AGENDA

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AGENDA

• Atlas xl for Microsoft Dynamics AX

• Introduction
• Product Demonstration
• Microsoft Excel based reporting
• Uploading into Dynamics AX
• Partner Programme
• Becoming an Atlas Partner
• Question Answer

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INTRODUCTION

• Atlas xl for Microsoft Dynamics AX

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• Globe Software
• Founded in 1997
• Specialised in Dynamics AX since version 1.5
• Microsoft Dynamics AX Partner and ISV
• Microsoft Dynamics AX 4.0 Beta Program
• Based in Perth, Western Australia

www.globesoftware.com.au
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• Atlas xl for Microsoft Dynamics AX
• Certified ISV Solution for Microsoft Dynamics AX
• March 2001 version 1.0 was released
• 3 Regional Distributors (Africa, Europe, North
  America)
• 100 active Partners worldwide
• 500 Dynamics AX Implementations
• 6000 End Users

www.atlasxl.com.au
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Worldwide Users
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• What is Atlas xl?

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Atlas xl delivers easy to use real-time
integration Between Microsoft Excel and
Microsoft Dynamics AX.
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• Atlas xl Reporting Features
• Introduces AX Aware cell formula where the
  result of the formula is retrieved from Dynamics
  AX whenever calculated
• Reporting of Transactions and Main Tables
• Drill-down to Dynamics AX transactions
• Atlas xl can update Dynamics AX
• Journals can be prepared in Excel and sent to
  Dynamics AX (for example, Bank charges from the
  bank statement, accrual and payroll journals)
• Main tables can be updated from Excel either as
  part of an implementation (entire table) or
  column specific (for example Credit Limits and
  Credit Rating on the Customer Table 35)

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Atlas xl allows you to bring together data from
all Dynamics AX modules into one workbook
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Atlas xl is secure

• Uses Dynamics AX Security
• 3-tier architecture (AOS)
• AX login ID and password
• AX User Group permissions

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Atlas xl uses Dynamics AX technology

• Uses Dynamics AX
• Label files and help
• Customization
• Filter notation
• 40,50..60
• !, ?, gt, lt

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Free format Reporting

• Atlas xl for Microsoft Dynamics AX

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Atlas xl Reporting Free format reporting

• AX Aware Formula functions
• Main table reference
• AX Balance
• AX Top 10
• Used to build sophisticated free-format reports

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Free Format Reporting Main table reference

• Used to return a name, description or other
  attribute associated with a code, for example a
  customer name
• Used largely with Dynamics AX main tables
  (Customers, vendors, items, chart of accounts
  etc) but can be used with any table or view
• When built, the formula can be edited like any
  other Excel function

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Free Format Reporting AX Balance formula

• Used to return a sum from Dynamics AX into a
  cell.
• Examples include
• Balance of an account
• Sales value for a period
• Quantity purchased
• Hours worked etc
• Cornerstone of the majority of Atlas xl reports
  and queries
• Value returned is derived from the amount fields
• SUM value only
• Subject to any applied filters
• Use the right-click menu to perform drill-down
  actions
• When built, the formula can be edited like any
  other Excel function

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Free Format Reporting Top 10 formula

• Used to return a code that is ranked. Examples
  include
• Top ranked customer
• Best selling item
• Project with the most hours
• Least sold item
• Top 10 can be used to return the bottom ranked
  items too
• Ranking is done against an amount basis from data
  source. E.g. Sales revenue or Sales quantity
• Combine with other Atlas formula to build reports

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Atlas xl Reporting Free format reporting - review

• Filters can be applied to the view or table. This
  constrains the data set upon which the function
  works
• Use these functions together to build
  sophisticated reports, scorecards and dashboards
• Once a formula function had been built, it
  operates like any other Excel formula function.
  It can be
• Edited
• Copied
• Recalculated etc

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STRUCTURED reporting

• Atlas xl for Microsoft Dynamics AX

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Atlas xl Reporting Structured Reporting

• Main table reporting to create a list of
  reference items with selected name columns
• Transaction reporting to produce complex lists
  grouped transactions, sub-totals and grand
  totals.
• Refresh reports on demand
• Format capabilities (auto-format and manual)

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Structured Reporting Main table reporting

• Returns a list of reference items and associated
  descriptions and/or other columns to Excel. E.g.
• Customer list
• Chart of accounts
• Item catalogue
• Use this function to
• Quickly build reports that can be used with Atlas
  formula
• Codes books
• Data interchange between other applications. E.g.
  Organisation chart wizard in Microsoft Office
  Visio
• Manipulate AX data using the power of Excel and
  Atlas to save changes back in Dynamics AX

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Structured Reporting Transaction reporting

• Used to return a list of transactions to a range
  of cells in Excel. Transactions can be
• Grouped with sub-total and grand totals
• Tailored to show totals on specific fields
• Examples include
• Customer transaction list
• Ledger account movements
• Item usage transactions
• Use this function to
• Where you want to show detailed transactional
  information perhaps on a statement
• Data interchange between other applications.

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PIVOT REPORTING

• Atlas xl for Microsoft Dynamics AX

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Atlas xl Reporting Pivot reporting

• Two pivot table reporting functions
• Pivot table cross-tab
• Pivot table report
• Produce a simple pivot table cross-tab without
  grouping
• Produce a grouped pivot table cross-tab report
  with sub-totals and grand totals.
• Use saved parameters to refresh a report
• Use these functions to build a report or query in
  conjunction with other Atlas xl functions.

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Structured Reporting Pivot table cross-tab
reporting

• Used to return a pivot table using a single
  wizard Pivot table can be
• Grouped with sub-total and grand totals
• Displayed across the worksheet (cross-tab)
• Examples include
• Sales by state and customer group
• Ledger balances by dimension
• Inventory consumption by inventory dimension
• Use this function to
• Where you want to present transactional
  information using multi-dimensional summaries
• In conjunction with other Atlas xl functions to
  explain a balance or range of balances

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DRILLDOWN reporting

• Atlas xl for Microsoft Dynamics AX

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Atlas xl Reporting Drill-down reporting

• Use right-click drill-down features from AX
  Balance formula
• Can show transactions that make up the balance
  using the drill-down form
• Can build a transaction report that pastes the
  supporting transactions to a new worksheet
• Can build a transaction report that pastes a
  pivot table to a new worksheet
• Use hyperlinks to open pre-defined workbooks that
  expand a balance into
• A new report
• A transaction or pivot report refreshed
  automatically on workbook open

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UPDATING DYNAMICS AX

• Atlas xl for Microsoft Dynamics AX

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Updating Dynamics AX Features

• Atlas xl can update Dynamics AX
• Journals can be prepared in Excel and sent to
  Dynamics AX (for example, Bank charges from the
  bank statement, accrual and payroll journals)
• Main tables can be updated from Excel either as
  part of an implementation (entire table) or
  column specific (for example Credit Limits and
  Credit Rating on the Customer Table 35)

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PARTNER INFORMATION

• Atlas xl for Microsoft Dynamics AX

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Partner ProgrammeOverview
Atlas Self-Service Partners Only Create trial
licenses Manage Atlas xl licenses Partners and
end-users Software downloads and beta
versions Software Support Enterprise portal
application Partners and Users can log
bugs, request enhancements e
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Partner ProgrammeOverview
Sales Support Atlas xl Fact Sheet Demonstration
Guides General and role based Implementation
Guides Competitive Analysis Regular Sales
Competitions Sales Training Monthly eNewsletter
for Partners Monthly eNewsletter for End-Users
(via subscription) Training Guides and User
Manuals (MS Word) Training video (.avi) Webex