Walkthrough: Displaying KPIs in a Role Center

Article
02/20/2012
2 minutes to read

After you create a cube and define KPIs for it, you can display the KPIs in a Business Overview Web part of an Enterprise Portal Role Center.

This walkthrough includes the following tasks:

Deploying an ODC file
Displaying KPIs in a Business Overview Web part

Prerequisites

To complete this walkthrough, you will need:

To complete Walkthrough: Creating a Cube and Walkthrough: Defining KPIs for a Cube
Microsoft Dynamics AX with sample data
Microsoft SQL Server 2005
SQL Server Business Intelligence Studio
Analysis Services extensions for Microsoft Dynamics AX

Deploying an ODC File

In order for users to access cube data, you must deploy an Office Data Connection (ODC) file for the OLAP database that contains the cube to the Enterprise Portal server.

The following procedure explains how to deploy the ODC file.

To deploy the ODC file

Open Microsoft Dynamics AX.
On the Microsoft Dynamics AX menu, point to Tools, point to Business Intelligence (BI) tools, and then click OLAP Administration.
In the OLAP Administration dialog box, click Deploy ODC Files.

Note

ODC files are deployed to http:<server name>/sites/DynamicsAx/Data%20Connections/Forms/AllItems.aspx.

Displaying KPIs in a Business Overview Web Part

You can now display the KPIs that you created in a Web part on your role center page in Microsoft Dynamics AX or Enterprise Portal.

Note

If you have Microsoft Office Sharepoint Server (MOSS), you can display KPIs in a MOSS KPI List Web part.

The following procedure explains how to add the Sales Analysis KPI to a Web part in the Enterprise Portal CEO role center page.

To display the KPIs in a Business Overview Web part

Navigate to the CEO role center that is located at http://<server>/sites/DynamicsAx/Enterprise%20Portal/RoleCenterCEO.aspx.
On the Site Actions menu, click Edit Page. Locate the Middle Column section, and then click Add Web Part
In the Add Web Parts dialog box, select Business Overview Web Part, and then click Add.
On the Edit menu for the Web part, click Modify Shared Web Part. The properties for the Web part displays.
For the Select mode property, select KPI List.
Expand the Business Overview Setup node.
For the Data Connection property, click the ellipsis button (…).
In the Text Entry dialog box, type Data Connections/SalesAnalysis.odc, and then click OK.
For the Title property, type Sales KPIs. Click OK to save the changes.
In the Sales KPIs web part, click Add KPIs.
In the Business Overview - Add KPI dialog box, select the Sales Analysis cube, select the Sales Revenue KPI, select Amount for the Display value as field, and then click OK.
In the Sales KPIs web part, click Add KPIs.
In the Business Overview - Add KPI dialog box, select the Sales Analysis cube, select the Items Sold via Internet KPI, select Number for the Display value as field, and then click OK.
Click Exit Edit Mode to save the changes made to the page.