUROCURRENCYCODE
CURRENCYCODE ISPIVOT
SECONDARYCURRENCYCODE
Microsoft Dynamics AX
Dimension Dimension ID ID Attribute
currency 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
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COUNTRY CREATEDDATETIME
Microsoft Dynamics AX
Dimension Dimension ID ID Attribute
CUSTGROUP NAME
Customer groups 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
NAME
CUSTTABLE ADDRESSCOUNTRYREGION
DESTINATIONCODE
LINEOFBUSINESS
DIRPARTYTABLE NAME
INVOICEACCOUNT
Segment
13
Microsoft Dynamics AX
Dimension Dimension ID ID Attribute
STATE ZIPCODE
CUSTTABLE
DESCRIPTION
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
14
COUNTRY CREATEDDATETIME
CUSTGROUP NAME
NAME
CUSTTABLE ADDRESSCOUNTRYREGION
DESTINATIONCODE
Microsoft Dynamics AX
Dimension Dimension ID ID Attribute
LINEOFBUSINESS
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
DIRPARTYTABLE NAME
INVOICEACCOUNT
Segment
Date
Days
FiscalDate FiscalHalfYears
FiscalMonths FiscalQuarters Microsoft Dynamics AX 2009 Business Intelligence Cube Reference Guide
Microsoft Dynamics AX
Dimension Dimension ID ID Attribute
FiscalTrimesters
FiscalTrimester s FiscalWeeks FiscalYears HalfYears Months Quarters TenDays Trimesters Weeks Years Department Description Days
FiscalWeeks FiscalYears 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
FiscalDate FiscalHalfYears
FiscalDate FiscalHalfYear s FiscalMonths FiscalQuarters FiscalTrimester s FiscalWeeks FiscalYears HalfYears Months Quarters TenDays
16
Microsoft Dynamics AX
Dimension Dimension ID ID Attribute
Trimesters Weeks Years Employee EMPLTABLE ACCOUNTTYPE BIRTHDATE EMPLTABLE INVENTSITE TODATETIME DIRPARTYTABLE FIRSTNAME EMPLGENDER DIRPARTYTABLE
Trimesters Weeks Years Account type 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
BIRTHDATE EMPLTABLE INVENTSITE Microsoft Dynamics AX 2009 Business Intelligence Cube Reference Guide
Microsoft Dynamics AX
Dimension Dimension ID ID Attribute
End date First name Gender Global address book Global address book Name Last name Marital status Middle name
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
18
Microsoft Dynamics AX
Dimension Dimension ID ID Attribute
FiscalYears HalfYears Months Quarters TenDays Trimesters Weeks Years Expiry Date Time Days FiscalDate FiscalHalfYears
FiscalYears HalfYears Months Quarters TenDays 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
19
FiscalWeeks FiscalYears HalfYears Months Quarters TenDays Trimesters Weeks Years Item INVENTTABLE ABCTIEUP
Microsoft Dynamics AX
Dimension Dimension ID ID Attribute
ABCVALUE
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 Ledger period time dimension 2/Ledger Period Time Dimension (roleCOMPANYID
Microsoft Dynamics AX
Dimension Dimension ID ID Attribute
date
playing dimension) LEDGERPERIODDATE LEDGERPERIODTIMEDIMENSI ON LEDGERPERIOD LEDGERPERIODYEAR Date Ledger period time dimension Period Year Company accounts ID
COMPANYID
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
Microsoft Dynamics AX
Dimension Dimension ID ID Attribute
Purpose
TABLEEX_DIMENSION_3
TABLEEX_DIMENSION_3 DESCRIPTION
Reporting Currency
Reporting Currency
BICURRENCYDIMENSION
CURRENCYNAME ISOCURRENCYCODE
Currency name ISO currency code Symbol Sizes Sizes - Name Days FiscalDate FiscalHalfYear s FiscalMonths FiscalQuarters FiscalTrimester s FiscalWeeks FiscalYears HalfYears Months Quarters TenDays Trimesters Weeks Years Site
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SYMBOL Size INVENTSIZE INVENTSIZE NAME Time Time Days FiscalDate FiscalHalfYears
FiscalWeeks FiscalYears HalfYears Months Quarters TenDays Trimesters Weeks Years Warehouse INVENTLOCATION INVENTSITE NAME
Microsoft Dynamics AX
Dimension Dimension ID ID Attribute
NAME INVENTLOCATIONTYPE
INVENTLOCATION INVENTSITE
Aging Periods Closed Date Color Company Company Information Configuration Cost Center Currency Customers Customers Invoice account Date Department Document Date Employee Employee
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
Microsoft Dynamics AX
Shared dimension General ledger cube Accounts receivable cube Accounts payable cube Expense management cube Project accounting cube
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 No No No No Yes No No No Yes No No No No No No No Yes No No No No Yes Yes Yes No
Yes
Yes
Yes
No
No
Yes
Yes
Yes
No
No
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
No No
No No
No No
No No
No No
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Microsoft Dynamics AX
Shared dimension Sales cube Purchase cube Production cube CRM cube HRM cube
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 Time Dimension Ledger Period Trans Date Master Company Reporting Currency
Yes Yes No
Yes Yes No
Yes Yes No
No Yes No
No Yes No
No Yes Yes No No
No Yes Yes No No
No Yes No Yes No
No Yes No Yes No
No Yes No
No Yes No Yes
No Yes No Yes No
No
Yes
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
25
Microsoft Dynamics AX
Shared dimension Sales cube Purchase cube Production cube CRM cube HRM cube
Yes
Yes
Yes
Yes
Yes
Yes
Yes
No
No
No
No Yes No
No Yes No
26
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)
Bank Payment
BankChequePaymentTrans (table)
Microsoft Dynamics AX
Measure group Fact table (table/named query) Description
Transactions
checks and the transactions they paid. 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.
Exchange rate
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.
29
LedgerBudget.Active LedgerBudget.Amount
Microsoft Dynamics AX
Additional fields Description
LedgerBudget.Dimension 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
Department dimension. 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
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Microsoft Dynamics AX
Dimension Dimension ID Attribute
models TXT Budget name Cov Ledger budget models Model ID Submodel ID Type
COV BUDGETMODEL
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
31
ACCOUNTPLTYPE DESCRIPTION
Microsoft Dynamics AX
Dimension Dimension ID Attribute
ACCOUNTTYPE
LEDGERTABLE
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 Time Days Days Ledger period time dimension Ledger period time dimension
Ledger budget
Days
Days
33
Microsoft Dynamics AX
Dimension Master company exchange rate Exchange rate Ledger balances Ledger budgets
Time (Date) Ledger period time dimension (Ledger period document date) Master Company Reporting Currency
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
34
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
35
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
36
Microsoft Dynamics AX
Dimension Hierarchies Attributes in hierarchical order
Ledger period time dimension Time Years Quarters Months Weeks Days 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
37
Microsoft Dynamics AX
Measure Measure field name Aggregation Description
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
Not applicable
Count
LedgerBudget.AmountMst
Sum
Microsoft Dynamics AX
Measure Measure field name Aggregation Description
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
Not applicable
Count
BankChequePaymTrans.PaymentAmountCur Sum
Microsoft Dynamics AX
Measure Measure field name Aggregation Description
Amount - Bank
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
Not applicable
Count
Microsoft Dynamics AX
Measure Measure field name Aggregation Description
CustTransOpen.AmountCur
Sum
Total open customer transaction amount, in transaction currency. Total open customer transaction amount, in company currency.
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 AmountMST field for ledger accounts assigned to the ledger account category 33 (Sales). Summation of
No accumulation
Gross profit
No accumulation
Sales
No accumulation
No accumulation
Microsoft Dynamics AX
Measure Formula Aggregation Description
discounts
LedgerTrans AmountMST field for ledger accounts assigned to the ledger account category 34 (Sales Returns and Discounts). 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 calculated measure. No accumulation
Total Actuals
Total Budget
Total Payables
Year-to-date accumulation
Total Receivables
Year-to-date accumulation
Total Sales
No accumulation
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Microsoft Dynamics AX
All three ledger accounts can be assigned to the Cash (Reference ID = 1) ledger account category. When a KPI is calculated, the total of the amounts for all three ledger accounts is included in the calculation. Keep the following considerations in mind if you want to make changes to either the General ledger cube or the default ledger account categories: You cannot delete the default ledger account categories. Use care if you change the name of a default ledger account category. If the new name means something different than the default name, key performance indicators (KPIs) that use data from that ledger account category might show incorrect data. For example, if you change the name of ledger account category 1 from Cash to Cost of Goods Sold, KPIs that use that account category will continue to use account category 1 as if it contains the Cash amounts. You can add ledger account categories. To incorporate data from the ledger account categories into KPIs and other calculated measures, you must also revise the relevant calculations.
The following table lists the KPIs that are associated with the General ledger cube. The reference ID numbers refer to ledger account categories. The balances for the ledger accounts that correspond to some ledger account categories are stored as negative values in the MSDAX database. To express the amount as a positive amount, these values are multiplied by -1. An asterisk (*) indicates that the KPI calculations use accumulated amounts. Accumulated amounts, such as some period-to-date amounts, are not stored in the Microsoft Dynamics AX database. For example, to calculate a period-to-date amount, all the transactions from the beginning of the fiscal calendar to the end of the previous period are totaled. Then all the amounts from the beginning of the fiscal calendar to the current date are totaled. The difference between these two amounts is the period-to-date amount. You can use the information in the following table to help verify the information in your KPIs. Export your chart of accounts to Office Excel and verify that the accounts that should be included in the KPIs are assigned to the correct ledger account category.
