Comparing AX Cubes to Jet Enterprise for Corporate Analytics Introduction If your organization uses Microsoft Dynamics AX, you have probably wondered about the differences between using standard AX OLAP cubes and Jet Enterprise as your business intelligence (BI) platform. While standard OLAP cubes in Dynamics AX 2012 come with functionality that addresses some of the challenges of former versions, a BI solution based solely on standard AX OLAP cubes presents a number of limitations. With the exception of AX7, cubes are replaced in-memory with aggregate models. In this paper, we will explore how it’s possible to create a BI platform for your ERP system that is broader in scope and more easily modified with versions AX 2012 R3 and below. Standard OLAP Cubes with Microsoft Dynamics AX 2012 OLAP cubes are a part of the role-based interface introduced in Dynamics AX 2009, and come with a set of predefined OLAP cubes and Key Performance Indicators (KPIs). These OLAP cubes and KPIs are administered from the Dynamics AX 2012 application and integrated with the different role-based screens. The technology used behind the scenes is Microsoft SQL Server Analysis Services (SSAS). Therefore, such a solution can be applied to any front-end that is compatible with Microsoft SQL Server. Maintenance of the OLAP cubes from within Dynamics AX 2012 has been possible since Axapta version 2.5, and though the functionality has been improved in Dynamics AX 2012 and provides support for virtual companies, Enum values, and so on, the functionality is still limited in scope compared to a full-blown BI solution. There are some advantages offered by using the built-in cube functionality as part of the core Dynamics AX 2012 application. For instance, connecting to these cubes as opposed to using a different direct connection to the AX database, information about relations, application names on fields, Enum labels and the setup of virtual companies, is handled by Dynamics AX 2012. This is a great advantage if you have little experience with Dynamics AX. However, there are many limitations and complexities in adding data to Dynamics AX built-in cubes. These limitations range from creating and storing new measures for reporting use, to adding data from simple outside sources, to managing security for data from these outside sources, to actual viewing performance. Jet Reports | 10450 SW Nimbus Ave, Suite B | Portland, OR | 97223 USA | +1-503-608-3602 | www.jetreports.com | SW 03242017 Limitations of Standard AX 2012 OLAP Cubes When you set up OLAP cubes in Dynamics AX 2012, the system will implement the cubes in SQL Server and load the cubes with data, including a schedule for loading data regularly. However, the functionality in Dynamics AX for setting up and defining dimensions and measures is limited as illustrated in the following list: ► ► ► ► ► ► ► AX cubes cannot recognize dating on a change and report the old with the info and the new with the new data No support for incremental updates of data No support for data quality issues No support for slowly changing dimensions No support for data sources other than Dynamics AX 2012 No way of manipulating data, since the fact tables used in the cubes is the raw table from Dynamics AX 2012 No support for history In addition, it is not possible to change the BI solution directly from within Dynamics AX 2012. You are required to use the Business Intelligence Development Studio (BIDS) tool in SQL Server. However, while you can edit the solution in SQL Server, the changes will be overwritten if you subsequently make changes to the data model in Dynamics AX 2012. Therefore, you have to carefully consider any data model changes. As a result, if your BI solution is based on standard cubes in Dynamics AX, you become dependent on highly skilled Dynamics AX and SQL Server developers to implement changes – and they are a scarce resource. User Permissions To access cube data, users must be assigned appropriate roles or user-specific access within Dynamics AX 2012, which directly affects licensing costs. In order to use the built-in AX cubes, users must have a Dynamics AX license, and incur annual enhancement costs for each user. This is not commonly true for customers using Jet Corporate Analysis data. In addition, security for analysis cubes is set up independently from security for Microsoft Dynamics AX. To grant users access to cubes, you must assign the users to database roles in Microsoft SQL Server Analysis Services. The default roles that are created in Analysis Services are not synchronized with the security roles in Microsoft Dynamics AX. For example, if you modify the permissions of the Accountant role in Microsoft Dynamics AX, it does not affect the Accountant role in Analysis Services. Jet Reports | 10450 SW Nimbus Ave, Suite B | Portland, OR | 97223 USA | +1-503-608-3602 | www.jetreports.com | SW 03242017 Why Use Jet Enterprise as Your BI Platform? In order for the information in your reports to be useful and actionable, the quality and consistency of the data has to be verified and all relevant data sources have to be included in your BI solution. This is why the data warehouse and the extract, transform and load (ETL) process is central to creating a trustworthy platform for your Dynamics AX BI solution. The result for customers is faster build time for loading changes to existing Data cubes. Jet Reports foundation study performed while evaluating our tools measured an 80% reduction in ETL development time over manual ETL tools used in the Microsoft solutions. This is a significant costs savings for customers and partners alike. Extracting, Transforming and Loading Data In Jet Enterprise, the entire process of extracting, transforming and loading data (ETL), the design of a data warehouse and the building of cubes takes place in metadata, while the underlying SQL code is automatically generated by the tool. This code is accessible so not ‘black box’, nor is it generating proprietary scripting language or rules. The reason such a tool is valuable is that AX data is highly normalized. This means the data is spread out into many tables (over 6,400 for Ax2012 R3). This data needs to be simplified to be reasonably used for data queries. Additionally, data that is extracted from Dynamics AX 2012 typically has to go through a cleansing process to ensure that there is no missing information, data quality standards are met, and so on. This data