Sunday, November 17, 2013

PowerPivot Data Source for Excel, Power View

Data in Dynamics AX can be brought into Excel/PowerPivot in the SharePoint, so that the end user can open Excel to view the AX data and use PowerPivot to create report.

First needs to create PowerPivot Gallary once created the site collection out of template "PowerPivot Site".

From the start menu, open an excel, make sure the powerpivot has been installed on your local Excel. Then use the Excel to connect to the Dynamics AX SQL Database to retrieve the data, save the Excel data sheet into the SharePoint.

Now the data sheet in SharePoint is connected to the data in the AX. From there, you can view AX data from Excel.