Microsoft Dynamics AX Cube and KPI Refer PDF

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Table Of Contents
Chapter 1
Demand forecast cube (ReqDemandPlanningCube
Demand forecast accuracy cube (ReqDemPlanAccuracyCube)
Cube and KPI reference for Microsoft Dynamics AX 2012 R2 and R3
Chapter 1
Demand forecast cube (ReqDemandPlanningCube) for Microsoft

Dynamics AX 2012 R3 [AX 2012]
Updated: July 18, 2014
Applies To: Microsoft Dynamics AX 2012 R3
The Demand forecast cube for Microsoft Dynamics AX is used to store historical demand data and demand forecast data. This article provides details about the cube.
Deployment
Analytics in Microsoft Dynamics AX
Configuration keys
Tables and views
Cube and KPI reference for Microsoft Dynamics AX 2012 and Microsoft Dynamics AX 2012 Feature Pack
Measures
Calculated measures
Key performance indicators
Security
Deployment
The Demand forecast cube is included in the Demand Forecast project. For information about how deploy the Demand Forecast projectand the cubes that it contains
see Deploy the default cubes.
Configuration keys
The following configuration keys are required to use all features of the Demand forecast cube:
Demand forecasting (ReqDemandPlanning)
Tables and views

The Demand forecast cube uses data from the following tables and views:
EcoResColor table
EcoResConfiguration table
EcoResSize table
EcoResStyle table
WHSInventStatus table
ReqDemPlanCubeFactView view
ReqDemPlanCurrentForecastView view
ReqDemPlanDimAllocKey view
ReqDemPlanDimCountryRegion view
ReqDemPlanDimCustomer view
ReqDemPlanDimCustomerGroup view
ReqDemPlanDimReleasedItem view
ReqDemPlanDimState view
ReqDemPlanForecastModel view
ReqDemPlanForecastView view
ReqDemPlanInventLocation view
ReqDemPlanInventSite view
ReqDemPlanMiningModelStagingView view
Measures
The Demand forecast cube includes the following measure groups.
Historical data
This measure group is based on the ReqDemPlanCubeFactView view and includes the following measures.
Measure
Measure field name
Aggregation
Description
Actual
demand
ReqDemPlanCubeFactView.TransactionQty
Sum
Past, current, and future sales order lines, BOM requirement lines, and
transfer lines that are recorded in the Microsoft Dynamics AX database
that represent the actual demand.
Associated
dimensions
Item allocation
key
Country
region
Customer
Customer
group
Released
product
State
Warehouse
Site
Company
Styles
Inventory
status
Colors
Configurations
Sizes
Historical data
Date
Current AX forecast
This measure group is based on the ReqDemPlanCurrentForecastView view and includes the following measures.
Measure
Measure field name
Aggregation
Description
Current
AX
forecast
ReqDemPlanCurrentForecastView.Qty
Sum
Demand forecast lines that are recorded in the Microsoft Dynamics AX

database and consumed by master planning. They represent the current
Microsoft Dynamics AX forecast.
Associated
dimensions
Item allocation
key
Country
region
Customer
Customer
group
Released
product
State
Forecast
models
Warehouse
Site
Company
Styles
Inventory
status
Colors
Configurations
Sizes
Date
Demand forecast
This measure group is based on the ReqDemPlanForecastView view and includes the following measures.
Measure
Measure field name
Aggregation
Description
Associated
dimensions
Forecasted
quantity
ReqDemPlanForecastView.Qty
Sum
The demand forecast projection that is calculated based on

different forecasting methods.
Item allocation
key
Quantity
ReqDemPlanForecastView.OriginalQty
Sum

Country region
Customer
Customer group
Released product
State
Warehouse
Site
Company
Styles
Inventory status
Colors
Configurations
Sizes
Demand forecast
Date
Calculated measures
The Demand forecast cube contains the following calculated measures.
Calculated measure
Associated measure
group
Adjusted quantity
Demand forecast
Manual adjustments made to the forecasted demand quantity that is calculated by various
forecasting methods.
Read only historical and forecast

quantity
Demand forecast
Past actual demand and projected future demand quantities.
Description

The Demand forecast cube does not include any key performance indicators (KPIs).
Security
The Demand forecast cube can be accessed by users assigned to the following Microsoft SQL Server Analysis Services roles.
Production planner
Production manager
Announcements: To see known issues and recent fixes, use Issue search in Microsoft Dynamics Lifecycle Services (LCS).
2014 Microsoft
Demand forecast accuracy cube (ReqDemPlanAccuracyCube) for

Microsoft Dynamics AX 2012 R3 [AX 2012]
The Demand forecast accuracy cube for Microsoft Dynamics AX is used to calculate and store demand forecast versus realized demand accuracy measurements. This
article provides details about the cube.
Deployment
Configuration keys
Tables and views
Measures
Calculated measures
Security
Deployment
The Demand forecast accuracy cube is included in the Demand Forecast Accuracy project. For information about how deploy the Demand Forecast Accuracy project
and the cubes that it containssee Deploy the default cubes.
Configuration keys
The following configuration keys are required to use all features of the Demand forecast accuracy cube:
Tables and views

The Demand forecast accuracy cube uses data from the following tables and views:
EcoResColor table
EcoResSize table
EcoResStyle table
ReqDemPlanAdjustedCubeFactView view
ReqDemPlanAdjustedForecastView view
Measures
The Demand forecast accuracy cube includes the following measure groups.
Historical demand
This measure group is based on the ReqDemPlanAdjustedCubeFactView view and includes the following measures.
Measure
Measure field name
Aggregation
Description
Historical
demand
quantity
ReqDemPlanAdjustedCubeFactView.TransactionQty
Sum
Past sales order lines, BOM requirement lines, and transfer

lines, recorded in the Microsoft Dynamics AX database
represent the historical demand quantity.
Associated
dimensions
Item allocation
key
Country
region
Customer
Customer
group
Released
product
State
Warehouse
Site
Company
Styles
Inventory
status
Colors
Configurations
Sizes
Historical
demand
Date
Adjusted forecast
This measure group is based on the ReqDemPlanAdjustedForecastView view and includes the following measures.
Measure
Measure field name
Aggregation
Description
Associated
dimensions
Current AX
forecast
ReqDemPlanAdjustedForecastView.Qty
Sum
Demand forecast lines recorded in the Microsoft Dynamics AX database

and consumed by master planning represent the current forecast.
Item allocation
key
Country
region
Customer
Customer
group
Released
product
State
Forecast
models
Warehouse
Site
Company
Styles
Inventory
status
Colors
Configurations
Sizes
Date
Calculated measures
The Demand forecast accuracy cube contains the following calculated measures.
Calculated measure
Associated measure group
Description
Error percentage
Adjusted forecast
The discrepancy between realized demand and projected demand, expressed in percentage.
Error absolute
Adjusted forecast
The discrepancy between realized demand and projected demand, expressed in absolute values.

The Demand forecast accuracy cube does not include any key performance indicators (KPIs).
Security
The Demand forecast accuracy cube can be accessed by users assigned to the following Microsoft SQL Server Analysis Services roles.
Production planner
Production manager
2014 Microsoft
Cube and KPI reference for Microsoft Dynamics AX 2012 R2 and

R3 [AX 2012]
Updated: May 19, 2014
Applies To: Microsoft Dynamics AX 2012 R3, Microsoft Dynamics AX 2012 R2
The topics in this section provide information about the default online analytical processing (OLAP) cubes that are included with Microsoft Dynamics AX. Each topic lists the
measures, associated dimensions, and key performance indicators (KPIs) in each cube.
Accounts payable cube (VendCube) for Microsoft Dynamics AX 2012 R2 and R3
Accounts receivable cube (CustCube) for Microsoft Dynamics AX 2012 R2 and R3
Budget control cube (BudgetControlCube) for Microsoft Dynamics AX 2012 R2 and R3
Budget plan cube (BudgetPlanCube) for Microsoft Dynamics AX 2012 R2 and R3
Demand forecast accuracy cube (ReqDemPlanAccuracyCube) for Microsoft Dynamics AX 2012 R3
Demand forecast cube (ReqDemandPlanningCube) for Microsoft Dynamics AX 2012 R3
Environmental sustainability cube (EMSCube) for Microsoft Dynamics AX 2012 R2 and R3
Expense management cube (TrvCube) for Microsoft Dynamics AX 2012 R2 and R3
General ledger cube (LedgerCube) for Microsoft Dynamics AX 2012 R2 and R3
Human resources cube (HumanResourceCube) for Microsoft Dynamics AX 2012 R2 and R3
Inventory value cube (InventValueCube) for Microsoft Dynamics AX 2012 R2 and R3
Payroll cube (PayrollCube) for Microsoft Dynamics AX 2012 R2 and R3
Production cube (ProdCube) for Microsoft Dynamics AX 2012 R2 and R3
Profit tax totals cube (RTax25Registers) for Microsoft Dynamics AX 2012 R2 and R3
Project accounting cube (ProjCube) for Microsoft Dynamics AX 2012 R2 and R3
Purchase cube (PurchCube) for Microsoft Dynamics AX 2012 R2 and R3
Retail cube (RetailCube) for Microsoft Dynamics AX 2012 R2 and R3
Sales and marketing cube (smmSalesMarketingCube) for Microsoft Dynamics AX 2012 R2 and R3
Sales cube (SalesCube) for Microsoft Dynamics AX 2012 R2 and R3
Workflow cube (WorkflowCube) for Microsoft Dynamics AX 2012 R2 and R3
See also
Cube overview
Deployment of analytics
Development Tasks for Analytics
2014 Microsoft
Accounts payable cube (VendCube) for Microsoft Dynamics AX

2012 R2 and R3 [AX 2012]
The Accounts payable cube for Microsoft Dynamics AX is used to report on purchase transactions. This article provides details about the cube.
Deployment
Configuration keys
Tables and views
Measures
Calculated measures
Security
Deployment
The Accounts payable cube is included in the Dynamics AX project. For information about how deploy the Dynamics AX projectand the cubes that it containssee
Deploy the default cubes.
Configuration keys
The following configuration keys are required to use all features of the Accounts payable cube:
General ledger (LedgerBasic)
Tables and views

The Accounts payable cube uses data from the following tables and views:
VendPaymModeTable table
VendTransCube view
VendTransOpenCube view
VendTransTotalPurchasesCube view
Measures
The Accounts payable cube includes the following measure groups.
Open vendor transactions

This measure group is based on the VendTransOpenCube view and includes the following measures.
Measure
Measure field name
Aggregation
Description
Associated dimensions
Accounts payable open amount

accounting currency
VendTransOpenCube.AmountMST
Sum
The total open vendor transaction

amount, in accounting currency.
Company
Vendor
Date (transaction date)
Date (due date)
Date (exchange rate date)
Fiscal period date (transaction

date fiscal calendar
Fiscal period date due date
fiscal calendar)
Date (cash discount date)
Fiscal period date (cash
discount date fiscal
calendar)
Vendor transactions
This measure group is based on the VendTransCube view and includes the following measures.
Measure
Measure field name
Aggregation
Description
Accounts payable amount

transaction currency
VendTransCube.AmountCur
Sum
The total vendor transaction amount, in

transaction currency.
Currency
Accounts payable settled amount

VendTransCube.SettleAmountCur
Sum
The total amount of vendor transactions

that have been settled, in transaction
currency.
Company
Accounts payable amount

accounting currency
VendTransCube.AmountMST
Accounts payable settled amount

accounting currency
VendTransCube.SettleAmountMST
Sum
The total vendor transaction amount, in

accounting currency.
Sum
The total amount of vendor transactions

that have been settled, in accounting
currency.
Vendor
Methods of payment vendor
Vendor transaction
Date (due date)
Date (last settlement date)
Date (closed date)
Date (document date)
Date (approved date)
Fiscal period date (last
settlement date fiscal
calendar)
Fiscal period date (closed
Fiscal period date
transaction date fiscal
calendar)
Fiscal period date
document date fiscal
calendar)
Fiscal period date
approved date fiscal
calendar)
Fiscal period date (due
Total vendor purchases

This measure group is based on the VendTransTotalPurchasesCube view and includes the following measures.
Measure
Measure field name
Aggregation
Description
Accounts payable total

accounting currency
VendTransTotalPurchasesCube.AmountMST
Sum
The total purchases amount,

in accounting currency.
Currency
Company
Vendor
Methods of payment - vendor
Total vendor purchases

Date (due date)
Date (closed date)
Date (approved date)
calendar)
Fiscal period date (closed date
fiscal calendar
Fiscal period date (document
Fiscal period date (approved
fiscal calendar)
Exchange rates by day

This measure group is based on the BIExchangeRateView view and includes the following measures.
Measure
Measure field name
Aggregation
Description
Exchange rate
BIExchangeRateView.CrossRate
Max
The exchange rate.
Currency
Analysis currency
Calculated measures
The Accounts payable cube does not include any calculated measures.

The Accounts payable cube does not include any key performance indicators (KPIs).
Security
The Accounts payable cube can be accessed by users assigned to the following Microsoft SQL Server Analysis Services roles.
Accountant
Accounting manager
Accounting supervisor
Accounts payable centralized payments clerk
Accounts payable clerk
Accounts payable manager
Accounts payable payments clerk
Accounts receivable manager
Chief executive officer
Chief financial officer

Compliance manager
Financial controller
Purchasing manager
Treasurer
2014 Microsoft
Accounts receivable cube (CustCube) for Microsoft Dynamics AX

2012 R2 and R3 [AX 2012]
The Accounts receivable cube for Microsoft Dynamics AX is used to report on customer transactions and accounts receivable. This article provides details about the cube.
Deployment
Configuration keys
Tables and views
Measures
Calculated measures
Security
Deployment
The Accounts receivable cube is included in the Dynamics AX project. For information about how deploy the Dynamics AX projectand the cubes that it containssee
Configuration keys
The following configuration keys are required to use all features of the Accounts receivable cube:
Tables and views

The Accounts receivable cube uses data from the following tables and views:
CustBillingClassification table
CustPaymModeTable table
CustTrans table
CustTransOpen table
CustTransTotalSales view
Measures
The Accounts receivable cube includes the following measure groups.
Open customer transactions

This measure group is based on the CustTransOpen table and includes the following measures.
Measure
Measure field name
Aggregation
Description
Accounts receivable open amount

accounting currency
CustTransOpen.AmountMST
Sum
The total open customer transaction

Company
Customer
Date (last interest date)
Date (due date)

fiscal calendar)
discount date fiscal calendar
Fiscal period date (last interest
Total customer sales

This measure group is based on the CustTransTotalSales view and includes the following measures.
Measure
Measure field name
Aggregation
Description
Accounts receivable total

accounting currency
CustTransTotalSales.AmountMST
Sum
The total customer sales, in

Currency
Company
Customer
Methods of payment - customer
Total customer sales
Date (due date)
Date (closed date)
Fiscal period date (last settlement
Fiscal period date closed date
fiscal calendar)
Fiscal period date transaction date
fiscal calendar)
Fiscal period date document date
fiscal calendar)
Fiscal period date due date fiscal
calendar)
Customer transactions
This measure group is based on the CustTrans table and includes the following measures.
Measure
Measure field name
Aggregation
Description
Accounts receivable amount

CustTrans.AmountCur
Sum
The total customer transaction amount, in

Currency
Accounts receivable settled amount

CustTrans.SettleAmountCur
Sum
The total amount of customer transactions

that have been settled, in transaction
currency.
Company
Customer
Billing classification
Accounts receivable amount

accounting currency
CustTrans.AmountMST
Sum
The total customer transaction amount, in

Methods of payment customer
Accounts receivable settled amount
CustTrans.SettleAmountMST
Sum
The total amount of customer transactions
Customer transaction
accounting currency
that have been settled, in accounting

currency.
Date (due date)

Date (closed date)
calendar
Fiscal period date (closed
Fiscal period date
calendar)
Fiscal period date
document date fiscal
calendar)
Fiscal period date (due date
fiscal calendar

Measure
Measure field name
Aggregation
Description
Exchange rate
Max
The exchange rate.
Currency
Analysis currency
Calculated measures
The Accounts receivable cube does not include any calculated measures.

The Accounts receivable cube does not include any key performance indicators (KPIs).
Security
The Accounts receivable cube can be accessed by users assigned to the following Microsoft SQL Server Analysis Services roles.
Accountant
Accounting manager
Accounts receivable centralized payments clerk
Accounts receivable clerk
Accounts receivable payments clerk
Collections agent
Collections manager
Compliance manager
2014 Microsoft
Budget control cube (BudgetControlCube) for Microsoft Dynamics

AX 2012 R2 and R3 [AX 2012]
The Budget control cube for Microsoft Dynamics AX is used to analyze data from budget register entries. Analysis of this data helps organizations effectively manage their
approved budgets and make decisions based on accurate information. This article provides details about the cube.
Deployment
Configuration keys
Tables and views
Measures
Calculated measures
Security
Deployment
The Budget control cube is included in the Dynamics AX project. For information about how deploy the Dynamics AX projectand the cubes that it containssee Deploy
the default cubes.
Configuration keys
The following configuration keys are required to use all features of the Budget control cube:
Budget control (LedgerAdv2BudgetCtrl)
Tables and views

The Budget control cube uses data from the following tables and views:
BudgetControlConfigurationCube view
BudgetSourceTrackingCube view
Measures
The Budget control cube includes the following measure groups.
Budget control amounts

This measure group is based on the BudgetSourceTrackingCube view and includes the following measures.
Measure
Measure field name
Aggregation
Description
Amount
BudgetSourceTrackingCube.TrackingDetailAmount
Sum
The budgeted amount, in the

Budget control configuration
Relieved
amount
BudgetSourceTrackingCube.TrackingRelievedDetailAmount
Sum
The relieved budgeted amount, in

the accounting currency.
Budget control
Company
Chart of accounts
Ledger derived financial
attribute value combinations


Measure
Measure field name
Aggregation
Description
Exchange rate
Max
The exchange rate.
Currency
Analysis currency
Calculated measures
The Budget control cube contains the following calculated measures.
Calculated measure
Aggregation
Original budget
Sum
Associated
measure
group
Budget
control
amounts
Description
The budget register entries that have the following budget type: Original budget, Fixed asset, Project, Demand,
and Supply and have a budget register entry status = Confirmed.
Fixed asset, project, demand, and supply transaction types are used when transferring budget from either
Fixed assets, Project, or Inventory, and are treated as original budget amounts. For example, when budget
transactions of these types are checked for budget control, they are translated to the original budget
category.
Completed revisions
Sum
Budget
control
amounts
The budget register entries with the transaction type = Revision, and that have a budget register entry status =
Confirmed.
Draft revisions
Sum
Budget
control
amounts
The budget register entries with the transaction type = Revision, and that have a budget register entry status =
Draft.
Total revisions
Sum
Budget
control
amounts
The sum of completed and draft budget revisions.
Completed budget
transfers
Sum
Budget
control
amounts
The budget register entries with the budget type = Transfer, and that have a budget register entry status =
Confirmed.
Draft budget
transfers in
Sum
Budget
control
amounts
The budget register entries with the transaction type = Transfer, have a budget register entry status = Draft,
and the impact to budget is an increase.
Draft budget
transfers out
Sum
Budget
control
amounts
The budget register entries with the budget type = Transfer, have a budget register entry status = Draft, and
the impact to budget is a decrease.
Total transfers
Sum
Budget
control
amounts
The sum of completed budget transfers, draft budget transfers in, and draft budget transfers out.
Total revised budget
Sum
Budget
control
amounts
The sum of original budget, total revisions, and total transfers.
Posted actual
expenditures
Sum
Budget
control
amounts
The vendor invoices and expense reports that have been recorded in the subledger journal, as well as
accounting journals that have been posted. The amounts for the source documents and accounting journals
are only included in the budget check when the corresponding document type is enabled for budget control.
For these source documents and accounting journals the actual expense is recorded in the ledger at this time.
Unposted actual
expenditures
Sum
Budget
control
amounts
The vendor invoices and expense reports that have been entered, but not yet recorded in the subledger
journal. This also includes accounting journals that have been entered, but not yet posted to ledger. The
amounts for the source documents and accounting journals are only included in the budget check when the
corresponding document type or accounting journal is enabled for budget control.

Total actual
expenditures
Sum
Budget
control
amounts
The sum of posted and unposted actual expenditures.
Confirmed
encumbrances
Sum
Budget
control
amounts
The budget reservations that are created for confirmed purchase orders or travel requests. This also includes
budget register entries that are in a status of Confirmed and utilize the budget type of Encumbrance (manual
reservations of budget created through budget register entries).
Unconfirmed
encumbrances
Sum
Budget
control
amounts
The budget reservations that are created for unconfirmed purchase orders or travel requests. This also
includes budget register entries that are in a status of Draft and utilize the budget type of Encumbrance
(manual reservations of budget created through budget register entries that are not yet included in the overall
budget balance).
Unconfirmed
encumbrance
reductions
Sum
Budget
control
amounts
The correction made to a confirmed purchase order, and that change results in a decrease to the original
budget reservation related to the purchase order amounts and accounts.
Total budget
reservations for
encumbrances
Sum
Budget
control
amounts
The sum of confirmed and unconfirmed encumbrances and unconfirmed reductions.
Confirmed preencumbrances
Sum
Budget
control
amounts
The budget reservations that are created for approved or confirmed purchase requisitions. This also includes
budget register entries that are in a status of Confirmed and utilize the budget type of Pre-encumbrance.
Unconfirmed preencumbrances
Sum
Budget
control
amounts
The budget reservations that are created for unconfirmed and unapproved purchase requisitions. This also
includes budget register entries that are in a status of Draft and utilize the budget type of Pre-encumbrance
(manual reservations of budget created through budget register entries that are not yet included in the overall
budget balance).
Total budget
reservations for preencumbrances
Sum
Budget
control
amounts
The sum of confirmed and unconfirmed pre-encumbrances.
Carry-forward
revised budget
amount
Sum
Budget
control
amounts
The revised budget amounts that were carried forward as part of the purchase order year-end process, or
budget register entries that use a budget type of Carry Forward.
Carry-forward
encumbrances
amount
Sum
Budget
control
amounts
The encumbrance amounts that were carried forward as part of the purchase order year-end process, or
budget transactions that use a transaction type of Carry Forward.
Carry-forward actual
expenditures amount
Sum
Budget
control
amounts
The actual expenditure amounts that were carried forward as part of the purchase order year-end process, or
Total carry-forward
budget amounts
Sum
Budget
control
amounts
The sum of revised, encumbrance, and actual expenditure carry-forward amounts.
Budget funds
available
Sum
Budget
control
amounts
The remaining balance of a budget using the formula defined on the budget control configuration.
Carry-forward
budget
Sum
Budget
control
amounts
The original budget amounts that were carried forward as part of the purchase order year end process or
Note
This calculated
measure is
available only in
Microsoft
Dynamics AX 2012
R3.

The Budget control cube does not include any key performance indicators (KPIs).
Security
The Budget control cube can be accessed by users assigned to the following Microsoft SQL Server Analysis Services roles.
Accounting manager
Budget manager
Compliance manager
2014 Microsoft
Budget plan cube (BudgetPlanCube) for Microsoft Dynamics AX

2012 R2 and R3 [AX 2012]
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.
Deployment
Configuration keys
Tables and views
Measures
Calculated measures
Security
Deployment
The Budget plan cube is included in the Dynamics AX project. For information about how deploy the Dynamics AX projectand the cubes that it containssee Deploy
the default cubes.
Configuration keys
The following configuration keys are required to use all features of the Budget plan cube:
Budget planning configuration key (LedgerAdv2BudgetPlanning)
Tables and views

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
Measures
The Budget plan cube includes the following measure groups.
Budget plan lines

This measure group is based on the BudgetPlanCube view and includes the following measures.
Measure
Measure field name
Aggregation
Description
Amount
BudgetPlanCube.PlanCurrencyAmount
Sum
The sum of field Amount from budget plan lines in

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

the selected data set.
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)
Budget plan header

This measure group is based on the BudgetPlanHeader view and includes the following measures.
Measure
Measure field name
Aggregation
Description
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)
Calculated measures
The Budget plan cube contains the following calculated measures.
Calculated
measure
Aggregation
Associated
measure
group
Budget net
income
Budgeted revenues minus

budgeted expenses.
Budget
plan lines
Description
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).
Security
The Budget plan cube can be accessed by users assigned to the following Microsoft SQL Server Analysis Services roles.
Accounting manager
Budget manager
Compliance manager
2014 Microsoft
Demand forecast accuracy cube (ReqDemPlanAccuracyCube) for

Microsoft Dynamics AX 2012 R3 [AX 2012]
The Demand forecast accuracy cube for Microsoft Dynamics AX is used to calculate and store demand forecast versus realized demand accuracy measurements. This
article provides details about the cube.
Deployment
Configuration keys
Tables and views
Measures
Calculated measures
Security
Deployment
The Demand forecast accuracy cube is included in the Demand Forecast Accuracy project. For information about how deploy the Demand Forecast Accuracy project
and the cubes that it containssee Deploy the default cubes.
Configuration keys
The following configuration keys are required to use all features of the Demand forecast accuracy cube:
Tables and views

The Demand forecast accuracy cube uses data from the following tables and views:
EcoResColor table
EcoResSize table
EcoResStyle table
ReqDemPlanAdjustedCubeFactView view
ReqDemPlanAdjustedForecastView view
Measures
The Demand forecast accuracy cube includes the following measure groups.
Historical demand
This measure group is based on the ReqDemPlanAdjustedCubeFactView view and includes the following measures.
Measure
Measure field name
Aggregation
Description
Historical
demand
quantity
ReqDemPlanAdjustedCubeFactView.TransactionQty
Sum
Past sales order lines, BOM requirement lines, and transfer

lines, recorded in the Microsoft Dynamics AX database
represent the historical demand quantity.
Associated
dimensions
Item allocation
key
Country
region
Customer
Customer
group
Released
product
State
Warehouse
Site
Company
Styles
Inventory
status
Colors
Configurations
Sizes
Historical
demand
Date
Adjusted forecast
This measure group is based on the ReqDemPlanAdjustedForecastView view and includes the following measures.
Measure
Measure field name
Aggregation
Description
Associated
dimensions
Current AX
forecast
ReqDemPlanAdjustedForecastView.Qty
Sum
Demand forecast lines recorded in the Microsoft Dynamics AX database

and consumed by master planning represent the current forecast.
Item allocation
key
Country
region
Customer
Customer
group
Released
product
State
Forecast
models
Warehouse
Site
Company
Styles
Inventory
status
Colors
Configurations
Sizes
Date
Calculated measures
The Demand forecast accuracy cube contains the following calculated measures.
Calculated measure
Description
Error percentage
Adjusted forecast
The discrepancy between realized demand and projected demand, expressed in percentage.
Error absolute
Adjusted forecast
The discrepancy between realized demand and projected demand, expressed in absolute values.

