If you occasionally need to make a Tableau analysis on Excel data from Microsoft Dynamics AX, you can approach it in different ways. If you are pretty sure that it is only this one time, you can actually just delete the columns you don’t need in the Excel file and then connect to the file in Tableau. Fortunately, the […]

In fact, I do not have time now, but I just have to show you how beautifully AX2012 and Tableau 8.2 work together. In this case I connected to the Dataset Contoso customer sales data merged.xlsx file which is a part of Microsoft Dynamics AX 2012 R3 demo image.  Now I simply dragged the sheets I wanted into […]

If you get tired of changing the AccountNum field from measure to dimension, Microsoft Dynamics AX can easily solve this for you. You just find the field on the table and change the property for AnalysisUsage to Attribute. Attribute corresponds to Dimension in Tableau. The properties you set for an extended data types are used by all […]

Tableau automatically classifies your data based on whether it contains categorical data (dimensions) or quantitative data (measures). A measure is quantifiable, like sales, or item quantities. Dimensions are used to slice measures. For example, sales by quarter,  or sales by region. Usually, I think Tableau is pretty good at guessing correctly if an AX field contains […]

If you are not sure which tables you should select as a starting point for your Tableau data analysis you can get help from the cubes already created in Microsoft Dynamics AX. The following cubes are provided: Ledger cube Human Resources Management cube Sales cube Purchasing cube Accounts Receivable cube Project Accounting cube Production cube Customer Relationship […]