Budget plan cube (BudgetPlanCube) for Microsoft Dynamics AX 2012 R2 and R3 [AX 2012]

Updated: July 22, 2014

Applies To: Microsoft Dynamics AX 2012 R3, Microsoft Dynamics AX 2012 R2

The Budget plan cube for Microsoft Dynamics AX is used to analyze data from the budget plan documents. Analysis of budget planning data is required for organizations to effectively manage their budget planning process and make decisions based on accurate information. This article provides details about the cube.

The Budget plan cube is included in the Dynamics AX project. For information about how deploy the Dynamics AX project—and the cubes that it contains—see Deploy the default cubes.

The following configuration keys are required to use all features of the Budget plan cube:

  • Budget planning configuration key (LedgerAdv2BudgetPlanning)

The Budget plan cube uses data from the following tables and views:

  • AssetTable table

  • BudgetCycle table

  • BudgetPlanHeader table

  • BudgetPlanningProcess table

  • BudgetPlanningStage table

  • BudgetPlanPriority table

  • BudgetPlanProposedAsset table

  • BudgetPlanProposedProject table

  • BudgetPlanScenario table

  • UnitOfMeasure table

  • UserGroupInfo table

  • BudgetPlanCube view

  • BudgetPlanHeaderView view

  • HcmPositionForecastCube view

  • OMDepartmentView view

The Budget plan cube includes the following measure groups.

This measure group is based on the BudgetPlanCube view and includes the following measures.

Measure

Measure field name

Aggregation

Description

Associated dimensions

Amount

BudgetPlanCube.PlanCurrencyAmount

Sum

The sum of field Amount from budget plan lines in the selected data set.

Company

Responsibility center

Budget plan header

Budget planning process

Budget planning stage

Budget plan priorities

Budget plan proposed asset

Budget plan proposed project

Budget plan scenario

Budget cycle

Units

User group information

Fixed assets

Forecast positions

Worker

Ledger derived financial attribute value combinations

Projects

Budget plan lines

Budget plan header (parent budget plan)

Date (effective date)

Quantity

BudgetPlanCube.Quantity

Sum

The sum of field Quantity from budget plan lines in the selected data set.

This measure group is based on the BudgetPlanHeader view and includes the following measures.

Measure

Measure field name

Aggregation

Description

Associated dimensions

Number of budget plans

BudgetPlanHeaderView.DocumentNumber

Count

The number of budget plan documents in the selected data set.

Responsibility center

Budget plan header

Budget planning process

Budget planning stage

Budget plan priorities

Budget cycle

User group information

Worker

Budget plan header (parent budget plan)

The Budget plan cube contains the following calculated measures.

Calculated measure

Aggregation

Associated measure group

Description

Budget net income

Budgeted revenues minus budgeted expenses.

Budget plan lines

Defines budgeted profitability of the selected budget plan document lines.

A total budget net income is calculated as a total of budget plan line field Amount. Budget amount for the expense accounts is stored in the budget plan document line as a positive number. Budget amount for the revenue accounts is stored as a negative number.

Percentage of plans completed

Count of budget plans with document status of Finalized, divided by count of all budget plans.

Budget plan header

Defines the progress of budget planning processes.

This percentage is calculated based on the total number of budget plan documents, and the number of budget plan documents that have a status of Finalized.

The Budget plan cube does not include any key performance indicators (KPIs).

The Budget plan cube can be accessed by users assigned to the following Microsoft SQL Server Analysis Services roles.

  • Accounting manager

  • Accounting supervisor

  • Budget manager

  • Chief executive officer

  • Chief financial officer

  • Compliance manager

  • Financial controller


Announcements: To see known issues and recent fixes, use Issue search in Microsoft Dynamics Lifecycle Services (LCS).

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