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Walkthrough: Analyzing Cube Data in Excel [AX 2012]

Updated: July 17, 2013

Applies To: Microsoft Dynamics AX 2012 R2, Microsoft Dynamics AX 2012 Feature Pack, Microsoft Dynamics AX 2012

You can analyze data by using Microsoft Office Excel to connect to a Microsoft Dynamics AX analysis cube.

To complete this walkthrough, you will need:

  • Microsoft Dynamics AX with sample data

  • The General Ledger default cube, deployed and processed.

  • Configure Analysis Services by running the Microsoft Dynamics AX Setup wizard

  • Microsoft Office Excel

To analyze the General Ledger cube data through a pivot table you must import the cube data from your Analysis Services database into Microsoft Office Excel.

To analyze cube data in a pivot table

  1. Open Microsoft Office Excel. Click Data > From Other Sources > From Analysis Services. Data Connection Wizard opens.

  2. On the Connect to Database Server page, enter the name of the server that contains the Analysis Services database for the General Ledger cube, enter credentials used to access the server, and then click Next.

  3. On the Select Database and Table page, select the Dynamics AX database, select General ledger cube, and then click Next.

    NoteNote

    If you are using Microsoft Dynamics AX 2012 R2, select General ledger cube from the Dynamics AX initial database.

  4. On the Save Data Connection File and Finish page, enter a file name and friendly name, and then click Finish.

    NoteNote

    After you set up a data connection to a cube, that connection can be reused to connect to the cube in the future.

  5. In the Import Data dialog, select PivotTable Report, specify the location for the report within the spreadsheet, and then click OK.

  6. In the Pivot Table Field List pane, select General ledger amount – accounting currency located under the ∑ Ledger transactions node. This adds the measure to the data region area in the pivot table.

  7. Select Account type and number located under the Chart of accounts node.

    NoteNote

    The available dimensions will vary depending on your Analysis Services project.

  8. Browse the data in the pivot table.

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