The Demand forecast accuracy cube does not include any key performance indicators (KPIs).
Security
The Demand forecast accuracy cube can be accessed by users assigned to the following Microsoft SQL Server Analysis Services roles.
Production planner
Production manager
2014 Microsoft
Demand forecast cube (ReqDemandPlanningCube) for Microsoft

Dynamics AX 2012 R3 [AX 2012]
The Demand forecast cube for Microsoft Dynamics AX is used to store historical demand data and demand forecast data. This article provides details about the cube.
Deployment
Configuration keys
Tables and views
Measures
Calculated measures
Security
Deployment
The Demand forecast cube is included in the Demand Forecast project. For information about how deploy the Demand Forecast projectand the cubes that it contains
Configuration keys
The following configuration keys are required to use all features of the Demand forecast cube:
Tables and views

The Demand forecast cube uses data from the following tables and views:
EcoResColor table
EcoResSize table
EcoResStyle table
ReqDemPlanCubeFactView view
ReqDemPlanCurrentForecastView view
ReqDemPlanForecastView view
ReqDemPlanMiningModelStagingView view
Measures
The Demand forecast cube includes the following measure groups.
Historical data
This measure group is based on the ReqDemPlanCubeFactView view and includes the following measures.
Measure
Measure field name
Aggregation
Description
Actual
demand
ReqDemPlanCubeFactView.TransactionQty
Sum
Past, current, and future sales order lines, BOM requirement lines, and
transfer lines that are recorded in the Microsoft Dynamics AX database
that represent the actual demand.
Associated
dimensions
Item allocation
key
Country
region
Customer
Customer
group
Released
product
State
Warehouse
Site
Company
Styles
Inventory
status
Colors
Configurations
Sizes
Historical data
Date
Current AX forecast
This measure group is based on the ReqDemPlanCurrentForecastView view and includes the following measures.
Measure
Measure field name
Aggregation
Description
Current
AX
forecast
ReqDemPlanCurrentForecastView.Qty
Sum
Demand forecast lines that are recorded in the Microsoft Dynamics AX

database and consumed by master planning. They represent the current
Microsoft Dynamics AX forecast.
Associated
dimensions
Item allocation
key
Country
region
Customer
Customer
group
Released
product
State
Forecast
models
Warehouse
Site
Company
Styles
Inventory
status
Colors
Configurations
Sizes
Date
Demand forecast
This measure group is based on the ReqDemPlanForecastView view and includes the following measures.
Measure
Measure field name
Aggregation
Description
Associated
dimensions
Forecasted
quantity
ReqDemPlanForecastView.Qty
Sum

Item allocation
key
Quantity
ReqDemPlanForecastView.OriginalQty
Sum

Country region
Customer
Customer group
Released product
State
Warehouse
Site
Company
Styles
Inventory status
Colors
Configurations
Sizes
Demand forecast
Date
Calculated measures
The Demand forecast cube contains the following calculated measures.
Calculated measure
Associated measure
group
Adjusted quantity
Demand forecast
Manual adjustments made to the forecasted demand quantity that is calculated by various
forecasting methods.
Read only historical and forecast

quantity
Demand forecast
Past actual demand and projected future demand quantities.
Description

The Demand forecast cube does not include any key performance indicators (KPIs).
Security
The Demand forecast cube can be accessed by users assigned to the following Microsoft SQL Server Analysis Services roles.
Production planner
Production manager
2014 Microsoft
Environmental sustainability cube (EMSCube) for Microsoft

Dynamics AX 2012 R2 and R3 [AX 2012]
The Environmental sustainability cube for Microsoft Dynamics AX provides data that can help you track your organizations energy consumption and greenhouse gas
emissions. Therefore, your organization can take a more proactive approach to environmental issues. This article provides details about the cube.
Deployment
Configuration keys
Tables and views
Measures
Calculated measures
Security
Deployment
The Environmental sustainability cube is included in the Dynamics AX project. For information about how deploy the Dynamics AX projectand the cubes that it contains
Configuration keys
The following configuration keys are required to use all features of the Environmental sustainability cube:
Environmental sustainability (EMS)
Tables and views

The Environmental sustainability cube uses data from the following tables and views:
EMSProcess table
EMSSubstance table
EMSSubstanceCategory table
EMSDailyFlowView view
Measures
The Environmental sustainability cube includes the following measure groups.
Substance flow details

This measure group is based on the EMSDailyFlowView view and includes the following measures.
Measure
Measure field name
Aggregation
Description
Associated
dimensions
Substance
flow
details
count
Not applicable
Count
The count of flow transactions.
Company
Substance
flows
Accounting
currency
amount by
day
EMSDailyFlowView.AccountingCurrencyAmountByDay
Total mass
EMSDailyFlowView.TotalMass
Sum
The sum of flow monetary values, in the accounting currency.
Substance
Sum
The total mass, expressed as the sum of quantities of

substance flows of a given substance, multiplied by the value
in the Mass (Unknown) per unit field on the Substances form
(Compliance and internal controls > Setup >
Environmental sustainability > Substances).
The default value is zero. Not changing the value will result in
zero values for this measure.
Total
volume
Process
process
destination)
EMSDailyFlowView.TotalVolume
Sum
The total volume, expressed as the sum of quantities of

substance flows of a given substance, multiplied by the value
in the Volume (Unknown) per unit field on the Substances
form (Compliance and internal controls > Setup >
Environmental sustainability > Substances).
The default value is zero. Not changing the value will result in
zero values for this measure.
Total
recycled
EMSDailyFlowView.TotalMassRecycled
Sum
The total mass of recycled material. The value is the product of

the Total mass value, found above, multiplied by the sum of
the Percent post-consumer and Percent pre-consumer fields
on the Substances form (Compliance and internal controls >
Setup > Environmental sustainability > Substances).
Base
quantity
EMSDailyFlowView.SubstanceBaseQtyByDay
Sum
The sum of the raw quantity of a set of flow transactions.
Substance
category
Process
process
source)
Date
(transaction
date)
Date (date
date
Date
(exchange
rate date)

Measure
Measure field name
Aggregation
Description
Exchange rate
Max
The exchange rate.
Currency
Analysis currency
Calculated measures
The Environmental sustainability cube contains the following calculated measures.
Calculated
measure
Direct
energy
Aggregation
Associated
measure
group
Description
Sum
Undefined
The amount of direct energy (such as gasoline or natural gas) consumed by the organization.
The value is found by identifying substance categories (Compliance and internal controls > Setup > Environmental
sustainability > Substance categories) which have a value of Direct energy in the Category type field. Also required
is that the source process is either Scope Secondary or Tertiary, and that the destination process is Scope Primary.
Indirect
energy
Sum
Undefined
The amount of indirect energy (such as electricity or heating services) consumed by the organization.
sustainability > Substance categories) which have a value of Indirect energy in the Category type field. Also
required is that the source process is either Scope Secondary or Tertiary, and that the destination process is Scope
Primary.
Direct and
indirect
GHGs
Sum
Undefined
The mass of direct and indirect greenhouse gas emissions produced by the organizations processes.
sustainability > Substance categories) which have a value of Greenhouse gas in the Category type field, and where
the scope of the substance flow is either Primary or Secondary.
The sum of quantities is multiplied by the total mass value found for the substance.
Other
indirect
Sum
Undefined
The mass of other indirect greenhouse gas emissions (such as employee commuting or business travel) produced by
the organizations processes.
GHGs
sustainability > Substance categories) which have a value of Greenhouse gas in the Category type field. Also
required is that the scope of the substance flow is Tertiary, and that the destination process of the substance flow is
Sphere: Ecosphere.
Water
consumption
Sum
Undefined
The volume of water consumed by the organization.

sustainability > Substance categories) which have a value of Water in the Category type field. Also required is that
the source process is either Scope Secondary or Tertiary, and that the destination process is Primary.
Materials
consumption
Sum
Undefined
The mass of materials consumed by the organization.

sustainability > Substance categories) which have a value of Raw materials in the Category type field. Also required
is that the source process is either Scope Secondary or Tertiary, and that the destination process is Primary.
Recycled
content
Sum
Undefined
The mass of recycled materials consumed by the organization.

sustainability > Substance categories) which have a value of Raw materials in the Category type field. Also required
is that the source process is either Scope Secondary or Tertiary, and that the destination process is Primary.
The sum of quantities is multiplied by the recycled percentage value of the total mass value found for the substance.
Waste water
Sum
Undefined
The volume of waste water produced by the organization.

sustainability > Substance categories) which have a value of Water in the Category type field. Also required is that
the source process is Primary, and that the destination process is either Secondary or Tertiary.
The resulting value is multiplied with the total volume value for the substance.
Solid waste
Sum
Undefined
The mass of solid waste produced by the organization.

sustainability > Substance categories) which have a value of Solid waste in the Category type field. Also required is
that the source process is Primary, and that the destination process is either Secondary or Tertiary.
The resulting value is multiplied with the total mass value for the substance.

The following sections describe the key performance indicators (KPIs) in the Environmental sustainability cube.
KPI calculations
The following table lists the KPIs that are associated with the Environmental sustainability cube. You can use the information in the following table to help verify the
information in your KPIs.
KPI
Associated measure
group
Calculation
Direct energy
All
The amount of direct energy (such as gasoline or natural gas) consumed by the organization.
Indirect energy
All
The amount of indirect energy (such as electricity or heating services) consumed by the organization.
Direct and indirect

GHGs
All
The mass of direct and indirect greenhouse gas emissions produced by the organizations processes.
Other indirect
GHGs
All
The mass of other indirect greenhouse gas emissions (such as employee commuting or business travel) produced
by the organizations processes.
Water
consumption
All
The volume of water consumed by the organization.
Materials
consumption
All
The mass of materials consumed by the organization.
Recycled content
All
The mass of recycled materials consumed by the organization.
Waste water
All
The volume of waste water produced by the organization.
Solid waste
All
The mass of solid waste produced by the organization.
Role Centers
The following table lists the Role Centers and web parts that display the KPIs associated with the Environmental sustainability cube.
Role Center
Web parts and KPIs
Environmental manager
KPI list:
Direct energy
Indirect energy
Direct and indirect GHGs
Other indirect GHGs
Security
The Environmental sustainability cube can be accessed by users assigned to the following Microsoft SQL Server Analysis Services roles.

Environmental manager
2014 Microsoft
Expense management cube (TrvCube) for Microsoft Dynamics AX

2012 R2 and R3 [AX 2012]
The Expense management cube for Microsoft Dynamics AX is used to report on expense reports and policy violations. This article provides details about the cube.
Deployment
Configuration keys
Tables and views
Measures
Calculated measures
Security
Deployment
The Expense management cube is included in the Dynamics AX project. For information about how deploy the Dynamics AX projectand the cubes that it containssee
Configuration keys
The following configuration keys are required to use all features of the Expense management cube:
Travel and expense (Trv)

Per diems (TrvPerDiem)
Tables and views

The Expense management cube uses data from the following tables and views:
TrvCostType table
TrvCostTypeStatistics table
TrvDestinations table
TrvExpMerchant table
TrvPayMethod table
TrvTravelTxt table
TrvCategoryCube view
TrvDisputesCube view
TrvExpDistributionsCube view
TrvExpTableCube view
TrvExpTransCube view
TrvPolicyRuleCube view
TrvPolicyViolationsLogCube view
TrvRequisitionLineCube view
Measures
The Expense management cube includes the following measure groups.
Expense report
This measure group is based on the TrvExpTableCube view and includes the following measures.
Measure
Measure field name
Aggregation
Description
Expense report count
Not applicable
Count
The number of expense reports.
Company
Posted expense reports
TrvExpTableCube.Posted
Sum
The number of expense reports that have been posted.
Travel locations
Worker
Expense report
Date creation date time date
Date (posted date)
Policy violations log

This measure group is based on the TrvPolicyViolationsLogCube view and includes the following measures.
Measure
Measure field name
Aggregation
Description
Policy violations
approved
TrvPolicyViolationsLogCube.PolicyViolationApproved
Sum
The number of approved policy

violations.
Company
Policy violations
returned
TrvPolicyViolationsLogCube.PolicyViolationReturned
Sum
The number of rejected policy

violations.
Policy violations
TrvPolicyViolationsLogCube.PolicyViolationTotal
Sum
The number of policy violations.
Policy
Payment method
Expense category
Worker
Date creation date time
date)
Worker worker rejected
by)
Date (violation date)
Travel requisition lines

This measure group is based on the TrvRequisitionLineCube view and includes the following measures.
Measure
Measure field name
Aggregation
Description
Associated
dimensions
Travel requisition
lines count
Not applicable
Count
The number of travel requisition lines.
Company
Estimated amount
TrvRequisitionLineCube.AccountingCurrencyAmount
Sum
The estimated value, in the accounting currency, of

a set of travel requisition lines.
Worker
Travel
requisition
lines
Date
(estimated
date)
Date (exchange
rate date)
Expense lines
This measure group is based on the TrvExpTransCube view and includes the following measures.
Measure
Measure field name
Aggregation
Description
Associated
dimensions
Expense lines count
Not applicable
Count
The number of expense line records.
Company
Expense report amount paid

by company
TrvExpTransCube.AmountMSTPaidByCompany
Sum
The amount paid by the company, in the

accounting currency, for a set of expense lines.
Payment
method
Expense report amount paid

by worker
TrvExpTransCube.AmountMSTPaidByEmployee
Sum
The amount paid by the employee, in the

accounting currency, for a set of expense lines.
Expense amount
TrvExpTransCube.ExpenseAmountMST
Cash advance amount
Sum
TrvExpTransCube.CashAdvanceAmountMST
Merchant
Expense
category
The total amount, in the accounting currency, for

a set of expense lines.
Sum
Worker
Expense lines
The amount of cash advances, in the accounting

currency, for a set of expense lines.
Per diem amount
TrvExpTransCube.PerDiemAmountMST
Sum
The amount of per diem, in the accounting

currency, for a set of expense lines.
Mileage amount
TrvExpTransCube.MileageAmountMST
Sum
The value of mileage, in the accounting currency,

for a set of expense lines.
Miles traveled
TrvExpTransCube.MilesTraveled
Sum
The number of miles traveled for a set of

expense lines.
Expense report amount
TrvExpTransCube.AmountMST
Sum
The value, in the accounting currency, for a set of

expense lines.
Date
(transaction
date)
Date
(exchange
rate date)
Disputes
This measure group is based on the TrvDisputesCube view and includes the following measures.
Measure
Measure field name
Aggregation
Description
Associated
dimensions
Disputes count
Not applicable
Count
The number of credit card disputes.
Company
Amount
TrvDisputesCube.AmountMST
Sum
The value, in the accounting currency, of a set of

credit card disputes.
Worker
The number of days taken to resolve a set of

credit card disputes.
Date (creation date

time date
Days taken to reach

resolution
TrvDisputesCube.TimeToReachResolution
Sum
Disputes
Date (exchange rate

date)
Expense distributions
This measure group is based on the TrvExpDistributionsCube view and includes the following measures.
Measure
Measure field name
Aggregation
Description
Expense distributions
count
Not applicable
Count
The number of the distribution lines on the

expense report.
Expense distribution
amount
TrvExpDistributionsCube.AccountingCurrencyAmount
Sum
The sum of the amounts of the distribution

lines on the expense report.
Associated
dimensions
Company
Shared category
Worker
Expense
distributions
Date
(transaction
date)
Date (exchange
rate date)
Projects
(projects)
Measure
Measure field name
Aggregation
Description
Exchange rate
Max
The exchange rate.
Currency
Analysis currency
Calculated measures
The Expense management cube contains the following calculated measures.
Calculated measure
Aggregation
Associated
measure group
Description
Average expense report total billed

amount
Average
Expense lines
The average amount, per expense report, for posted expense reports.
Average expense report amount paid

by company
Average
Expense lines
The average amount paid by the company, per expense report, for posted expense
reports.
Average expense report amount paid

by employee
Average
Expense lines
The average amount paid by an employee, per expense report, for posted expense
reports.
Average policy violations per

expense report
Average
Policy violations
log
The average number of policy violations, per expense report, for posted expense
reports.
Average approved policy violations

per expense report
Average
Policy violations
log
The average number of approved policy violations, per expense report, for posted
expense reports.
Average returned policy violations

per expense report
Average
Policy violations
log
The average number of returned policy violations, per expense report, for posted
expense reports.
Percent change in expense report

totals
Sum
Expense lines
The percentage change in total amount, in the accounting currency, of expense reports
between the current and previous time period.
Average days taken to reach

resolution
Average
Disputes
The average number of days between when a credit card dispute was filed and when the
dispute was closed.
Average expense line amount
Average
Expense lines
The average amount of an expense line in a given time period.

The following section describes the key performance indicators (KPIs) in the Expense management cube.
KPI calculations
The following table lists the KPIs that are associated with the Expense management cube. You can use the information in the following table to help verify the
KPI
Associated measure
group
Calculation
Expenses trend
Expense lines
The percentage change in total expense amount.
Policy violations approved per

expense report
Policy violations log
The policy violations log count where action taken = 1 (approved by all approvers), 5 (approved
by some approvers).
Role Centers
By default, the KPIs of the Expense management cube are not displayed on Role Center pages. For information about how to add them to Role Center pages, see
Manage KPIs.
Security
The Expense management cube can be accessed by users assigned to the following Microsoft SQL Server Analysis Services roles.

Project manager
2014 Microsoft
General ledger cube (LedgerCube) for Microsoft Dynamics AX

2012 R2 and R3 [AX 2012]
The General ledger cube for Microsoft Dynamics AX is used to report on ledger accounts and bank accounts. This article provides details about the cube.
Note
To view current information in this cube, you must update the financial dimension balances. You can either click the Update balances button in the Financial dimension
sets form to update the balances immediately, or you can schedule a batch to update balances before the cube processing is scheduled.
Deployment
Configuration keys
Tables and views
Measures
Calculated measures
Security
Deployment
The General ledger cube is included in the Dynamics AX project. For information about how deploy the Dynamics AX projectand the cubes that it containssee Deploy
the default cubes.
Configuration keys
The following configuration keys are required to use all features of the General ledger cube:
Bank (Bank)
Check (BankCheque)
Reporting currency (CurrencySecondaryCurrency)
Tables and views

The General ledger cube uses data from the following tables and views:
BankAccountTable table
BankAccountTrans table
BankTransType table
BudgetModel table
CustTransOpen table
BankChequePaymTransCube view
BudgetTransactionCube view
CustCollectionLetterJourCube view
CustInterestTransCube view
DimensionFocusBalanceCube view
FreeTextInvoiceCube view
GeneralJournalCube view
LedgerDerivedFinHierarchyCategory view
LedgerDerivedFinHierarchyResults view
LedgerTrvExpTransCube view
PurchaseOrderCube view
SalesOrderCube view
VendTransOpenCube view
Measures
The General ledger cube includes the following measure groups.
Open customer transactions

This measure group is based on the CustTransOpen table and includes the following measures.
Measure
Measure field name
Aggregation
Description
Accounts receivable open amount

accounting currency
CustTransOpen.AmountMST
Sum
The Accounts receivable open

Company
Customer
Collection letter fee
Date (last interest date)
Date (due date)
fiscal calendar)
discount date fiscal date
Fiscal period date (last interest
Bank transactions
This measure group is based on the BankAccountTrans table and includes the following measures.
Measure
Measure field name
Aggregation
Description
Bank amount bank

currency
BankAccountTrans.BankTransAmountCur
Sum
The total bank transaction amount,

in bank currency.
Currency
Bank amount
BankAccountTrans.AmountCur
Sum

in transaction currency.
Bank amount
accounting currency
BankAccountTrans.AmountMST
Sum

Company
Bank account description
Bank transaction type
Ledger derived financial attribute
value combinations
Bank transaction
Date (due date)
Currency currency registration
currency)
Date (bank statement date)
Date (acknowledgement date)

Fiscal period date (transaction date
fiscal calendar
Fiscal period date (bank statement
Fiscal period date
(acknowledgement date - fiscal
calendar)
Fiscal period date due date fiscal
calendar)
Bank payment transactions

This measure group is based on the BankChequePaymTransCube view and includes the following measures.
Measure
Measure field name
Aggregation
Description
Bank payment amount transaction currency
BankChequePaymTransCube.PaymentAmountCur
Sum
The bank payment

amount, in transaction
currency.
Currency
Company
Bank account description
Date (invoice date)
Date (invoice transaction date)
Fiscal period date (invoice date
fiscal calendar
Fiscal period date (invoice
calendar)
Purchase orders
This measure group is based on the PurchaseOrderCube view and includes the following measures.
Measure
Measure field name
Aggregation
Description
General ledger purchase line amount

accounting currency
PurchaseOrderCube.LineAmountMST
Sum
The General ledger purchase line

Company
Purchase order
Vendor
Date (due date)
Date (exchange rate
date)
Expenses
This measure group is based on the LedgerTrvExpTransCube view and includes the following measures.
Measure
Measure field name
Aggregation
Description
General ledger expense amount

accounting currency
LedgerTrvExpTransCube.AmountMST
Sum
The General ledger expense

Company
Expense
Date (due date)

Collection letter fees

This measure group is based on the CustCollectionLetterJourCube view and includes the following measures.
Associated
dimensions
Measure
Measure field name
Aggregation
Description
General ledger collection letter fee amount

accounting currency
CustCollectionLetterJourCube.FeeMST
Sum
The General ledger collection letter

fee amount, in accounting currency.
Company
Customer
Collection letter fee
Date (due date)
Date (exchange rate
date)
Fiscal period date
due date fiscal
calendar)
Interest notes
This measure group is based on the CustInterestTransCube view and includes the following measures.
Associated
dimensions
Measure
Measure field name
Aggregation
Description
General ledger interest note amount

accounting currency
CustInterestTransCube.InterestAmountMST
Sum
The General ledger interest note

Company
Interest note
Date (due date)
Date (exchange rate
date)
Free text invoices

This measure group is based on the FreeTextInvoiceCube view and includes the following measures.
Measure
Measure field name
Aggregation
Description
General ledger free text amount

accounting currency
FreeTextInvoiceCube.AmountMST
Sum
The General ledger free text amount,

Company
Customer
Free text invoice
Date (due date)
Open vendor transactions

This measure group is based on the VendTransOpenCube view and includes the following measures.
Measure
Measure field name
Aggregation
Description
Accounts payable open amount

accounting currency
VendTransOpenCube.AmountMST
Sum
The Accounts payable open

Company
Vendor
Date (due date)
fiscal calendar)
discount date fiscal date
Sales orders
This measure group is based on the SalesOrderCube view and includes the following measures.
Measure
Measure field name
Aggregation
Description
General ledger sales line amount

accounting currency
SalesOrderCube.LineAmountMST
Sum
The General ledger sales line

Company
Customer
Ledger sales order (sales
order)
Date (due date)
Ledger derived financial hierarchy results

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

count
Measure field
name
Aggregation
Description
Not applicable
Count
The number of ledger hierarchy

results.
Company
Derived financial category hierarchy
Ledger derived financial attribute value
combinations
Ledger transactions
This measure group is based on the GeneralJournalCube view and includes the following measures.
Measure
Measure field name
Aggregation
Description
General ledger amount accounting currency
GeneralJournalCube.AccountingCurrencyAmount
Sum
The General ledger

amount, in accounting
currency.
Currency
General ledger amount transaction currency
General ledger amount reporting currency
GeneralJournalCube.TransactionCurrencyAmount
GeneralJournalCube.ReportingCurrencyAmount
Sum
Sum
The General ledger

currency.
The General ledger
amount, in reporting
currency.
Company
Derived financial category
hierarchy
Chart of accounts
attribute value combinations
Ledger transaction

Date (acknowledgement date)
Fiscal period date
acknowledgement date fiscal
calendar)
Fiscal period date (document
Ledger balances
This measure group is based on the DimensionFocusBalanceCube view and includes the following measures.
Measure
Measure field name
Aggregation
Description
Main account credit amount reporting currency
DimensionFocusBalanceCube.CreditReportingCurrencyAmount
Sum
The main account

credit amount, in
reporting currency.
Main account debit amount accounting currency
DimensionFocusBalanceCube.DebitAccountingCurrencyAmount
Main account debit amount reporting currency
DimensionFocusBalanceCube.DebitReportingCurrencyAmount
Main account credit amount accounting currency
DimensionFocusBalanceCube.CreditAccountingCurrencyAmount
Sum
Sum
Sum
The main account

debit amount, in
The main account
debit amount, in
reporting currency.
The main account
credit amount, in
Associated
dimensions
Company
Ledger balance
Chart of accounts
Ledger derived
financial attribute
value combinations
Date (transaction
date)
Date (exchange rate
date)
Fiscal period date
transaction date
fiscal calendar)
Ledger budgets
This measure group is based on the BudgetTransactionCube view and includes the following measures.
Measure
Measure field name
Aggregation
Description
General ledger budget amount transaction currency
BudgetTransactionCube.TransactionCurrencyAmount
Sum
The General ledger budget

currency.
Currency
General ledger budget amount accounting currency
BudgetTransactionCube.AccountingCurrencyAmount
Sum
The General ledger budget

amount, in accounting
currency.
Company
Ledger budget model
Chart of accounts
attribute value
combinations
Ledger budget
Date (exchange rate
date)
Fiscal period date
transaction date
fiscal calendar)
Measure
Measure field name
Aggregation
Description
Exchange rate
Max
The exchange rate.
Currency
Analysis currency
Calculated measures
The General ledger cube contains the following calculated measures.
Associated
measure
group
Calculated measure
Aggregation
Description
General ledger sales - accounting

currency
Sum
Ledger
transactions
The sales for the organization.
General ledger sales returns and

discounts - accounting currency
Sum
Ledger
transactions
The sales, returns, and discounts for the organization.
General ledger actuals total - accounting

currency
Sum
Ledger
transactions
The total actuals for your organization.
General ledger sales total - accounting

currency
Sum
Ledger
transactions
The net sales for the organization, after deducting sales returns and discounts.
General ledger budget total - accounting

currency
Sum
Ledger
budgets
The total budget amounts for the organization.
General ledger cost of goods sold accounting currency
Sum
Ledger
transactions
The cost of goods sold for the organization.

