Excel QuickTips: Excel QuickTips: Using design features to format PivotTables

Michaela Terrenzio, Marketing Manager

Today’s installment of Excel QuickTips is all about formatting your PivotTables using the Design Features. This video shows you how to quickly change the layout of PivotTables to make them easier to read, including how to remove subtotal rows.

Watch this video to learn how.

Stay tuned for more QuickTips from Jet Reports on our blog or subscribe to our YouTube Channel.

All Things Data: Distinct Threats to Your BI Implementation Part IV

Jon Oesch, VP, Business Intelligence Sales

Hello and welcome to the final installment of “9 Threats to Your BI Implementation”! So far I’ve covered everything from ‘How does your IT group fit in’, to: ‘How might you evaluate pre-built reports’. In the final video I’ll cover:

  • #8: Why is my gross profit figure different from yours?
  • #9: Strategy? That sounds like overkill

Watch our latest video to find out how these are threats to your business intelligence implementation.

Thanks for watching the “9 Distinct Threats to Your BI Implementation” series. Stay tuned to our blog for more “All Things Data” videos.

 

All Things Data: Distinct Threats to Your BI Implementation Part III

Jon Oesch, VP, Business Intelligence Sales

Welcome back to the third installment of the “9 Threats to Your BI Implementation”. Today’s video continues our series about the nine threats to your BI implementation. So far I’ve covered everything from ‘How does your IT group fit in’, to: ‘What to look for in an implementation partner.’

In today’s video, I jump into the next two threats:

  • #6: Finally, it’s perfect
  • #7: Just give me a dashboard. Now!

Watch our latest video to find out how these are threats to your business intelligence implementation.

Stay tuned to the Jet Reports blog to make sure you don’t miss out on the final video where I’ll talk about the mystical “one version of the truth”.

 

The Top 10 Best Practices Guide to Reporting

Michaela Terrenzio, Marketing Manager

Sure-fire tips for writing stunning reports

Whether you’re a spreadsheet expert, or just getting started creating business reports, we created this guide to help simplify your report creation process.

A recent research study found that over 88% of spreadsheets contain some kind of error. In some large spreadsheets, there will be dozens of undetected errors. Learn more about how to prevent unwanted mistakes in your reports by downloading the free guide today.

Inside you’ll learn:

  • How to make reports more interactive
  • Secrets to increased report usability
  • How to tune reports for performance
  • How to tailor a report for your audience
  • The power of summarized data

Download the free guide now to learn from our business reporting experts


All Things Data: Distinct Threats to Your BI Implementation Part II

Jon Oesch, VP, Business Intelligence Sales

The latest installment of “All Things Data” continues our series about the nine threats to your BI implementation. Last time I talked about the real role of IT in your BI effort, and about how Excel, as great as it is, can sometimes hurt you. In today’s video, I jump into the next three threats:

• #3: Data quality issues
• #4: There are way too many options out there
• #5: Let’s just use our current IT partner to do this

Watch our latest video to find out how these are threats to your business intelligence implementation.

Stay tuned to the Jet Reports blog to make sure you don’t miss out on the next video where I’ll discuss how long BI implementations should really take.

Shorter BI Implementations: What You Need to Know

Michaela Terrenzio, Marketing Manager

White Paper: Shorter BI Implementations:

In this white paper we will explore some ways to get to the desired state: BI up and running with the ‘right’ data. We will highlight some key strategies for accelerating implementation time for BI projects and the ancillary benefits these approaches bring to an organization.

Download this free white paper now.

Excel QuickTips: Grouping Data with PivotTables

Michaela Terrenzio, Marketing Manager

Today’s installment of Excel QuickTips is about grouping by date with PivotTables. In this video, you will learn to group information by months, quarters or years in an Excel PivotTable.

Watch this three-minute video to learn how.

 

Stay tuned for more QuickTips from Jet Reports on our blog or subscribe to our YouTube Channel.

 

All Things Data: Distinct Threats to Your BI Implementation

Jon Oesch, VP, Business Intelligence Sales

The latest installment of “All Things Data” starts a new series about the nine threats to your BI implementation. In today’s video, we’ll cover the first two threats – and they might surprise you:

  • #1: If you build it they will come
  • #2: Your culture of Excel

Watch our latest video to find out how these are threats to your business intelligence implementation.



Stay tuned to the Jet Reports blog to make sure you don’t miss out on the next seven threats!

The Big Secret to Painless Data Migration

Michaela Terrenzio, Marketing Manager

White Paper: The Big Secret to Painless Data Migration

Companies often face difficult and expensive choices when it comes time to migrating legacy data into a new ERP system. Do you leave your transactional data behind or spend the time and money to plan, post, validate and test?

A new, must-read white paper from the Jet Reports Business Intelligence team explores the latest thinking on how to change your ERP system and still keep your data (and your money, and your sanity).

Download this free white paper now.

