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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 […]
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01Jul
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 […]
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21Jun
Do I eat too much sushi?
Posted in: TableauIn Denmark where I live sushi is very expensive. It really is a shame since it is my favorite food! Well, to be honest with you this is mostly to show that you to a large extent also can use Tableau to review your private economy. My bank allows me to export all transactions to an Excel file and […]
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12Jun
My boss told me..
Posted in: Tableau & Microsoft DynamicsMy boss indicated that my travel costs were a little high and it gave me the perfect opportunity to test Tableau in real life. Please note that all numbers in this example are fictitious and any resemblance to real persons, living or dead, is purely coincidental. I found the General Ledger account where the travel […]
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05Jun
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 […]
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28May
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 […]
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16May
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 […]
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