This calculated measure is calculated from the dimension set balances for main accounts
where the Main account category = COGS (Reference ID 35).
General ledger gross profit - accounting

currency
Sum
Ledger
transactions
The gross profit for the organization.
Main account net amount - accounting

currency
Sum
Ledger
balances
The net balance, in accounting currency, of a selected main account of the organization.
Main account net amount - reporting

currency
Sum
Ledger
balances
The net balance, in reporting currency, of a selected main account of the organization.
General ledger accounts receivable accounting currency
Sum
Ledger
transactions
The accounts receivable balance for the organization.
General ledger accounts payable accounting currency
Sum
Ledger
transactions
The accounts payable balance for the organization.
General ledger current assets total accounting currency
Sum
Ledger
transactions
The organization's available cash and other assets that could be converted to cash within
a year.
General ledger current liabilities total accounting currency
Sum
Ledger
transactions
The organization's liabilities that are to be settled within the fiscal year or operating cycle,
whichever period is longer.
General ledger working capital total accounting currency
Sum
Ledger
transactions
The amount of the organization's current assets that remain after current liabilities are
deducted.
General ledger assets total - accounting

currency
Sum
Ledger
transactions
The sum of the organization's current and long-term assets.
General ledger liabilities total accounting currency
Sum
Ledger
transactions
The sum of the organization's current and long-term liabilities.
General ledger debt total - accounting

currency
Sum
Ledger
transactions
The sum of the organization's current and long-term obligations or borrowings.
General ledger equity total - accounting

currency
Sum
Ledger
transactions
Represents ownership interest in the organization.
General ledger operating expense total accounting currency
Sum
Ledger
transactions
The organizations expenses incurred in transacting normal business operations. This

includes administrative and selling expenses, but excludes interest, taxes, and cost of
goods sold.
General ledger operating income total accounting currency
Sum
Ledger
transactions
The organization's income before interest and taxes.
General ledger net income - accounting

currency
Sum
Ledger
transactions
The amount of the organizations revenues that remain after subtracting all costs, such as
operating expenses, depreciation, interest, and taxes.
General ledger ebitda total - accounting

currency
Sum
Ledger
transactions
The organization's profit for a particular period before taking into account interest
payments on debt, taxes, and amounts for depreciation and amortization of assets.
Spendable balance - accounting currency
Sum
Ledger
balances
This measurement defines the current balance minus any commitments.
General ledger cash position accounts

receivable amount - accounting currency
Sum
Open
customer
transactions
The cash position accounts receivable amount in accounting currency for the organization.
General ledger cash position accounts

payable amount - accounting currency
Sum
Open
vendor
transactions
The cash position accounts payable amount in accounting currency for the organization.
General ledger cash position amount accounting currency
Sum
Open
customer
transactions
The cash position amount for the organization.
General ledger sales revised budget

amount - accounting currency
Sum
Ledger
budgets
The revised budget amount of sales for the organization.
General ledger sales returns and

discounts revised budget amount accounting currency
Sum
Ledger
budgets
The revised budget amount of sales, returns, and discounts for the organization.
General ledger revised budget total accounting currency
Sum
Ledger
budgets
The revised budget total for the organization.
General ledger sales revised budget

total - accounting currency
Sum
Ledger
budgets
The revised budget amount of net sales for the organization, after deducting sales returns
and discounts.
General ledger cost of goods sold

revised budget amount - accounting
currency
Sum
Ledger
budgets
The revised budget amount of cost of goods sold for the organization.
General ledger gross profit revised

budget amount - accounting currency
Sum
Ledger
budgets
The revised budget amount of gross profit for the organization.
General ledger operating expense total

currency
Sum
Ledger
budgets
The revised budget amount of operating expenses incurred in transacting normal

business operations.
General ledger operating income total

currency
Sum
Ledger
budgets
The revised budget amount of the organization's income before interest and taxes.
General ledger net income revised

Sum
Ledger
budgets
The revised budget amount of the organizations revenues that remain after subtracting all
costs, such as budgeted operating expenses, depreciation, and interest.
General ledger ebitda total revised

Sum
Ledger
budgets
The revised budget amount of the organization's profit for a particular period before
taking into account budgeted interest payments on debt, taxes, and amounts for
depreciation and amortization of assets.

The following sections describe the key performance indicators (KPIs) in the General ledger cube.
KPI calculations
The KPIs in the General ledger cube depend on account categories. For information about account categories, see Main account categories and analysis cubes.
An asterisk (*) indicates that the KPI calculations use accumulated amounts. Accumulated amounts, such as some period-to-date amounts, are not stored in the
Microsoft Dynamics AX database. For example, to calculate a period-to-date amount, all the transactions from the beginning of the fiscal calendar to the end of the
previous period are totaled. Then all the amounts from the beginning of the fiscal calendar to the current date are totaled. The difference between these two amounts
is the period-to-date amount.
You can use the information in the following table to help verify the information in your KPIs. Export your chart of accounts to Office Excel and verify that the accounts
that should be included in the KPIs are assigned to the correct ledger account category.
KPI
Accounts
payable
turnover*
Associated
measure
group
Calculation
Ledger
transactions
[Cost of Goods Sold (Reference ID = 35) + (Ending Inventory (Reference ID = 5) for period - Beginning Inventory (Reference ID = 5)
for period)] / [Beginning Accounts Payable (Reference ID = 15) + Ending Accounts Payable (Reference ID = 15) / 2]
Note
* Only the Inventory and Accounts Payable parts of this KPI are accumulated.
Accounts
receivable
turnover*
Ledger
transactions
[Sales (Reference ID = 33) *-1] - Sales Returns and Discounts (Reference ID = 34) / [Beginning Accounts Receivable (Reference ID = 4)
+ Ending Accounts Receivable (Reference ID = 4) / 2]
Note
* Only the Accounts Receivable part of this KPI is accumulated.
Average
days to
pay*
Ledger
transactions
Ending Accounts Payable (Reference ID = 15) balance for the period / [Cost of Goods Sold (Reference ID = 35) + (Ending Inventory
(Reference ID = 5) for the period - Beginning Inventory (Reference ID=5) for the period)] * Number of days in the period
Note
* Only the Accounts Payable and Inventory parts of this KPI are accumulated.
Average
collection
period
Ledger
transactions
(Accounts Receivable (Ref ID 4) / ((Sales (ref id = 33) + Sales returns and discounts (ref id 34)*-1) * number of days in fiscal year to
date]
Cash
position*
Ledger
transactions
Cash (Reference ID = 1) + Cash Equivalents (Reference ID = 2)

Note
* Accumulation applies to all calculations.
Cash ratio*
Ledger
transactions
Cash Equivalents (Reference ID = 2) + Cash (Reference ID = 1) / (Accounts Payable (Reference ID = 15) + Notes Payable (Reference ID
= 16) + Current Maturities on Long Term Debt (Reference ID = 17) + Taxes Payable (Reference ID = 18) + Interest Payable (Reference
ID = 19) + Dividends Payable (Reference ID = 20) + Leases Payable (Current) (Reference ID = 21) + Sinking Fund Payable (Current)
(Reference ID = 22) + Other Current Liabilities (Reference ID = 23))
Note
Cost of
goods
sold
Ledger
transactions
Cost of Goods Sold (Reference ID = 35)
Current
ratio*
Ledger
transactions
[Cash (Reference ID = 1) + Cash Equivalents (Reference ID = 2) + Short Term Investments (Reference ID = 3) + Accounts Receivable
(Reference ID = 4) + Inventory (Reference ID = 5) + Notes Receivables (Reference ID = 6) + Work in Process (Reference ID = 7) +
Prepaid Expenses (Reference ID = 8) + Other Current Assets (Reference ID = 9) + Inventory (Reference ID = 5)] / [Accounts Payable
(Reference ID = 15) + Notes Payable (Reference ID = 16) + Current Maturities on Long Term Debt (Reference ID = 17) + Taxes
Payable (Reference ID = 18) + Interest Payable (Reference ID = 19) + Dividends Payable (Reference ID = 20) + Leases Payable
(Current) (Reference ID = 21) + Sinking Fund Payable (Current) (Reference ID = 22) + Other Current Liabilities (Reference ID = 23)]
Note
Debt to
equity*
Ledger
transactions
Accounts Payable (Reference ID = 15) + Notes Payable (Reference ID = 16) + Current Maturities on Long Term Debt (Reference
ID=17) + Taxes Payable (Reference ID = 18) + Interest Payable (Reference ID = 19) + Dividends Payable (Reference ID = 20) + Leases
Payable (Current) (Reference ID = 21) + Sinking Fund Payable (Current) (Reference ID = 22) + Other Current Liabilities (Reference ID =
23) + Long Term Debt (Reference ID = 24) / Common Stock (Reference ID = 25) + Preferred Stock (Reference ID = 26) + Additional
Paid in Capital: Common (Reference ID= 27) + Additional Paid in Capital: Preferred (Reference ID = 28) + Retained Earnings
(Reference ID = 29) + Treasury Stock (Reference ID = 30) + Common Dividends (Reference ID=31) + Preferred Dividends (Reference
ID=32) + Encumbrance (Reference ID = 54) + Pre-encumbrance (Reference ID=55)
Note
Debt to
total
assets*
Ledger
transactions
[Accounts Payable (Reference ID = 15) + Notes Payable (Reference ID = 16) + Current Maturities on Long Term Debt (Reference ID =
17) + Taxes Payable (Reference ID = 18) + Interest Payable (Reference ID = 19) + Dividends Payable (Reference ID = 20) + Leases
Payable (Current) (Reference ID = 21) + Sinking Fund Payable (Current) (Reference ID = 22) + Other Current Liabilities (Reference ID =
23) + Long Term Debt (Reference ID = 24)] / [Cash (Reference ID = 1) + Cash Equivalents (Reference ID = 2) + Short Term
Investments (Reference ID = 3) + Accounts Receivable (Reference ID = 4) + Inventory (Reference ID = 5) + Notes Receivables
(Reference ID = 6) + Work in Process (Reference ID = 7) + Prepaid Expenses (Reference ID = 8) + Other Current Assets (Reference ID
= 9) + Long Term Investments (Reference ID = 10) + Property Plant and Equipment (Reference ID = 11) + Accumulated Depreciation
(Reference ID = 12) + Intangible Assets (Reference ID = 13) + Other Assets (Reference ID = 14)]
Note
Gross
profit
Ledger
transactions
[Sales (Reference ID = 33)*-1] - Sales Returns and Discounts Reference ID = 34) - Cost of Goods Sold
Gross
profit
margin
Ledger
transactions
[(Sales (Reference ID = 33) *-1] - Sales Returns and Discounts (Reference ID = 34) - Cost of Goods Sold
Inventory
turnover*
Ledger
transactions
Cost of Goods Sold (Reference ID = 35) / [Beginning Inventory (Reference ID = 5) + Ending Inventory (Reference = 5) / 2]
Note
* Only the Inventory part of this KPI is accumulated.
Net
income
Ledger
transactions
Result A - Result B
Result A = [Sales (Reference ID = 33) + Other Income (Reference ID = 48) + Revenues not producing working capital (Reference ID =
50)+ Sales Returns and Discounts (Reference ID = 34)] *-1
Result B = Cost of Goods Sold (Reference ID = 35) + Selling Expense (Reference ID = 36) + Administrative Expense (Reference ID =
37) + Manufacturing Expense (Reference ID = 38) + Travel and Entertainment Expenses (Reference ID = 39) + Project Operation
Expenses (Reference ID = 40) + Salaries Expense (Reference ID = 41 ) + Other Employee Expenses (Reference ID = 42) + Interest
Expense (Reference ID = 43) + Tax Expense (Reference ID = 44) + Depreciation Expense (Reference ID = 45) + Income Tax Expense
(Reference ID = 46) + Other Expenses (Reference ID = 47) + Charges not using working capital (Reference ID = 49) +Gain or Loss on
Asset Disposal (Reference ID = 51) + Amortization of Intangible Assets (Reference ID = 52)
Quick
ratio*
Ledger
transactions
[Cash (Reference ID =1) + Cash Equivalents (Reference ID = 2) + Short Term Investments (Reference ID = 3) + Accounts Receivable
(Reference ID = 4) + Notes Receivables (Reference ID = 6)] / (Accounts Payable (Reference ID = 15) + Notes Payable (Reference ID =
16) + Current Maturities on Long Term Debt (Reference ID = 17) + Taxes Payable (Reference ID = 18) + Interest Payable (Reference
ID=19) + Dividends Payable (Reference ID = 20) + Leases Payable (Current) (Reference ID=21) + Sinking Fund Payable (Current)
(Reference ID = 22) + Other Current Liabilities (Reference ID = 23)
Note
Return on
total
assets*
Ledger
transactions
(Result A/Result B) X 100

Result A: Net income + Interest expense (Reference ID =43) + Tax expense (Reference ID = 44) + Income tax expense (Reference ID =
46)
Result B: Cash (Reference ID = 1) + Cash Equivalents (Reference ID = 2) + Short Term Investments (Reference ID = 3) + Accounts
Receivable (Reference ID = 4) + Inventory (Reference ID = 5) + Notes Receivables (Reference ID = 6) + Work in Process (Reference ID
= 7) + Prepaid Expenses (Reference ID = 8) + Other Current Assets (Reference ID = 9) + Long Term Investments (Reference ID = 10)
+ Property Plant and Equipment (Reference ID = 11) + Accumulated Depreciation (Reference ID = 12) + Intangible Assets (Reference
ID = 13) + Other Assets (Reference ID = 14)
Revenue
budget
variance
Ledger
budgets
Sum of budget amounts for the period selected for the accounts / Sum of actual balances for revenue accounts for the same time
period = Variance. The result is displayed as a percentage. The following ledger account categories are included in the sum of the
budget amounts and in the sum of the actual amounts: Sales (Reference ID = 33) + Other Income (Reference ID = 48) + Revenues not
producing working capital (Reference ID =50) + Sales Returns and discounts (Reference ID = 34) + Gain/Loss on Asset Disposal
(Reference ID = 51)
Note
If necessary, the amounts for each account category are summed by dimension combination to compare the budget versus actual
amounts by department, cost center, and so on. Reference ID 51 is included only if the balance of the accounts in that account
category is negative. Otherwise it is excluded.
Times
interest
earned
Ledger
transactions
Total
expenses
Ledger
transactions
Result A/ Interest Expense (Reference ID = 43)

Result A: Net income + Interest expense (Reference ID =43) + Tax expense (Reference ID = 44) + Income tax expense (Reference ID =
46)
Cost of Goods Sold (Reference ID = 35) + Selling Expense (Reference ID = 36) + Administrative Expense (Reference ID = 37) +
Manufacturing Expense (Reference ID = 38) + Travel and Entertainment Expense (Reference ID = 39) + Project Operation Expenses
(Reference ID = 40) + Salaries Expense (Reference ID = 41 ) + Other Employee Expense (Reference ID = 42) + Interest Expense
(Reference ID = 43) + Tax Expense (Reference ID = 44) + Depreciation Expense (Reference ID = 45) + Income Tax Expense (Reference
ID = 46) + Other Expenses (Reference ID = 47) + Charges not using working capital (Reference ID =49) + Amortization of Intangible
Assets (Reference ID = 52) + Gain/Loss on Asset Disposal (Reference ID = 51)
Note
Reference ID 51 is included only if the balance of the accounts in that account category is positive. Otherwise it is excluded.
Total
revenue
Ledger
transactions
[Sales (Reference ID = 33) + Other Income (Reference ID = 48) + Revenues not producing working capital (Reference ID =50) +Sales
Returns and Discounts (Reference ID = 34) + Gain/Loss on Asset Disposal (Reference ID = 51)] *-1
Note
Reference ID 51 is included only if the balance of the accounts in that account category is negative. Otherwise it is excluded.
Earnings
before
income tax
Ledger
transactions
( Sales (ref_id = 33) + Other Income (ref id = 48) + Sales Returns and Discounts (ref id = 34)) *-1 ) - ( COGS (ref id =35) + Selling
Expense (ref id = 36) + Admin Expense (ref id = 37) + Manuf Expense (ref id = 38) + T& E Expense (ref id = 39) + Project and
Operation Expense (ref id = 40) + Saleries Expense (ref id = 41) + Other Employee Expenses (ref id = 42) + Interst Expense (ref id =
43) + Tax Expense (ref id = 44) + Depreciation Expense (ref id = 45) + Other Expenses (ref id = 47) + Charges not using working
capital (ref ID = 49) ) + Revenues not producing working capital (Reference ID=50) + Amortization of intangible assets (ref id = 52) +
Gain/loss on asset disposal (refid = 51)
Expense
budget
variance
Ledger
budgets
Sum budget amounts for the: Cost of Goods Sold (refid = 35)+Selling expense (ref id = 36) + Admin exp (refid = 37) + Manu exp (ref
id = 38) + Travel and Enter exp (ref id = 39) + Project expenses (ref id = 40) + Salaries exp (ref id = 41 ) + Other emp exp (ref id =
42) + Interest exp (ref id = 43) + Tax exp (ref id = 44) + Depr exp (ref id = 45) + Income tax exp (ref id = 46) + Other expenses (ref
id = 47) + Charges not using working capital (Reference ID = 49) + Amortization of intangible assets (ref id = 52) + Gain/loss on
asset disposal (refid = 51) / Sum of actual balances for expense accounts for the same time period : Cost of Goods Sold (refid =
35)+Selling expense (ref id = 36) + Admin exp (refid = 37) + Manu exp (ref id = 38) + Travel and Enter exp (ref id = 39) + Project
expenses (ref id = 40) + Salaries exp (ref id = 41 ) + Other emp exp (ref id = 42) + Interest exp (ref id = 43) + Tax exp (ref id = 44) +
Depr exp (ref id = 45) + Income tax exp (ref id = 46) + Other expenses (ref id = 47) + Charges not using working capital (Reference
ID = 49) +Amortization of intangible assets (ref id = 52) + Gain/loss on asset disposal (refid = 51) Note: If necessary, the amounts for
each account category are summed by dimension combinationto compare the budget versus actual amounts by department, cost
center, and so on. Reference ID51 is included only if the balance of the accounts in that account category is positive. Otherwise it
isexcluded.
Note
Reference ID 51 is included only if the balance of the accounts in that account category is positive. Otherwise it is excluded.
Accounts
payable
Ledger
transactions
Accounts Payable (Reference ID = 15)
Notes
payable
Ledger
transactions
Notes Payable (Reference ID = 16)
Interest
payable
Ledger
transactions
Interest Payable (Reference ID = 19)
Other
liabilities
Ledger
transactions
Current Maturities on Long Term Debt (Reference ID = 17) + Taxes Payable (Reference ID = 18) + Leases Payable (Current) (Reference
ID = 21) + Sinking Fund Payable (Current) (Reference ID = 22) + Other Current Liabilities (Reference ID = 23) + Dividends Payable
(Reference ID = 20)
Long-term
debt
Ledger
transactions
Long Term Debt (Reference ID = 24)
Cash and
cash
equivalents
Ledger
transactions
Cash (Reference ID = 1) + Cash Equivalents (Reference ID = 2)
Short-term
investment
Ledger
transactions
Short Term Investments (Reference ID = 3)
Accounts
receivable
Ledger
transactions
Accounts Receivable (Reference ID = 4)
Notes
receivable
Ledger
transactions
Notes Receivable (Reference ID = 6)
Long-term
investment
Ledger
transactions
Long Term Investments (Reference ID = 10)
Inventory
and WIP
Ledger
transactions
Inventory (Reference ID = 5) + Work in progress (Reference ID = 7)
Other org
assets
Ledger
transactions
Prepaid Expenses (Reference ID = 8) + Other Current Assets (Reference ID = 9) + Property Plant and Equipment (Reference ID = 11) +
Accumulated Depreciation (Reference ID = 12) + Intangible Assets (Reference ID = 13) + Other Assets (Reference ID = 14)
Days cash
on hand
Ledger
transactions
Cash (Reference ID =1) + Cash Equivalents (Reference ID = 2)/[Operating expense - Depreciation expense (Reference ID =
45)/Number of days in period]
Note
The KPI needs to calculate from the start of the fiscal year through the last completed fiscal time span.
Days
working
capital
Ledger
transactions
[Working capital X number of days in period]/[(Sales (Reference ID = 33) * -1) - Sales Returns and Discounts (Reference ID = 34)
Note
Days
inventory
on hand
Ledger
transactions
Number of days in period/Inventory turnover

Note
Note
Inventory turnover is defined as: Cost of Goods Sold (Reference ID = 35) / [Beginning Inventory (Reference ID = 5) + Ending
Inventory (Reference = 5) / 2]. Inventory turnover needs to likewise calculate from the start of FY thru last completed fiscal time
span.
Fixed asset
turnover
Ledger
transactions
[Sales (Reference ID = 33) *-1) - Sales Returns and Discounts (Reference ID = 34)/Property Plant and Equipment (Reference ID = 11)
+Accumulated Depreciation (Reference ID = 12)
Note
EBITDA
margin
Ledger
transactions
(EBITDA/[(Sales (Reference ID = 33) *-1) - Sales Returns and Discounts (Reference ID = 34))*100
Note
EBITDA is defined as Net income - Interest Expense(Reference ID = 43) - Tax Expense (Reference ID = 44) -Depreciation Expense
(Reference ID = 45) - Income TaxExpense (Reference ID = 46) -Amortization of Intangible Assets (Reference ID = 52)
Role Centers
The following table lists the Role Centers and web parts that display the KPIs associated with the General ledger cube.
Role Center
Web parts and KPIs
Credit and collections manager
Operational efficiency (displayed by default):
Average collection period

Accounts receivable turnover
Controller
Profitability analysis (displayed by default):
Revenue
Expenses
Cost of goods sold
Gross profit
Gross profit margin

Net income
Investment analysis:
Return on total assets

Short-term solvency:
Cash ratio
Cash position
Current ratio
Quick ratio
Operational efficiency:

Average days to pay
Accounts payable turnover
Revenue budget variance
Expense budget variance
Inventory turnover
Revised long term solvency:
Debt to equity
Debt to total assets
Times interest earned
CFO
Revenue
Expenses
Cost of goods sold
Gross profit
Gross profit margin
Net income

Cash ratio
Cash position
Current ratio
Quick ratio

Average days to pay
Inventory turnover
Long-term solvency:
Debt to equity
Account manager
Revenue
Expenses
Cost of goods sold
Gross profit
Gross profit margin
Net income

Cash ratio
Cash position
Current ratio
Quick ratio

Average days to pay
Inventory turnover
Long-term solvency:
Debt to equity
Accountant
Operational efficiency (displayed by default):

Average days to pay
Inventory turnover
Profitability analysis:
Revenue
Expenses
Cost of goods sold
Gross profit
Gross profit margin
Net income

Revised short-term solvency:
Cash ratio
Cash position
Current ratio
Quick ratio
Long-term solvency:
Debt to equity
Treasurer
Treasurer asset analysis (displayed by default):
Cash and cash equivalents

Short-term investments
Accounts receivable
Notes receivable
All other org. assets
Long-term investments
Inventory and work in progress
Profitability analysis:
Revenue
Expenses
Cost of goods sold
Gross profit
Gross profit margin
Net income

Cash ratio
Cash position
Current ratio
Quick ratio

Operational efficiency

Average days to pay
Inventory turnover
Long-term solvency:
Debt to equity
Treasurer liability analysis:
Accounts payable
Notes payable
Interest payable
Other liabilities
Long-term debt
Security
The General ledger cube can be accessed by users assigned to the following Microsoft SQL Server Analysis Services roles.
Accountant
Accounting manager
Accounts payable payments clerk
Accounts receivable centralized payments clerk
Accounts receivable clerk
Accounts receivable payments clerk
Budget clerk
Budget manager
Collections agent
Collections manager
Compliance manager
Treasurer
2014 Microsoft
Human resources cube (HumanResourceCube) for Microsoft

The Human resources cube for Microsoft Dynamics AX is used to analyze data for applicants, workers, positions, jobs, and courses. Analysis of human resources data is
required for organizations to effectively manage their workforce and make decisions based on accurate information. This article provides details about the cube.
Note
This cube is available with cumulative update 7 for Microsoft Dynamics AX 2012 R2 and Microsoft Dynamics AX 2012 R3.
Deployment
Configuration keys
Tables and views
Measures
Calculated measures
Security
Deployment
The Human resources cube is included in the Dynamics AX project. For information about how deploy the Dynamics AX projectand the cubes that it containssee
Configuration keys
The following configuration keys are required to use all features of the Human resources cube:
Human resource I (HRMAdministration)