KPI name Calculation
Microsoft Dynamics AX
KPI name Calculation
Inventory (Reference ID = 5) for period - Beginning Inventory (Reference ID = 5) for period)] / [Beginning Accounts Payable (Reference ID = 15) + Ending Accounts Payable (Reference ID = 15) / 2] Note: * Only the Inventory and Accounts Payable parts of this KPI are accumulated. Accounts Receivable Days Outstanding * Ending Accounts Receivable (Reference ID = 4) balance for the period / [[Credit Sales for the period (Reference ID = 33) *-1] - Sales Returns and Discounts (Reference ID = 34) for the period] * Number of days in the period Note: * Only the Ending Accounts Receivable balance for the period part of this KPI is accumulated. Accounts Receivable Turnover * [Sales (Reference ID = 33) *-1] - Sales Returns and Discounts (Reference ID = 34) / [Beginning Accounts Receivable (Reference ID = 4) + Ending Accounts Receivable (Reference ID = 4) / 2] Note: * Only the Accounts Receivable part of this KPI is accumulated. Average Collection Period * Accounts Receivable (Reference ID = 4) / Average Daily Sales (Average Daily Sales = Total Sales for the year to date (Reference ID = 33) *-1 / Number of days in fiscal year to date) Note: * Only the Accounts Receivable part of this KPI is accumulated. Average Days Delinquent * Accounts Receivable Days Outstanding KPI - Best Possible Days Sales Outstanding KPI Note: * Only the Accounts Receivable part of this KPI is accumulated. Average Days to Pay * Ending Accounts Payable (Reference ID = 15) balance for the period / [Cost of Goods Sold (Reference ID = 35) +
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Microsoft Dynamics AX
KPI name Calculation
(Ending Inventory (Reference ID = 5) for the period Beginning Inventory (Reference ID=5) for the period)] * Number of days in the period Note: * Only the Accounts Payable and Inventory parts of this KPI are accumulated. Best Possible Days Sales Outstanding * Current portion of Accounts Receivable (Reference ID = 4) for the period / [[Credit Sales for the period (Reference ID = 33) *-1] - Sales Returns and Discounts (Reference ID = 34)] * Number of days in period Note: * Only the Current portion of the Accounts Receivable part of this KPI is accumulated. Cash Position * Cash (Reference ID = 1) + Cash Equivalents (Reference ID = 2) Note: * Accumulation applies to all calculations. Cash Ratio * Cash Equivalents (Reference ID = 2) + Cash (Reference ID = 1) / (Accounts Payable (Reference ID = 15) + Notes Payable (Reference ID = 16) + Current Maturities on Long Term Debt (Reference ID = 17) + Taxes Payable (Reference ID = 18) + Interest Payable (Reference ID = 19) + Dividends Payable (Reference ID = 20) + Leases Payable (Current) (Reference ID = 21) + Sinking Fund Payable (Current) (Reference ID = 22) + Other Current Liabilities (Reference ID = 23)) Note: * Accumulation applies to all calculations. Collection Effectiveness Index * [[Beginning Accounts Receivable (Reference ID = 4) balance for the period + [Credit Sales for the period (Reference ID =33) *-1] - Sales Returns and Discounts (Reference ID = 34) - Ending Total Accounts Receivable (Reference ID = 4) for the period] / [(Beginning Accounts Receivable (Reference ID = 4) for the period + [Credit Sales (Reference ID = 33) *-1]) for the period - Sales Returns and Discounts (Reference ID = 34) - Ending
45
Microsoft Dynamics AX
KPI name Calculation
Current Accounts Receivable (Reference ID =4) for the period.]] Multiply the expression result by 100. Note: * Only the Beginning Accounts Receivable, Ending Total Accounts Receivable, and Ending Current Accounts Receivable parts of this KPI are accumulated. Cost of Goods Sold Current Ratio * Cost of Goods Sold (Reference ID = 35) [Cash (Reference ID = 1) + Cash Equivalents (Reference ID = 2) + Short Term Investments (Reference ID = 3) + Accounts Receivable (Reference ID = 4) + Inventory (Reference ID = 5) + Notes Receivables (Reference ID = 6) + Work in Process (Reference ID = 7) + Prepaid Expenses (Reference ID = 8) + Other Current Assets (Reference ID = 9) + Inventory (Reference ID = 5)] / [Accounts Payable (Reference ID = 15) + Notes Payable (Reference ID = 16) + Current Maturities on Long Term Debt (Reference ID = 17) + Taxes Payable (Reference ID = 18) + Interest Payable (Reference ID = 19) + Dividends Payable (Reference ID = 20) + Leases Payable (Current) (Reference ID = 21) + Sinking Fund Payable (Current) (Reference ID = 22) + Other Current Liabilities (Reference ID = 23)] Note: * Accumulation applies to all calculations. Debt to Equity * Accounts Payable (Reference ID = 15) + Notes Payable (Reference ID = 16) + Current Maturities on Long Term Debt (Reference ID=17) + Taxes Payable (Reference ID = 18) + Interest Payable (Reference ID = 19) + Dividends Payable (Reference ID = 20) + Leases Payable (Current) (Reference ID = 21) + Sinking Fund Payable (Current) (Reference ID = 22) + Other Current Liabilities (Reference ID = 23) + Long Term Debt (Reference ID = 24) / Common Stock (Reference ID = 25) + Preferred Stock (Reference ID = 26) + Additional Paid in Capital: Common (Reference ID= 27) + Additional Paid in Capital: Preferred (Reference ID = 28) + Retained Earnings (Reference ID = 29) + Treasury Stock (Reference ID = 30)
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Microsoft Dynamics AX
KPI name Calculation
Note: * Accumulation applies to all calculations. Debt to Total Assets * [Accounts Payable (Reference ID = 15) + Notes Payable (Reference ID = 16) + Current Maturities on Long Term Debt (Reference ID = 17) + Taxes Payable (Reference ID = 18) + Interest Payable (Reference ID = 19) + Dividends Payable (Reference ID = 20) + Leases Payable (Current) (Reference ID = 21) + Sinking Fund Payable (Current) (Reference ID = 22) + Other Current Liabilities (Reference ID = 23) + Long Term Debt (Reference ID = 24)] / [Cash (Reference ID =1) + Cash Equivalents (Reference ID = 2) + Short Term Investments (Reference ID = 3) + Accounts Receivable (Reference ID = 4)+ Inventory (Reference ID = 5) + Notes Receivables (Reference ID = 6)+Work in Process (Reference ID = 7) + Prepaid Expenses (Reference ID = 8) + Other Current Assets (Reference ID = 9) + Long Term Investments (Reference ID = 10) + Property Plant and Equipment (Reference ID = 11) + Accumulated Depreciation (Reference ID = 12) + Intangible Assets (Reference ID = 13) + Other Assets (Reference ID = 14)] Note: * Accumulation applies to all calculations. Expense Budget Variance Sum of budget amounts for the period selected for the accounts / Sum of actual balances for expense accounts for the same time period = Variance. The result is displayed as a percentage. The following ledger account categories are included in the sum of the budget amounts and in the sum of the actual amounts: Cost of Goods Sold (Reference ID = 35) + Selling Expense (Reference ID = 36) + Administrative Expense (Reference ID = 37) + Manufacturing Expense (Reference ID = 38) + Travel and Entertainment Expenses (Reference ID = 39) + Project Operation Expenses (Reference ID = 40) + Salaries Expense (Reference ID = 41 ) + Other Employee Expenses (Reference ID = 42) + Interest Expense (Reference ID = 43) + Tax Expense (Reference ID = 44) + Depreciation Expense (Reference ID = 45) + Income Tax Expense (Reference ID = 46) + Other Expenses
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Microsoft Dynamics AX
KPI name Calculation
(Reference ID = 47) + Amortization of Intangible Assets (Reference ID = 52) + Gain/Loss on Asset Disposal (Reference ID = 51) Note: If necessary, the amounts for each account category are summed by dimension combination to compare the budget versus actual amounts by department, cost center, and so on. Reference ID 51 is included only if the balance of the accounts in that account category is positive. Otherwise it is excluded. Gross Profit [Sales (Reference ID = 33) *-1] - Sales Returns and Discounts Reference ID = 34) - Cost of Goods Sold (Reference ID = 35) Note: The Sales account category is multiplied by -1 to reflect the sales amount as a positive value. Gross Profit Margin [Sales (Reference ID = 33) *-1] - Sales Returns and Discounts (Reference ID = 34) - Cost of Goods Sold (Reference ID = 35) / [Sales (Reference ID = 33) *-1] Sales Returns and Discounts (Reference ID = 34)) Cost of Goods Sold (Reference ID = 35) / [Beginning Inventory (Reference ID = 5) + Ending Inventory (Reference = 5) / 2] Note: * Only the Inventory part of this KPI is accumulated. Net Income Result A - Result B Result A = [Sales (Reference ID = 33) + Other Income (Reference ID = 48) + Sales Returns and Discounts (Reference ID = 34)] *-1 Result B = Cost of Goods Sold (Reference ID = 35) + Selling Expense (Reference ID = 36) + Administrative Expense (Reference ID = 37) + Manufacturing Expense (Reference ID = 38) + Travel and Entertainment Expenses (Reference ID = 39) + Project Operation Expenses (Reference ID = 40) + Salaries Expense (Reference ID = Microsoft Dynamics AX 2009 Business Intelligence Cube Reference Guide
48
Inventory Turnover *
Microsoft Dynamics AX
KPI name Calculation
41 ) + Other Employee Expenses (Reference ID = 42) + Interest Expense (Reference ID = 43) + Tax Expense (Reference ID = 44) + Depreciation Expense (Reference ID = 45) + Income Tax Expense (Reference ID = 46) + Other Expenses (Reference ID = 47) Quick Ratio * [Cash (Reference ID =1) + Cash Equivalents (Reference ID = 2) + Short Term Investments (Reference ID = 3) + Accounts Receivable (Reference ID = 4) + Notes Receivables (Reference ID = 6)] / (Accounts Payable (Reference ID = 15) + Notes Payable (Reference ID = 16) + Current Maturities on Long Term Debt (Reference ID = 17) + Taxes Payable (Reference ID = 18) + Interest Payable (Reference ID=19) + Dividends Payable (Reference ID = 20) + Leases Payable (Current) (Reference ID=21) + Sinking Fund Payable (Current) (Reference ID = 22) + Other Current Liabilities (Reference ID = 23) Note: * Accumulation applies to all calculations. Return on Total Assets * [Sales (Reference ID = 33) + Other Income (Reference ID = 48) + Gain or Loss on Asset Disposal (Reference ID = 51) *-1] - Sales Returns and Discounts (Reference ID = 34) - Cost of Goods Sold (Reference ID = 35) - Selling Expense (Reference ID = 36) - Administrative Expense (Reference ID = 37) - Manufacturing Expense (Reference ID = 38) - Travel and Entertainment Expenses (Reference ID = 39 ) - Project Operation Expense (Reference ID = 40) - Salaries Expense (Reference ID = 41) - Other Employee Expenses (Reference ID = 42) - Depreciation Expense (Reference ID = 45) - Other Expenses (Reference ID = 47) - Amortization of Intangible Assets (Reference ID = 52) / Cash (Reference ID = 1) + Cash Equivalents (Reference ID = 2) + Short Term Investments (Reference ID = 3) + Accounts Receivable (Reference ID = 4) + Inventory (Reference ID = 5) + Notes Receivables (Reference ID = 6) + Work in Process (Reference ID = 7) + Prepaid Expenses (Reference ID = 8) + Other Current Assets (Reference ID = 9) + Long Term Investments (Reference ID = 10) + Property Plant and Equipment (Reference ID =
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Microsoft Dynamics AX
KPI name Calculation
11) + Accumulated Depreciation (Reference ID = 12) + Intangible Assets (Reference ID = 13) + Other Assets (Reference ID = 14) Note: Reference ID 51 is included only if the balance of the accounts in that account category is negative. Otherwise it is excluded. * Only the total assets (Reference ID 1 through 14) part of this KPI is accumulated. Revenue Budget Variance Sum of budget amounts for the period selected for the accounts / Sum of actual balances for revenue accounts for the same time period = Variance. The result is displayed as a percentage. The following ledger account categories are included in the sum of the budget amounts and in the sum of the actual amounts: Sales (Reference ID = 33) + Other Income (Reference ID = 48) + Sales Returns and Discounts (Reference ID = 34) + Gain/Loss on Asset Disposal (Reference ID = 51) Note: If necessary, the amounts for each account category are summed by dimension combination to compare the budget versus actual amounts by department, cost center, and so on. Reference ID 51 is included only if the balance of the accounts in that account category is negative. Otherwise it is excluded. Times Interest Earned [Sales (Reference ID = 33) + Other Income (Reference ID = 48)+ Gain/Loss on Asset Disposal (Reference ID = 51)) *-1] - Sales Returns and Discounts (Reference ID = 34) Cost of Goods Sold (Reference ID = 35) - Selling Expense (Reference ID = 36) - Administrative Expense (Reference ID - 37) - Manufacturing Expense (Reference ID - 38) Travel and Entertainment Expenses (Reference ID - 39 ) Project Operation Expense (Reference ID = 40) - Salaries Expense (Reference ID = 41) - Other Employee Expenses (Reference ID - 42) - Depreciation Expense (Reference ID = 45) - Other Expenses (Reference ID = 47)- Amortization of Intangible Assets (Reference ID = 52) / Interest
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Microsoft Dynamics AX
KPI name Calculation
Expense (Reference ID = 43) Note: Reference ID 51 is included only if the balance of the accounts in that account category is negative. Otherwise it is excluded. Total Expenses Cost of Goods Sold (Reference ID = 35) + Selling Expense (Reference ID = 36) + Administrative Expense (Reference ID = 37) + Manufacturing Expense (Reference ID = 38) + Travel and Entertainment Expense (Reference ID = 39) + Project Operation Expenses (Reference ID = 40) + Salaries Expense (Reference ID = 41 ) + Other Employee Expense (Reference ID = 42) + Interest Expense (Reference ID = 43) + Tax Expense (Reference ID = 44) + Depreciation Expense (Reference ID = 45) + Income Tax Expense (Reference ID = 46) + Other Expenses (Reference ID = 47) + Amortization of Intangible Assets (Reference ID = 52) + Gain/Loss on Asset Disposal (Reference ID = 51) Note: Reference ID 51 is included only if the balance of the accounts in that account category is positive. Otherwise it is excluded. Total Revenue [Sales (Reference ID = 33) + Other Income (Reference ID = 48) + Sales Returns and Discounts (Reference ID = 34) + Gain/Loss on Asset Disposal (Reference ID = 51)] *-1 Note: Reference ID 51 is included only if the balance of the accounts in that account category is negative. Otherwise it is excluded.
General ledger cube KPI source tables, configuration keys, and Role Centers
The following table lists the key performance indicators (KPIs) that are associated with the General ledger cube. The tables from which data is drawn, required configuration keys, and related role centers are included.