 

Excel QuickTips: Undocking a PivotTable

Michaela Terrenzio, Marketing Manager

Welcome back to the Excel QuickTips series. Today, we are talking about undocking a PivotTable. In this video you’ll learn how to reposition, undock and create more space for your PivotTables. Undocking a PivotTable can be a useful tool to give you space to view a full list of PivotTable Fields without scrolling.

 
Watch this video to learn how.

 

 

Stay tuned for more QuickTips from Jet Reports on our blog our subscribe to our YouTube Channel.

Using the Best Tools for Your BI

Michaela Terrenzio, Marketing Manager

What Everybody Ought to Know About the Microsoft BI Stack

In this guide, we review the BI and reporting tools provided by Microsoft to help you gather the facts. We’ll also share the right questions to ask BI solution providers for a successful evaluation.

  • Why is it so hard to get data out of Dynamics ERP?
  • Why is the out-of-the-box BI system so difficult to use?
  • How to avoid dependence on costly BI experts
  • Questions to ask about any BI solution

Business Intelligence is a dynamic process. Companies and environments change constantly. If a solution is not able to be quickly installed, customizations take too long to configure and user requests too long to incorporate – your investment is at risk. Read this white paper now to prepare for success.

Download this free guide now to help you choose the right BI tools

 

Excel QuickTips: Pinning

Michaela Terrenzio, Marketing Manager

Welcome back to Excel QuickTips from Jet Reports. For the second installment in our video series, we’ll be talking about Pinning. Pinning is a useful tool in Microsoft Excel that allows you keep track of files you use frequently for easy access. If you’re a Jet Reports user, you can use Pinning as a way to keep track of your reports. This is a bonus tip – it also works with Microsoft Word and Microsoft PowerPoint files as well.

Check out this two-minute video to learn how.

Stay tuned for more tips from Jet Reports!

Data Discovery and the New New Thing

Michaela Terrenzio, Marketing Manager

White Paper: Data Discovery and the New New Thing

Data Discovery vs. Business Intelligence

Both Data Discovery and BI tools enable business users to make better decisions by using data. BI reinforces agreed-on KPIs and metrics to help your organization move in the right direction, while Data Discovery tools widen access to data.

Interested in learning the pros and cons of both? Read about the difference between BI and Data Discovery tools for a deeper understanding on the latest technology trends.

Download the Free White Paper Today.


Excel QuickTips: PivotTables

Michaela Terrenzio, Marketing Manager

Welcome to Jet Reports new video series, Excel QuickTips! In this series, we’ll share short tips about Excel. Today’s tip is all about PivotTables. We’ll discuss what PivotTables are, how to create them and what they are good for. We’ll walk you through it in this short, four-minute tutorial.
 

 
Stay tuned for more QuickTips from Jet Reports!

Implementing Business Intelligence

Michaela Terrenzio, Marketing Manager

White Paper: Implementing Business Intelligence

Implementing a Business Intelligence environment against data you don’t trust? Sounds counter-intuitive, some would say: ‘just plain wrong.’ How could you possibly build a Data Warehouse and cubes on data that might not be accurate? You shouldn’t of course, and that is the point. Accurate data is the non-negotiable cornerstone of any Business Intelligence effort.

Think about how you find out that you have bad data. It is almost never by putting data into a system. You only find out about bad data when you try to get data out. So this begs the question – if you are going to embark on a data governance initiative before you roll out BI, what exactly are you going to govern? How do you know what to fix, if you can’t see that it is broken?

In this free white paper, we’ll cover these four steps to implementing Business Intelligence:

  • Identifying and Establishing the Vision
  • Appointing Your House of Representatives
  • Building the Process
  • Policing the State

Download the full white paper now.

Build BI Faster, Cheaper and Better

Michaela Terrenzio, Marketing Manager

A New White Paper From Jet Reports

A survey by IDC and DM Review Magazine gives us these haunting statistics:

  • 17 months is the average implementation time for a BI project
  • 5 months needed to deploy the first usable BI artifact
  • $1.1m is the mean, annual cost for a BI project for companies with more than 1,000 employees
  • 31% of BI projects are declared successful
  • 36% confidence rate that the right data is available to the right people at the right time

Those numbers seem unrealistically horrible. Yet, as an organization that builds and deploys BI environments for hundreds of companies each year, we work with IT groups and business users who come to us facing them all the time. This has been a longstanding problem with BI implementations and that is why Data Warehouse Automation (DWA) is such an exciting concept.

The idea behind DWA is that if you can automate these time-consuming tasks, then the project team can focus on the components that require more intellectual input than raw technological horsepower. In this white paper, we’ll explore Data Warehouse Automation so you can learn about the common pitfalls and how to embrace and profit from this emerging trend.

Download the white paper now to read more.