Human resource II (HRMManagment)
Human resource III (HRMCollaborative)
Tables and views

The Human resources cube uses data from the following tables and views:
HcmBenefitOption table
HcmBenefitPlan table
HcmBenefitType table
HcmJob table
HcmPersonProfessionalExperience table
HcmPersonProjectRole table
HcmPersonTrustedPosition table
HcmPosition table
HcmPositionWorkerAssignment table
HcmRatingModel table
HcmSkillType table
HRMApplication table
HRMApplicationBasket table
HRMCompFixedAction table
HRMCompFixedEmpl table
HRMCompFixedPlanTable table
HRMCompPayFrequency table
HRMCompVarAwardEmpl table
HRMCompVarEnrollEmpl table
HRMCompVarPlanTable table
HRMCompVarPlanType table
HRMCompVesting table
HRMCourseTable table
HRMMedia table
HRMRecruitingTable table
HcmApplicantCube view
HcmCompetenciesCube view
HcmCourseTypeCube view
HcmDepartmentCube view
HcmEmploymentCube view
HcmEmploymentDetailCube view
HcmEmploymentTurnOverCube view
HcmJobCertificatesCube view
HcmJobCube view
HcmJobEducationDisciplineCube view
HcmJobResponsibilityCube view
HcmJobScreeningCube view
HcmJobSkillsCube view
HcmJobTaskAssignmentCube view
HcmJobTestsCube view
HcmPersonCertificateCube view
HcmPersonDetailsCube view
HcmPersonEducationCube view
HcmPersonScreeningCube view
HcmPersonSkillCube view
HcmPersonTestsCube view
HcmPositionDetailCube view
HcmUnionAgreementCube view
HcmWorkerEnrolledBenefitsCube view
HRMCompFixedEmplCube view
HRMCompVarAwardEmplCube view
HRMCompVarEnrollEmplCube view
HRMCourseAttendeeCube view
HRMCourseInstructorCube view
HRMRecruitingProjectCube view
Measures
The Human resources cube includes the following measure groups.
Fixed compensation
This measure group is based on the HRMCompFixedEmpl table and includes the following measures.
Measure
Fixed
compensation
count
Measure field
name
Aggregation
Description
Not applicable
Count
This measure is used in the calculated measure and is hidden from end users. See
the Calculated measures section.
Associated
dimensions
Company
Fixed compensation
Position
Fixed compensation
action
Compensation pay
frequency
Compensation fixed
plan
Worker
Variable compensation enrollment

This measure group is based on the HRMCompVarEnrollEmpl table and includes the following measures.
Measure
Measure
field name
Variable compensation
enrollment count
Not
applicable
Aggregation
Description
Count
This measure is used in the calculated measure and is hidden from end
users. See the Calculated measures section.
Associated
dimensions
Company
Variable
compensation
enrollment
Compensation
variable plan
Worker
This measure group is based on the HRMCompVarAwardEmpl table and includes the following measures.
Measure
Variable
compensation count
Measure field
name
Aggregation
Description
Not applicable
Count
This measure is used in the calculated measure and is hidden from end users. See
Associated
dimensions
Company
Compensation
variable plan
Compensation
variable type
Compensation
vesting rules
Compensation
fixed plan
Variable
compensation
Worker
Application basket
This measure group is based on the HRMApplicationBasket table and includes the following measures.
Associated
dimensions
Measure
Measure field name
Aggregation
Description
Application basket
count
HRMApplicationBasket.HRMApplicantID
Count
The number of job applications in an application

basket.
Company
Recruitment projects
Applications
This measure group is based on the HRMApplication table and includes the following measures.
Measure
Measure field name
Aggregation
Description
Count of
applications
HRMApplication.Applicant
Count
The number of job applications related to a

recruitment project.
Company
Sum of travel cost
HRMApplication.TravelCostMST
Sum
The sum of Travel Cost on the Application form.
Sum of lodging
cost
HRMApplication.LodgingCostMST
Sum
The sum of Lodging Cost on the Application form.
Sum of other cost
HRMApplication.OtherCostMST
Sum
The sum of Other Cost on the Application form.
Job
Applications
Media
Applicant
Departments
Application and recruitment
project cube
Worker
Workers
This measure group is based on the HCMEmploymentCube view and includes the following measures.
Associated
dimensions
Measure
Measure field name
Aggregation
Description
Workers count
Not applicable
Count
See the Calculated

measures section.
EmployeeServiceLength0to5
HCMEmploymentCube.EmployeeServiceLength0To5
Sum
Position worker
assignments
Sum
Employment
Sum
Employment
details
EmployeeServiceLengthMoreThan15
HCMEmploymentCube.EmployeeServiceLengthMoreThan15
Sum
LengthOfService
HCMEmploymentCube.LengthOfService
Sum
Departments
IsEmployeeActive
HCMEmploymentCube.IsEmployeeActive
Sum
Positions
Count of employee leaves
HCMEmploymentCube.HCMEmploymentLeaveRecID
Count
Union agreement
Company
Jobs
Worker
Date (employment
end date)
Date (assignment
start date)
Date (assignment
end date)
Date (leave start
date)
Date (leave end
date)
Date (employment
start date)
Worker (recruiter)
Worker (hiring
manager)
Worker details
Employment turnover
This measure group is based on the HCMEmploymentTurnoverCube view and includes the following measures.
Measure
Measure field name
Aggregation
Description
Employment turnover count
Not applicable
Count
See the Calculated measures

section.
Company
Employment turnover count of

workers
HCMEmploymentTurnoverCube.Worker
Distinct
count
Worker
Date (employment end
date)
Worker (recruiter)
Worker (hiring manager)
Job - certificates
This measure group is based on the HCMCompetenciesCube view, HCMApplicantCube view, and HCMJobCertificatesCube view and includes the following measures.
Measure
Measure field name
Aggregation
Description
Associated
dimensions
Count of
certificates
HCMJobCertificatesCube.HCMJobPreferredCertificateRecID
Distinct
count
The number of certificates for a job. For details, see

the Certificates tab on the Job Details form.
Job certificates
Jobs
Competencies
This measure group is based on the HCMCompetenciesCube view, HCMPersonScreeningCube view, HCMPersonTestsCube view, HCMPersonCertificateCube view,
HCMPersonEducationCube view, and HCMPersonSkillCube view and includes the following measures.
Measure
Measure field name
Aggregation
Description
Count of
workers
HCMCompetenciesCube.Worker
Distinct
count
The number of workers having competencies as defined on the

Competencies tab of the Worker list page.
Count of
applicants
HCMCompetenciesCube.Applicant
Count
The number of applicants having competencies as defined on the

Competencies tab of the Applicants list page.
Associated
dimensions
Company
Professional
experience
Project
experience
Position of
trust
Rating models
Skill type
Courses
Applicant
Certificates
Education
Screenings
Skills
Tests
Worker
Job - education
This measure group is based on the HCMCompetenciesCube view, HCMApplicantCube view, and HCMJobEducationDisciplineCube view and includes the following
measures.
Associated
dimensions
Measure
Measure field name
Aggregation
Description
Count of education
disciplines
HCMJobEducationDisciplineCube.HCMJobPreferredEducationDisciplineRecID
Distinct
count
The job details that cover

the Education FastTab for a
job.
Jobs
Job education
Job areas of responsibility

This measure group is based on the HCMCompetenciesCube view, HCMApplicantCube view, and HCMJobResponsibilityCube view and includes the following
measures.
Associated
dimensions
Measure
Measure field name
Aggregation
Description
Count of
responsibilities
HCMJobResponsibilityCube.HCMJobResponsibilityRecID
Distinct
count
The number of areas of responsibility for a job. For

details, see the Areas of Responsibility tab in the Job
Details form.
Jobs
Job areas
of
responsibility
Job - screening
This measure group is based on the HCMCompetenciesCube view, HCMApplicantCube view, and HCMJobScreeningCube view and includes the following measures.
Associated
dimensions
Measure
Measure field name
Aggregation
Description
Count of
screenings
HCMJobScreeningCube.HCMJobScreeningRecID
Distinct
count
The number of screenings for a job. For details, see the

Screenings tab in the Job Details form.
Jobs
Job screening
Job - skills
This measure group is based on the HCMCompetenciesCube view, HCMApplicantCube view, and HCMJobSkillsCube view and includes the following measures.
Associated
dimensions
Measure
Measure field name
Aggregation
Description
Count of
skills
HCMJobSkillsCube.HCMJobPreferredRecID
Distinct
count
The number of skills for a job. For details, see the Skills tab in the
Job Details form.
Jobs
Job - skills
Job work tasks

This measure group is based on the HCMCompetenciesCube view, HCMApplicantCube view, and HCMJobTasksCube view and includes the following measures.
Measure
Measure field name
Aggregation
Description
Count of task
assignments
HCMJobTaskAssignmentCube.HCMJobTaskAssignmentRecID
Distinct
count
The number of job tasks associated with a job.

For details, see the Job Tasks tab of the Job
Details form.
Associated
dimensions
Job
Jobs
Job work
tasks
Job - Tests
This measure group is based on the HCMCompetenciesCube view, HCMApplicantCube view, and HCMJobTestsCube view and includes the following measures.
Associated
dimensions
Measure
Measure field name
Aggregation
Description
Count of
tests
HCMJobTestsCube.HCMJobPreferredExamRedID
Distinct
count
The number of tests for a job. For details, see the Tests tab
of the Job Details form.
Jobs
Job - tests
Worker enrolled benefits

This measure group is based on the HCMWorkerEnrolledBenefitsCube view and includes the following measures.
Associated
dimensions
Measure
Measure field name
Aggregation
Description
Number of
benefit
enrollments
HCMWorkerEnrolledBenefitsCube.HCMWorkerEnrolledBenefitRecID
Distinct
count
The number of benefit enrollments, so

that you can analyze which workers are
associated with which benefits.
Benefit plan
Benefit option
Benefit type
Jobs
Positions
Union
agreement
Worker
enrolled
benefits
Worker
Date (worker
enrolled
benefit valid
from)
Date (worker
enrolled
benefit valid
to)
Employee fixed compensation

This measure group is based on the HRMComFixedEmplCube view and includes the following measures.
Measure
Measure field name
Aggregation
Description
Employee fixed compensation

count
Not applicable
Count
See the Calculated measures

section.
Company
Increase amount
HRMCompFixedEmplCube.IncreaseAmount
Sum
Increase percent
HRMCompFixedEmplCube.IncreasePercent
Sum
Fixed compensation action
Pay rate
HRMCompFixedEmplCube.PayRate
Sum
Compensation pay
frequency
Fixed compensation
Position
Compensation fixed plan

Jobs
Positions
Union agreement
Employee fixed
compensation
Worker
date)
Employee variable compensation

This measure group is based on the HRMCompVarAwardEmplCube view and includes the following measures.
Measure
Measure field name
Aggregation
Description
Associated
dimensions
Employee variable
compensation count
Not applicable
Count
See the Calculated measures section.
Company
Number of units
HRMCompVarAwardEmplCube.Units
Sum
This measure is used in the calculated measure and is

hidden from end users. See the Calculated measures
section.
Unit value
HRMCompVarAwardEmplCube.UnitValue
Sum

section.
Compensation
variable plan
Compensation
variable type
Compensation
vesting rules
Compensation
fixed plan
Variable
compensation
Jobs
Positions
Union
agreement
Employee
variable
compensation
Worker
Date (award
date)
Employee variable compensation enrollment

This measure group is based on the HRMCompVarEnrollEmplCube view and includes the following measures.
Measure
Measure field name
Aggregation
Description
Employee variable compensation

enrollment count
Not applicable
Count
See the Calculated

measures section.
Company
Award amount
HRMCompVarEnrollEmplCube.AwardAmount
Sum
enrollment
Award percent
HRMCompVarEnrollEmplCube.AwardPercent
Sum
Compensation variable
plan
Organization percentage
HRMCompVarEnrollEmplCube.OrganizationPercent
Sum
Jobs
Departments
Positions
Union agreement
Employee variable
compensation enrollment
Worker
date)
Course participants
This measure group is based on the HCMCourseTypeCube view, HRMCourseAttendeeCube view, HRMCourseInstructorCube view and includes the following measures.
See also the Calculated measures section for calculated measures in this measure group.
Measure
Measure field name
Aggregation
Description
Count of participants with training

status
HRMCourseAttendeeCube.CourseAtteddeID
Distinct
count
The number of participants that are

related to a course.
Associated
dimensions
Company
Courses
Course type and
group
Course
participants
Course
instructors
Date (course end
date)
Date (course start
date)
This measure group is based on the HRMApplicationRecruitmentProjectCube view, HCMPositionDetailCube view, and HCMJobCube view and includes the following
measure. See also the Calculated measures section for calculated measures in this measure group.
Measure
Measure field name
Aggregation
Description
Recruitment
projects count
Not applicable
Count
The number of applicants whose applications have a status

of employed and an application start date in the time
period specified.
Applicants
hired count
HRMRecruitingProjectCube.HRMApplicationID
RecruitingDays
HRMRecruitingProjectCube.RecruitingDays
Distinct
count
The number of applicants whose applications have a status

of employed and an application start date in the time
period specified.
Sum

section.
Associated
dimensions
Company
Job
Applications
Media
Recruitment
projects
Jobs
Applicant
Departments
Positions
Union agreement
Application and
recruitment
project cube
Worker
Date (effective
date)
Date
(employment end
date)
Worker (recruiter)
Worker (hiring
manager)
Date (applicant
employment start
date)
Calculated measures
The Human resources cube contains the following calculated measures.
Calculated
measure
Average days
to recruit
Aggregation
Number of days from the open date of the recruitment

project to the start date of the application for one
record. This number is then calculated for all records
and added together, and then divided by the number
of records.
Associated
measure
group
Recruitment
projects
Description
All applications that have a status of Employed and have a start date in
the time period that is specified are included. This calculated measure
uses the Open Date field from the recruitment project and the Start Date
field from the application to find the number of days to recruit for each
record in the timeframe. The numbers are added for all records and
then divided by the number of records. The calculation excludes records
that do not have an Open Date and applications without a recruitment
project.
The most frequently used dimensions associated with this calculated
measure are the following: Recruiter, Department, Hiring manager,
Media source, Recruitment projects, Interviewer, Applications, Applicant,
Positions, and Jobs.
Percentage of
participants
with
confirmation
training status
Number of participants with Confirmation training

status divided by total number of participants related
to any course.
Course
participants
Percentage of
participants
with
completed
training status
Number of participants with Completed training status

divided by total number of participants related to any
course.
Percentage of
participants
with passed
training status
Number of participants with Passed training status

course.
Percentage of
participants
with waiting
list training
status
Number of participants with Waiting List training status

course.
Percentage of
participants
with canceled
training status
Number of participants with Canceled training status

course.
Course
participants
Percentage of
participants
with dropout
training status
Number of participants with Dropout training status

course.
Course
participants
Percentage of
participants
with
registered
training status
Number of participants with Registered training status

course.
Number of
months of
service for a
worker
Length of service divided by count of workers.
Defines the percentage of course participants who have been confirmed

for the course.
measure are the following: Courses, Course type and group, Course
participants, Course instructors, Course start date, and Course end date.
Course
participants
Defines the percentage of course participants who have completed the

course.
Course
participants
Defines the percentage of course participants who have passed the

course.
Course
participants
Defines the percentage of course participants who are on the waiting list
for the course.
Defines the percentage of course participants who have canceled.
Defines the percentage of course participants who have dropped out of
the course.
Course
participants
Defines the percentage of course participants who have registered for

the course.
Workers
Defines seniority at the organization.

measure are the following: Worker, Department, Company, and Is
employment detail active.
Workers with
years of
service 0-5
count
Number of workers whose length of service is greater

than 0 years and less than 6 years.
Workers with
years of
service 6-10
count

Workers with
years of
service 11-15
count

Workers with
more than 15
years of
service count

than or equal to 15 years.
Number of
workers
Sum of workers with the condition below:
Workers

measure are the following: Worker, Department, Company, Is position
detail active, Is position worker assignment active, Is position assigned,
and Is employment detail active.
Workers

Workers

Workers

Workers
If workers count is greater than zero, then return 1 or

return the workers count.
Defines the total number of workers in the Workers form.

measure are the following: Worker, Positions, Departments, Company, Is
employment detail active, and Is position detail active.
Number of
workers
terminated
Sum of workers with the condition below:
Workers
Number of
position
assignments
Sum of position worker assignments.
Sum of
increase
amount
Sum of the Increase Amount field in the Employee Fixed

Compensation form.
Employee
fixed
compensation

measure are the following: Company, Employee fixed compensation,
Compensation fixed plan, and Worker.
Average of
increase
amount
Sum of the Increase Amount field divided by the total

number of records in the Employee Fixed
Compensation form.
Employee
fixed
compensation

Average of
increase
percentage
Sum of the Increase Percent field divided by the total

Compensation form.
Employee
fixed
compensation

Sum of
annual
equivalent
Sum of the Annual Equivalent field in the Employee

Fixed Compensation form.
Employee
fixed
compensation

Average of
annual
equivalent
Sum of Annual Equivalent field divided by the total

Compensation form.
Employee
fixed
compensation

Sum of units
Sum of the Number of Units field in the Employee

Variable Compensation Awards form.
Employee
variable
compensation

measure are the following: Company, Employee variable compensation,
Compensation variable plan, and Worker.
Sum of unit
value
Sum of the Unit Value field in the Employee Variable

Compensation Awards form.
Employee
variable
compensation

Average of
units
Sum of the number of units divided by the total number

of records in the Employee Variable Compensation
Awards form.
Employee
variable
compensation

Average of
unit value
Sum of the Unit Value field divided by the total number

of records in the Employee Variable Compensation
Awards form.
Employee
variable
compensation

If workers count is greater than zero and employment

is not active, then return 1 or return null.
Defines the total number of workers terminated.

Workers
Defines the total number of position assignments.

Sum of award
amount
Sum of the Award Amount field in the Employee

Variable Compensation Enrollment form.
Employee
variable
compensation
enrollment

measure are the following: Company, Employee variable compensation
enrollment, Compensation variable plan, and Worker.
Average of
award
amount
Sum of the Award Amount field divided by the total

number of records in the Employee Variable
Compensation Enrollment form.
Employee
variable
compensation
enrollment

Average of
award
percentage
Sum of the Award Percent field divided by the total

number of records in the Employee Variable
Compensation Enrollment form.
Employee
variable
compensation
enrollment

Average of
organization
percentage
Sum of the Percent field divided by the total number of

records in the Employee Variable Compensation
Enrollment form.
Employee
variable
compensation
enrollment

Sum of
monthly
equivalent
Sum of the Monthly Equivalent field in the Employee

Employee
fixed
compensation

Sum of hourly
equivalent
Sum of the Hourly Equivalent field in the Employee

Employee
fixed
compensation

Average of
monthly
equivalent
Sum of the Monthly Equivalent field divided by the total

Compensation form.
Employee
fixed
compensation

Average of
hourly
equivalent
Sum of the Hourly Equivalent field divided by the total

Compensation form.
Employee
fixed
compensation

Employee
fixed
compensation
distinct count
Count
Employee
fixed
compensation
This calculated measure is hidden to end users. It is used in other

calculations.
Workers on
leave count
Number of workers with a leave start and end date.

Specifying a time range is optional.
Workers
Defines employment leaves at the organization.

measure are the following: Worker, Leave start date, Leave end date, and
Company.
Number of
employments
The number of employments of workers, it sums all of

the employments of workers in different legal entities.
Workers
Define the total number of worker employments.

Employment
turnover rate
Total number of employees terminated in the time

period, divided by the average number of employees
in the time period, then multiplied by 100. (The average
number of employees in the time period is calculated
as: number of employees at the start of the time
period, plus the number of employees at the end of the
time period, divided by two.)
Employment
turnover

measure are the following: Company, Employment end date, and
Worker.
Number of
hired workers
Total number of workers hired in any legal entity.
Employment
turnover

Worker.
Number of
active
workers
Total number of workers that have an active

employment in any legal entity.
Employment
turnover

Worker.
Number of
active
workers local
Count
Employment
turnover

calculations.
Number of
workers
terminated local
Count
Workers

calculations.

The Human resources cube does not include any key performance indicators (KPIs).
Security
The Human resources cube can be accessed by users assigned to the following Microsoft SQL Server Analysis Services roles.

Compensation and benefits manager
Human resource assistant
Human resource manager
Manager
Recruiter
Training manager
2014 Microsoft
Inventory value cube (InventValueCube) for Microsoft Dynamics

AX 2012 R2 and R3 [AX 2012]
The Inventory value cube for Microsoft Dynamics AX provides data that can help you evaluate the performance of your inventory. It provides measurements that provide
insight into how the value of inventory has evolved over time. A set of key performance indicators (KPIs) are available to assist the process of improving financial
performance of inventory management. This article provides details about the cube.
Deployment
Configuration keys
Tables and views
Measures
Calculated measures
Security
Deployment
The Inventory value cube is included in the Dynamics AX project. For information about how deploy the Dynamics AX projectand the cubes that it containssee Deploy
the default cubes.
Configuration keys
The following configuration keys are required to use all features of the Inventory value cube:
Trade (LogisticsBasic)
Tables and views

The Inventory value cube uses data from the following tables and views:
InventSite table
InventValueCube view
Measures
The Inventory value cube includes the following measure groups.
Inventory value
This measure group is based on the InventValueCube view and includes the following measures.
Measure
Measure field name
Aggregation
Description
Net amount
change
InventValueCube.Amount
Sum
The sum of transactions between two

periods, in monetary value.
Company
Net quantity
change
InventValueCube.Qty
Sum
The sum of transactions between two

periods, disregarding the unit of
measure.
Sites
Net issue
quantity
change
InventValueCube.IssueQty
Sum
The sum of issue transactions between

two periods, disregarding the unit of
measure.
Released products
Styles
Colors
Configurations
Net receipt
quantity
change
InventValueCube.ReceiptQty
Sum
Net issue
amount
change
InventValueCube.IssueAmount
Net receipt
amount
change
InventValueCube.ReceiptAmount
The sum of receipt transactions

between two periods, disregarding the
unit of measure.
Sizes
Fiscal period date
Inventory value
Sum
The sum of issue transactions between

two periods, in monetary value.

Note
Sum
The sum of receipt transactions

between two periods, in monetary
value.
The Date (exchange rate date) dimension is

associated with this measure only in Microsoft
Dynamics AX 2012 R3.

Note
This measure group is available only in Microsoft Dynamics AX 2012 R3.
Measure
Measure field name
Aggregation
Description
Exchange rate
Max
The exchange rate.
Currency
Analysis currency
Calculated measures
The Inventory value cube contains the following calculated measures.
Calculated measure
Aggregation
Associated
measure group
Description
Beginning quantity
Sum
Undefined
The balance as of period start, disregarding the unit of measure.
Ending quantity
Sum
Undefined
The balance as of period end, disregarding the unit of measure.
Net issues quantity
Sum
Undefined
The sum of issue transactions holding an InventTransType specified in the Issue transaction
field, disregarding the unit of measure.
Beginning amount
Sum
Undefined
The balance as of period start, in monetary value.
Ending amount
Sum
Undefined
The balance as of period end, in monetary value.
Net issues amount
Sum
Undefined
The sum of issue transactions holding an InventTransType specified in the Issue transaction
field, in monetary value.
Days to date
No
aggregation
Undefined
The number of days between periods.
Products with transactions

quantity
No
aggregation
Not applicable
The products that hold an ending balance of type Quantity.
Product rank quantity
No
aggregation
Undefined
The numeric ranking of products based on quantity.
Cumulative quantity
No
aggregation
Undefined
The cumulative quantity value of product N.
Cumulative quantity previous
No
aggregation
Undefined
The cumulative quantity value of product N-1.
Total quantity
No
aggregation
Undefined
The total quantity value of all products.
Cumulative % of the total

quantity
No
aggregation
Undefined
The cumulative percentage of the total quantity of product N.

quantity previous
No
aggregation
Undefined
The cumulative percentage of the total quantity of product N-1.
ABC category quantity
No
aggregation
Undefined
The ABC classification of the product based on quantity measurement (C:80%, B:15%, A:5%).
Products with transactions

amount
No
aggregation
Not applicable
The products that hold an ending balance of type Amount.
Product rank amount
No
aggregation
Undefined
Cumulative amount
No
aggregation
Undefined
The cumulative amount of product N.
Cumulative amount previous
No
aggregation
Undefined
The cumulative amount of product N-1.
Total amount
No
aggregation
Undefined
The total amount of all products.

amount
No
aggregation
Undefined
The cumulative percentage of the total amount of product N.

amount previous
No
aggregation
Undefined
The cumulative percentage of the total amount of product N-1.
ABC category amount
No
aggregation
Undefined
The ABC classification of the product based on amount measurement (C:80%, B:15%, A:5%).
Inventory turn quantity
No
aggregation
Undefined
Net issues quantity / ((Beginning quantity + Ending quantity) / 2)
Inventory turn amount
No
aggregation
Undefined
Net issues amount / ((Beginning amount + Ending amount) / 2)
Unit cost
No
aggregation
Undefined
Ending amount / Ending quantity
Rank
No
aggregation
Undefined
Inventory turn quantity / Ending amount
Issue transactions
No
aggregation
Not applicable
Used to filter InventTransType of type Sales, ProdLine, Project, Asset, KanbanJobPickingList,

KanbanJobWIP, and KanbanEmptied.