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Microsoft Dynamics AX
KPI name Source tables Configuration keys (Tables) Role Centers
LedgerTrans, LedgerTable
LedgerTrans, LedgerTable
LedgerBasic (LedgerTrans and LedgerTable), CurrencySecondaryCurrency (LedgerTrans) LedgerBasic (LedgerTrans and LedgerTable), CurrencySecondaryCurrency (LedgerTrans) Accounting Manager, Bookkeeper, CFO, Controller, Credit and Collections Manager Credit and Collections Manager
LedgerTrans, LedgerTable
LedgerTrans, LedgerTable
LedgerBasic (LedgerTrans and LedgerTable), CurrencySecondaryCurrency (LedgerTrans) Ledger Basic (LedgerTrans, LedgerTable, and CustTransOpen), CurrencySecondaryCurrency (LedgerTrans) Ledger Basic (LedgerTrans and LedgerTable), CurrencySecondaryCurrency (LedgerTrans)
LedgerTrans, LedgerTable
Accounting Manager, Bookkeeper, CFO, Controller Accounting Manager, Bookkeeper, CFO, Controller, Credit and Collections
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LedgerTrans, LedgerTable
Microsoft Dynamics AX
KPI name Source tables Configuration keys (Tables) Role Centers
Manager Cash Position * LedgerTrans, LedgerTable Ledger Basic (LedgerTrans and LedgerTable), CurrencySecondaryCurrency (LedgerTrans) Accounting Manager, Bookkeeper, CFO, Controller Accounting Manager, Bookkeeper, CFO, Controller Credit and Collections Manager
Cash Ratio *
LedgerTrans, LedgerTable
Ledger Basic (LedgerTrans, LedgerTable, and CustTransOpen), CurrencySecondaryCurrency (LedgerTrans) Ledger Basic (LedgerTrans and LedgerTable), CurrencySecondaryCurrency (LedgerTrans)
LedgerTrans, LedgerTable
Accountant, Accounting Manager, Bookkeeper, CEO, CFO, Controller Accounting Manager, Bookkeeper, CFO, Controller Accounting Manager, CFO, Controller
Current Ratio *
LedgerTrans, LedgerTable
Debt to Equity *
LedgerTrans, LedgerTable
Ledger Basic (LedgerTrans and LedgerTable), CurrencySecondaryCurrency (LedgerTrans) Ledger Basic (LedgerTrans and LedgerTable), CurrencySecondaryCurrency (LedgerTrans) Ledger Basic (LedgerTrans, LedgerTable, and
LedgerTrans, LedgerTable
Expense Budget
Accounting Manager,
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Microsoft Dynamics AX
KPI name Source tables Configuration keys (Tables) Role Centers
Variance
LedgerBudget, TmpBudgetBalances
LedgerBalancesDimTrans), CurrencySecondaryCurrency (LedgerTrans), LedgerBasicBudget (LedgerBudget) Ledger Basic (LedgerTrans and LedgerTable), CurrencySecondaryCurrency (LedgerTrans)
Gross Profit
LedgerTrans, LedgerTable
Accountant, Accounting Manager, Bookkeeper, CFO, Controller Accountant, Accounting Manager, Bookkeeper, CEO, CFO, Controller Accounting Manager, CEO, CFO, Controller Accountant, Accounting Manager, Bookkeeper, CFO, Controller Accounting Manager, Bookkeeper, CFO, Controller Accountant, Accounting Manager, CFO, Controller Accounting Manager,
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LedgerTrans, LedgerTable
Inventory Turnover *
LedgerTrans, LedgerTable
Ledger Basic (LedgerTrans and LedgerTable), CurrencySecondaryCurrency (LedgerTrans) Ledger Basic (LedgerTrans and LedgerTable), CurrencySecondaryCurrency (LedgerTrans)
Net Income
LedgerTrans, LedgerTable
Quick Ratio *
LedgerTrans, LedgerTable
LedgerTrans, LedgerTable
Ledger Basic (LedgerTrans and LedgerTable), CurrencySecondaryCurrency (LedgerTrans) Ledger Basic (LedgerTrans and LedgerTable),
Revenue Budget
LedgerTrans, LedgerTable,
Microsoft Dynamics AX
KPI name Source tables Configuration keys (Tables) Role Centers
Variance
LedgerBudget
CurrencySecondaryCurrency (LedgerTrans), LedgerBasicBudget (LedgerBudget) Ledger Basic (LedgerTrans and LedgerTable), CurrencySecondaryCurrency (LedgerTrans) Ledger Basic (LedgerTrans and LedgerTable), CurrencySecondaryCurrency (LedgerTrans)
LedgerTrans, LedgerTable
Total Expenses
LedgerTrans, LedgerTable
Accountant, Accounting Manager, Bookkeeper, CFO, Controller Accountant, Accounting Manager, Bookkeeper, CEO, CFO, Controller
Total Revenue
LedgerTrans, LedgerTable
5, 15, 35
Inventory, Accounts Payable, Cost of Goods Sold Accounts Receivable, Sales, Sales Returns and Discounts Accounts Receivable, Sales, Sales Returns and Discounts Accounts Receivable, Sales
55
4, 33, 34
4, 33, 34
4, 33
Microsoft Dynamics AX
KPI Reference ID Ledger account category description
4, 33, 34
Accounts Receivable, Sales, Sales Returns and Discounts Inventory, Accounts Payable, Cost of Goods Sold Accounts Receivable, Sales, Sales Returns and Discounts Cash, Cash Equivalents Cash Equivalents, Accounts Payable, Notes Payable, Current Maturities on Long Term Debt, Taxes Payable, Interest Payable, Dividends Payable, Leases Payable (Current), Sinking Fund Payable (Current), Other Current Liabilities Accounts Receivable, Sales, Sales Returns and Discounts Cost of Goods Sold Cash, Cash Equivalents, Short Term Investments, Accounts Receivable, Inventory, Notes Receivables, Work in Process, Prepaid Expenses, Other Current Assets, Inventory, Accounts Payable, Notes Payable, Current Maturities on Long Term Debt, Taxes Payable, Interest Payable, Dividends Payable, Leases Payable (Current), Sinking Fund Payable (Current), Other Current Liabilities Accounts Payable, Notes payable, Current Maturities on Long Term Debt, Taxes
56
5, 15, 35
4, 33, 34
1, 2 1, 2, 15-23
4, 33, 34
35 1-9, 15-23
Debt to Equity
15-30
Microsoft Dynamics AX
KPI Reference ID Ledger account category description
Payable, Interest payable, Dividends Payable, Leases Payable (Current), Sinking Fund Payable (Current), Other Current Liabilities, Long Term Debt, Common Stock, Preferred Stock, Additional Paid in Capital - Common, Additional Paid in Capital - Preferred, Retained Earnings, Treasury Stock Debt to Total Assets 1-24 Accounts Payable, Notes Payable, Current Maturities on Long Term Debt, Taxes Payable, Interest Payable, Dividends Payable, Leases Payable (Current), Sinking Fund Payable (Current), Other Current Liabilities, Long Term Debt, Cash, Cash Equivalents, Short Term Investments, Accounts Receivable, Inventory, Notes Receivables, Work in Process, Prepaid Expenses, Other Current Assets, Long Term Investments, Property, Plant, and Equipment, Accumulated Depreciation, Intangible Assets, Other Assets Cost of Goods Sold, Selling Expense, Administrative Expense, Manufacturing Expense, Travel and Entertainment Expense, Project Expenses, Salaries Expense, Other Employee Expenses, Interest Expense, Tax Expense, Depreciation Expense, Income
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35-47, 51, 52
Microsoft Dynamics AX
KPI Reference ID Ledger account category description
Tax Expense, Other Expenses, Amortization of Intangible Assets, Gain/Loss on Asset Disposal Gross Profit 33-35 Sales, Sales Returns and Discounts, Cost of Goods Sold Sales, Sales Returns and Discounts, Cost of Goods Sold Cost of Goods Sold, Inventory Sales, Other Income, Sales Returns and Discounts, Cost of Goods Sold, Selling Expense, Administrative Expense, Manufacturing Expense, Travel and Entertainment Expense, Project Expenses, Salaries Expense, Other Employee Expense, Interest Expense, Tax Expense, Depreciation Expense, Income Tax Expense, Other Expenses Cash, Cash Equivalents, Short Term Investments, Accounts Receivable, Notes Receivables, Accounts Payable, Notes Payable, Current Maturities on Long Term Debt, Taxes Payable, Interest Payable, Dividends Payable, Leases Payable (Current), Sinking Fund Payable (Current), Other Current Liabilities Sales, Other Income, Gain or Loss on Asset Disposal, Sales Returns and Discounts, Cost of Goods Sold, Selling Expense, Administrative Expense,
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33-35
5, 35 33-48
Quick Ratio
1-4, 6, 15-23
Microsoft Dynamics AX
KPI Reference ID Ledger account category description
Manufacturing Expense, Travel and Entertainment Expense, Project Operation Expense, Salaries Expense, Other Employee Expense, Depreciation Expense, Other Expenses, Amortization on Intangible Assets, Cash, Cash Equivalents, Short Term Investments, Accounts Receivable, Inventory, Notes Receivable, Work in Process, Prepaid Expenses, Other Current Assets, Long Term Investments, Property Plant, and Equipment, Accumulated Depreciation, Intangible Assets, Other Assets Revenue Budget Variance 33, 34, 48, 51 Sales, Other Income, Gain or Loss on Asset Disposal, Sales Returns and Discounts Sales, Other Income, Gain or Loss on Asset Disposal, Cost of Goods Sold, Selling Expense, Administrative Expense, Manufacturing Expense, Travel and Entertainment Expense, Project Operation Expense, Salaries Expense, Other Employee Expense, Depreciation Expense, Other Expenses, Amortization of Intangible Assets, Interest Expense Cost of Goods Sold, Selling Expense, Administrative Expense, Manufacturing Expense, Travel and Entertainment Expense, Project
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Total Expenses
35-47, 51, 52
Microsoft Dynamics AX
KPI Reference ID Ledger account category description
Operation Expenses, Salaries Expense, Other Employee Expenses, Interest Expense, Tax Expense, Depreciation Expense, Income Tax Expense, Other Expenses, Amortization of Intangible Assets, Gain/Loss on Asset Disposal Total Revenue 33, 34, 48, 51 Sales, Other Income, Sales Returns and Discounts, Gain/Loss on Asset Disposal
Dimensions
Accounts receivable Credit & collections
Accounts payable
Bookkeeper
Dimensions
coordinator
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
coordinator
60
Accountant
Accounting
Controller
manager
manager
CFO
Microsoft Dynamics AX
Accounts receivable Credit & collections
Accounts payable
Bookkeeper
Dimensions
coordinator
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
Measures
Accounts receivable Credit & collections
Accounts payable
Bookkeeper
coordinator
Master Amount Ledger Transaction Amount Ledger Budget Amount Ledger Master Budget Amount -
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
coordinator
61
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
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
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
62
Accountant
Accounting
Controller
Measures
manager
manager
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. Transaction type.
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Microsoft Dynamics AX
Additional fields Description
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
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.
Aging periods* Company* Company Microsoft Dynamics AX 2009 Business Intelligence Cube Reference Guide
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Microsoft Dynamics AX
Dimension Dimension ID ID Attribute
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 code
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COUNTY CREATEDDATETIME
CUSTGROUP NAME
DESTINATIONCODE
LINEOFBUSINESS
INVENTSITE DESTINATIONCODE DESCRIPTION Microsoft Dynamics AX 2009 Business Intelligence Cube Reference Guide
Microsoft Dynamics AX
Dimension Dimension ID ID Attribute
DIRPARTYTABLE
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
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
Company
Company accounts
Company accounts
Company accounts
Ledger period Ledger time dimension period time dimension Company information Lines for setup of statistics (aging periods) Customers Methods of payment Customers Customer transactions Time Time (Date) Time (Closed date) Time (Document date) Ledger period time dimension (Ledger period trans date) Ledger period time dimension (Ledger period document date) Days
Customers
Days
Days Days
Days
Days
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Microsoft Dynamics AX
Dimension Master company exchange rate Exchange rate Open customer transactions Customer transactions Cust Trans Total Sales
Ledger period time dimension (Ledger period closed date) Master Company Reporting Currency
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 Microsoft Dynamics AX 2009 Business Intelligence Cube Reference Guide
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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
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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
Microsoft Dynamics AX
Measure Measure field name Aggregation Description
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, in company currency. Total amount of
74
CustTrans.AmountCur
Sum
Settled currency
CustTrans.SettleAmountCur
Sum
CustTrans.AmountMst
Sum
Amount settled
CustTrans.SettleAmountMst
Sum
Microsoft Dynamics AX
Measure Measure field name Aggregation Description
Total Sales
CustTransTotalSales.AmountMst
Sum
Calculated measures
The Accounts receivable cube contains no calculated measures.
