Business Central Introduction Dimensions (ERP=Microsoft Dynamics 365 Business Central) Ing.Jaromír Skorkovský,CSc. Department of Business Management Masaryk University Brno Business Intelligence •Processing large volumes of data so that the result of this action helps managers to make decisions in process management •The result of the processing must be relevant information that managers receive at the right time • The primary source of data that is often stored in data warehouses is ERP systems (relational DB) •Information retrieval as a result of structured queries must be fast (short response time) •Used for management at the strategic, tactical, and operational level • • • Limitations of ERP as a data provider •They do not allow quick and flexible changes to the selection criteria •No immediate user access to large volumes of aggregated data •The volume of data doubles every five years in every enterprise, which of course also means that the system is overwhelmed with redundant data •Dimensions are values that categorize entries so you can track and analyze them on documents, such as sales orders. Dimensions can, for example, indicate the project or department an entry came from. •So, instead of setting up separate general ledger accounts for each department and project, you can use dimensions as a basis for analysis and avoid having to create a complicated chart of accounts. • • • • 22.11.2023 Relations among tables I TheArtOfNav_BigPictureOfNAV_Overview 22.11.2023 Relations among tables II TheArtOfNav_BigPictureOfNAV_Overview 22.11.2023 One table and its relations I 22.11.2023 One table (Sales Line) and its relations II ERP NAV (very similar to Business Central) Main principles (source tables and their entries) • 8 Customer Vendor Item Account Dimensions Control parameters (time, type of products, Costs, Revenue, Area,..) Some chosen analysis •Inventory Dashboard 9 OLAP cube -adhoc definition of queries •http://www.databaseanswers.org/designing_olap_cubes.htm • Time (Y,M,D) cut OLAP architecture METADATA Dimensions –global and shortcut Global dimenions codes these are always part of the entries Global and Shortcut dimensions and entries Global and Shortcut dimensions and entries Dimensions (cost centers, income centers) Dimension values (we created here three new areas with values 91-93) After dimension value indent-1st example These dimensions might be used in our examples After dimension value indent-2nd example Principles Customer Item Department Area Sales 30-Europe North Furniture Chair Values SO Header Sales Order line Customer card Item card Sales 30-Europe North Customer Ledger Entry Dimension Entries Chair Shorcut dimension Global dimension Item Ledger Entry Ctrl-F7 Ctrl-F7 Shorcut dimension Dimension combinations A blocked dimension combination means you cannot post both dimensions on the same entry regardless of what the dimension values are. In contrast, a limited dimension combination means you can post both dimensions to the same entry, but only for certain combinations of dimension values. Dimension combination Dimension combination Dimension combination New dimensions for furniture New dimensions for furniture New dimensions for furniture New dimensions for furniture Item card Dimension assignment Dimension value to item card Dimension for our item card setup Mandatory - when posting (before posting,) it is necessary to select a dimension value appropriate to the specific business case (e.g.when you create Sales Order) Same Code - you must have a pre-selected preset value . This value is always the same. So, for example, CUSTOMERGROUP cannot be other than MEDIUM. Customer card and dimensions OR use Customer icon - > Dimensions Customer card and dimensions If you want to make a dimension required, but you do not want to assign a default value to the dimension, leave the Dimension Value Code field blank and then select Code Mandatory in the Value Posting field. Afterwards, however, the areas must be delivered manually See slide number 29 Explanation Dimensions Value Posting statements •If you want to require a dimension but don't want to assign a default value to the dimension, leave the Dimension Value Code field blank, then select Code Mandatory in the Value Posting field. •If an account is used in an Adjust Exchange Rates or Post Inventory Cost to G/L batch job, do not select Code Mandatory or Same Code. These batch jobs cannot use dimension codes. • Sales Order and Dimensions Dimensions in Sales Order Header Dimensions in Sales Order Lines Created Customer Ledger entries Created Item Ledger entries Analysis by Dimensions Analysis by Dimensions Analysis by Dimensions – view Update allows all entries set in filters to be included in the analysis view Analysis by Dimensions Analysis by Dimensions Analysis by Dimensions Analysis by Dimensions Analysis by Dimensions Another type of analysis – Customer type Analysis by Dimensions Dimensions play an important role in business intelligence, such as when defining analysis views. For more information, see Analyze Data by Dimensions. Analyze Data by Dimensions - Business Central | Microsoft Docs An analysis by dimensions displays a selected combination of dimensions. You can store and retrieve each analysis you have set up. The information for setting up an analysis is stored on an Analysis View card to simplify future analysis. 1.Choose the icon Searching window, enter Analysis Views, and then choose the related link. 2.On the Analysis View List page, choose the New action. 3.Fill in the fields as necessary. Hover over a field to read a short description. 4.To add other dimension codes in addition to the four on the Dimensions FastTab, choose the Filter action, fill in the fields, and then choose the OK button. 5.To update the view, choose the Update action.