The following sections describe the key performance indicators (KPIs) in the Inventory value cube.
KPI calculations
The following table lists the KPIs that are associated with the Inventory value cube. You can use the information in the following table to help verify the information in
your KPIs.
KPI
Calculation
Days of inventory quantity
All
Ending quantity / (Net issues quantity / Days to date)
Weeks of inventory quantity
All
Ending quantity / (Net issues quantity / (Days to date / 7))
Months of inventory quantity
All
Ending quantity / (Net issues quantity / (Days to date / 30))
Inventory turn quantity
All
Net issues quantity / ((Beginning quantity + Ending quantity) / 2)
Days of inventory amount
All
Ending amount / (Net issues amount / Days to date)
Weeks of inventory amount
All
Ending amount / (Net issues amount / (Days to date / 7))
Months of inventory amount
All
Ending amount / (Net issues amount / (Days to date / 30))
Inventory turn amount
All
Net issues amount / ((Beginning amount + Ending amount) / 2)
Role Centers
Except for the Cost controller Role Center page which displays KPIs by default, the KPIs of the Inventory value cube are not displayed on Role Center pages. For
information about how to add them to Role Center pages, see Manage KPIs.
Security
The Inventory value cube can be accessed by users assigned to the following Microsoft SQL Server Analysis Services roles.

Cost accountant
Cost clerk
Materials manager
Warehouse manager
2014 Microsoft
Payroll cube (PayrollCube) for Microsoft Dynamics AX 2012 R2 and

R3 [AX 2012]
The Payroll cube for Microsoft Dynamics AX is used to analyze data about earnings statements, pay statements, workers, positions, arrears, tax history, benefits, benefit
accruals, and reversals. Analysis of payroll data is required for organizations to effectively manage payrolls and make decisions based on accurate information. This article
provides details about the cube.
Note
This cube is available with cumulative update 7 for Microsoft Dynamics AX 2012 R2 and Microsoft Dynamics AX 2012 R3.
Deployment
Configuration keys
Tables and views
Measures
Calculated measures
Security
Deployment
The Payroll cube is included in the Dynamics AX project. For information about how deploy the Dynamics AX projectand the cubes that it containssee Deploy the
default cubes.
Configuration keys
The following configuration keys are required to use all features of the Payroll cube:
Payroll (Payroll)
Tables and views

The Payroll cube uses data from the following tables and views:
HcmBenefitOption table
HcmBenefitType table
HcmPositionWorkerAssignment table
HcmWorker table
PayrollEarningStatement table
PayrollEarningStatementLine table
PayrollPayCycle table
PayrollPayPeriod table
PayrollPayStatement table
PayrollPayStatementAccrualBalance table
PayrollPayStatementLine table
PayrollTaxCode table
PRLDeductionArrear table
PrlUSTaxTransactionHistory table
HcmBenefitCube view
HcmBenefitPlanCube view
HcmDepartmentCube view
HcmJobCube view
HcmUnionAgreementCube view
PayrollAccrualTransactionsView view
PayrollArrearsCube view
PayrollBenefitAccrualCube view
PayrollEarningCodeCube view
PayrollEarningStatementCube view
PayrollEmploymentCube view
PayrollPayStatementCube view
PayrollPositionDetailCube view
PayrollTaxRegionCube view
PayrollTaxTransHistoryCube view
PayrollWorkerEnrolledBenefitsCube view
Measures
The Payroll cube includes the following measure groups.
Worker arrears
This measure group is based on the PayrollArrearsCube view and includes the following measures.
Measure
Measure field name
Aggregation
Description
Worker arrears count
Not applicable
Count
This measure is used in the calculated

measure and is hidden from end users. See
Sum of arrears recovery in transaction

currency
Sum of arrear original amount
PayrollArrearsCube.DeductionArrearAmountAC
PayrollArrearsCube.DeductionArrearSumAC
Sum
Sum
The sum of the amount in the Transaction

Currency field on the Arrearage Recovery
and Adjustments grid of the Worker Arrears
form.
measure and is hidden from end users. See
Associated
dimensions
Company
Worker arrears
Worker arrears table
Payroll pay statement
Worker slicer
Worker
Payroll pay statement
(payroll pay statement
- pay statement
number)
Date (transaction date
arrear created)
Date (transaction date
arrear recovered)
Date (pay period
arrear created - start
date)
Date (pay period
arrear created - end
date)
Date (pay period
arrear recovered start date)
Date (pay period
arrear recovered end date)
Payroll benefit plan
Benefit option
Worker earnings statement totals

This measure group is based on the PayrollEarningStatementCube view and includes the following measures.
Measure
Measure field name
Aggregation
Description
Worker earnings
statement totals
count
Not applicable
Count

measure and is hidden from end users.
Workers total
earning amount
PayrollEarningStatementCube.AccountingCurrencyAmount
Sum

Workers total
earning quantity
PayrollEarningStatementCube.Quantity
Sum

Sum of earning rate
PayrollEarningStatementCube.EarningRate
Sum

Associated
dimensions
Company
Jobs
Union
agreement
Earning code
Earnings
statement
Payroll positions
Tax region
Payroll earning
statement
Earning
statement detail
Pay cycle
Pay period
Worker slicer
Worker
Date (earnings
date)
Date (pay period
end date)
Date (pay period
start date)
Benefit (worker
compensation
benefit)
Benefit (worker
general liability
insurance
benefit)
Earning statements
count
PayrollEarningStatementCube.EarningStatement
Distinct
count
The number of earning statements

created in the system.
Payroll workers
This measure group is based on the PayrollEmploymentCube view and includes the following measures.
Measure
Measure field name
Aggregation
Description
Payroll workers
count
Not applicable
Count
This measure is used in the calculated measure and is hidden

from end users. See the Calculated measures section.
IsEmployeeActive
PayrollEmploymentCube.IsEmployeeActive
Sum

Associated
dimensions
Company
Position worker
assignments
Jobs
Departments
Union
agreement
Payroll
employment
Payroll
positions
Worker slicer
Worker
Date
(employment
start date)
Date
(employment
end date)
Pay statements
This measure group is based on the PayrollPayStatementCube view and includes the following measures.
Measure
Measure field name
Aggregation
Description
Pay statements Count
Not applicable
Count
The number of pay statements in the

system.
Amount in transaction
currency
PayrollPayStatementCube.AccountingCurrencyAmount
Sum
This measure is used in the

calculated measure and is hidden
from end users. See the Calculated
measures section.
Associated
dimensions
Company
Jobs
Union
agreement
Benefit accrual
plan
Earning code
Pay statements
Payroll positions
Tax region
Pay cycle
Pay period
Payroll pay
statement
Payment benefit
accrual balance
Pay statement
lines
Tax code
Worker slicer
Worker
Date (earnings
date)
Date (pay period
end date)
Date (pay period
start date)
Payroll pay
statement
(payroll pay
statement
number 1)
Benefit (worker
compensation
benefit)
Benefit (worker
general liability
insurance
benefit)
Date (accounting
date)
Date (payment
date)
Payroll benefit
plan
Benefit option
Pay statement counts
PayrollPayStatementCube.PayStatement
Distinct
count

measures section.
Gross pay
PayrollPayStatementCube.GrossAccountingCurrencyAmount
Sum

measures section.
Net pay
PayrollPayStatementCube.NetAccountingCurrencyAmount
Sum

measures section.
Pay statements amount

in transaction currency
PayrollPayStatementCube.BaseTimeEarningBaseAmount
Sum

measures section.
Quantity
PayrollPayStatementCube.BaseTimeEarningBaseHours
Sum

measures section.
Pay statements amount

in transaction currency 0
PayrollPayStatementCube.PremiumEarningBaseAmount
Sum

measures section.
Pay statements quantity
PayrollPayStatementCube.PremiumEarningBaseHours
Sum

measures section.
Rate
PayrollPayStatementCube.EarningRate
Sum

measures section.
Pay statements quantity

0
PayrollPayStatementCube.Quantity
Sum

measures section.
Benefit accrual plan
PayrollPayStatementCube.Accrual
Count

measures section.
Amount accrued
PayrollPayStatementCube.AccruedHours
Sum

measures section.
Plan year accrued
PayrollPayStatementCube.TotalAccruedHours
Sum

measures section.
Available
PayrollPayStatementCube.TotalAvailableHours
Sum

measures section.
Plan year used
PayrollPayStatementCube.TotalUsedHours
Sum


measures section.
Amount used
PayrollPayStatementCube.UsedHours
Sum

measures section.
Payroll tax transaction history

This measure group is based on the PayrollTaxTransHistoryCube view and includes the following measures.
Measure
Measure field name
Aggregation
Description
Payroll tax
transaction
history Count
Not applicable
Count

calculated measure and is
hidden from end users. See the
Calculated measures section.
Company

Tax transaction date
Calculated tax
amount
PayrollTaxTransHistoryCube.CalculatedTaxAmount
Sum
Jobs
Union agreement
Payroll positions
Payroll tax transaction history
Excess wages
PayrollTaxTransHistoryCube.ExcessWages
Sum

Prl US tax transaction history

Tax code
Worker
Gross subject
wages
PayrollTaxTransHistoryCube.GrossSubjectWages
Sum

Gross wages
PayrollTaxTransHistoryCube.GrossWages
Sum

Hours
PayrollTaxTransHistoryCube.Hours
Sum

Tax rate
PayrollTaxTransHistoryCube.Rate
Sum

Subject wages
PayrollTaxTransHistoryCube.SubjectWages
Sum

Tax line
amount
PayrollTaxTransHistoryCube.TaxLineAmount
Sum

Date (tax transaction date)

Note
The Payroll positions and Payroll tax
transaction history dimensions are
associated with this measure only in
Microsoft Dynamics AX 2012 R3.
Payroll worker enrolled benefits

This measure group is based on the PayrollWorkerEnrolledBenefitsCube view and includes the following measures.
Measure
Measure field name
Aggregation
Description
Payroll worker
enrolled benefits
Count
Not applicable
Count

hidden from end users. See
the Calculated measures
section.
Associated
dimensions
Company
Benefit type
Jobs
Contribution
PayrollWorkerEnrolledBenefitsCube.ContributionAmountCur
Deduction
Sum
PayrollWorkerEnrolledBenefitsCube.DeductionAmountCur
Amount
Sum
PayrollWorkerEnrolledBenefitsCube.DefaultContributionAccountingCurrencyAmt
Sum

section.
section.
section.
Payroll worker
enrolled benefits
amount
PayrollWorkerEnrolledBenefitsCube.DefaultDeductionAccountingCurrencyAmt
Sum

section.
Number of benefit
enrollments
PayrollWorkerEnrolledBenefitsCube.HCMWorkerEnrolledBenefitRecID
Distinct
count
Count or number of benefit

enrollments.
Union
agreement
Payroll
positions
Payroll
worker
enrolled
benefits
Worker
slicer
Worker
Payroll
benefit plan
Benefit
option
Benefit accruals
This measure group is based on the PayrollAccrualTransactionsView view and includes the following measures.
Measure
Measure field name
Aggregation
Description
Benefit
accruals
Count
Not applicable
Count

Total
accrued
PayrollAccrualTransactionsView.Accrued
Sum
The sum of benefit accrual plans that have been associated

with workers.
Total carryforward
PayrollAccrualTransactionsView.CarryOver
Sum
The balance that was carried forward from the previous plan
year, including any manual adjustments.
Total used
PayrollAccrualTransactionsView.Used
Sum
The total amount that has been used during the current plan
year, including any manual adjustments.
Total
pending
usage
PayrollAccrualTransactionsView.PendingUsage
Sum
The amount that has been released in earnings statement

lines but that has not been submitted for payment.
Total
available
hours
PayrollAccrualTransactionsView.TotalAvailableHours
Sum
The number of balance accruals that is available for workers

to use.
Associated
dimensions
Company
Benefit
accrual plan
Earning
code
Payroll
accrual
transaction
view
Worker
Available = Carry forward + Plan year accrued - Plan year

used - Pending usage (Hours entered in earning statement
line that are released).
Calculated measures
The Payroll cube contains the following calculated measures.
Calculated measure
Aggregation
Associated
measure group
Pay statement - average of net

amount
Average
Pay statements
The average of net amounts on the pay statements, so it is the sum of net pay statements
divided by the total number of pay statements.
Pay statement - average of gross

amount
Average
Pay statements
The average of gross amounts on the pay statements, so it is the sum of gross pay
statements divided by the total number of pay statements.
Pay statement - sum of gross

amount
Sum
Pay statements
The sum of gross amounts on the pay statements, so it is the sum of gross pay
statements divided by the total number of pay statements.
Description
Pay statement - sum of net amount
Sum
Pay statements
The sum of net amounts on the pay statements, so it is the sum of net pay statements
divided by the total number of pay statements.
Pay statement benefit lines - average

of base earning amounts
Average
Pay statements
The average of the amount from the base time portion of the applicable earnings.

of base earning hours
Average
Pay statements
The average of the hours from the base time portion of the applicable earnings.

of premium earning amounts
Average
Pay statements
The average of the amount from the premium time portion of the applicable earnings.

of premium earning hours
Average
Pay statements
The average of the hours from the premium time portion of the applicable earnings.
Pay statement earning lines average of earning rates
Average
Pay statements
The average of the rate specified on the earning lines of the pay statement on the
Earnings tab.
Pay statement earning lines average of quantities
Average
Pay statements
The average of the quantity specified on the earning lines of the pay statement on the
Earnings tab.
Pay statement accrual balances average of accrued hours
Average
Pay statements
The average of the amount accrued on a pay statements Benefit Accrual Calculations tab.
Pay statement accrual balances average of plan year accrued hours
Average
Pay statements
The average of the plan year accrued on a pay statements Benefit Accrual Calculations
tab.
Pay statement accrual balances average of available hours
Average
Pay statements
The average of the available hours on a pay statements Benefit Accrual Calculations tab.
Pay statement accrual balances average of plan year used hours
Average
Pay statements
The average of the plan year used on a pay statements Benefit Accrual Calculations tab.
Pay statement accrual balances average of number of hours used
Average
Pay statements
The average of the amount used on a pay statements Benefit Accrual Calculations tab.
Pay statement benefit lines - sum of

base earning amounts
Sum
Pay statements
The sum of the amount from the base time portion of the applicable earnings.

base earning hours
Sum
Pay statements
The sum of the hours from the base time portion of the applicable earning.

premium earning amounts
Sum
Pay statements
The sum of the amount from the premium time portion of the applicable earnings.

premium earning hours
Sum
Pay statements
The sum of the hours from the premium time portion of the applicable earnings.
Pay statement earning lines - sum of

quantities
Sum
Pay statements
The sum of the quantity specified on the earning lines of the pay statement on the
Earnings tab.
Pay statement accrual balances - sum

of accrued hours
Sum
Pay statements
The sum of the amount accrued on a pay statements Benefit Accrual Calculations tab.

of plan year accrued hours
Sum
Pay statements
The sum of the plan year accrued on a pay statements Benefit Accrual Calculations tab.

of available hours
Sum
Pay statements
The sum of the available hours on a pay statements Benefit Accrual Calculations tab.

of plan year used hours
Sum
Pay statements
The sum of the plan year used on a pay statements Benefit Accrual Calculations tab.

of number of hours used
Sum
Pay statements
This calculated measure is hidden to end users. It is used in other calculations.
Pay statement lines count
Count
Pay statements
Pay statement earning lines count
Count
Pay statements
Pay statement benefit lines count
Count
Pay statements
Earnings statement lines - average of

earning rates
Average
Worker
earnings
statement totals
The average of the Rate field for the earning statement line.

earning quantities
Average
Worker
earnings
The average of the Quantity field for the earning statement line.
statement totals
line amounts
Average
Worker
earnings
statement totals
The average of the Amount field for the earning statement line.
Earnings statement lines - sum of line

amounts
Sum
Worker
earnings
statement totals
The sum of the Amount field for the earning statement line.
Earnings statement lines - sum of

quantities
Sum
Worker
earnings
statement totals
The sum of the Quantity field for the earning statement line.
Pay statement tax lines count
Count
Pay statements
Pay statement lines - sum of earning

lines amounts
Sum
Pay statements
The sum of the amount specified on the earning line of the pay statements Earnings tab.
Pay statement lines - sum of benefit

lines amounts
Sum
Pay statements
The sum of the Deduction Amount + Contribution Amount on the Benefit Calculations tab
of a pay statement. It looks best if sliced with the Payroll Benefit Plan dimension.
Pay statement lines - sum of tax lines

amounts
Sum
Pay statements
The sum of the Deduction Amount + Contribution Amount specified on the Tax
Calculations tab of a pay statement.
Pay statement lines - average of

earning lines amounts
Average
Pay statements
The average of the amount specified on the earning line of the pay statements Earnings
tab.
Pay statement lines - average of

benefit lines amounts
Average
Pay statements
The average of the Deduction Amount + Contribution Amount on the Benefit Calculations
tab of a pay statement. It looks best if sliced with the Payroll Benefit Plan dimension.
Pay statement lines - average of tax

lines amounts
Average
Pay statements
The average of the Deduction Amount + Contribution Amount on the Tax Calculations tab
of a pay statement. It looks best if sliced with the Tax Code dimension.
Pay statement - sum of benefit

accrual lines count
Count
Pay statements
Sum of calculated tax amount
Sum
Payroll tax
transaction
history
The sum of the amount of tax calculated for the payment.
Sum of excess wages
Sum
Payroll tax
transaction
history
The sum of the portion of the current wages that exceed the unemployment wage base.
Sum of gross subject wages
Sum
Payroll tax
transaction
history
The sum of the amount of gross wages subject to the tax.
Sum of gross wages
Sum
Payroll tax
transaction
history
The sum of the amount of gross wages used to calculate the tax.
Sum of hours
Sum
Payroll tax
transaction
history
The sum of the hours from all earning codes used to calculate the gross wages.
Sum of subject wages
Sum
Payroll tax
transaction
history
The sum of the amount of wages subject to the tax.
Average of subject wages
Average
Payroll tax
transaction
history
The average of the amount of wages subject to the tax.
Average of calculated tax amount
Average
Payroll tax
transaction
history
The average of the amount of tax calculated for the payment.
Average of excess wages
Average
Payroll tax
transaction
history
The average of the portion of the current wages that exceed the unemployment wage
base.
Average of gross subject wages
Average
Payroll tax
transaction
history
The average of the amount of gross wages subject to the tax.
Average of gross wages
Average
Payroll tax
transaction
history
The average of the amount of gross wages used to calculate the tax.
Average of hours
Average
Payroll tax
transaction
history
The average of the hours from all earning codes used to calculate the gross wages.
Prl tax transactions count
Count
Payroll tax
transaction
history
Average of tax rate
Average
Payroll tax
transaction
history
The average of the tax rate.
Sum of actual combined tax
Sum
Payroll tax
transaction
history
The sum of the actual tax amount for the combined tax transaction.
Average of actual combined tax
Average
Payroll tax
transaction
history
The average of actual tax amount for the combined tax transaction.
Sum of arrears - original amount
Sum
Worker arrears
The sum of the original amount on the Worker Arrears form.
Sum of arrears - amount remaining
Sum
Worker arrears
The sum of the amount remaining on the Worker Arrears form.
Number of workers
Count
Payroll workers
The number or count of workers.
Workers terminated count
Count
Payroll workers
The number of employees that are being terminated or employment end date is less than
today.
Number of position assignments
Count
Payroll workers
The number of positions assigned to a worker.
Sum of contribution amount
Sum
Payroll worker
enrolled
benefits
The sum of the amount of the employer contribution for the selected plan.
Sum of deduction amount
Sum
Payroll worker
enrolled
benefits
The sum of the amount of the worker deduction for the selected plan.
Sum of default contribution amount
Sum
Payroll worker
enrolled
benefits
The sum of the default amount contributed each pay period until the contribution limit is
reached.
Sum of default deduction amount
Sum
Payroll worker
enrolled
benefits
The sum of the default amount deducted each pay period until the deduction limit is
reached.
Number of employments
Count
Payroll workers
The number of employees.
Pay statement count
Count
Pay statements
The number of pay statements in the system.
Earnings statement lines count
Count
Worker
earnings
statement totals
The number of lines on the earning statement.
Number of workers paid by

electronically
Count
Payroll workers
The number or count of employees paid electronically.
Number of workers paid by check
Count
Payroll workers
The number or count of employees paid by check.

The Payroll cube does not include any key performance indicators (KPIs).
Security
The Payroll cube can be accessed by users assigned to the following Microsoft SQL Server Analysis Services roles.

Payroll administrator
Payroll manager
2014 Microsoft
Production cube (ProdCube) for Microsoft Dynamics AX 2012 R2

and R3 [AX 2012]
The Production cube for Microsoft Dynamics AX is used to manage and track production activities. This article provides details about the cube.
Deployment
Configuration keys
Tables and views
Measures
Calculated measures
Security
Deployment
The Production cube is included in the Dynamics AX project. For information about how deploy the Dynamics AX projectand the cubes that it containssee Deploy the
default cubes.
Configuration keys
The following configuration keys are required to use all features of the Production cube:
Production series I (Prod)

Production series II (ProdRouting)
Resources (WrkCtr)
Product dimension configuration Config
Product dimension color EcoResProductColor
Product dimension size EcoResProductSize
Tables and views

The Production cube uses data from the following tables and views:
InventLocationExpanded view
InventTableExpanded view
PmfCoByProdCalcTransExpanded view
ProdCalcTransExpanded view
ProdCalcTransLevel view
ProdRouteTransExpanded view
ProdTableExpanded view
WrkCtrTableExpanded view
Measures
The Production cube includes the following measure groups.
Released products
This measure group is based on the InventTableExpanded view and includes the following measures.
Measure
Measure field name
Aggregation
Description
Released products count
Not applicable
Count
The number of released products.
Currency
Company
Released products
Styles
Colors
Configurations
Sizes
Co-product cost calculation

This measure group is based on the PmfCoByProdCalcTransExpanded view and includes the following measures.
Measure
Measure field name
Aggregation
Description
Co-product cost
calculation count
Not applicable
Count
The number of cost calculations

performed for the co-product.
Co-product cost amount
PmfCoByProdCalcTransExpanded.CostAmount
Sum
The total cost amount for the coproduct.
Associated
dimensions
Company
Released
products
Warehouses
Co-product cost markup
PmfCoByProdCalcTransExpanded.CostMarkup
Sum
The total markup cost amount for the

co-product.
Co-product real cost

adjustment
PmfCoByProdCalcTransExpanded.RealCostAdjustment
Sum
The total adjusted realized cost amount

for the co-product.
Co-product actual cost

amount
PmfCoByProdCalcTransExpanded.RealCostAmount
Sum
The total actual cost amount for the coproduct.
Production level
Styles
Colors
Configurations
Sizes
Co-product cost
calculation
Date
Date (ended
date)
Date (exchange
rate date)
Cost calculation
This measure group is based on the ProdCalcTransExpanded view and includes the following measures.
Measure
Measure field name
Aggregation
Description
Cost calculation
count
Not applicable
Count
The number of calculations.
Company
Cost amount
ProdCalcTransExpanded.CostAmount
Sum
The estimated cost of production.
Cost markup
ProdCalcTransExpanded.CostMarkup
Sum
The estimated cost of miscellaneous charges.
Production level
Actual cost amount
ProdCalcTransExpanded.RealCostAmount
Sum
The actual cost of the production.
Styles
Real cost adjustment
ProdCalcTransExpanded.RealCostAdjustment
Sum
The actual adjustment made by inventory

closing.
Released products
Warehouses
Colors
Configurations
Sizes
Cost calculation
Production order
Date
Date (ended date)
Date (exchange rate
date)
Route transactions
This measure group is based on the ProdRouteTransExpanded view and includes the following measures.
Measure
Measure field name
Aggregation
Description
Associated
dimensions
Route transactions
count
Not applicable
Count
The number of route transactions.
Currency
Amount posted to
ledger
ProdRouteTransExpanded.Amount
Sum
The amount that the transaction has been posted to the

ledger.
Error quantity
ProdRouteTransExpanded.QtyError
Sum
The number of error items reported on the operation or

job.
Company
Released products
Warehouses
Good quantity
ProdRouteTransExpanded.QtyGood
Sum
The number of good items reported on the operation or

job.
Resources
Styles
Colors
Configurations
Sizes
Route transactions
Date
Production order
This measure group is based on the ProdTableExpanded view and includes the following measures.
Measure
Measure field name
Aggregation
Description
Associated
dimensions
Production
order count
Not applicable
Count
The number of production orders.
Currency
Days delayed
ProdTableExpanded.DaysDelayed
Sum
The number of days the production order has been delayed based
on the scheduled end date and the actual end date.
Lead time
ProdTableExpanded.LeadTime
Sum
The actual lead time in production, that is, the average time from
production start to finish.
Planned lead
time
ProdTableExpanded.PlannedLeadTime
Sum
The planed lead time in production, that is, the average time from
the planned start of production to the planned end of production.
Company
Released
products
Warehouses
Production order
Date
Date (ended
date)
Date (production
order ship
date)
Date (started)
Date (reported
as finished)
Date (start date)
Measure
Measure field name
Aggregation
Description
Exchange rate
Max
The exchange rate.
Currency
Analysis currency
Calculated measures
The Production cube contains the following calculated measures.
Calculated measure
Aggregation
Associated measure
group
Production efficiency
Average
Production order
The actual processing time as a percentage of the processing time estimated based on the
route.
Planned cost amount
Average
Cost calculation
The planned resource and materials consumption.
Planned cost markup
Average
Cost calculation
The calculated additional charges.
Realized cost amount
Average
Cost calculation
The actual cost of production.
Realized cost adjustment
Average
Cost calculation
The actual additional charges.
Cost of planned
consumption
Average
Cost calculation
The total cost of planned resource and materials consumption, including calculated
additional charges.
Cost of actual consumption
Average
Cost calculation
The total cost of actual resource and materials consumption, including actual additional
charges.
Actual vs. planned

consumption
Average
Cost calculation
The difference between actual and planned consumption.
Defect ratio
Average
Route transactions
The number of reported errors in parts per million.
WIP level
Average
Cost calculation
The cost associated with the current work-in-progress.
On-time production rate
Average
Production order
The percentage of production orders that are completed on or before the requested date.
Description

The following sections describe the key performance indicators (KPIs) in the Production cube.
KPI calculations
The following table lists the KPIs that are associated with the Production cube. You can use the information in the following table to help verify the information in your
KPIs.
KPI
Calculation
Production cost
Cost calculation
This KPI is bound to the Actual vs. planned consumption calculated measure.
Production order
This KPI is bound to the Production efficiency calculated measure.
Role Centers
The following table lists the Role Centers and web parts that display the KPIs associated with the Production cube.
Role Center
Web parts and KPIs
Production manager
Production KPIs:
On-time production rate (%)
Planned vs. actual cost (%)

Defect ration (ppm)
Production efficiency (%)
Production lead time (seconds)
Operations manager
Production KPIs:
On-time production rate (%)

Planned vs. actual cost (%)
Defect ration (ppm)
Production efficiency (%)
Production lead time (seconds)
Graphs:
Defect ratio
CEO
Organization performance indicators:
Production cost
Graphs:
Actual vs. planned consumption
Security
The Production cube can be accessed by users assigned to the following Microsoft SQL Server Analysis Services roles.