Dimensions
Accounts receivable Credit & collections
Accounts payable
Bookkeeper
Dimensions
coordinator
Yes
Yes
Yes
Yes
Yes
Yes
No
Yes
Yes
Yes
Yes
Yes
Yes
Yes
No
Yes
75
coordinator
Accountant
Accounting
Controller
manager
manager
CFO
Microsoft Dynamics AX
Accounts receivable Credit & collections
Accounts payable
Bookkeeper
Dimensions
coordinator
Customer Customer group Period Codes Aging Periods Open Customer Transactions
Yes Yes
Yes Yes
Yes Yes
Yes Yes
Yes Yes
Yes Yes
No No
Yes Yes
No No No
Measures
Accounts receivable Credit & collections
Accounts payable
Bookkeeper
coordinator
Master Amount Yes - Receivables Transaction Amount Receivables Master Outstanding Amount Transaction Outstanding Amount Yes
Yes
Yes
Yes
Yes
Yes
No
Yes
Yes
Yes
Yes
Yes
Yes
No
Yes
Yes
Yes
Yes
Yes
Yes
Yes
No
Yes
Yes
Yes
Yes
Yes
Yes
Yes
No
Yes
coordinator
76
Accountant
Accounting
Controller
Measures
manager
manager
CFO
coordinator
Accountant
Accounting
Controller
manager
manager
CFO
Microsoft Dynamics AX
Company master Fiscal periods Aging master Aging periods Vendor groups
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)
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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.
79
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)
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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
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FiscalWeeks FiscalYears HalfYears Months Quarters TenDays Trimesters Weeks Years Microsoft Dynamics AX 2009 Business Intelligence Cube Reference Guide
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
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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
Microsoft Dynamics AX
Dimension Dimension ID ID Attribute
PAYMTERMID
Terms of payment 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
Department
Department
Department
84
Microsoft Dynamics AX
Dimension Master company exchange rate Exchange rate Open customer transactions Vendor transactions Open vendor transactions Vend Trans Total Purchases
Cost center Purpose Currency Company Currency Company accounts Ledger period time dimension Currency Company accounts Ledger period time dimension Company accounts Ledger period time dimension
Cost center Purpose Currency Company accounts Ledger period time dimension Company accounts Ledger period time dimension
Cost center Purpose Currency 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) Days Days Days Days Vendors Vendors Vendors
Methods of payment Vendors Vendor transactions Days Days Days Days Days
Days
Days
85
Microsoft Dynamics AX
Dimension Master company exchange rate Exchange rate Open customer transactions Vendor transactions Open vendor transactions Vend Trans Total Purchases
Time (Document 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 Ledger period time dimension
Days
Days
Days
Days
86
Microsoft Dynamics AX
Dimension Master company exchange rate Exchange rate Open customer transactions Vendor transactions Open vendor transactions Vend Trans Total Purchases
Currency
Aging Periods
By Period
Hierarchy
Approved date
YearsQuartersMonthsWeeksDays
Closed date
YearsQuartersMonthsWeeksDays
Company information
Country/region
87
Microsoft Dynamics AX
Dimension Hierarchies Attributes in hierarchical order
State City ZIP Code Company information Date YearsQuartersMonthsWeeksDays Year Quarter 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
Microsoft Dynamics AX
Dimension Hierarchies Attributes in hierarchical order
Ledger period time dimension Ledger period document date YearsQuartersMonthsWeeksDays 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 Vendor Master Company chains Vendors Company chains Vendors Country/region - Vendors Country/region State City ZIP code Vendors Microsoft Dynamics AX 2009 Business Intelligence Cube Reference Guide
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Microsoft Dynamics AX
Dimension Hierarchies Attributes in hierarchical order
Site Vendors
Site 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
90
BIMasterCompanyExchangeRates.EndOfDayRate Max
Microsoft Dynamics AX
Measure Measure field name Aggregation Description
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 open customer transactions. Total open customer transaction amount, in transaction currency. Total open customer transaction amount, in company currency.
CustTransOpen.AmountCur
Sum
Sum
91
Microsoft Dynamics AX
Not applicable
Count
Number of vendor transactions. Total vendor transaction amount, in transaction currency. Total vendor transaction amount, in company currency.
VendTrans.AmountCur
Sum
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
92
Microsoft Dynamics AX
Measure Measure field name Aggregation Description
VendTransTotalPurchases.AmountMst
Sum
Calculated measures
The Accounts payable cube contains no calculated measures.
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
Microsoft Dynamics AX 2009 Business Intelligence Cube Reference Guide
93
coordinator
Accountant
Accounting
Controller
manager
manager
CFO
Microsoft Dynamics AX
Accounts receivable Credit & collections
Accounts payable
Bookkeeper
coordinator
Master Amount Payables Transaction Amount Payables Master Outstanding Amount Transaction Outstanding Amount
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
94
Accountant
Accounting
Controller
Measures
manager
manager
CFO
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
95
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.
Microsoft Dynamics AX
Dimension
Dimension ID
ID
Attribute
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
Description name Automatic payment Expense owner Payment method description Post method Destination
97
CostOwner PayedByTxt
TrvPostMethod Travel Microsoft Dynamics AX 2009 Business Intelligence Cube Reference Guide
Microsoft Dynamics AX
Dimension Dimension ID ID Attribute
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) Employee (Employee Rejected by)
Company accounts
Company accounts
Expense category
Employee
98
Microsoft Dynamics AX
Dimension Expense header Expense lines Policy violations log
Time (Date approved) Time (From date) Time (To date) Master company reporting currency
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
99
Microsoft Dynamics AX
Measure Measure field name Aggregation Description
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
100
Microsoft Dynamics AX
Measure Measure field name Aggregation Description
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 per expense report for posted expense
101
Expense report amount paid by company (SUM) / Posted expense reports (COUNT)
Microsoft Dynamics AX
Measure Formula Aggregation Description
reports. Average expense report amount paid by employee Expense report amount paid by employee (SUM) / Posted expense reports (COUNT) 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.
Average cost
Billed amount / Expense transactions (COUNT) TrvExpTable table, PostStatus field = Transferred (COUNT)
102
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.
BilledAmount.ExpenseType = Mileage
103
Microsoft Dynamics AX
Measure Formula Aggregation Description
Expense report amount paid by employee Expense report amount paid by company
Sum
The sum of expense report amounts paid by an employee. The sum of expense report amounts paid by the company.
Sum
Drill-through attributes
The Expense management cube does not contain actions with drill-through attributes.
Policy Violations Log Count where Action Taken = 1 (Approved by All Approvers), 5 (Approved by Some Approvers) Sum of Expense Report Total Billed Amount
Expense management cube KPI source tables, configuration keys, and Role Centers
The following table lists the key performance indicators (KPIs) that are associated with the Expense management cube. The tables from which data is drawn, required configuration keys, and related role centers are included.
KPI name Source tables License keys Role Centers
Trv (TrvExpTable)
Not applicable
TrvExpTable
Not applicable
104
Microsoft Dynamics AX
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 Travel locations Payment method Policy violations log Time Time (Report 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
105
Microsoft Dynamics AX
Dimensions CFO Accounting manager Controller Accounts payable coordinator Project manager Non-project manager
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
Measures
Measures CFO Accounting manager Controller Accounts payable coordinator Project manager Non-project manager
Count Master end of day rate Exchange rate count End of day 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
Policy Yes violations log count Policy Violation log count Yes Yes
Yes
Yes
Yes
Yes
Yes
Yes Yes
Yes Yes
Yes Yes
Yes Yes
Yes Yes
106
Microsoft Dynamics AX
Measures CFO Accounting manager Controller Accounts payable coordinator Project manager Non-project manager
Expense header count Expense report number Expense lines count Billed amount Mileage
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
Microsoft Dynamics AX Else If current value > than previous time periods value at current point in time THEN Increasing Else Flat 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
108
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
ProjBasic ProjBasic ProjBasic ProjBasic ProjBasic ProjBasic N/A ProjBasic ProjBasic LedgerBasicSalesTax
ForecastModel
LedgerBasic
109
Microsoft Dynamics AX
Table Description Configuration key
SalesQuotationTable CostControlTransCommittedCost
Quotations Committed cost updates Hours Expense Items Fee On-account Quotation lines Hour forecast Project type utilization settings
QuotationBasic ProjAdvCostControl
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
110
Budget updates
ProjTransBudget (table)
Microsoft Dynamics AX
Measure group Fact table (table/named query) Description
this table. The table can be queried to determine the total forecast project cost of a project. Committed cost updates CostControlTransCommittedCost (table) CostControlTransCommittedCost is used to store the committed cost of a project. 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
111
Hours
ProjEmplTrans (table)
On-account transaction
ProjOnAccTrans (table)
Fee transaction
ProjForecastEmpl (table)
Expense transaction
ProjForecastCost (table)
Hour forecast
ProjForecastSales (table)
Expense forecast
ProjForecastCost (table)
Fee forecast
ProjForecastRevenue (table)
Sales forecast
ForecastSales (table)
ProjPeriodEmpl (table)
Microsoft Dynamics AX
Measure group Fact table (table/named query) Description
for a particular employee from period lines. Projects ProjTable (table) ProjTable contains information about each project and its subprojects. SalesQuotationTable contains sales quotation headers. SMAServiceOrderTable contains service orders.
Quotation lines
SalesQuotationTable (table)
Service orders
SMAServiceOrderTable (table)
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
ProjTable
ProjTable
Sales manager
ProjTable
Zip code
112
Microsoft Dynamics AX
Dimens ion Dimension ID ID Attribute
ProjTable ProjTable
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
Microsoft Dynamics AX
Dimens ion Dimension ID ID Attribute
BASEENUM_ProjTransType PROJTRANSPOSTING
Transaction type Voucher ledger date Ledger updates Name Invoice customer
PROJINVOICETABLE.INVOICEACCOUNT
Customer account
PROJINVOICETABLE.PROJINVOICEPROJID
Billable type Efficiency type Project type utilization settings Transaction type
BASEENUM_ProjTransType
114
Microsoft Dynamics AX
Dimens ion Dimension ID ID Attribute
update s BASEENUM_NoYes BASEENUM_NoYes_1 COSTCONTROLTRANSCOMMITTEDCOST Line propert y PROJLINEPROPERTY Open Reversed Committed date Line property
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
115
BASEENUM_NoYes_14
BASEENUM_NoYes15
BASEENUM_NoYes_18
BASEENUM_NoYes_20
Microsoft Dynamics AX
Dimens ion Dimension ID ID Attribute
BASEENUM_NoYes_24
StatementConsum pHourCost
Department Cost center Purpose Employee Company accounts Employee Company accounts
Forecast models Warehouses Project type utilization settings Sales tax group description Project category Line property Project contract Project parameters Project periods Project parameters Project category
Sales tax group description Project category Project category Project category Project category Line property
Project parameters
Project parameters
Project parameters
116
Microsoft Dynamics AX
Dimension Ledger updates Budget updates Committed cost updates Project periods Employee Projects
periods Project period lines Projects Customers Item transaction Budget updates 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 Microsoft Dynamics AX 2009 Business Intelligence Cube Reference Guide Days Ledger updates Days Days Days Days Days Days Committed cost updates Budget updates Projects Projects Projects Project ID Period from Projects Customers
Days
Microsoft Dynamics AX
Dimension Ledger updates Budget updates Committed cost updates Project periods Employee Projects
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
118
Microsoft Dynamics AX
Dimension Hierarchies Attributes in hierarchical order
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 Profit and loss
127
ProjOnAccount
Microsoft Dynamics AX
Reference ID Ledger posting type Description Typical account type
128
ProjSalesValue
Project - Accrued revenue - Sales Project - WIP Sales Project - Accrued revenue Production Project - WIP Production Project - Accrued revenue - Profit Project - WIP Profit Never ledger
129
ProjSalesValueOffset
Balance sheet
130
ProjAccruedTurnoverProd
131
ProjWIPProduction
Balance sheet
132
ProjAccruedTurnoverProfit
Balance sheet
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
120
Microsoft Dynamics AX
Actual invoiced revenue Budget invoiced revenue Actual accrued revenue Budget accrued revenue Actual revenue Budget revenue Actual cost 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
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 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, 135 121, 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
121, 123, 134, 139 121, 123, 134, 139 121, 123, 124, 125, 134, 139 121, 123, 124, 125, 134, 139
121
Microsoft Dynamics AX
Measure or KPI Type Ledger posting type reference ID
Actual consumption cost Hours Budget consumption cost Hours Actual consumption cost Expense Budget consumption cost Expense Actual consumption cost - Item Budget consumption cost - Item 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
Calculated measure
Calculated measure
Calculated measure
121, 123
Calculated measure
121, 123
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
121, 124, 125 121, 124, 125 122 122 122, 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
122
Microsoft Dynamics AX
Measure or KPI Type Ledger posting type reference ID
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, 208 123, 135, 129, 131, 133, 136, 208 123, 125, 129, 131, 133, 136, 208 138
Calculated measure
Calculated measure
WIP cost deviation WIP sales deviation Actual gross WIP cost
Calculated measure
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
Calculated measure
121, 123
Calculated measure
123
Microsoft Dynamics AX
Measure or KPI Type Ledger posting type reference ID
Payroll allocation deviation Total cost (Total budget) Actual cost committed Deviation (Total budget) Remaining budget Cost 1
Calculated measure Calculated measure Calculated measure Calculated measure 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, 139 121, 123, 126, 127, 134, 138, 139 121, 123, 126, 127, 134, 138, 139
Remaining budget deviation Cash inflow deviation Cash outflow deviation Actual net cash flow
Calculated measure
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)
Calculated measure Calculated measure Calculated measure Calculated measure Calculated measure Calculated measure Calculated measure Calculated measure Calculated measure Calculated measure
124
Microsoft Dynamics AX
Measure or KPI Type
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) 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 Calculated measure Calculated measure 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.
