Analysis Cubes

Microsoft Dynamics GP Analysis Cubes for Excel is an Online Analytical Processing (OLAP) tool from Microsoft designed for Dynamics GP. Often the name is shortened to Analysis Cubes for Excel and abbreviated as ACE.

A full implementation of Analysis Cubes for Excel is beyond the scope of this book, but Analysis Cubes are one of the best sources of data for Excel-based dashboards, so we need to spend a few minutes with them.

Analysis Cubes for Excel takes data from Dynamics GP 2013 and places it in an SQL Server-based data warehouse for use with SQL Server Analysis Services. Usually this is done once a day due to the volume of data that is being pushed through. At its simplest, a data warehouse is a separate place to store information to report off of. Often the data is optimized to improve the reporting process as it moves into the data warehouse. A multidimensional or OLAP cube not only optimizes the structure of the data to improve reporting, it can pre-calculate and aggregate information to make reporting even more powerful.

The term "data warehouse" can be scary to folks. Some companies go through painfully long data warehouse implementations with careful definition of every element and arguments over how to normalize data for consistency. Forget all of that.

The beauty of a powerful ERP system, such as Microsoft Dynamics GP, is that the database design is known, documented, and doesn't change a lot from version to version. This means that a standard data warehouse can be built that works for companies using Dynamics GP and it won't require months of work to set up.

At I.B.I.S., we can typically install, set up, and train on Analysis Cubes for a company in about five days. That's it, a fully functioning data warehouse, plus training, in a work week. The Dynamics GP Analysis Cubes product contains well designed, aggregated tables for most Dynamics GP Modules. For people using third-party add-ons, a customized cube with appropriate measures and dimensions would be required.

After you work through this book and build a few dashboards, you'll start to bump into some of the limitations of reporting directly off of Dynamics GP data. These can include placing an undue load on the GP server, difficulty in finding and joining tables, and the struggle of calculating measures by hand. You'll also want to build more complex dashboards as you grow. Using Analysis Cubes for Excel is the next logical step.

Because ACE moves data into a data warehouse for reporting, data-heavy dashboards won't put a load on Dynamics GP. Also, because Analysis Cubes pre-populates and calculates information, complex calculations are available for reporting without having to create formulas in Excel. For example, in the next screenshot, you can see Budget Variance, Current Ratio, Debit to Equity, and Gross Margin Percentage are all available in Analysis Cubes to simply drag into a pivot table for use in a dashboard; no calculation needed.

Additionally, users have the option of reporting against the data-warehouse relational database or reporting against the cubes.

From a practical standpoint, using Analysis Cubes is very similar to the process we will walk through in Chapter 2, The Ultimate GP to Excel Tool: Refreshable Excel Reports, with refreshable Excel reports. The techniques used in this book to create a dashboard also work well when building an Analysis Cube-based dashboard. Analysis Cubes for Dynamics GP is included in the starter pack in GP 2013, so customers upgrading from previous versions have an even stronger reason to implement it.