Production manager
2014 Microsoft
Profit tax totals cube (RTax25Registers) for Microsoft Dynamics AX

2012 R2 and R3 [AX 2012]
The Profit tax totals cube for Microsoft Dynamics AX provides data that can help you track tax information. This cube can be useful only for Russia because it is based on
Russian tables. This article provides details about the cube.
Deployment
Configuration keys
Tables and views
Measures
Calculated measures
Security
Deployment
The Profit tax totals cube is included in the Dynamics AX project. For information about how deploy the Dynamics AX projectand the cubes that it containssee
Configuration keys
The following configuration keys are required to use all features of the Profit tax totals cube:
Registers OLAP totals (RTax25OLAP)
Tables and views

The Profit tax totals cube uses data from the following tables and views:
RTax25ProfitTableOLAP view
RTax25RegisterTransOLAP view
Measures
The Profit tax totals cube includes the following measure groups.
Balance
This measure group is based on the RTax25RegisterTransOLAP view and includes the following measures.
Measure
Measure field name
Aggregation
Description
Balance
RTax25RegisterTransOLAP.ProfitAmount
Sum
Revenue or expense of certain type.
Company
Expense code
Register
Calculated measures
The Profit tax totals cube does not include any calculated measures.

The Profit tax totals cube does not include any key performance indicators (KPIs).
Security
The Profit tax totals cube can be accessed by users assigned to the following Microsoft SQL Server Analysis Services roles.
Accountant
Accounting manager
2014 Microsoft
Project accounting cube (ProjCube) for Microsoft Dynamics AX

2012 R2 and R3 [AX 2012]
The Project accounting cube for Microsoft Dynamics AX is used to report on project profitability, revenue costs, committed costs, employee utilization, and cash flow for
one or multiple projects in a company. This article provides details about the cube.
Deployment
Configuration keys
Tables and views
Measures
Calculated measures
Security
Deployment
The Project accounting cube is included in the Dynamics AX project. For information about how deploy the Dynamics AX projectand the cubes that it containssee
Configuration keys
The following configuration keys are required to use all features of the Project accounting cube:
Project I (ProjBasic)
Project II (ProjAdvanced)
Tables and views

The Project accounting cube uses data from the following tables and views:
CustGroup table
ForecastModel table
ProjCategory table
ProjFundingSource table
ProjGroup table
ProjInvoiceTable table
CostControlTransCommittedCostCube view
ProjActivityCompletedCostView view
ProjBIEmplTrans view
ProjBIForecastEmpl view
ProjProjectEstimatesView view
ProjProjectPlannedCostView view
ProjProjectPlannedEffortView view
ProjTransBudgetCube view
ProjTransPostingCube view
smmActivitiesCube view
Note
The ProjActivityCompletedCostView, ProjProjectEstimatesView, ProjProjectPlannedCostView, and ProjProjectPlannedEffortView views are used with this cube only in
Measures
The Project accounting cube includes the following measure groups.
Actuals
This measure group is based on the ProjTransPostingCube view and includes the following measures.
Measure
Measure field name
Aggregation
Description
Actuals
count
Not applicable
Count
The number of project

actual transactions.
Company
Amount
ProjTransPostingCube.AmountMST
Sum
The sum of the value, in

the accounting currency, of
project transactions.
Customer
Actual
accrued loss
ProjTransPostingCube.ActualAccruedLoss
Actual
accrued
revenue
ProjTransPostingCube.ActualAccruedRevenue
Actual cash
inflow
ProjTransPostingCube.ActualCashInflow
Sum
Sum
Released products
Activity

project accrued loss
transactions.
Project funding source

project accrued revenue
transactions.
Project contracts
Project category
Project groups
Project Activity Completed Cost View

Project Estimates View
Sum

project cash inflow
transactions.
Project Planned Costs View

Project Planned Effort view
Projects
Actual cash
outflow
Actual
consumption
ProjTransPostingCube.ActualCashOutflow
ProjTransPostingCube.ActualConsumption
Sum
Sum
Sum

project cash outflow
transactions.
project consumption
transactions.
Actual
consumption
cost
expense
ProjTransPostingCube.ActualConsumptionCostExpense

project expense cost
consumption transactions.
Actual
consumption
cost hours
ProjTransPostingCube.ActualConsumptionCostHours
Sum

project hour cost
Actual
consumption
cost item
ProjTransPostingCube.ActualConsumptionCostItem
Sum

project item cost
Actual cost
ProjTransPostingCube.ActualCost
Sum

project actual cost
transactions.
Actual cost
committed
ProjTransPostingCube.ActualCostCommitted
Sum

project committed cost
transactions.
Actual cost
expense
ProjTransPostingCube.ActualCostExpense
Sum

Worker
Actuals
Date (ledger date)
Date (project transaction date)
Note
The Project groups, Project Activity
Completed Cost View, Project Estimates
View, Project Planned Costs View, and
Project Planned Effort view dimensions
are associated with this measure only in
project expense cost

transactions.
Actual cost
hour
ProjTransPostingCube.ActualCostHour
Sum

project hours cost
transactions.
Actual cost
item
ProjTransPostingCube.ActualCostItem
Sum

project item costs
transactions.
Actual gross
margin
ProjTransPostingCube.ActualGrossMargin
Sum

project revenue less
project cost transactions.
Actual gross
WIP cost
ProjTransPostingCube.ActualGrossWIPCost
Sum

project work in progress
revenue and project work
in progress cost
transactions.
Actual hours
ProjTransPostingCube.ActualHours
Sum
The sum of the hours

logged against projects.
Actual
invoiced on
account
ProjTransPostingCube.ActualInvoicedOnAccount
Sum

project invoiced on
account revenue
transactions.
Actual
invoiced
revenue
ProjTransPostingCube.ActualInvoicedRevenue
Sum

project invoiced revenue
transactions.
Actual net
cash flow
ProjTransPostingCube.ActualNetCashflow
Sum

project cash inflow less
project cash outflow
transactions.
Actual net
WIP
ProjTransPostingCube.ActualNetWIP
Sum

gross project work in
progress revenue, less
on-account transactions.
Actual
payroll
allocation
ProjTransPostingCube.ActualPayrollAllocation
Sum

project payroll allocation
transactions.
Actual
revenue
ProjTransPostingCube.ActualRevenue
Sum

project revenue
transactions.
Actual WIP
cost
ProjTransPostingCube.ActualWIPCost
Sum

cost transactions.
Actual WIP
invoiced on
account
ProjTransPostingCube.ActualWIPInvoicedOnAccount
Sum

project invoiced work in
progress on account
transactions.
Actual WIP
sales
ProjTransPostingCube.ActualWIPSales
Sum

sales transactions.
Committed costs
This measure group is based on the CostControlTransCommittedCostCube view and includes the following measures.
Measure
Measure field name
Aggregation
Description
Committed
costs count
Not applicable
Count
The number of
committed cost
transactions.
Currency
Committed
cost
Committed
amount
CostControlTransCommittedCostCube.CommittedCost
CostControlTransCommittedCostCube.AmountMST
Sum
Sum
Committed
cost
updates
quantity
CostControlTransCommittedCostCube.Qty
Sum
Committed
hour cost
CostControlTransCommittedCostCube.CommittedHourCost
The total value

of committed
cost
transactions, in
the accounting
currency.
Company
Customer
Activity
Vendor
Project category
The total value

of committed
cost
transactions, in
the accounting
currency.
Project contracts
The sum of the

quantity for
committed item
cost
transactions.

Projects
Worker
Committed costs
Sum
The sum of
committed hour
costs, in the
accounting
currency.
Date (committed date)

Note
Committed
item cost
CostControlTransCommittedCostCube.CommittedItemCost
Sum
The sum of
committed item
costs, in the
accounting
currency.
The Project Activity Completed Cost View,

Project Estimates View, Project Planned Costs
View, and Project Planned Effort view
dimensions are associated with this measure
only in Microsoft Dynamics AX 2012 R3.
Actual hour utilization

This measure group is based on the ProjBIEmplTrans view and includes the following measures.
Measure
Measure field name
Aggregation
Description
Actual hour
utilization
count
Not applicable
Count
The number of
actual hour
transactions.
Currency
Actual
efficiency
burden
hours
ProjBIEmplTrans.ActualBurdenEfficiencyRate
Actual
efficiency
utilized
hours
ProjBIEmplTrans.ActualUtilizationEfficiencyRate
Sum
The number of
burden hours
using the efficiency
calculation
method.
Company
Customer
Activity
Project category
Project contracts
Sum
The number of
utilized hours
logged using the
efficiency
calculation
method.

Actual
billable
utilized
hours
ProjBIEmplTrans.ActualUtilizationBillableRate
Actual
billable
ProjBIEmplTrans.ActualBurdenBillableRate
Sum
Sum
The number of
utilized hours
logged using the
billable calculation
method.
The number of
burden hours
Projects
Worker
Date (ledger date)
burden
hours
logged using the

method.
Actual
efficiency
overtime
hours
ProjBIEmplTrans.ActualOvertimeHoursEfficiencyRate
Sum
The number of
overtime hours
logged using the
efficiency
calculation
method.
Actual
billable
overtime
hours
ProjBIEmplTrans.ActualOvertimeHoursBillableRate
Sum
The number of
overtime hours
logged using the
method.
Hours
quantity
ProjBIEmplTrans.Qty
Sum
The total number

of hours logged.
Note
The Project Activity Completed Cost View, Project
Estimates View, Project Planned Costs View, and
Project Planned Effort view dimensions are
Forecast hour utilization

This measure group is based on the ProjBIForecastEmpl view and includes the following measures.
Measure
Measure field name
Aggregation
Description
Forecast
hour
utilization
count
Not applicable
Count
The number of
forecast hour
transactions.
Currency
Hour
forecast
quantity
ProjBIForecastEmpl.Qty
Budget
efficiency
utilized
hours
ProjBIForecastEmpl.BudgetUtilizationEfficiencyRate
Budget
efficiency
burden
hours
Company
Customer
Sum
The total forecast

hours.
Activity
Forecast models
ProjBIForecastEmpl.BudgetBurdenEfficiencyRate
Sum
Sum
Sum
The number of
utilized hours
forecast using the
efficiency
calculation
method.
Project category
The number of
burden hours
forecast using the
efficiency
calculation
method.
The cost price per

hour for
forecasted hours.
Date (ledger date)
Hour
forecast
cost price
ProjBIForecastEmpl.CostPrice
Budget
billable
utilized
hours
ProjBIForecastEmpl.BudgetUtilizationBillableRate
Budget
billable
burden
hours
ProjBIForecastEmpl.BudgetBurdenBillableRate
Sum
The number of
burden hours
forecast using the
method.
Budget
billable
overtime
hours
ProjBIForecastEmpl.BudgetOvertimeHoursBillableRate
Sum
The number of
overtime hours
forecast using the
method.
Budget
efficiency
overtime
hours
ProjBIForecastEmpl.BudgetOvertimeHoursEfficiencyRate
Sum
The number of
overtime hours
forecast using the
efficiency
calculation
method.
Sum
The number of
utilized hours
forecast using the
method.
Project contracts

Projects
Worker

Note
The Project Activity Completed Cost View, Project
Estimates View, Project Planned Costs View, and
Project Planned Effort view dimensions are
Forecasts
This measure group is based on the ProjTransBudgetCube view and includes the following measures.
Measures
Measure field name
Aggregation
Description
Forecasts
count
Not applicable
Count
The number of forecast

transactions.
Company
Budget
updates
quantity
ProjTransBudgetCube.Qty
Sum
The sum of quantities for

forecast item
transactions.
Budget
invoiced
revenue
ProjTransBudgetCube.BudgetInvoiceRevenue
Budget
updates
amount
ProjTransBudgetCube.AmountMST
Budget
accrued
revenue
ProjTransBudgetCube.BudgetAccruedRevenue
Customer
Budget
revenue
ProjTransBudgetCube.BudgetRevenue
Sum
Sum
Sum
Sum
Released products
Activity

the accounting currency,
of forecast invoiced
revenue transactions.
Forecast models

of forecast transactions.
Project groups

of forecast accrued
revenue transactions.

of forecast revenue
transactions.
Project funding source

Project category
Project contracts

Projects
Worker
Budget cost
hour
ProjTransBudgetCube.BudgetCostHour
Sum

of forecast hour cost
transactions.
Forecasts
Date (ledger date)
Budget cost
expense
ProjTransBudgetCube.BudgetCostExpense
Sum

of forecast expense cost
transactions.
Budget cost
item
ProjTransBudgetCube.BudgetCostItem
Sum

of forecast item cost
transactions.
Budget cost
ProjTransBudgetCube.BudgetCost
Sum

of forecast cost
transactions.
Budget WIP
cost
ProjTransBudgetCube.BudgetWIPCost
Sum

of forecast work in
progress cost
transactions.
Budget WIP
sales
ProjTransBudgetCube.BudgetWIPSales
Sum

of forecast work in
progress sales
transactions.
Budget
hours
ProjTransBudgetCube.BudgetHours
Sum

of forecast hour
transactions.
Budget
consumption
cost hours
ProjTransBudgetCube.BudgetConsumptionCostHours
Sum

of forecast hour
consumption cost
transactions.
Budget
consumption
cost
ProjTransBudgetCube.BudgetConsumptionCostExpense
Sum

of forecast expense

Note
The Project groups, Project Activity
Completed Cost View, Project Estimates
View, Project Planned Costs View, and
Project Planned Effort view dimensions
are associated with this measure only in
expense
consumption cost
transactions.
Budget
consumption
cost item
ProjTransBudgetCube.BudgetConsumptionCostItem
Sum

of forecast item
consumption cost
transactions.
Budget
consumption
ProjTransBudgetCube.BudgetConsumption
Sum

of forecast consumption
cost transactions.
Budget
payroll
allocation
ProjTransBudgetCube.BudgetPayrollAllocation
Sum

of forecast payroll
allocation transactions.
Budget
invoiced on
account
ProjTransBudgetCube.BudgetInvoicedOnAccount
Sum

of forecast on account
transactions.
Total budget
cost
ProjTransBudgetCube.TotalBudgetCost
Sum

of forecast cost
transactions.
Remaining
budget cost
ProjTransBudgetCube.RemainingBudgetCost
Sum

of remaining forecast
cost transactions.
Original
budget cost
ProjTransBudgetCube.OriginalBudgetCost
Sum

of forecast original
budget transactions.
Budget
gross WIP
cost
ProjTransBudgetCube.BudgetGrossWIPCost
Sum

of forecast work in
progress cost
transactions.
Budget
gross
margin
ProjTransBudgetCube.BudgetGrossMargin
Sum

of forecast revenue less
forecast cost
transactions.
Budget net
WIP
ProjTransBudgetCube.BudgetNetWIP
Sum

of forecast work in
progress revenue less
forecast work in
progress cost
transactions.
Remaining
budget
deviation
ProjTransBudgetCube.RemainingBudgetDeviation
Sum

of actual to budget
deviation.
Budget cash
inflow
ProjTransBudgetCube.BudgetCashInflow
Sum

of forecast cash inflows.
Budget cash
outflow
ProjTransBudgetCube.BudgetCashOutflow
Sum

of cash outflows.
Budget net
cash flow
ProjTransBudgetCube.BudgetNetCashflow
Sum

of forecast cash inflow
less forecast cash
outflow.
Budget WIP
invoiced on
account
ProjTransBudgetCube.BudgetWIPInvoicedOnAccount
Sum

of forecast work in
progress on account
transactions.

Measure
Measure field name
Aggregation
Description
Exchange rate
Max
The exchange rate.
Currency
Analysis currency
Total estimated costs

This measure group is based on the ProjActivityCompletedCostView view and includes the following measures.
Note
Measure
Measure field name
Aggregation
Description
Associated
dimensions
Total estimated costs

count
Not applicable
Count
The number of estimated costs.
Company
Activity
Project activity
completed cost view
Completed activity
planned cost
ProjActivityCompletedCostView.TotalCostPrice
Sum
The total planned costs for activities that

are marked as complete.
Project estimates view

This measure group is based on the ProjProjectEstimatesView view and includes the following measures.
Note
Measure
Measure field name
Aggregation
Description
Associated
dimensions
Project estimates
view count
Not applicable
Count
The number of project estimates.
Company
Project
estimates
view
Projects
Estimate at
complete
ProjProjectEstimatesView.CostAtComplete
Sum
The effort in hours that is estimated to be incurred at

completion, taking into consideration any changes or delays.
Effort at complete
ProjProjectEstimatesView.EffortAtComplete
Sum
The total effort in hours that will be incurred at completion.
Project planned costs view

This measure group is based on the ProjProjectPlannedCostView view and includes the following measures.
Note
Measure
Measure field name
Aggregation
Description
Associated
dimensions
Project planned costs

view count
Not applicable
Count
The number of project planned costs.
Company
Project planned
costs view
Projects
Date (Scheduled
end date)
Planned cost
ProjProjectPlannedCostView.SumOfTotalCostPrice
Sum
The initial planned cost for the various

activities and tasks in the project.
Project planned effort view

This measure group is based on the ProjProjectPlannedEffortView view and includes the following measures.
Note
Measure
Measure field name
Aggregation
Description
Associated
dimensions
Project planned effort

view count
Not applicable
Count
The number of project planned efforts.
Company
Project planned
effort view
Projects
Date (Scheduled
end date)
Planned effort
ProjProjectPlannedEffortView.Effort
Sum
The initial planned effort in hours for the various activities

and tasks in the project.
Calculated measures
The Project accounting cube contains the following calculated measures.
Calculated measure
Aggregation
Associated measure
group
Description
Invoiced revenue deviation
Sum
Actuals
The difference between forecast and actual invoiced revenue.
Accrued revenue deviation
Sum
Actuals
The difference between forecast and actual accrued revenue.
Revenue deviation
Sum
Actuals
The difference between forecast and actual revenue.
Cost deviation
Sum
Actuals
The difference between forecast and actual costs.
Cost hour deviation
Sum
Actuals
The difference between forecast and actual hours costs.
Cost expense deviation
Sum
Actuals
The difference between forecast and actual expense costs.
Cost item deviation
Sum
Actuals
The difference between forecast and actual item costs.
Gross margin deviation
Sum
Actuals
The difference between forecast and actual gross margin.
WIP cost deviation
Sum
Actuals
The difference between forecast and actual work in progress costs.
WIP sales deviation
Sum
Actuals
The difference between forecast and actual sales work in progress.
Gross WIP cost deviation
Sum
Actuals
The difference between forecast and actual gross work in progress costs.
WIP invoiced on account

deviation
Sum
Actuals
The difference between forecast and actual on-account work in progress.
Net WIP deviation
Sum
Actuals
The difference between forecast and actual net work in progress.
Hours deviation
Sum
Actuals
The difference between forecast and actual hour quantities.
Consumption deviation
Sum
Actuals
The difference between forecast and actual consumption costs.
Consumption cost hours

deviation
Sum
Actuals
The difference between forecast and actual hour consumption costs.
Consumption cost expense

deviation
Sum
Actuals
The difference between forecast and actual expense consumption costs.
Consumption cost item deviation
Sum
Actuals
The difference between forecast and actual item consumption costs.
Payroll allocation deviation
Sum
Actuals
The difference between forecast and actual payroll allocation.
Total cost total budget
Sum
Forecasts
The difference between forecast and actual costs.
Deviation total budget
Sum
Forecasts
The difference between forecast and actual revenue.
Remaining budget cost1
Sum
Forecasts
The remaining forecast costs.
Cash inflow deviation
Sum
Actuals
The difference between forecast and actual cash inflows.
Cash outflow deviation
Sum
Actuals
The difference between forecast and actual cash outflows.
Net cash flow deviation
Sum
Actuals
The difference between forecast and actual net cash flow.
Actual efficiency hours ratio
Sum
The ratio between actual hours and burden hours using the efficiency calculation
method.
Actual billable hours ratio
Sum
The ratio between actual hours and burden hours using the billable calculation
method.
Budget efficiency hours ratio
Sum
Forecasts
The ratio between forecast hours and burden hours using the efficiency calculation
method.
Budget billable hours ratio
Sum
Forecasts
The ratio between forecast hours and burden hours using the billable calculation
method.

The following sections describe the key performance indicators (KPIs) in the Project accounting cube.
KPI calculations
The following table lists the KPIs that are associated with the Project accounting cube. You can use the information in the following table to help verify the information
in your KPIs.
The KPIs in the Project accounting cube depend on ledger posting types. Ledger posting types specify the ledger accounts to which project transactions are posted.
KPI
Calculation
Revenue deviation
Actuals
The difference between actual and forecast revenue.
Actuals
The difference between actual and forecast gross margin.
Net WIP deviation
Actuals
The difference between actual and forecast net work in progress.
Cash inflow devation
Actuals
The difference between actual and forecast cash inflows.
Actuals
The difference between actual and forecast cash outflows.
Net cashflow deviation
Actuals
The difference between actual and forecast cash inflows less cash outflows.
Role Centers
The following table lists the Role Centers and web parts that display the measures and KPIs associated with the Project accounting cube.
Role Center
Web parts and KPIs
Project manager
Actual vs. forecast:
Actual vs. forecast hours

Actual vs. forecast revenue
Actual vs. forecast costs
Business overview:
Revenue deviation
Net WIP deviation
Cash inflow deviation
Net cash flow deviation
Security
The Project accounting cube can be accessed by users assigned to the following Microsoft SQL Server Analysis Services roles.