Microsoft Dynamics AX Note: For information about each of the enumeration values used in the calculations, see the Project accounting cube KPI enumeration values section of this document.
KPI name Calculation
[[[(Budget Updates Amounts where Posting Type = 126, 127, 138, Payment Status = 1, 2)] *-1] - [[(Amount where Ledger Origin = 57, 58, Posting Type = 126, 127, Payment Status = 1, 2)]*-1]] / [[(Budget Updates Amounts where Posting Type = 126, 127, 138, Payment Status = 1, 2)] * -1]] * 100 [[(Budget Updates Amounts where Posting Type = 121, 123, Payment Status = 1, 2)] - [(Amount where Ledger Origin = 57, 58, Posting Type = 121, 123, Payment Status = 1, 2)] / [(Budget Updates Amounts where Posting Type = 121, 123, Payment Status = 1, 2)]] * 100 [[(Budget Updates Quantities where Transaction Type = 2, Posting Type = 121, 123) + (Budget Updates Quantity where Transaction Type = 2, StatementConsumpHourCost = 1, Posting Type = 134, 139)] - [ (Ledger Updates Quantity where LedgerOrigin = 57, 58, Transaction Type = 2, Posting Type = 123) + ( Ledger Updates Quantity where Transaction Type = 2, StatementConsumpHourCost = 1, Posting Type = 134, 139)] / [(Budget Update Quantities where Transaction Type = 2, Posting Type = 121, 123) + (Budget Updates Quantity where Transaction Type = 2, StatementConsumpHourCost = 1, Posting Type = 134, 139)]] * 100 [[[[( Budget Updates Amount where Transaction Type = 1, 3, 4, Posting Type = 126)] *-1] + (Budget Updates Amount where Transaction Type = 5, Posting Type = 127)] *-1] + [[( Budget Updates Amounts where Transaction Type = 1, 2, 3, Posting Type = 128) *-1 ] + [( Budget Updates Amounts where Transaction Type = 1, Posting Type = 130, 137) *-1]] + [[(Budget Updates Amounts where Posting Type = 121, Transaction Type = 2) + (Budget Updates Amounts where Posting Type = 134, Transaction Type = 2, No Never Ledger Hour Cost = 1) + (Budget Updates Amounts where Posting Type = 139, Transaction Type = 2, No Never Ledger Hours Cost = 1)] + [( Budget Updates Amounts where Posting Type = 121, Transaction Type = 3)] + [( Budget Updates Amounts where Posting Type = 121) + (Budget Updates Amounts
126
Microsoft Dynamics AX
KPI name Calculation
where Posting Type = 124, Transaction Type = 4) + (Budget Updates Amounts where Posting Type = 134, Transaction Type = 4, Item Never Ledger PL = 1)] + [(Budget Updates Amounts where Posting Type = 135, Transaction Type = 3)]] [[[(Amount where Transaction Type = 1, 3, 4, Posting Type = 126) *-1] + [(Amount where Transaction Type = 5, Posting Type = 127) *-1] + [(Amount where Transaction Type = 1,3,4) *-1 ] + [(Amount where Transaction Type 1, Posting Type =130, 137) *-1 ]] - [[(Amount where Posting Type = 121, Transaction Type = 2 ) + (Amount where Posting Type = 134, 139)] + [ (Amount where Posting Type = 121, Transaction Type = 2 ) + (Amount where Posting Type = 134, 139)] + [(Amount where Posting Type = 121, Transaction Type = 3)] + [(Amount where Posting Type = 121, 124, 134)] + [(Amount where Posting Type = 135, Transaction Type = 3)]]] / [[[(Budget Updates Amount where Transaction Type = 1, 3, 4, Posting Type = 126)] *-1] + [(Budget Updates Amount where Transaction Type = 5, Posting Type = 127)] *-1] + [[(Budget Updates Amounts where Transaction Type = 1, 2, 3, Posting Type = 128) *-1 ] + [(Budget Updates Amounts where Transaction Type = 1, Posting Type = 130, 137) *-1]] + [[(Budget Updates Amounts where Posting Type = 121, Transaction Type = 2) + (Budget Updates Amounts where Posting Type = 134, Transaction Type = 2, No Never Ledger Hour Cost = 1) + (Budget Updates Amounts where Posting Type = 139, Transaction Type = 2, No Never Ledger Hours Cost = 1)] + [(Budget Updates Amounts where Posting Type = 121, Transaction Type = 3)] + [(Budget Updates Amounts where Posting Type = 121) + (Budget Updates Amounts where Posting Type = 124, Transaction Type = 4) + (Budget Updates Amounts where Posting Type = 134, Transaction Type = 4, Item Never Ledger PL = 1)] + [(Budget Updates Amounts where Posting Type = 135, Transaction Type = 3)]]]] * 100 Actual vs. Budget Net Cash Flow [[[(Budget Updates Amount where Posting Type = 126, 127, Payment Status = 1, 2)] *-1] - [(Budget Updates Amount where Posting Type = 121, 123, Payment Status = 1, 2)] - [[( Amount where Ledger Origin = 57, 58, Posting Type = 126, 127, Payment Status = 1, 2)] *-1] - [(Amount where Ledger Origin = 57, 58. Posting Type = 121, 123, Payment Status = 1, 2)] / [[(Budget Updates Amount where Posting Type = 126,
127
Microsoft Dynamics AX
KPI name Calculation
127, Payment Status = 1, 2)] *-1] - [(Budget Updates Amount where Posting Type = 121, 123, Payment Status = 1, 2)]] * 100 Actual vs. Budget Net WIP [[[(Budget Updates Amounts where Transaction Type = 2, Posting Type = 123) + Budget Updates Amounts where Transaction Type = 4) + (Budget Updates Amounts where Transaction Type = 3)] + [(Budget Updates Amounts where Transaction Type = 1, 3, Posting Type = 129) + Budget Updates Amounts where Transaction Type = 1, Posting Type = 131, 208)] - [(Budget Updates Amounts where Transaction Type = 5, Posting Type = 138)]] / [[(Amount where Transaction Type = 2, Posting Type = 123) + (Amount where Transaction Type =4) + Amount where Transaction Type = 3)] + [(Amount where Transaction Type = 1, Posting Type = 129) + Amount where Transaction Type = 1, Posting Type = 131)] [( Amount where Transaction Type = 5, Posting Type = 138) * -1]]] * 100 [[[(Budget Updates Amount where Transaction Type = 1, 3, Posting Type = 126) *-1] + [(Budget Updates Amount where Transaction Type = 5, Posting Type = 127) *-1] + [(Budget Updates Amount where Transaction Type 1, 3, Posting Type = 128) *-1] + [(Budget Updates Amount where Transaction Type 1, Posting Type = 130, 137) *-1]] - [(Amount where Transaction Type = 1, 3, Posting Type = 126) *-1] + [(Amount where Transaction Type = 5, Posting Type = 127) *-1] + [(Amount where Transaction Type = 1, 3, Posting Type = 128) *-1] + [(Amount where Transaction Type = 1, Posting Type = 130, 137) *-1] / [[(Budget Updates Amount where Transaction Type = 1, 3, Posting Type = 126) *-1] + [(Budget Updates Amount where Transaction Type = 5, Posting Type = 127) *1] + [(Budget Updates Amount where Transaction Type = 1, 3, Posting Type = 128) *-1] + [(Budget Updates Amount where Transaction Type = 1, Posting Type = 130, 137) *-1]]] * 100
128
Microsoft Dynamics AX
Project accounting cube KPI source tables, configuration keys, and Role Centers
The following table lists the key performance indicators (KPIs) that are associated with the Project accounting cube. The tables from which data is drawn, required configuration keys, and related role centers are included.
KPI name Source tables Configuration keys (Tables) Role Centers
ProjTransPosting, ProjTransBudget
ProjBasic (ProjTransPosting, ProjTransBudget) ProjBasic (ProjTransPosting, ProjTransBudget) ProjBasic (ProjTransPosting, ProjTransBudget) ProjBasic (ProjTransPosting, ProjTransBudget) ProjBasic (ProjTransPosting, ProjTransBudget) ProjBasic (ProjTransPosting, ProjTransBudget) ProjBasic (ProjTransPosting)
Project manager
ProjTransPosting, ProjTransBudget
Project manager
ProjTransPosting, ProjTransBudget
Project manager
ProjTransPosting, ProjTransBudget
Project manager
ProjTransPosting, ProjTransBudget
Project manager
ProjTransPosting, ProjTransBudget
Project manager
ProjTransPosting
Project manager
Posting Type
Microsoft Dynamics AX
KPI name Field Enumeration values used
138=Project - WIP invoiced - On account Payment Status 1=Expected payment 2=Paid Actual vs. Budget Cash Outflow Posting Type 121=Project - Cost 123=Project - WIP cost Payment Status 1=Expected payment 2=Paid Ledger Origin 57=Reverse estimate 58=Eliminate estimate Actual vs. Budget Hours Ledger Origin 57=Reverse estimate 58=Eliminate estimate Transaction Type Posting Type 2=Hour 121=Project - Cost 123=Project - WIP cost 134=Never ledger 139=No ledger StatementConsumpHourCost 1=No/Never ledger Hour cost Actual vs. Budget Gross Margin Transaction Type 1=Revenue 3=Cost 4=Item 5=On account Posting Type 121=Project - Cost 127=Project - Invoiced on-account 130=Project - Accrued revenue Production 134=Never ledger, 135= Project Accrued loss 137=Project - Accrued revenue - On account ItemNeverLedgerPL Actual vs. Budget Net Posting Type 1=Never ledger Item cost 121=Project - Cost
130
Microsoft Dynamics AX
KPI name Field Enumeration values used
Cash Flow
123=Project - WIP cost 126=Project - Invoiced revenue 127=Project - Invoiced on-account Payment status 1=Expected payment 2=Paid Ledger Origin 57=Reverse estimate 58=Eliminate estimate
Posting Type
123=Project - WIP cost 129=Project - WIP - Sales value 131=Project - WIP - Production 138=Project - WIP invoiced - On account
Transaction Type
Posting Type
126=Project - Invoiced revenue 127=Project - Invoiced on-account 130=Project - Accrued revenue Production 137=Project - Accrued revenue - On account
Microsoft Dynamics AX
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 Line property Project parameters
Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes
No No No No No No No No 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
No No No No No
Yes Yes
No No
No No No No
132
Microsoft Dynamics AX
Measures Project manager Project team member
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 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
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
133
Microsoft Dynamics AX
Measures Project manager Project team member
Cost price Sales forecast count Sales forecast quantity Quotation Sales quotation count Service order
No No No No No No
134
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 Customer packing slip
CustPackingSlipTrans
LogisticsBasic
CustPackingSlipJour
LogisticsBasic
135
Microsoft Dynamics AX
Table Description Configuration key
header InventTable InventTrans InventDim Inventory master Inventory transactions Inventory dimensions LogisticsBasic LogisticsBasic LedgerBasic
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
136
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.