cleansing process is often a surprisingly time-consuming and expensive procedure. Jet Enterprise however, provides functionality that can handle any data quality issues that may arise during the creation of the cubes. This functionality greatly simplifies the process and ensures that the final reports are based on consistent and trustworthy data. The end result is that Jet Reports greatly reduces both implementation time and costs. Dynamics AX Adapter Jet Enterprise comes with an adapter that is specially designed for Dynamics AX 2012. The Jet Dynamics AX Adapter is directly imported into Dynamics AX and creates a series of new tables in the Dynamics AX structure which allows Jet Enterprise to extract the data. Using this adapter, Jet Enterprise extracts data from the Dynamics AX 2012 production systems into the data warehouse where the data can be queried and used for building OLAP cubes without affecting the production system. The adapter provides access to all the information in the Dynamics AX 2012 database, including hidden information such as help text on each field and Enum values. Learn more about Jet Enterprise Jet Reports | 10450 SW Nimbus Ave, Suite B | Portland, OR | 97223 USA | +1-503-608-3602 | www.jetreports.com | SW 03242017 Business Functions Jet Enterprise furthermore contains an embedded formula model and a Business Function library that allows business specialists to add advanced calculations to their data cubes without having to know or learn the complicated MDX language. The calculation formulas are automatically translated into the MDX language needed by Analysis Services. This provides a simple manner to add Measures to improve accuracy and ease of use to the data. Jet data warehouse and the OLAP cubes are 100% compatible with the role-centers in Dynamics AX 2012. This allows customers to more easily build and maintain their data, without losing the Role Center compatibility. Data Sources While standard AX cubes only allow access to one data source, namely Dynamics AX, Jet Enterprise allows access to multiple data sources. Customers typically store their information in more than one place, so in addition to the Dynamics AX system, you may also have other ERP systems, Excel spreadsheets, or databases. To meet this need, Jet Enterprise enables customers to capture data from a string of data sources in the same project. Jet Enterprise follows the industry de facto standards for building staging databases, data warehouses and OLAP architecture, and it supports enterprise data warehouses and data marts as well as multiple servers. This data may be merged into a common data library, so data coming from multiple sources can be joined into a single field for use in reporting and analytics. By using the best practice data staging, the source and path for data is easy to view and manage. The support for different data sources is quite wide. Some data sources from outside AX, such as Dynamics CRM, Sales-Force, Navision and SAP have predefined Data Adapters. Other data sources are accessible under support for open data. These sources include such as Oracle, SQL, Excel, ADO, Text, DB2, and more. Overview of Differences The following tables give you an overview of the main differences in approach and technical differences between a solution based purely on standard AX cubes and a solution based on Jet Enterprise. Jet Reports | 10450 SW Nimbus Ave, Suite B | Portland, OR | 97223 USA | +1-503-608-3602 | www.jetreports.com | SW 03242017 Differences in Approach Jet Enterprise Standard OLAP Cubes in Dynamics AX 2012 Tools Used Jet Data Manager • AX environment • BI Development Studio (BIDS) User Profiles • Business Analysts • IT Staff • BI Specialists • AX Specialists • SQL Server Specialists Skills Required for Configuring and Changing OLAP Cubes • Knowledge of the AX data Model • Knowledge of the Jet Data Manager • Code is auto-generated • Knowledge of the AX data Model • Knowledge of the MorphX Development Suite • Knowledge of SQL Development in Visual Studio • Requires hand-coding Technical Foundation SQL Server-based data warehouse and OLAP Cubes OLAP cubes updated directly from AX database Standard Cubes •Pre-built cubes for AX •Open for other data sources than AX 2012 – no problems with combining the AX and non-AX data Implementation Time Standard out-of-the-box cubes are de- ployed in 2 hours or less More than 5 weeks (based on input from the AX channel) Solution Documentation Fully automated documentation ensures continuity and knowledge transfer. In accordance with SOX. Limited Overall Architecture •Staging area •Data warehouse •OLAP cubes Standard cubes are populated directly from AX2012 Supported data Sources •Dynamics AX from version 4 •Dynamics NAV •Dynamics GP •Dynamics CRM •Excel •Text files •SQL •mySQL •Oracle •Generic ODBC, Informix •Application specific ODBC AX2012 Support for slowly changing dimensions Yes No (generation time always increasing) Support for data quality Yes No Support for other types of data manipulation Yes No Security Model SQL Server Limited to AX Tracing Graphical tracing of data, dimensions, measures, etc. within the application Limited Automated switch between multiple environments Solution can be configured to automati- cally switch from development, test and production environment. Includes envi- ronment specific versioning, and allows you to perform roll-back. No Manual Transfer Through import export of projects No SQL Server Enterprise Feature Support Yes Only through BI Development Studio • AX Specialists • SQL Server Specialists •OLAP cubes updated directly from AX database •Not open for other data sources To learn more about AX Cubes and Jet Enterprise for Corporate Analytics visit us online at www.jetreports.com Jet Reports delivers unparalleled access to data through fast and flexible reporting and business analytics solutions that are cost effective, provide rapid time-to-value and are built specifically for the needs of Microsoft ERP users. Embedded within the familiar Excel environment, Jet Reports leverages the existing skillsets of users and offers out-of-the-box reports and dashboards so companies can immediately eliminate all expensive, time consuming and error-prone manual tasks to get the accurate business information they need, when and where they need it. Over 10,000 companies rely on Jet Reports every day for their financial reporting.
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