Project manager
Project supervisor
2014 Microsoft
Purchase cube (PurchCube) for Microsoft Dynamics AX 2012 R2

and R3 [AX 2012]
The Purchase cube for Microsoft Dynamics AX is used to report on purchase transactions. This article provides details about the cube.
Units of measure and reporting with the Purchase cube
Deployment
Configuration keys
Tables and views

Measures
Calculated measures
Security
Units of measure and reporting with the Purchase cube

When working with Microsoft SQL Server Reporting Services reports that display a quantity of an item, the appropriate unit of measure must be incorporated into the
report to make sure that the quantity is correct, instead of just presenting a SUM value.
For the Quantity measures in the purchase unit of measure, slicing on the Purchase Units dimension separates the quantities by unit of measure. Quantity measures in
inventory unit of measure can be sliced by the Unit dimension, which represents the inventory unit.
Deployment
The Purchase cube is included in the Dynamics AX project. For information about how deploy the Dynamics AX projectand the cubes that it containssee Deploy the
default cubes.
Configuration keys
The following configuration keys are required to use all features of the Purchase cube:

Tables and views

The Purchase cube uses data from the following tables and views:
DlvMode table
InventBuyerGroup table
VendInvoiceJour table
PurchLineExpanded view
TAMVendRebateExpanded view
VendInvoiceTransExpanded view
VendPackingSlipTransStage view
VendTableCube view
Note
The TAMVendRebateExpanded view is used with this cube only in Microsoft Dynamics AX 2012 R3.
Measures
The Purchase cube includes the following measure groups.
Released products
Measure
Measure field name
Aggregation
Description
Not applicable
Count
The number of released products in all organizations.
Currency
Company
Released products
Buyer groups
Vendor
Styles
Colors
Configurations
Sizes
Purchase lines
This measure group is based on the PurchLineExpanded view and includes the measures in the following table.
From the measures it is possible to read the cycle time in calendar days that it takes for a purchase to be fulfilled. The measure is based on events on a purchase line.
The events on a purchase line included in this context are:
Confirming the purchase order the first time; the delivery date on the purchase line is the requested date
Adding the confirmed delivery date after the purchase order has been confirmed
Registering the first product receipt (fully received or partially received)
Registering the last product receipt (first product receipt = last product receipt if there is only one)
Only purchase order lines where the products are received by products receipts and have status received or invoiced are included in the cube measures.
Associated
dimensions
Measure
Measure field name
Aggregation
Description
Purchase lines
count
Not applicable
Count
The number of purchase lines that are included in the

measures in the measure group. This includes lines
where the products are received by products
receipts and have status Received or Invoiced.
Currency
The total number of days on all purchase lines from

the date where the first confirmation happened to
the date where the last product receipt was
registered (product receipt date).
Released
products
Purchase line total

days from first
confirmation to
received
PurchLineExpanded.DaysConfirmedToReceived
Sum
This measure is primarily used to generate the

corresponding average calculated measure.
Purchase line total
days from first
requested delivery
date to received
Purchase line total

number of
product receipts
PurchLineExpanded.DaysExpectedToReceived
PurchLineExpanded.CountProductReceipts
Sum
Sum
Company
Units
Mode of
delivery
Vendor

the delivery date requested on the first confirmation
to the date where the last product receipt was
Warehouses

Colors
The total number of product receipts that have been

registered on the purchase lines.
Sizes
Procurement
category
Configurations
Purchase lines
Purchase line total

number of
confirmations by
purchase line
Purchase line total

days from first
confirmation to
first receipt
PurchLineExpanded.CountPurchaseConfirmations
PurchLineExpanded.DaysConfirmedToFirstReceived
Sum
Sum
The total number of confirmations of the purchase

order that the purchase line is related to. This
indicates how many changes there have been in the
purchase order lifecycle. Note that the number is per
purchase line. For example, if there are 2 purchase
lines on a purchase order and the purchase order
has been confirmed 2 times then the measure shows
4.
the date where the first product receipt was
Purchase line total

days from first
receipt to received
PurchLineExpanded.DaysPartialToFullReceipt
Sum

the date where the first product receipt was
registered to the date where the last product receipt
was registered (product receipt date).
Purchase line total

days from first
confirmation to
delivery date is
confirmed
PurchLineExpanded.DaysConfirmedToFirstResponse
Sum
Date (date of
first purchase
order
confirmation)
Date
(requested
delivery date
on first
confirmation)
Date (receipt
date of last
delivery)
Procurement
category
(procurement
category
historic)
Units
(purchase
units)

the date where the confirmed delivery date is added
to the purchase line.
Product receipt lines

This measure group is based on the VendPackingSlipTransStage view and includes the following measures.
Measure
Measure field name
Aggregation
Description
Associated
dimensions

count
Not applicable
Count
The number of product receipt lines.
Company
Days late
VendPackingSlipTransStage.DaysDelayed
Sum
The number of days that the product receipt is delayed seen

as the difference between the product receipt date that is
given when posting the product receipt (date-physical) and
the actual expected date.
Units
The measure has a value if the product receipt is posted

after the expected date.
The expected date is the Confirmed delivery date that is
given on the purchase order line.
If the Confirmed delivery date on the purchase order line is
blank, then the measure is calculated as if the date is January
1, 1900.
Released
products
Buyer groups
Vendor
Warehouses
Procurement
category
Worker
Colors
Days early
VendPackingSlipTransStage.DaysEarly
Sum
The number of days that the product receipt is early, seen as

the difference between the product receipt date that is given
when posting the product receipt (date-physical) and the
actual expected date.
The measure has a value when the product receipt is posted
before the expected date.
The expected date is the Confirmed delivery date that is
given on the purchase order line.

quantity - inventory
unit
VendPackingSlipTransStage.InventQty
Sum
The number of items received on a product receipt, in an

inventory unit of measure.

amount accounting currency
VendPackingSlipTransStage.ValueMST
Sum
The cost of the items, which appears only after the invoice is
posted. For product receipts that have been posted, the
value is 0 (zero) until the corresponding invoice is posted.
Configurations
Sizes
Product receipt
lines
Date (expected
delivery date)
Vendor
vendor
invoice
account)
Date
Procurement
category
(procurement
category
historic)
Units (purchase
units)
Vendor invoice
This measure group is based on the VendInvoiceJour table and includes the following measures.
Measure
Measure field name
Aggregation
Description
Associated
dimensions
Vendor invoice count
Not applicable
Count
The number of invoices.
Currency
Vendor invoice amount

accounting currency
VendInvoiceJour.InvoiceAmountMST
Sum
The invoiced amounts, in the accounting currency.
Company
Vendor invoice charges amount

accounting currency
VendInvoiceJour.SumMarkupMST
Vendor invoice discount

accounting currency
VendInvoiceJour.EndDiscMST
Sum
The miscellaneous charges, such as transportation

fees, that are allocated to the order, in the accounting
currency.
Mode of
delivery
Buyer groups
Vendor
Sum
The total discount, in the accounting currency, that is

given on the order (the line discount is not included).
Vendor invoice
journal
Vendor
vendor
invoice
account)
Date
Date (due
date)
Vendors
This measure group is based on the VendTableCube view and includes the following measures.
Measure
Measure field name
Aggregation
Description
Vendors count
Not applicable
Count
The number of vendor accounts.
Currency
Company
Vendor
Warehouses
Vendor vendor invoice account
Vendor invoice lines

This measure group is based on the VendInvoiceTransExpanded view and includes the following measures.
Measure
Measure field name
Aggregation
Description
Vendor invoice lines

count
Not applicable
Count
The number of invoiced purchase lines that has

been posted. Every partial invoice of a purchase
line counts as one.
Purchase and return

quantity purchase unit
Purchase quantity
VendInvoiceTransExpanded.Qty
VendInvoiceTransExpanded.PurchaseQty
Sum
Sum
The number of items that has been purchased or

returned in a unit of measure used on the
purchase order. Use the Purchase Units
dimension to identify the unit of measure. A
returned quantity appears as a negative number.
The number of items that has been purchased, in
Associated
dimensions
Currency
Company
Units
Released
products
Buyer groups
Vendor
inventory unit
an inventory unit of measure, where items appear

as a positive value on the purchase order.
Warehouses
Procurement
category
Note
Use the Unit dimension to slice for inventory
units.
Styles
Colors
Configurations
Vendor invoice line

amount returns not
included accounting
currency
VendInvoiceTransExpanded.PurchaseAmountMST
Return quantity
inventory unit
VendInvoiceTransExpanded.ReturnQty
Sum
Sum
The invoiced amount of the purchased items

where items appear as a positive quantity on the
purchase order.
Sizes
The number of items that has been returned to

the vendor in an inventory unit of measure (or
appears as a negative quantity on the invoiced
purchase order).
Vendor
vendor
invoice
account)
Vendor
invoice lines
Date
Note
Use the Unit dimension to slice for inventory
units.
Vendor invoice line

amount returns
accounting currency
VendInvoiceTransExpanded.ReturnAmountMST
Sum
The invoiced amount of the returned items where

items appear as a negative quantity on the
purchase order.
Vendor invoice line

amount accounting
currency
VendInvoiceTransExpanded.LineAmountMST
Sum
The invoiced amount per line, in the company

currency.
Date
(exchange
rate date)
Procurement
category
(procurement
category
historic)
Units
(purchase
units)

Measure
Measure field name
Aggregation
Description
Exchange rate
Max
The exchange rate.
Currency
Analysis currency
Vendor Rebate
This measure group is based on the TAMVendRebateExpanded view and includes the following measures.
Note
Measure
Measure field name
Aggregation
Description
Vendor rebate
count
Not applicable
Count
Total number of Open and Approved rebate

claims.
Currency
Company
Released Products
Vendor
Vendor Rebate
Date Calculation date
Date)
Vendor rebate
amount
TAMVendRebateExpanded.StartingRebateAmt
Sum
Total dollar value of Open and Approved

rebate claims.
Calculated measures
The Purchase cube contains the following calculated measures.
Associated
measure
group
Description
Average
Product
receipt lines
The average difference from expected delivery to actual product receipt for all late
product receipts.
Average days early
Average
Product
receipt lines
The average difference from expected delivery to actual product receipt for all
early product receipt.
Vendor performance on product receipts percent late
Average
Product
receipt lines
The percent of all product receipts where the product receipt lines are received
late.
Vendor performance on product receipts percent on time
Average
Product
receipt lines
The percent of all product receipts where the product receipt lines are received on
time.
Vendor performance on product receipts percent early
Average
Product
receipt lines
The percent of all product receipts where the product receipt lines are received
early.
Purchase line average days from first

confirmation to received
Average
Purchase lines
The average difference from first confirmation to the last product receipt
registered.
Purchase line average days late from first

requested delivery date to received
Average
Purchase lines
The average difference from the requested delivery date of first confirmation to the
last product receipt registered for purchase lines with late receipt.
Purchase line average days early from first

requested delivery date to received
Average
Purchase lines
The average difference from the requested delivery date of first confirmation to the
last product receipt registered for purchase lines with early receipt.

confirmation to first receipt
Average
Purchase lines
The average difference from first confirmation to the first product receipt
registered.
Purchase line average days from first receipt

to received
Average
Purchase lines
The average difference from the first product receipt registered to the last product
receipt registered.

confirmation to delivery date is confirmed
Average
Purchase lines
The average difference from first confirmation to addition of the confirmed delivery
date to the purchase line.
Purchase line average number of

confirmations
Average
Purchase lines
The average number of confirmed purchase orders per related purchase line.
Purchase line average number of product

receipts
Average
Purchase lines
The average number of product receipts registered on the purchase lines.
Calculated measure
Aggregation
Average days late

The Purchase cube does not include any key performance indicators (KPIs).
Security
The Purchase cube can be accessed by users assigned to the following Microsoft SQL Server Analysis Services roles.
Accountant
Accounting manager
Accounting payable manager
Buying agent
Compliance manager
Project manager
Purchasing manager
2014 Microsoft
Retail cube (RetailCube) for Microsoft Dynamics AX 2012 R2 and

R3 [AX 2012]
The Retail cube for Microsoft Dynamics AX is used to help manage a chain of stores so that your business can improve service, manage growth, reach customers, and
streamline efficiencies. This article provides details about the cube.
Deployment
Configuration keys
Tables and views
Measures
Calculated measures
Security
Deployment
The Retail cube is included in the Dynamics AX project. For information about how deploy the Dynamics AX projectand the cubes that it containssee Deploy the
default cubes.
Configuration keys
The following configuration keys are required to use all features of the Retail cube:
Retail Headquarters (RetailHeadquarters)
Tables and views

The Retail cube uses data from the following tables and views:
InventSite table
MCRSourceCodeSetup table
RetailHour table
RetailTenderTypeTable table
CustPackingSlipTransExpanded view
CustTableCube view
MCRSourceSalesSummary view
PdsRebateExpanded view
RetailCategoryExpanded view
RetailChannelView view
RetailCustInvoiceJourView view
RetailCustInvoiceTransExpanded view
RetailInventValueCube view
RetailOMHierarchyView view
RetailTerminalView view
RetailTransactionDiscountTransView view
RetailTransactionPaymentTransView view
RetailTransactionSalesTransView view
RetailTransactionTableView view
RetailTransactionTaxTransView view
SalesLineExpanded view
Note
The MCRSourceCodeSetup table and the MCRSourceSalesSummary and PdsRebateExpanded views are used with this cube only in Microsoft Dynamics AX 2012 R3.
Measures
The Retail cube includes the following measure groups.
Customer packing slip lines

This measure group is based on the CustPackingSlipTransExpanded view and includes the following measures.
Measure
Measure field name
Aggregation
Description
Associated
dimensions
Customer packing
slip lines count
Not applicable
Count
The number of packing slip lines.
Company
Packing slip quantity

inventory unit
CustPackingSlipTransExpanded.InventQty
Sum
The quantity per packing slip line, in

storage unit of measure.
Days late confirmed

ship date
CustPackingSlipTransExpanded.DaysDelayedConfirmedDate
Sum
The number of days (per packing slip

line) from the confirmed ship date to the
packing slip date.
Customer
If the packing slip date is before the

confirmed ship date that isit is not
delayed), the measure is 0.
Warehouses
Units
Days late requested

ship date

sales unit
CustPackingSlipTransExpanded.DaysDelayedRequestedDate
CustPackingSlipTransExpanded.Qty
Sum
Sum

line) from the requested ship date to the
packing slip date.
Released
products
Retail category
Geographic
location
Styles
Colors

requested ship date that isit is not
Configurations
The quantity per packing slip line, in sold

unit of measure.
Customer
packing slip
lines
Sizes
Date
Sales category
(sales category
historic
Geographic
location
(delivery
location)
Units (sales
units)
Released products
Measure
Measure field name
Aggregation
Description
Not applicable
Count
Currency
Company
Released products
Styles
Colors
Configurations
Sizes
Customers
This measure group is based on the CustTableCube view and includes the following measures.
Measure
Measure field name
Aggregation
Description
Customers count
Not applicable
Count
The number of customer records.
Currency
Company
Customer
Warehouses
Worker
Retail transaction discounts

This measure group is based on the RetailTransactionDiscountTransView view and includes the following measures.
Measure
Measure field name
Aggregation
Description
Retail transaction discounts

count
Not applicable
Count
The number of transaction discounts.
Company
Cash discount amount
RetailTransactionDiscountTransView.Amount
Sum
The amount of cash discount.
Hour of day
Customer
Released products
Retail channel
POS terminal
Worker
Date
Retail transaction payments

This measure group is based on the RetailTransactionPaymentTransView view and includes the following measures.
Associated
dimensions
Measure
Measure field name
Aggregation
Description
Retail transaction payments

count
Not applicable
Count
The number of retail transaction

payments.
Payment amount in transaction

currency
RetailTransactionPaymentTransView.AmountCur
Sum
The total transaction amount in the

Hour of day
Payment amount
RetailTransactionPaymentTransView.AmountMST
Sum
The total transaction amount.
Payment
methods
Tendered
RetailTransactionPaymentTransView.AmountTendered
Sum
The total amount tendered.
Customer
Quantity
RetailTransactionPaymentTransView.Qty
Sum
The total quantity value of all

products.
Currency
Company
POS terminal
Retail channel
Worker
Retail transaction
payments
Date
Date (exchange
rate date)
Retail transaction lines

This measure group is based on the RetailTransactionSalesTransView view and includes the following measures.
Associated
dimensions
Measure
Measure field name
Aggregation
Description

count
Not applicable
Count
The total number of transaction

lines.
Discount percentage
RetailTransactionSalesTransView.TotalDiscPct
Sum
The total discount points.
Unit quantity
RetailTransactionSalesTransView.UnitQty
Sum
The total unit quantity.
Released products
Cost amount
RetailTransactionSalesTransView.CostAmount
Sum
The total cost amount.
Hour of day
Customer discount
RetailTransactionSalesTransView.CustDiscAmount
Sum
The total customer discount.
Discount amount
RetailTransactionSalesTransView.DiscAmount
Sum
The total discount amount.
Line discount amount
RetailTransactionSalesTransView.LineDscAmount
Sum
The total line discount amount.
Net amount
RetailTransactionSalesTransView.NetAmount
Sum
The total net amount.
Warehouses
Net amount including tax
RetailTransactionSalesTransView.NetAmountInclTax
Sum
The total net amount including

tax.
Worker
Net price
RetailTransactionSalesTransView.NetPrice
Sum
The total net price.
Periodic discount amount
RetailTransactionSalesTransView.PeriodicDiscAmount
Sum
The total periodic discount

amount.
Price
RetailTransactionSalesTransView.Price
Sum
The total price.
Sales transactions quantity
RetailTransactionSalesTransView.Qty
Sum
The total transaction quantity.
Return quantity
RetailTransactionSalesTransView.ReturnQty
Sum
The total return quantity.
Total discount amount
RetailTransactionSalesTransView.TotalDiscAmount
Sum
The total discount amount.
Rounded amount
RetailTransactionSalesTransView.TotalRoundedAmount
Sum
The total rounded amount.
Unit price
RetailTransactionSalesTransView.UnitPrice
Sum
The total unit price.
Currency
Company
Sites
Customer
POS terminal
Retail category
Retail channel

Date
Date (exchange rate
date)
Retail transactions
This measure group is based on the RetailTransactionTableView view and includes the following measures.
Measure
Measure field name
Aggregation
Description
Retail transactions count
Not applicable
Count
The number of
transactions.
Currency
Customer account
RetailTransactionTableView.CustAccount
DistinctCount
The number of
customers.
Number of invoices
RetailTransactionTableView.NumberOfInvoices
Sum
The total number of

invoices.
Company
Sites
Hour of day
Number of product lines
RetailTransactionTableView.NumberOfItemLines
Sum
Customer
The total number of

product lines.
POS terminal
Warehouses
Number of products
RetailTransactionTableView.NumberOfItems
Sum
The total number of

items.
Number of payment lines
RetailTransactionTableView.NumberOfPaymentLines
Sum
The total number of

payment lines.
Retail channel
Worker
Retail transactions
Amount to account
RetailTransactionTableView.AmountToAccount
Sum
The total amount

owed on account.
Retail transaction cost amount
RetailTransactionTableView.CostAmount
Sum
The total cost amount.
Retail transaction customer

discount
RetailTransactionTableView.CustDiscAmount
Sum
The total discount

amount.
Retail transaction discount

amount
RetailTransactionTableView.DiscAmount
Sum
The total discount

amount.
Gross amount
RetailTransactionTableView.GrossAmount
Sum
The total gross

amount.
Retail transaction net amount
RetailTransactionTableView.NetAmount
Sum
Retail transactions payment

amount
RetailTransactionTableView.PaymentAmount
Sum
The total payment

amount.
Retail transactions rounded

amount
RetailTransactionTableView.RoundedAmount
Sum
The total rounded

amount.
Sales invoice amount
RetailTransactionTableView.SalesInvoiceAmount
Sum
The total invoice

amount.
Sales order amount
RetailTransactionTableView.SalesOrderAmount
Sum
The total sales order

amount.
Retail transaction total discount

amount
RetailTransactionTableView.TotalDiscAmount
Sum
The total discount

amount.
POS terminal POS terminal

register number)
POS terminal POS terminal
register number 1)
Date
Retail transaction taxes

This measure group is based on the RetailTransactionTaxTransView view and includes the following measures.
Measure
Measure field name
Aggregation
Description
Retail transaction taxes count
Not applicable
Count
The number of transaction tax lines.
Company
Tax amount
RetailTransactionTaxTransView.Amount
Sum
The total tax amount.
Hour of day
Customer
POS terminal
Retail channel
Worker
Date
Sales order lines

This measure group is based on the SalesLineExpanded view and includes the following measures.
Measure
Measure field name
Aggregation
Description
Sales order lines count
Not applicable
Count
The number of sales order lines.
Company
Units
Released products
Customer
Retail category
Warehouses
Colors
Configurations
Sizes
Projects
Sales order lines

Date (confirmed ship date on 1st packing slip)
Date (requested ship date on 1st packing slip)
Sales category sales category historic
Units (sales units)
Retail channel
This measure group is based on the RetailChannelView view in Microsoft Dynamics AX 2012 R3 and on the RetailInventValueCube view in prior releases. It includes the
following measures.
Measure
Measure field name
Aggregation
Description
Retail channel
count
Not applicable
Count
The number of retail channels.
Retail channel
Store area
In Microsoft Dynamics AX 2012 R3,

RetailChannelView.StoreArea.
Sum
The total unit of area.
In prior releases, RetailInventValueCube.StoreArea.
Customer invoice lines

This measure group is based on the RetailCustInvoiceTransExpanded view in Microsoft Dynamics AX 2012 R3 and on the CustInvoiceTransExpanded view in prior
releases. It includes the following measures.
Measure
Measure field name
Aggregation
Description

count
Not applicable
Count
The number of invoice transactions, also

known as invoice lines.
Commission line amount

accounting currency

RetailCustInvoiceTransExpanded.CommissAmountMST.
Sum
The commission allocated per invoiced

line.
Associated
dimensions
Currency
Company
Sites
In prior releases,
CustInvoiceTransExpanded.CommissAmountMST.
Customer invoice quantity
sales unit

RetailCustInvoiceTransExpanded.Qty.
Released
products
Sum
The quantity invoiced per sold unit of

measure.
In prior releases, CustInvoiceTransExpanded.Qty.

Quantity delivered without
packing slip sales unit

RetailCustInvoiceTransExpanded.QtyPhysical.
Units
Hour of day
Customer
Sum
In prior releases,
CustInvoiceTransExpanded.QtyPhysical.
The quantity that is delivered directly with

the invoice without a preceding packing
slip.
This quantity is 0 (zero) if a packing slip
has been created for the item. If no
packing slip has been created, this field
contains the quantity sold in selling unit of
measure.
POS terminal
Retail
category
Retail channel
Organization
unit
Warehouses
Sales tax line amount

accounting currency

RetailCustInvoiceTransExpanded.TaxAmountMST.
Sum
The invoiced tax amount per invoice line.

Geographic
location
In prior releases,
CustInvoiceTransExpanded.TaxAmountMST.
Cost of goods sold
accounting currency

RetailCustInvoiceTransExpanded.COGS.
Worker
Sum
In prior releases, CustInvoiceTransExpanded.COGS.

inventory unit

RetailCustInvoiceTransExpanded.InventQty.
The cost of goods sold (COGS) for the

particular invoiced item.
Colors
The COGS value is based on the

corresponding inventory transaction. This
measure may need an inventory closing
where a potential adjustment may occur.
Configurations
Sum
The quantity invoiced per storage unit of

measure.
Retail
customer
invoice
transaction
Sum
The invoiced amount per line, in the
Date
In prior releases, CustInvoiceTransExpanded.InventQty.

Customer invoice line
Styles
Fiscal period
date
amount accounting
currency
RetailCustInvoiceTransExpanded.LineAmountMST.
accounting currency, excluding tax.
Date
(exchange
rate date)
In prior releases,
CustInvoiceTransExpanded.LineAmountMST.
Sales tax included in
customer invoice line
amount accounting
currency

RetailCustInvoiceTransExpanded.LineAmountTaxMST.
Sum
Sales category
(sales
category
historic)
The value in this field is the same as the

TaxAmountMST whenever the tax is
included in the price on the invoice.
In prior releases,
CustInvoiceTransExpanded.LineAmountTaxMST.
The value in this field is 0 (zero) if the price

on the invoice does not include tax.
Geographic
location
(delivery
location)
Units (sales
units)
Inventory value
This measure group is based on the RetailInventValueCube view and includes the following measures.
Measure
Measure field name
Aggregation
Description
Associated
dimensions
Net amount
change
RetailInventValueCube.Amount
Sum
The sum of transactions between two periods, in monetary value.
Company
Net quantity
change
RetailInventValueCube.Qty
Sum
The sum of transactions between two periods, disregarding the unit

of measure.
Sites
Released products
Retail category
Styles
Colors
Configurations
Sizes
Fiscal period date
Retail inventory
value

Measure
Measure field name
Aggregation
Description
Exchange rate
Max
The exchange rate.
Currency
Analysis currency
Sales rebate
This measure group is based on the PDSRebateExpanded view and includes the following measures.
Note
Measure
Measure field name
Aggregation
Description
Associated
dimensions
Sales rebate count
Not applicable
Count
Count of rebate given or applied.
Currency
Company
Customer
Released products
Sales rebate
Worker
Date (Process date
Date
Date (Calculation
date Date
Corrected rebate
amount
PDSRebateExpanded.PDSCorrectedRebateAmt
Sum
Corrected rebate amount associated with a sales

line, invoice or ledger account.
Calculated measures
The Retail cube contains the following calculated measures.
Calculated
measure
Aggregation
Associated
measure
group
Description
All sales
order lines
Sum
Sales order
lines
The sales order lines that have a status of delivered or invoiced, and have at least one packing slip.
% Sales
order lines
shipped in
full
Sum
Sales order
lines
The percent shipped in full of sales order lines with at least one related packing slip and not of status Open order.
% Sales
order lines
not shipped
in full
Sum
Sales order
lines
The percent not shipped in full of sales order lines with at least one related packing slip and not of status Open
order.
Average days
late
(confirmed
ship date)
Average
Customer
packing slip
lines
The average difference from the confirmed ship date to the packing slip receipt date.
Average days
late
(requested
ship date)
Average
Customer
packing slip
lines
The average difference from the requested ship date to the packing slip receipt date.
Beginning
quantity
Sum
Inventory
value
The balance as of period start, disregarding the unit of measure.
Ending
quantity
Sum
Inventory
value
The balance as of period end, disregarding the unit of measure.
Net issues
quantity
Sum
Inventory
value
The sum of issue transactions holding an InventTransType specified in the Issue transaction field, disregarding the
unit of measure.
Beginning
amount
Sum
Inventory
value
The balance as of period start, in monetary value.
Ending
amount
Sum
Inventory
value
The balance as of period end, in monetary value.
Net issues
amount
Sum
Inventory
value
The sum of issue transactions holding an InventTransType specified in the Issue transaction field, in monetary value.
Days to date
Sum
Undefined
The number of days between periods.
Products with
transactions
quantity
Sum
Not
applicable
The products that hold an ending balance of type Quantity.
Product rank
quantity
Sum
Inventory
value
Cumulative
quantity
Sum
Inventory
value
The cumulative quantity value of product N.
Cumulative
Sum
Undefined
The cumulative quantity value of product N-1.
quantity
previous
Total quantity
Sum
Inventory
value
The total quantity value of all products.
Cumulative %
of the total
quantity
Sum
Inventory
value
The cumulative percentage of the total quantity of product N.
Cumulative %
of the total
quantity
previous
Sum
Inventory
value
The cumulative percentage of the total quantity of product N-1.
ABC category
quantity
Sum
Inventory
value
The ABC classification of the product based on quantity measurement (C:80%, B:15%, A:5%).
Products with
transactions
amount
Sum
Not
applicable
The products that hold an ending balance of type Amount.
Product rank
amount
Sum
Inventory
value
Cumulative
amount
Sum
Inventory
value
The cumulative amount of product N.
Cumulative
amount
previous
Sum
Undefined
The cumulative amount of product N-1.
Total amount
Sum
Inventory
value
The total amount of all products.
Cumulative %
of the total
amount
Sum
Inventory
value
The cumulative percentage of the total amount of product N.
Cumulative %
of the total
amount
previous
Sum
Undefined
The cumulative percentage of the total amount of product N-1.
ABC category
amount
Sum
Inventory
value
The ABC classification of the product based on amount measurement (C:80%, B:15%, A:5%).
Inventory turn
quantity
Sum
Inventory
value
This value is calculated as: Net issues quantity / ((Beginning quantity + Ending quantity) / 2)
Inventory turn
amount
Sum
Inventory
value
This value is calculated as: Net issues amount / ((Beginning amount + Ending amount) / 2)
Gross margin
return on
inventory
investment
Sum
Inventory
value
Indicates how much gross margin a retailer gets back for each dollar invested in inventory. This value is calculated as:
(Sales / Average inventory at cost) * Gross margin percentage
Sell through
rate
Sum
Inventory
value
This value is calculated as: Net issues quantity / [Measures].[Beginning quantity]
Unit cost
Sum
Inventory
value
This value is calculated as: Ending amount / Ending quantity
Rank
Sum
Inventory
value
Issue
transactions
Sum
Not
applicable
This value is used to filter InventTransType of type Sales, ProdLine, Project, Asset, KanbanJobPickingList,
KanbanJobWIP, and KanbanEmptied.
Returns
Sum
Retail
transactions
The amount of total returns.
Gross profit
margin
Sum
Customer
invoice lines
The amount remaining after the cost of goods sold (COGS) has been deducted from the total sales for an item or a
given quantity of inventory.
Gross profit
margin
percentage
Sum
Customer
invoice lines
Gross profit margin divided by the total sales revenue, expressed as a percentage. The gross profit margin
represents the percent of total sales revenue that a retailer retains after incurring the direct costs associated with
producing the goods and services sold. The higher the percentage, the more the retailer retains on each dollar of
sales to service its other costs and obligations.
Average
ticket
Average
Retail
transactions
The average amount of a retail transaction.
Average
number of
items per
transaction
Average
Retail
transactions
The average number of items per retail transaction.
Average
number of
payments per
transaction
Average
Retail
transactions
The average number of payments per transaction.
Sales per unit

area
Average
Retail
transactions
The amount of sales per square foot or square meter.