137
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
139
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
140
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
141
SMMBUSRELCHAINGROUP
COUNTY CREATEDDATETIME
CUSTGROUP NAME Microsoft Dynamics AX 2009 Business Intelligence Cube Reference Guide
Microsoft Dynamics AX
Dimension Dimension ID ID Attribute
groups 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
142
CUSTTABLE
ADDRESSCOUNTRYREGION
DESTINATIONCODE
LINEOFBUSINESS
INVENTSITE
DIRPARTYTABLE NAME
INVOICEACCOUNT
COMMISSIONSALESGROUP NAME Microsoft Dynamics AX 2009 Business Intelligence Cube Reference Guide
Microsoft Dynamics AX
Dimension Dimension ID ID Attribute
Segment
Department * Due* Employee* Item* Master Company Reporting Currency* Purpose* Reporting Currency* Size* Time* Units* Warehouse*
143
Microsoft Dynamics AX CustomerInvoiceTransaction measure group, the Invoice Date field on the invoice transaction determines which time period the records fall into. # Indicates that the dimension table is the fact table; there is no specific reference field.
Dimensi Customer on Invoice Customer Invoice Transaction Customer Packing Slip Transaction Customers Items
Color
ItemID+
ItemID+
InventDim_InventLocat InventDim_InventLoca ionID tionID Compa ny CostCe nter Custom er Packin g Slip Lines Delaye d Custom BackOrder er OneTimeC Invoice ustomer SalesType Custom er Invoice Lines Custom er Packin g Slip Lines Custom OrderAcco ers unt Custom InvoiceAcc ers ount CustomerInvoiceJour_ OrderAccount PartDelivery DeliveryType DataAreaId DataAreaId DataAreaId DataAreaId DataAr eaId Dimen sion2
Dimension 2
Dimension2
Dimension2
Dimension2
PartDelivery DeliveryType
CustPackingSlipJour_ OrderAccount
Microsoft Dynamics AX
Dimensi Customer on Invoice Customer Invoice Transaction Customer Packing Slip Transaction Customers Items
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
Measures
The Sales cube includes the following measure groups and measures.
Count
Not applicable
Count
Number of
145
Microsoft Dynamics AX
Measure Measure field name Aggregation Description
exchange rate records. Master end of day rate BIMasterCompanyExchangeRates.EndOfDayRate Max Maximum exchange rate in the company that is specified as the master exchange rate company, as of the end of the specified day.
Not applicable
Count
Number of exchange rate records. Maximum exchange rate as of the end of the specified day.
Not applicable
Count
CustInvoiceJour.InvoiceAmou ntMST
Sum
The invoiced amounts in company currency. The miscellaneous charges, such as transportation fees, that are allocated to the order in company currency.
146
CustInvoiceJour.SumMarkupM Sum ST
Microsoft Dynamics AX
Measure Measure field name Aggregation Description
Total Discount
CustInvoiceJour.EndDiscMST
Sum
The total discount in company currency that is given on the order. The line discount is not included.
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. Number of invoice transactions, also known as invoice lines. Quantity invoiced per storage unit of measure.
Cogs
CustInvoiceTransNQ.COGS Sum
Commission amount Customer Invoice transaction Count Inventory Quantity - Customer Invoiced lines Invoiced Sales per line (excluding total discount)
CommissAmountMST
Sum
Not applicable
Count
InventQTY
Sum
LineAmountMST
Sum
Invoiced amount per line in the company currency, excluding tax. Quantity invoiced per sold unit of measure.
Sum
Sum
Quantity that is delivered with the invoice. This quantity is 0 (zero) if a packing slip has
147
Microsoft Dynamics AX
Measure Measure field name Aggregation Description
been created for the item. If no packing slip has been created, this field contains the quantity sold in selling unit of measure. Sales Tax Amount Sales tax included in invoiced sales TaxAmountMST LineAmountTaxMST Sum Sum 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.
Not applicable
Count
CustPackingSlipTransNQ.Day sDelayedConfirmed
SUM
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 posting, the cube interprets it as if the confirmed
148
Microsoft Dynamics AX
Measure Measure field name Aggregation Description
ship date is January 1, 1900 and calculates delayed days accordingly. Delayed Days requested CustPackingSlipTransNQ.Day sDelayedReq 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. Inventory Quantity Customer Packing Slip Lines Quantity Customer packing Slip lines InventQTY Sum Quantity of items per packing slip line in storage unit of measure.
QTY
Sum
Customers count
Not applicable
Count
149
Microsoft Dynamics AX
Measure Measure field name Aggregation Description
Item Count
Not applicable
Count
Calculated measures
The Sales cube contains the following calculated measures.
Measure Formula Aggregation Description
The Delayed Days confirmed measure divided 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.
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 by the Customer Packing Slip Lines Delayed dimension and look at the delayed packing slips.
150
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
151
Microsoft Dynamics AX
Purchase cube
Use the Purchase cube to report on purchase 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
152
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 remaining quantity is packing slip updated later then multiple records will appear in this fact table. Contains a record for each
153
Item
InventTable (table)
Microsoft Dynamics AX
Measure group Fact table (table/named query) Description
item. 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.
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 VendInvoiceTrans.InventQty < 0 VendInvoiceTrans.LineAmountMST where VendInvoiceTrans.InventQty >= 0 VendInvoiceTrans.LineAmountMST where VendInvoiceTrans.InventQty < 0
154
VendInvoiceTransNQ.ReturnQty
VendInvoiceTransNQ.PurchaseAmountMST
VendInvoiceTransNQ.ReturnAmountMST
Microsoft Dynamics AX
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
Buyer group
INVENTBUYERGROUP
DESCRIPTION
Buyer group
155
Microsoft Dynamics AX
Dimension Dimension ID ID Attribute
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 TenDays Trimesters Weeks Years
156
FiscalMonths FiscalQuarters
FiscalTrimesters
FiscalWeeks FiscalYears HalfYears Months Quarters TenDays Trimesters Weeks Years Microsoft Dynamics AX 2009 Business Intelligence Cube Reference Guide
Microsoft Dynamics AX
Dimension Dimension ID ID Attribute
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 Currency Destination code Female
157
COUNTY CREDITMAX CURRENCY DESTINATIONCODE DESCRIPTION FEMALEOWNED Microsoft Dynamics AX 2009 Business Intelligence Cube Reference Guide
Microsoft Dynamics AX
Dimension Dimension ID ID Attribute
Owned DIRPARTYTABLE Global address book Global address book - name Invoice account Line of business Minority Owner One-time supplier Segment
DIRPARTYTABLE NAME
INVOICEACCOUNT
ONETIMEVENDOR
Segment table Site State Terms of payment Vendor Vendor group Vendor groups Name Vendors Vendors Country region Vendors Destination
158
VENDTABLE ADDRESSCOUNTRYREGION
DESTINATIONCODE
Microsoft Dynamics AX
Dimension Dimension ID ID Attribute
code LINEOFBUSINESS Vendors Line of business Vendors site ZIP postal Code Delayed
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
Microsoft Dynamics AX # Indicates that the dimension table is the fact table; there is no specific reference field.
Dimensio n Item Vendor Invoice Vendor Invoice Lines Vendor Packing Slip Transaction
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
Purchasetyp e Partdelivery
160
Microsoft Dynamics AX
Dimensio n Item Vendor Invoice Vendor Invoice Lines Vendor Packing Slip Transaction
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
Partdelivery
Duedate
Purchunit
Purchunit
Delayed
Measures
The Purchase 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
161
BIMasterCompanyExchangeRates.EndOfDayRate Max
Microsoft Dynamics AX
Measure Measure field name Aggregation Description
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.
VendInvoiceJour.InvoiceAmountMST Sum
The invoiced amounts, in the company currency. The miscellaneous charges, such as transportation fees, that are allocated to the order, in the company currency. The total discount, in the company currency, that is given on the order (line discount is not included).
VendInvoiceJour.SumMarkupMST
Sum
VendInvoiceJour.EndDiscMST
Sum
162
Microsoft Dynamics AX
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. Invoiced amount per line in the company currency.
VendInvoiceTrans.Qty
Sum
Amount
VendInvoiceTrans.LineAmount
Sum
VendInvoiceTrans.LineAmountMS T
Sum
VendInvoiceTrans.PurchaseQTY
Sum
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.
Purchase Amount
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
Microsoft Dynamics AX
Measure Measure field name Aggregation Description
measure, (or appears as a negative quantity on the invoiced purchase order). Based on a named query. Returns amount VendInvoiceTrans.ReturnAmount MST Sum Invoiced amount of the returned 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
164
Inventory Quantity
VendPackingSlipTrans.InventoryQTY Sum
Days Delayed
VendPackingSlipTrans.DaysDelayed
Microsoft Dynamics AX
Measure Measure field name Aggregation Description
actual expected date. 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
The delayed days measure divided by the number of packing slip lines.
Ave
The Delayed Days measure divided by the number of packing slip lines. Note: To view the average of the delayed days for only
165
Microsoft Dynamics AX
Measure Formula Aggregation Description
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
Measures
Measures Operation manager Purchasing Agent Purchasing Manager
Yes
Yes
Yes
166
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
Microsoft Dynamics AX
Measure group
Description
CostCalculation
ProdCalcTrans (table)
Contains the complete set of estimates and costings of production orders. Contains production orders and various dates and quantities related to them. Contains the sequence of operations in the production route and all relevant data related to the scheduling and feedback on these operations. Contains all feedback on operations on operations and jobs, entered on journals for the production orders. Contains a record for each item. Contains a record for each exchange rate for each company.
Production order
ProdTable (table)
Production route
ProdRoute (table)
Route transaction
ProdRouteTrans (table)
Item
InventTable (table)
Exchange Rate
BIExchangeRates (table)
BIMasterCompanyExchangeRates Contains a record for each (table) exchange rate for the company that is selected in the Setup Exchange Rates form.
Named queries
If the production cube is regenerated, the named queries must be added manually.
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Microsoft Dynamics AX
Additional fields Description
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. MIN(ProdRouteTrans.DateWIP + ProdRouteTrans.FromTime) MAX(ProdRouteTrans.DateWIP + ProdRouteTrans.ToTime) ProdRouteTransNQ.EndDateTime ProdRouteTransNQ.StartDateTime
ProdRouteTransNQ.EndDateTime
ProdRouteTransNQ.LeadTime
169
Microsoft Dynamics AX
Additional fields Description
ProdRouteTransNQ.PlannedStartDateTime
ProdRouteTransNQ.PlannedEndDateTime ProdRouteTransNQ.PlannedLeadTime
CostCalculation
PRODCALTRANS_DIM
Color* Company* Cost Center* Currency* Department* Configuration* Item* Master Company Reporting Currency* Production level Production order PRODCALCTRANS LEVEL PRODTABLE_DIM PRODCALCTRANS LEVEL PRODPOSTINGTYPE Level Posting type
170
Microsoft Dynamics AX
Dimension Dimension ID ID Attribute
PRODTABLE_DIM SCHEDSTATUS
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
Days
171
Microsoft Dynamics AX
Dimension Dimension ID ID Attribute
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 Warehouse* Work center WRKCTRTABLE CAPUNIT CATEGORYTABLE ROUTECOSTCATEGORY Microsoft Dynamics AX 2009 Business Intelligence Cube Reference Guide Capacity Unit Category Table Cost categories
172
FiscalDate FiscalHalfYears FiscalMonths FiscalQuarters FiscalTrimesters FiscalWeeks FiscalYears HalfYears Months Quarters TenDays Trimesters Weeks Years
Microsoft Dynamics AX
Dimension Dimension ID ID Attribute
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 code Dimensio n Dimension Dimension2_ Dataareaid
Dimension2_
Dimension2_
Currencycode
Currencycode
Dimension
Dimension
Itemid
Itemid
173
Inventdim_inven Inventdim_inven
Microsoft Dynamics AX
Dimension Cost calculation Item Productio n order Production route Route transaction
colorid Item Itemid Standardinvet colorid Master Company Reporting Currency Production level Production order Production delayed Production route Purpose Prod Collectreflevel
tcolorid Itemid
tcolorid Itemid
Prod
Prod
Delayed
ProdRouting
Dimensio n3_
Dimension3_
Dimension3_
Route ProdRouting transaction Size LogisticAdvan ced Itemid Standardinvetcolo rid Transdate Prod
Time Time (Delivery) Time (End date) Time (Productio n end date) Time
ProdRouting
Realdate
Todate
Prod
Schedend
Prod
Finisheddate
174
Microsoft Dynamics AX
Dimension Cost calculation Item Productio n order Production route Route transaction
(Report as finished) Time (Start date) Time (Started) Time (WIP date) Warehous e Work center 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. Number of calculations. Actual adjustment made by inventory closing.
175
ProdCalcTrans.CostAmount
Sum
Cost Markup
ProdCalcTrans.CostMarkup
Sum
Cost Calculation
VendInvoiceJour.EndDiscMST
Count
ProdCalcTrans.RealCostAdjustment
Sum
Microsoft Dynamics AX
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
ProdRouteTrans.Amount
Sum
Microsoft Dynamics AX
Measure Measure field name Aggregation Description
posted to the ledger. Error quantity ProdRouteTrans.QtyError Sum Number of error items reported on the operation or job. Number of good items reported on the operation or job. Number of route transactions.
Good quantity
ProdRouteTrans.QtyGood
Sum
Not applicable
Count
Production Cost
[[(Actual cost amount where Level = 1) + (RealCostAdjustment where Level = 1)] / [(Cost amount where Level =1) + (Cost Markup where Level = 1)]] * 100 (Average Planned Lead Time - Average Lead Time) * 100
Production Efficiency
Production cube KPI source tables, configuration keys, and Role Centers
The following table lists the key performance indicators (KPIs) that are associated with the Production cube. The tables from which data is drawn, required configuration keys, and related role centers are included.
KPI name Source tables Configuration keys (Tables) Role Centers
Production Cost
Not applicable
177
Microsoft Dynamics AX
KPI name Source tables Configuration keys (Tables) Role Centers
Production Efficiency
Not applicable
Dimensions
Dimensions Production manager
Yes
Measures
Measures Production manager
Yes
178
Microsoft Dynamics AX
Customer master Business relation master Campaigns Opportunities Leads Sales and Project quotations Activities Competitors Sales targets
Ledger basic CRM series Marketing automation CRM series Leads Quotations
Microsoft Dynamics AX
Table Description Configuration key
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
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
Opportunity
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.
182
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.
183
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
185
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.
186
Microsoft Dynamics AX
Additional fields Description
LeadID CampaignID
The unique identifier of the lead record. The unique identifier of the campaign record.
Opportunity_Campaign
The named query for Opportunity_Campaign is based on the smmOpportunity table and the smmCampaign table with the following additional fields brought into the query.
Additional fields Description
OpportunityID CampaignID
The unique identifier of the opportunity record. The unique identifier of the campaign record.
Opportunity_CompetitorGroup
The named query for Opportunity_CompetitorGroup is based on the smmOpportunity table and the smmCompetitor table with the following additional fields brought into the query.
Additional fields Description
OpportunityID EstimatedRevenue
The unique identifier of the opportunity record. The estimated revenue for the opportunity record. The unique identifier of the party. The date the opportunity record was opened.
PartyID OpenedDate
Activity
smmActivities_DIM
Activity
SMMACTIVITYPLANGR
PlanID
Microsoft Dynamics AX
Dimension Dimension ID ID Attribute
plan
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 Parent campaign stages Quotation winner
Campaign
SMMCAMPAIGNTABLE
GroupDescription
CAMPAIGNTYPEID TypeDescription
CampaignEndDate CampaignFollowUpDate CampaignResponsible CAMPAIGNSTATUS Competitor SMMQUOTATIONCOM PETITORS SMMQUOTATIONCOM PETITORS QuotationWinner
Competitor group
PARTYID
Party ID
Description
Competitor name
188
Microsoft Dynamics AX
Dimension Dimension ID ID Attribute
CUSTBUSREL
ACCOUNTNUM
Account
Created date time Currency Customer/Business relation Directory name Directory type Name Sales person Segment Segment description
Subsegment
SMMBUSRELSUBSEGMENT Subsegment description GROUP_SUBSEGMENTDES CRIPTION ZIPCODE Lead Lead priority SMMLEADTABLE SMMLEADPRIORITYTA BLE STATUS PRIORITY ZIP code Lead status Lead priority
Microsoft Dynamics AX
Dimension Dimension ID ID Attribute
LE DESCRIPTION Lead type SMMLEADTYPETABLE TYPEID DESCRIPTION Opportunity SMMOPPORTUNITYTA BLE Phase for quotation SMMACTIVITYPHASEG ROUP STATUS Description Lead type Type description Opportunity status
PHASEID
Description Process
HIERARCHY_NAME HIERARCHYTREETABLE_N AME HIERARCHYTYPE HIERARCHYID Quotation QUOTATION DELIVERYDATECONTROLT YPE QUOTATIONSTATUS QUOTATIONTYPE Quotation probability SMMQUOTATIONPROB PROBABILITYID ABILITYGROUP DESCRIPTION Quotation prognosis SMMQUOTATIONPRO GNOSISGROUP PROGNOSISID
DESCRIPTION
Description
190
Microsoft Dynamics AX
Dimension Dimension ID ID Attribute
RESPONSIBILITYID
Responsibility
Description Active Sales management units Sales unit Sales unit parent ID Unit type Source type
Description
Opportunities by
Purpo se Empl oyee Empl oyee Empl oyee Empl oyee Empl oyee Emp loye e Empl oyee
Opportunities by
Master company
Exchange rate
exchange rate
Sales targets
transactions
Opportunity
Competitor
Dimension
s relations
Campaign
campaign
Activity
Sales
Lead
191
Microsoft Dynamics AX
Customers/Busines Leads by campaign
Comp Co any mp any acc oun ts Depa rtmen t Activit y plan table
Quot ation reaso n Quot ation proba bility Resp onsibi lity table Sourc e type Comp etitor
Quot ation
Resp onsibi lity table Sour ce type Sour ce type Co mpe titor
192
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
Activit y type
Activ ity type Lead ratin g Lead type Quot ation prog nosis Lead priori ty Phas e for quota tion Sale s man age ment units Sale s man age ment units Sale s man age ment units Sale s man age ment units
Lead rating
Lead type Quot ation progn osis Lead priorit y Phas e for quota tion Sales mana geme nt units (sales units) Camp aigns
Cam paig ns
Quot ation Microsoft Dynamics AX 2009 Business Intelligence Cube Reference Guide
193
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
Lead s Activi ties Com petit ors Oppo rtunit y Day Day Days s s Days Days Days Day s Day s Days Day s
Time (Expir y date) Time (Confi rmati on) Empl oyee (Empl oyee close d by) Time (End date time) Time Empl oyee Empl oyee
Days
Days
194
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
(Start date time) Time (Origi nal start date) Time (Opp ortuni tyDate close d) Empl oyee (Empl oyeeOwne r) Time (End date) Time (Follo w-up date) Custo mers / Busin Cust omer s/ Busi Cust omer s/ Busi Days
Days
Emp loye e
Day s
Day s
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
Proce ss stage
Empl oyee (Empl oyeeUnit mana gers) Custo mers / Busin ess relati ons Busin ess relati on accou nts Empl oyee (Empl oyee -
Empl oyee
196
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
Sales units
By parent
Campaigns
Campaigns
Campaigns
Subsegment
Customers - Business relations Microsoft Dynamics AX 2009 Business Intelligence Cube Reference Guide
197
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
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.
Count
Not applicable
Count
The number of exchange rate records. The maximum exchange rate in the company that is specified as the master
198
BIMasterCompanyExchangeRates.EndOfDayRate Max
Microsoft Dynamics AX
Measure Measure field name Aggregation Description
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
SMMSalesTargetTrans.AmountMst Sum
Lead Count
Not applicable
Count
Microsoft Dynamics AX
Measure Measure field name Aggregation Description
SMMLeadTable.LeadId SMMLeadTable.DaysToClose
Count Sum
The number of lead records. The number of days to close a lead record. The number of days a lead record has been open.
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
200
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
201
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
Count Sum
Microsoft Dynamics AX
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
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] [measure].[Opportunity Days Open] / [measure].[Opportunity Count] [measure].[Lead Days Open] / [measure].[Lead Count] ([measure].[Opportunity Won Count] / ([measure].[Opportunity Won Count] +
Average
Average
The average number of days that it takes to close a lead record. The average numbers of days that opportunity records are open.
Average
Average
The average number of days that a lead record is open. The percentage of won opportunities.
Sum
203
Microsoft Dynamics AX
Measure Formula Aggregation Description
Lead count where Lead Status = 0 (Open) Opportunity count where Opportunity Status = 1 (None) Lead count in the past 7 days Opportunity count in the past 7 days Project and customer invoice sales total
Customer relationship management cube KPI source tables, configuration keys, and Role Centers
The following table lists the key performance indicators (KPIs) that are associated with the Customer relationship management cube. The tables from which data is drawn, required configuration keys, and related role centers are included.
KPI name Source tables Configuration keys (Tables) Role Centers
Active Leads
SMMLeadTable
SMMLead (SMMLeadTable)
Dedicated Sales Representative, Marketing Manager, Marketing Staffer, Sales and Marketing Executive, Sales Manager, Super Sales Representative Account Manager,
204
Active
SMMOpportunityTable
SMMCRM
Microsoft Dynamics AX
KPI name Source tables Configuration keys (Tables) Role Centers
Opportunities
(SMMOpportunityTable)
Dedicated Sales Representative, Sales and Marketing Executive, Sales Manager, Super Sales Representative Dedicated Sales Representative, Marketing Manager, Marketing Staffer, Sales and Marketing Executive, Sales Manager, Super Sales Representative Account Manager, Dedicated Sales Representative, Sales and Marketing Executive, Sales Manager, Super Sales Representative Marketing Manager, Sales and Marketing Executive, Sales Manager
New Leads
SMMLeadTable
SMMLead (SMMLeadTable)
New Opportunities
SMMOpportunityTable
SMMCRM (SMMOpportunityTable)
Sales
ProjTransPosting, CustInvoiceJour
Microsoft Dynamics AX
Dimensions
The Customer relationship management cube dimensions are not related to security.