The following section describes the key performance indicators (KPIs) in the Retail cube.
KPI calculations
The following table lists the KPIs that are associated with the Retail cube. You can use the information in the following table to help verify the information in your KPIs.
Associated
measure
group
Calculation
Days of
inventory
quantity
All
This value is calculated as: Ending quantity / (Net issues quantity / Days to date)
Weeks of
inventory
quantity
All
This value is calculated as: Ending quantity / (Net issues quantity / (Days to date / 7))
Months of
inventory
quantity
All
This value is calculated as: Ending quantity / (Net issues quantity / (Days to date / 30 ))
Inventory
turn
quantity
All
This value is calculated as: Net issues quantity / ((Beginning quantity + Ending quantity) / 2)
Days of
inventory
amount
All
This value is calculated as: Ending amount / (Net issues amount / Days to date)
Weeks of
inventory
amount
All
This value is calculated as: Ending amount / (Net issues amount / (Days to date / 7 ))
Months of
inventory
amount
All
This value is calculated as: Ending amount / (Net issues amount / (Days to date / 30))
Inventory
turn
amount
All
Total sales
All
Total
returns
Retail
transaction
The amount of total returns.
Average
ticket size
Retail
transaction
This value is calculated as: Gross amount / Retail transactions count
COGS
Customer
invoice lines
The cost of goods sold (COGS) for the particular invoiced item. The COGS value is based on the corresponding inventory transaction.
This measure may need an inventory closing where a potential adjustment may occur.
Gross
margin
Customer
invoice lines
The amount remaining after the cost of goods sold (COGS) has been deducted from the total sales for an item or a given quantity of
inventory.
Gross
Customer
The gross profit margin divided by the total sales revenue, expressed as a percentage. The gross profit margin represents the
KPI
margin
percentage
invoice lines
percent of total sales revenue that a retailer retains after incurring the direct costs associated with producing the goods and services
sold. The higher the percentage, the more the retailer retains on each dollar of sales to service its other costs and obligations.
Sales by
hour
Retail
transaction
lines
The average net amount of sales revenue by hour.
Inventory
turnover
Inventory
value
GMROII
Inventory
value
Indicates how much gross margin a retailer gets back for each dollar invested in inventory. This value is calculated as: (Sales /
Average inventory at cost) * Gross margin percentage
Sales per
unit area
Retail
transaction
lines
The amount of sales per square foot or square meter.
Total
customers
Retail
transactions
The number of customers.
Role Centers
By default, the KPIs of the Retail cube are not displayed on Role Center pages. For information about how to add them to Role Center pages, see Manage KPIs.
Security
The Retail cube can be accessed by users assigned to the following Microsoft SQL Server Analysis Services roles.
Accounting manager
Compliance manager
Retail merchandising manager
Retail operations manager
Retail store manager
Sales manager
Warehouse manager
2014 Microsoft
Sales and marketing cube (smmSalesMarketingCube) for Microsoft

The Sales and marketing cube for Microsoft Dynamics AX is used to report on sales transactions. This article provides details about the cube.
Deployment
Configuration keys
Tables and views
Measures
Calculated measures
Security
Deployment
The Sales and marketing cube is included in the Dynamics AX project. For information about how deploy the Dynamics AX projectand the cubes that it containssee
Configuration keys
The following configuration keys are required to use all features of the Sales and marketing cube:

Leads (smmLead)
Quotations (QuotationBasic)
Project I (ProjBasic)
Tables and views

The Sales and marketing cube uses data from the following tables and views:
smmBusSectorGroup table
smmLeadPriorityTable table
smmLeadRatingTable tabe
smmLeadTypeTable table
smmQuotationProbabilityGroup table
smmQuotationPrognosisGroup table
smmSalesUnit table
smmSourceTypeTable table
ProjTransPostingCube view
smmActivitiesCube view
smmCampaignView view
smmCustBusRelView view
smmCustInvoiceJourSalesView view
smmLeadView view
smmOpportunityView view
smmProcessStageTemplateView view
smmProjectSalesView view
smmQuotationView view
smmSalesTargetTransView view
Measures
The Sales and marketing cube includes the following measure groups.
Project sales order

This measure group is based on the ProjTransPostingCube view and includes the following measures.
Measure
Measure field name
Aggregation
Description
Project sales order count
Not applicable
Count
The number of sales orders of type project.
Company
Project sales revenue
ProjTransPostingCube.ActualRevenue
Sum
The total revenue for sales orders of type project.
Activity
Worker
Projects
Date date date
Sales order
This measure group is based on the smmCustInvoiceJourSalesView view and includes the following measures.
Measure
Measure field name
Aggregation
Description
Sales order count
Not applicable
Count
The number of sales orders of type sales.
Company
Sales order revenue
smmCustInvoiceJourSalesView.InvoiceRevenue
Sum
The total invoiced revenue of type sales.
Released products
Campaign
Customer - prospect
Sales quotation
Sales management units
Worker
Date date date
Sales
This measure group is based on the smmProjectSalesView view and includes the following measures.
Measure
Measure field name
Aggregation
Description
Sales count
Not applicable
Count
The number of invoices for both sales and project.
Company
Worker
Date sales invoice date
Date sales target target date
Worker sales sales person
Invoice revenue
smmProjectSalesView.InvoiceRevenue
Sum
The total invoiced amount for both sales and project.
Sales target
This measure group is based on the smmSalesTargetTransView view and includes the following measures.
Measure
Measure field name
Aggregation
Description
Sales target count
Not applicable
Count
The number of sales target

transactions.
Company
Sales targets transactions

amount
smmSalesTargetTransView.AmountMST
Sum
The amount of sales target

transactions.

Worker
Date sales target target
date)
Worker sales sales person
Campaign
This measure group is based on the smmCampaignView view and includes the following measures.
Measure
Measure field name
Aggregation
Description
Campaign count
Not applicable
Count
The number of campaigns.
Company
Actual campaign
cost
smmCampaignView.ActualCostCommitted
Sum
The posted project expenses for the

campaign.
Campaign
Process stage
Activity
Worker
Projects
Date date date
Projects projects parent
project)
Customer - prospect
This measure group is based on the smmCustBusRelView view and includes the following measures.
Measure
Measure field name
Aggregation
Description
Customer prospect count
Not applicable
Count
The number of prospects.
Currency
Company
Customer - prospect
Worker
Date date date opened
Lead
This measure group is based on the smmLeadView view and includes the following measures.
Measure
Measure field name
Aggregation
Description
Lead count
Not applicable
Count
The number of lead records.
Company
Days to close lead
smmLeadView.DaysToClose
Sum
The number of days to close a lead record.
Lead type
Days opened lead
smmLeadView.DaysOpened
Sum
The number of days a lead record has been open.
Lead priority
Source type
Lead rating
Campaign
Customer - prospect
Lead
Process stage
Worker
Date date date
Worker worker opened by
Worker worker closed by
Date date date closed
Opportunity
This measure group is based on the smmOpportunityView view and includes the following measures.
Measure
Measure field name
Aggregation
Description
Opportunity count
Not applicable
Count
The number of opportunity records.
Company
Days to close opportunity
smmOpportunityView.DaysToClose
Sum
The number of days to close an

opportunity record.
Source type
Customer - prospect
Days opened opportunity
smmOpportunityView.DaysOpened
Sum
The number of days that an opportunity

record has been open.
Actual revenue gained from

opportunity
smmOpportunityView.ActualRevenue
Sum
The total invoiced revenue for the

opportunity.
Estimated revenue
smmOpportunityView.Estimated_Revenue
Sum
The total opportunity estimated revenue.
Opportunity won
smmOpportunityView.OpportunityWon
Sum
The number of opportunities won.
Opportunity lost
smmOpportunityView.OpportunityLost
Sum
The number of opportunities lost.
Campaign
Process stage
Opportunity
Quotation probability
Quotation prognosis
Worker
Date date date
Worker worker
opened by)
Worker worker
salesperson owner
Worker worker closed
by)
Date date date
opened)
Activity
This measure group is based on the smmActivitiesCube view and includes the following measures.
Measure
Measure field name
Aggregation
Description
Activity count
Not applicable
Count
The number of activities.
Company
Activity
Worker
Date date start date
Date date end date
Sales quotation
This measure group is based on the smmQuotationView view and includes the following measures.
Measure
Measure field name
Aggregation
Description
Sales quotation count
Not applicable
Count
The number of sales quotations.
Company
Sales quotation amount
smmQuotationView.LineAmount
Sum
The total amount of sales quotations.
Released products
Campaign
Customer - prospect
Opportunity
Sales quotation
Worker

Measure
Measure field name
Aggregation
Description
Exchange rate
Max
The exchange rate.
Currency
Analysis currency
Calculated measures
The Sales and marketing cube contains the following calculated measures.
Calculated measure
Aggregation
Description
Average opportunity open days
Average
Opportunity
The average number of days that an opportunity record is open.
Average days to close opportunity
Average
Opportunity
The average number of days that it takes to close an opportunity record.
Opportunity win loss percentage
Sum
Opportunity
The percentage of won opportunities.
Average lead open days
Average
Lead
The average number of days that a lead record is open.
Average days to close lead
Average
Lead
The average number of days that it takes to close a lead record.
Average sales order amount
Average
Sales order
The average value of sales orders.

The following sections describe the key performance indicators (KPIs) in the Sales and marketing cube.
KPI calculations
The following table lists the KPIs that are associated with the Sales and marketing cube. You can use the information in the following table to help verify the
KPI
Calculation
Active leads
Lead
Lead count where Lead Status = 0 (Open).
Active opportunities
Opportunity
Opportunity count where Opportunity Status = 1 (None).
New leads
Lead
Lead count in the past 7 days.
New opportunities
Opportunity
Opportunity count in the past 7 days.
Sales
Sales order
Project and customer invoice sales total.
Average sales order amount
Sales order
Total sales orders (including project) divided by the number of sales orders.
Role Centers
The following table lists the Role Centers and web parts that display the KPIs associated with the Sales and marketing cube.
Role Center
Web parts and KPIs
Sales and marketing executive
Business overview:
Sales
New leads
New opportunities
Opportunities per segment
KPI list:
New opportunities
New leads
Active leads
Sales per sales unit
Sales per salesperson
Sales manager
Business overview:
Sales
New leads
New opportunities
KPI list:
New opportunities
New leads
Active leads
Sales per salesperson
Super sales representative
KPI list:
New leads
Active leads
New opportunities
Dedicated sales representative
KPI list:
New leads
Active leads
New opportunities
Marketing manager
Business overview:
Sales
New leads
Leads per segment

KPI list:
New leads
Active leads
Marketing staffer
KPI list:
New leads
Active leads
Account manager
KPI list:
New opportunities
Security
The Sales and marketing cube can be accessed by users assigned to the following Microsoft SQL Server Analysis Services roles.

Marketing coordinator
Marketing manager
Sales manager
Sales representative
2014 Microsoft
Sales cube (SalesCube) for Microsoft Dynamics AX 2012 R2 and R3

[AX 2012]
The Sales cube for Microsoft Dynamics AX is used to report on shipped and invoiced sales order lines. This article provides details about the cube.
Units of measure and reporting with the Sales cube
Deployment
Configuration keys
Tables and views

Measures
Calculated measures
Security
Units of measure and reporting with the Sales cube

When working with Microsoft SQL Server Reporting Services reports that display a quantity of an item, the appropriate unit of measure must be incorporated into the
report to make sure that the quantity is correct, instead of just presenting a SUM value.
For example, the InventTrans.QTY field is expressed in the inventory unit of measure. The inventory unit of measure is stored in the InventTableModule table in Microsoft
Dynamics AX for each item number. Each item number has three records with different values that represent the unit of measure (ModuleType): Sales, Inventory, and
Purchase. For this purpose, use the UnitID where the ModuleType equals Inventory.
For the Quantity measure that uses the sales order unit of measure, slicing on the Units dimension separates the quantities by unit of measure.
Deployment
The Sales cube is included in the Dynamics AX project. For information about how deploy the Dynamics AX projectand the cubes that it containssee Deploy the
default cubes.
Configuration keys
The following configuration keys are required to use all features of the Sales cube:

Charges (Markup)
Commission (Commission)
Price/discount (PriceDisc)
Retail headquarters (RetailHeadquarters)
Tables and views

The Sales cube uses data from the following tables and views:
CustInvoiceJour table
MCRSourceCodeSetup table
RetailHour table
CustInvoiceTransExpanded view
CustPackingSlipTransExpanded view
CustTableCube view
MCRSourceSalesSummary view
PdsRebateExpanded view
RetailCategoryExpanded view
RetailChannelView view
RetailOMHierarchyView view
RetailTerminalView view
SalesLineExpanded view
Note
The MCRSourceCodeSetup table and the MCRSourceSalesSummary and PdsRebateExpanded views are used with this cube only in Microsoft Dynamics AX 2012 R3.
Measures
The Sales cube includes the following measure groups.
Customer packing slip lines

This measure group is based on the CustPackingSlipTransExpanded view and includes the following measures.
Measure
Measure field name
Aggregation
Description
Associated
dimensions
Customer packing
slip lines count
Not applicable
Count
The number of packing slip lines.
Company

inventory unit
CustPackingSlipTransExpanded.InventQty
Sum
The quantity per packing slip line, in

storage unit of measure.
Days late confirmed

ship date
CustPackingSlipTransExpanded.DaysDelayedConfirmedDate
Sum

line) from the confirmed ship date to the
packing slip date.
Customer

confirmed ship date that isit is not
Warehouses
Units
Days late requested

ship date

sales unit
CustPackingSlipTransExpanded.DaysDelayedRequestedDate
CustPackingSlipTransExpanded.Qty
Sum
Sum

line) from the requested ship date to the
packing slip date.
Released
products
Retail category
Geographic
location
Sales category
Styles

requested ship date that isit is not
Colors
The quantity per packing slip line, in sold

unit of measure.
Sizes
Configurations
Customer
packing slip
lines
Date
Customer
(customer invoice account)
Sales category
(sales category
historic
Geographic
location
(delivery
location)
Units (sales
units)
Released products
Measure
Measure field name
Aggregation
Description
Not applicable
Count
Currency
Company
Released products
Styles
Colors
Configurations
Sizes
Customers
This measure group is based on the CustTableCube view and includes the following measures.
Measure
Measure field name
Aggregation
Description
Customers count
Not applicable
Count
The number of customer records.
Currency
Company
Customer
Warehouses
Worker
Customer customer invoice account
Sales order lines

This measure group is based on the SalesLineExpanded view and includes the following measures.
Measure
Measure field name
Aggregation
Description
Sales order lines count
Not applicable
Count
The number of sales order lines.
Company
Units
Released products
Customer
Retail category
Warehouses
Sales category
Colors
Configurations
Sizes
Sales order lines
Date (confirmed ship date on 1st packing slip)
Date (requested ship date on 1st packing slip)
Sales category sales category historic
Units (sales units)

This measure group is based on the CustInvoiceTransExpanded view and includes the following measures.
Associated
dimensions
Measure
Measure field name
Aggregation
Description
Customer invoice lines count
Not applicable
Count
The number of invoice transactions, also

known as invoice lines.
Commision line amount

accounting currency
CustInvoiceTransExpanded.CommishAmountMST
Sum
The commission allocated per invoiced line.

sales unit
CustInvoiceTransExpanded.Qty
Sum
The quantity invoiced per sold unit of

measure.
Quantity delivered without

packing slip sales unit
CustInvoiceTransExpanded.QtyPhysical
Sum
The quantity that is delivered directly with the

invoice without a preceding packing slip.
Currency
Company
Units
Released
products
Customer
Retail
category
This quantity is 0 (zero) if a packing slip has

been created for the item. If no packing slip
has been created, this field contains the
quantity sold in selling unit of measure.
Sales tax line amount
accounting currency
CustInvoiceTransExpanded.TaxAmountMST
Sum
The invoiced tax amount per invoice line.
Cost of goods sold

accounting currency
CustInvoiceTransExpanded.COGS
Sum
The cost of goods sold (COGS) for the

particular invoiced item.
POS terminal
Retail channel
Organization
unit
Warehouses
Geographic
location
The COGS value is based on the

corresponding inventory transaction. This
measure may need an inventory closing
where a potential adjustment may occur.
Sales category
Worker
Styles

inventory unit
CustInvoiceTransExpanded.InventQty
Sum
Customer invoice line amount

accounting currency
CustInvoiceTransExpanded.LineAmountMST
Sales tax included in customer

invoice line amount
accounting currency
CustInvoiceTransExpanded.LineAmountTaxMST
Sum
Sum
The quantity invoiced per storage unit of

measure.
Colors
The invoiced amount per line, in the

accounting currency, excluding tax.
Configurations
The value in this field is the same as the

TaxAmountMST whenever the tax is included
in the price on the invoice.
Customer
invoice
transaction
The value in this field is 0 (zero) if the price

on the invoice does not include tax.
Date
Sizes
Date (due
date)
Customer
customer
invoice
account)
Date
(exchange
rate date)
Sales category
(sales
category
historic)
Geographic
location
(delivery
location)
Units (sales
units)
Customer invoices
This measure group is based on the CustInvoiceJour table and includes the following measures.
Measure
Measure field name
Aggregation
Description
Associated
dimenisons
Customer invoices count
Not applicable
Count
The number of invoices.
Currency
Customer invoice amount

accounting currency
CustInvoiceJour.InvoiceAmountMST
Sum
The invoiced amounts, in the accounting currency.
Company
Customer invoice charges

accounting currency
CustInvoiceJour.SumMarkupMST
Customer invoice discount

accounting currency
Customer
CustInvoiceJour.EndDiscMST
Sum
Sum
The charges, such as transportation fees, that are

allocated to the invoice header, in the accounting
currency.
Warehouses
Geographic
location
The total discount, in the accounting currency, that is

given on the invoice. The line discount is not included.
Worker
Customer invoices
Date
Date (due date)
Customer
customer
invoice account)
Geographic
location (delivery
location)

Measure
Measure field name
Aggregation
Description
Exchange rate
Max
The exchange rate.
Currency
Analysis currency
Sales rebate
This measure group is based on the PDSRebateExpanded view and includes the following measures.
Note
Measure
Measure field name
Aggregation
Description
Sales rebate count
Not applicable
Count
Total number of Open and Approved rebate

claims.
Currency
Company
Customer
Released products
Sales rebate
Worker
Date Process date
Date)
Date Calculation date
Date)
Starting rebate
amount
PDSRebateExpanded.PDSStartingRebateAmt
Calculated measures
The Sales cube contains the following calculated measures.
Sum
Total dollar value of Open and Approved

rebate claims.
Calculated
measure
Aggregation
Associated
measure
group
Description
All sales order

lines
Sum
Sales
order lines
All sales order lines that have a status of delivered or invoiced, and have at least one packing slip.
% Sales order
lines shipped in
full
Sum
Sales
order lines
The percent shipped in full of sales order lines with at least one related packing slip and not of status Open order.
% Sales order
lines not
shipped in full
Sum
Sales
order lines
The percent not shipped in full of sales order lines with at least one related packing slip and not of status Open
order.
Average days
late (confirmed
ship date)
Average
Customer
packing
slip lines
The average difference from the confirmed ship date to the packing slip receipt date.
Average days
late (requested
ship date)
Average
Customer
packing
slip lines
The average difference from the requested ship date to the packing slip receipt date.
Customer
contribution
margin accounting
currency
Sum
Customer
invoice
lines
The amount remaining after unit variable costs has been deducted from the unit revenue.
Customer
contribution
margin
percentage
Average
Customer
invoice
lines
The contribution margin divided by total revenue, expressed as a percentage.
Gross profit
margin
Sum
Undefined
The amount remaining after the cost of goods sold (COGS) has been deducted from the total sales for an item or a
given quantity of inventory.
Gross profit
margin
percentage
Average
Undefined
The gross profit margin divided by the total sales revenue, expressed as a percentage. The gross profit margin
represents the percent of total sales revenue that a retailer retains after incurring the direct costs associated with
producing the goods and services sold. The higher the percentage, the more the retailer retains on each dollar of
sales to service its other costs and obligations.

The Sales cube does not include any key performance indicators (KPIs).
Security
The Sales cube can be accessed by users assigned to the following Microsoft SQL Server Analysis Services roles.
Accounting manager
Compliance manager
Retail merchandising manager
Retail operations manager
Retail store manager
Sales manager
Warehouse manager
2014 Microsoft
Workflow cube (WorkflowCube) for Microsoft Dynamics AX 2012

R2 and R3 [AX 2012]
The Workflow cube for Microsoft Dynamics AX provides data that can help you track the performance and degree of automation associated with business processes in
your organization, which will enable you to identify processes that have become inefficient. This article provides details about the cube.
Deployment
Configuration keys
Tables and views
Measures
Calculated measures
Security
Deployment
The Workflow cube is included in the Dynamics AX project. For information about how deploy the Dynamics AX projectand the cubes that it containssee Deploy the
default cubes.
Configuration keys
The Workflow cube does not require any configuration keys.
Tables and views

The Workflow cube uses data from the following tables and views:
WorkflowCubeElementLookup view
WorkflowCubeLookup view
WorkflowCubeTransaction view
Measures
The Workflow cube includes the following measure groups.
Workflow transactions
This measure group is based on the WorkflowCubeTransaction view and includes the following measures.
Measure
Measure field name
Aggregation
Description
Workflow
transactions
count
Not applicable
Count
The number of workflow transactions, such as work

items processed and work items past due.
WorkflowCubeElementLookup
Duration
WorkflowCubeTransaction.Duration
Workflow cube lookup

Sum
The duration of workflow transactions, for example,

the workflow instance processing duration.
MinDuration
WorkflowCubeTransaction.MinDuration
Min
The minimum duration of workflow transactions, for

example, the minimum workflow instance processing
duration.
MaxDuration
WorkflowCubeTransaction.MaxDuration
Max
The maximum duration of workflow transactions, for

example, the maximum workflow instance processing
Workflow transactions
Date (end date)
Date (start date)
duration.
Workflow
tracking status
WorkflowCubeTransaction.TrackingStatus
Count
The number of workflow transactions, for example, a

count of the activated, completed, pending,
canceled, stopped, and unrecoverable workflow
instances.
Calculated measures
The Workflow cube does not include any calculated measures.

The Workflow cube does not include any key performance indicators (KPIs).
Security
The Workflow cube can be accessed by users assigned to the following Microsoft SQL Server Analysis Services roles.
Accountant
Accounting manager
Budget manager
Compensation and benefits manager
Compliance manager
Customer service representative
Field service technician
Human resource manager
Information technology manager
Product designer
Project accountant
Project manager
Purchasing manager
Receiving clerk
Sales manager
Treasurer
Vendor account manager
2014 Microsoft

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Demand forecast cube (ReqDemandPlanningCube) for Microsoft

Analytics in Microsoft Dynamics AX

Cube and KPI reference for Microsoft Dynamics AX 2012 R2 and R3

Tables and views

Demand forecasting (ReqDemandPlanning)

Tables and views

Measure field name

Measure field name

Demand forecast lines that are recorded in the Microsoft Dynamics AX

Measure field name

The demand forecast projection that is calculated based on

The demand forecast projection that is calculated based on

Read only historical and forecast

Past actual demand and projected future demand quantities.

Key performance indicators

Demand forecast accuracy cube (ReqDemPlanAccuracyCube) for

Analytics in Microsoft Dynamics AX

Cube and KPI reference for Microsoft Dynamics AX 2012 R2 and R3

Tables and views

Demand forecasting (ReqDemandPlanning)

Tables and views

Measure field name

Past sales order lines, BOM requirement lines, and transfer

Measure field name

Demand forecast lines recorded in the Microsoft Dynamics AX database

Associated measure group

Key performance indicators

Cube and KPI reference for Microsoft Dynamics AX 2012 R2 and

Accounts payable cube (VendCube) for Microsoft Dynamics AX

Analytics in Microsoft Dynamics AX

Cube and KPI reference for Microsoft Dynamics AX 2012 R2 and R3

Tables and views

General ledger (LedgerBasic)

Tables and views

Open vendor transactions

Measure field name

Accounts payable open amount

The total open vendor transaction

Fiscal period date (transaction

Measure field name

Accounts payable amount

The total vendor transaction amount, in

Accounts payable settled amount

The total amount of vendor transactions

Accounts payable amount

Accounts payable settled amount

The total vendor transaction amount, in

The total amount of vendor transactions

Total vendor purchases

Measure field name

Accounts payable total

The total purchases amount,

Date (transaction date)

Exchange rates by day

Measure field name

The exchange rate.

Key performance indicators

Chief financial officer

Accounts receivable cube (CustCube) for Microsoft Dynamics AX

Analytics in Microsoft Dynamics AX

Cube and KPI reference for Microsoft Dynamics AX 2012 R2 and R3

Tables and views