Dimension Table/named query Column Attribute
Activity
smmActivities_DIM
Category Closed Task priority Activity plan Descriptio n Activity type Descriptio n Campaign
Activity Plan
SMMACTIVITYPLANG ROUP
PlanID
Description
Activity type
SMMACTIVITYTYPEG ROUP
TypeID
Description
Campaign
SMMCAMPAIGNTABL E
CAMPAIGNID
CAMPAIGNNAME
Campaign name Campaign date Campaign target Campaign target description Campaign group Campaign group description Campaign process
206
CAMPAIGNDATE
CAMPAIGNTARGETID
TargetDescription
CAMPAINGGROUPID
GroupDescription
PROCESSNAME
Microsoft Dynamics AX
Dimension Table/named query Column Attribute
CAMPAIGNREASONID
Campaign reason Campaign reason description Campaign type Campaign type description End date Follow-up date Owner Stages Party ID
ReasonDescription
CAMPAIGNTYPEID
TypeDescription
CampaignEndDate CampaignFollowUpDate
CUSTBUSREL
ACCOUNTNUM
CITY COUNTRYREGION
City Country region Country RegionCurrency Country RegionName Created date time
ADDRESSCOUNTRYREGION_CURRE NCYCODE
ADDRESSCOUNTRYREGION_NAME
CREATEDDATETIME
207
Microsoft Dynamics AX
Dimension Table/named query Column Attribute
CURRENCY PARTYID
Currency Customer/ Business relation Directory type Name Sales person Segment Segment description state Subsegme nt Subsegme nt description Zip code Lead status Lead priority Priority description Lead rating Rating description Lead type
DIRPARTYTABLE_NAME
NAME MAINCONTACT
SUBSEGMENT
SMMBUSRELSUBSEGMENTGROUP_ SUBSEGMENTDESCRIPTION
Lead priority
SMMLEADPRIORITYT ABLE
PRIORITY
DESCRIPTION
Lead rating
SMMLEADRATINGTA BLE
RATING
DESCRIPTION
Lead type
SMMLEADTYPETABL E
TYPEID
Type
208
Microsoft Dynamics AX
Dimension Table/named query Column Attribute
description Opportunity SMMOPPORTUNITYT ABLE SMMACTIVITYPHASE GROUP STATUS Opportunit y status Phase for quotation Descriptio n Process
PHASEID
DESCRIPTION
Process stage
HIERARCHY_PROCE SSSTAGE
ELEMENTNUMBER
HIERARCHY_NAME
Hierarchy name Hierarchy tree name Hierarchy type Process stage Delivery date Status Type of quotation Quotation probability Descriptio n Quotation prognosis Descriptio n Quotation
209
HIERARCYTREETABLE_NAME
HIERARCHYTYPE
HIERARCHYID
Quotation
QUOTATION
DELIVERYDATECONTROLTYPE
QUOTATIONSTATUS QUOTATIONTYPE
Quotation probability
SMMQUOTATIONPRO BABILITYGROUP
PROBABILITYTYPEID
DESCRIPTION
QUOTATIONP ROGNOSIS
SMMQUOTATIONPRO GNOSISGROUP
PROGNOSISID
DESCRIPTION
Quotation
SMMQUOTATIONREA
REASONID
Microsoft Dynamics AX
Dimension Table/named query Column Attribute
reason
SONGROUP DESCRIPTION
reason Descriptio n Responsibi lity Descriptio n Active Sales managem ent units Sales unit Sales unit parent ID Unit type Source type Descriptio n
Responsibility
Sales unit
SMMSALESUNIT
ACTIVE SALESUNITMANAGERID
SALESUNITID PARENTID
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
Yes No Yes No No No
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Microsoft Dynamics AX
Measures Sales Marketing
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 Invoice revenue Sales count Leads by campaign count Lead ID count (Campaign) Opportunity by campaign count Opportunity by campaign estimated revenue
Yes No No No
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
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Microsoft Dynamics AX
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
Microsoft Dynamics AX 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( (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 Microsoft Dynamics AX 2009 Business Intelligence Cube Reference Guide
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Microsoft Dynamics AX 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]) 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) Microsoft Dynamics AX 2009 Business Intelligence Cube Reference Guide
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Microsoft Dynamics AX 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 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] ) Microsoft Dynamics AX 2009 Business Intelligence Cube Reference Guide
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Microsoft Dynamics AX 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: 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 Microsoft Dynamics AX 2009 Business Intelligence Cube Reference Guide
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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 position information that is used
Not applicable
HRMVirtualNetworkTable
Not applicable
HRPPartyPositionTableRelations hip
Not applicable
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Microsoft Dynamics AX
Table Description Configuration key
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 for an absence and to apply HRMCollaborative
HRMGoal
HRMAbsenceTrans
HRMManagementAbsenc e
HRMAbsenceCode
Not applicable
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Microsoft Dynamics AX
Table Description Configuration key
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 registered in the virtual network, Not applicable
HRMCourseTable
HRMCollaborativeCourse
HRMCourseAttendee
HRMCollaborativeCourse
KMGameplanType
KMBPMGameplan
KMGameplan
KMBPMGameplan
KMActionType
KMBPM
KMAction
KMBPM
HRMRecruitingTable
HRMManagementRecruiti ng
HRMApplication
HRMManagementRecruiti ng
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Microsoft Dynamics AX
Table Description Configuration key
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.
221
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.
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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
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NAME
DESCRIPTION ENDDATE 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 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
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Microsoft Dynamics AX
Dimensio n Dimension ID ID Attribute
NAME
Global address book - Name 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
BIRTHDATE EMPLTABLE INVENTSITE Microsoft Dynamics AX 2009 Business Intelligence Cube Reference Guide
Microsoft Dynamics AX
Dimensio n Dimension ID ID Attribute
Site TODATETIME DIRPARTYTABLE FIRSTNAME EMPLGENDER DIRPARTYTABLE 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
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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
Paid vacation Period code Personal days Seniority date Site Start date
229
PROJPERIODID CAREWITHSALARY
SENIORITYDATE
INVENTSITE NAME FROMDATETIME 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
Microsoft Dynamics AX
Dimensio n Dimension ID ID Attribute
CAREWITHSALARY
Personal days Seniority date Site Start date Status Type Wage type Account type
SENIORITYDATE
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
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NAME
DIRPARTYTABLE LASTNAME Microsoft Dynamics AX 2009 Business Intelligence Cube Reference Guide
Microsoft Dynamics AX
Dimensio n Dimension ID ID Attribute
MARITAL STATUS
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
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FiscalMonths
FiscalQuarters
FiscalTrimesters
FiscalWeeks FiscalYears Microsoft Dynamics AX 2009 Business Intelligence Cube Reference Guide
Microsoft Dynamics AX
Dimensio n Dimension ID ID Attribute
HalfYears Months Quarters TenDays Trimesters Weeks Years Expiry date Time_TODATETIME Days
FiscalDate FiscalHalfYears
FiscalDate FiscalHalfYe ars FiscalMonth s FiscalQuarte rs FiscalTrimes ters FiscalWeeks FiscalYears HalfYears Months Quarters TenDays Trimesters Weeks Years Goal name
233
FiscalMonths
FiscalQuarters
FiscalTrimesters
FiscalWeeks FiscalYears HalfYears Months Quarters TenDays Trimesters Weeks Years Goals HRMGOAL DESCRIPTION
Microsoft Dynamics AX
Dimensio n Dimension ID ID Attribute
STATUS GOALTYPEID HRMGOAL Job HRPPARTYJOBTABLERELATIO NSHIP HRPPARTYJOBTABLERELATIO NSHIP DESCRIPTION JOBTYPE Media HRMMEDIA HRMMEDIA DESCRIPTION
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
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Microsoft Dynamics AX
Dimensio n Dimension ID ID Attribute
Positions
Reference type
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 235
KMGAMEPLANTYPE DESCRIPTION Microsoft Dynamics AX 2009 Business Intelligence Cube Reference Guide
Microsoft Dynamics AX
Dimensio n Dimension ID ID Attribute
KMGAMEPLANTYPEID Time*
Organization
Employee
Site Employee
Position
People in network
Applications Course Participants People in the network Course Participants People in network
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Microsoft Dynamics AX
Dimension Hierarchies Attributes in hierarchical order
Courses Skills People in the network Skills People in network Skills Actions Contact persons Actions Contact persons Actions Action types Actions Action types Actions Strategic plans Strategic plan types Strategic plan types Strategic plans Absence Absence groups Absence codes Absence groups
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 Microsoft Dynamics AX 2009 Business Intelligence Cube Reference Guide
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Microsoft Dynamics AX
Dimension Hierarchies Attributes in hierarchical order
Weeks Days Employee Closed by employee Global address book Employee Global address book
Employee Site Employee Employee Site Employee Employee Closed by manager Global address book Employee Global address book
Employee Site Employee Employee Site Employee Employee Contact person Global address book Employee Global address book Employee Employee Site Employee Employee Site Employee Employee Alternate contact person Global address book Employee Global address book
Employee Site Employee Employee Site Employee End Date Years Quarters Months Weeks Days Years
Quarters Months Weeks Days Microsoft Dynamics AX 2009 Business Intelligence Cube Reference Guide
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Microsoft Dynamics AX
Dimension Hierarchies Attributes in hierarchical order
Employee Responsible
Department
Cost center
Purpose Employee
Purpose
Organization units (Organizatio n) Jobs (Job) Positions (Position) Goals Currency Currenc y
Organizatio n
Positions
Goals Currenc y
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Microsoft Dynamics AX
Dimension Employee Master compan y exchang e rate Position Goals Exchang e rate Application Course
Company
Company accounts
Company accounts
Applicants 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) Days Days Days Days Days Days Media Recruitme nt projects Courses Application s
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Microsoft Dynamics AX
Dimension Employee Master compan y exchang e rate Position Goals Exchang e rate Application Course
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 Employee
Days
Employe e
Employee
Employe e
Employee
Employee
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Microsoft Dynamics AX
Dimension Recruitme nt project Actions Strategic plans Appraisa l interview Course participant s Skills Absence
Department
Cost center
Purpose Employee
Organization units (Organizatio n) Jobs (Job) Positions (Position) Goals Currency Company Company accounts Company accounts
Organizatio n
Goals
Company accounts
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Microsoft Dynamics AX
Dimension Recruitme nt project Actions Strategic plans Appraisa l interview Course participant s Skills Absence
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 (Employee Closed by manager) Employee (Employee Contact person) Employee (Employee Alternative contact) Employee Days Days Days Appraisa l interview s Days Actions Strategic plans Strategic plans Absenc e codes
Employee
243
Microsoft Dynamics AX
Dimension Recruitme nt project Actions Strategic plans Appraisa l interview Course participant s Skills Absence
Days
Employe e
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
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Microsoft Dynamics AX
Measure Measure field name Aggregation Description
Not applicable
Count
Number of exchange rate records. Maximum exchange rate as of the end of the specified day.
BIExchangeRates.EndOfDayRate
Max
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.
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Microsoft Dynamics AX
Count Count
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
RequisitionApprovalD ate
HRMRecruitingTable.HRMRequisitionApprova lDate
Min
Microsoft Dynamics AX
Measure Measure field name Aggregatio n Description
Not applicable
Count
Number of actions.
KMAction.KMActionId
Count
Identification of actions.
Not applicable
Count
KMGamePlan.KMGamePlanId
Count
Not applicable
Count
Appraisal
HRMInterviewTable.HRMInterviewId
Count
Microsoft Dynamics AX
Measure Measure field name Aggregation Description
interview
Not applicable
Count
HRMCourseAttendee.HRMVirtualNetworkId
Count
Attendees
HRMCourseAttendee.RecId
Count
Skills Count
Not applicable
Count
HRMVirtualNetworkSkill.HRMVirtualNetworkID Count
Absence Count
Not applicable
Count
Count
Microsoft Dynamics AX
Measure Measure field name Aggregation Description
Number of applications that are associated with a closed recruitment project / Number of closed recruitment projects Days to fill / Number of applications where Status = 5 (Hired) Number of employees where Gender = 2 (Female) / Number of employees Number of employees where Gender = 1 (Male) / Number of employees Recruitment projects where Status = 1 (Started) / Number of recruitment projects where Status = 1 (Started) with distinct recruiters (field responsible) Number of actions where Status = 3 (Finished) / Number of actions where End date <= System date Number of application where Status = 5 (Hired) / Number of applications Number of applications with applicant interview / Number of applications Number of applications with media (field hrmMediaId) / Number of applications Number of distinct course participants where the virtual network Reference Type = 0 (Employee) and Employment Status = 1
249
Microsoft Dynamics AX
KPI name Calculation
(Employed) and Employee Type = 0 (Employee) / Number of employees Percentage of employees with goals Number of goals with distinct employees where Employment Status = 1 (Employed) and Employee Type = 0 (Employee) / Number of distinct employees where Employment Status = 1 (Employed) and Employee Type = 0 (Employee) Number of employees with a skill / Number of employees Number of goals where Status = 3 (Completed) / Number of goals Number of strategic plans where Status = Finished / Number of strategic plans with End date <= System date
Human resource management cube KPI source tables, configuration keys, and Role Centers
The following table lists the key performance indicators (KPIs) that are associated with the Human resources management cube. The tables from which data is drawn, required configuration keys, and related role centers are included.
KPI name Source tables Configuration keys (Tables) Role Centers
Applications per closed recruitment project Average days to fill positions Female gender ratio
HRMRecruitingTable, HRMApplication
Not applicable
HRMApplicantTable, HRMapplication
Not applicable
EmplTable
Not applicable
Microsoft Dynamics AX
KPI name Source tables Configuration keys (Tables) Role Centers
HRMRecruitingTable
HRMManagementRecruiting (HRMRecruitingTable)
Not applicable
KMAction
KMBPM (KMAction)
Not applicable
Percentage HRMApplicantTable of applicants hired Percentage HRMApplicantInterview, of applicants HRMApplicantTable, interviewed HRMApplication
HRMManagementRecruiting (HRMApplicantTable)
Not applicable
Not applicable
Percentage of applications with media Percentage of employees trained Percentage of employees with goals Percentage of employees with skill profile Percentage of goals completed Percentage
HRMMedia, HRMApplication
Not applicable
HRMVirtualNetworkTable, HRMCourseAttendee
Not applicable
EmplTable, Not applicable (EmplTable, Not HRMPartyEmployeeRelationship, HRMPartyEmployeeRelationship), applicable HRMGoal HRMCollaborative (HRMGoal)
HRMVirtualNetworkSkill
HRMAdministration (HRMVirtualNetworkSkill)
Not applicable
HRMGoal
HRMCollaborative (HRMGoal)
Not applicable
KMGameplan
KMBPMGameplan
Not
251
Microsoft Dynamics AX
KPI name Source tables Configuration keys (Tables) Role Centers
(KMGameplan)
applicable
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
Microsoft Dynamics AX
Measures
Measures HR Manager/Generalist Staffing Recruitment Manager Development/Training Specialist
Employees 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 Yes
No No
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
253