 

 

All Things Data: KPI’s – You might be doing it wrong…

Jon Oesch, VP, Business Intelligence Sales

One of the benefits of a BI system is that you can monitor your Key Performance Indicators. But are you doing it right? In our sixth installment of the “All Things Data” series, Jon Oesch talks about what a real KPI is (including his favorite definition) and how to use them. Watch this video to learn more.

New Power BI Sessions Included in Business Intelligence Education Webinar Series

Michaela Terrenzio, Marketing Manager

The most popular webinar series in Jet Reports’ history has been expanded to include three additional webinars focusing on Power BI. The new sessions will cover an overview of Power BI, using Excel with Power BI and using the Power BI Designer app.

Join our BI experts for 30 minute, informative, online sessions to learn about latest topics in Business Intelligence. Check out the complete list of topics and register for your spot now on the BI Education Series page, where you can also view any of the previous webinars on-demand.

Join us for BI School with these upcoming webinars:

Power BI Part I: The Basics

Are you ready to get the most value out of Microsoft’s Power BI? In this webinar, you will see an overview of the Power BI components and learn how to use them to create a self-service BI solution.

Debunking 3 Common Myths about BI and Cubes

While undisputedly useful, over the years cubes have gained a reputation for being expensive, resource-intensive tools only fit for large companies with infinite IT resources. This session with cover the top 3 myths about cubes and how the latest technology in BI can help you gain all the benefits cubes have to offer, without any of the common pitfalls.

Power BI Part II: Using Excel

While organizations look for more visibility on operations, they are also seeking ways to bring additional value and usability with the tools they already have. This webinar provides you with a unique opportunity to see how a real business story unfolds through the use of Excel and its power add-ins.

Data Warehouse Automation

As organizations continue to look for ways to shorten and improve the process of getting the data they need through Business Intelligence, the subject of Data Warehouse Automation (DWA) surfaces more and more often. This session will review exactly what Data Warehouse Automation is, how it looks, and the role it plays in speeding up all BI processes, without increasing costs.

Power BI Part III: Using the Designer

Looking for a deeper understanding on how to design dashboards and unlock the mystery of Microsoft’s Power BI? This webinar will show you how the new Power BI Designer app can tell a business story utilizing its BI functions.

Build vs. Buy: BI Implementation

Review the key differences between using the tools that come with SQL Server to build an in-house BI solution versus using an ETL and Data Warehousing automation tool to deliver successful BI projects.

 

All Things Data: The reason why ERP’s need Business Intelligence

Jon Oesch, VP, Business Intelligence Sales

We go back to the basics in the fifth installment of the All Things Data video series. We take it for granted that in order to see the data in your ERP system, we have to pull it out and work on it first. Do you ever wonder why that is? Learn with this video.


All Things Data: Why is Everyone Talking about BI Software?!

Jon Oesch, VP, Business Intelligence Sales

Why is everyone talking about BI software? Data and the people who consume it are the most important things in a Business Intelligence project. At Jet Reports we think that talking about software takes the focus off what is really important. In our fourth All Things Data video we what the foundation of a successful BI implementation looks like.


Stay tuned for our next All Things Data blog post where we discuss why ERP’s need Business Intelligence.

All Things Data: Pyramids! Egyptians! Wozniak! Innovation!

Jon Oesch, VP, Business Intelligence Sales

The pyramids were a huge project and a lot of work, but were they innovative? If you think that something must be useful to be innovative, then maybe not. In our third installment of All Things Data, I give my perspective on what pyramids have to do with Data Warehouse Automation.


 

Be on the lookout for our next All Things Data blog post where I explain why everyone is talking about BI software.

All Things Data with Jet Reports

Jon Oesch, VP, Business Intelligence Sales

The IDC reports that it takes 17 months for BI implementation, and 5 months to get the first report. In the second video of our All Things Data series, I discuss how Data Warehouse Automation can deliver a successful BI Project much faster.

 

 

Stay tuned for our next All Things Data blog post where I discuss what pyramids, Egyptians and Steve Wozniak all have in common.

All Things Data: Comparing Business Intelligence Options

Jon Oesch, VP, Business Intelligence Sales

Welcome to our new series – All Things Data. In our recent white paper, Comparing BI Solutions, we ask “Why is it so hard to get data out of the Dynamics ERP?” I received a lot of questions regarding the white paper, and made the video below to follow up. In this video I deep dive into why just having an ERP system does not easily produce BI and reports.

 

 

Stay tuned for our next All Things Data blog post where I discuss how Data Warehouse Automation can deliver a successful BI project much faster.

Should You Build BI Before You Clean Your Data?

Jon Oesch, VP, Business Intelligence Sales

A New Look on how Business Intelligence Can Fix Your Data Quality Problems

Implementing a business intelligence environment against data you don’t trust?  Sounds counter-intuitive, some would say: ‘just plain wrong.’  How could you possibly build a data warehouse and cubes on data that might not be accurate?  You shouldn’t of course, and that is the point. Accurate data is the non-negotiable cornerstone of any BI effort.

But accurate data does not happen by itself.  Data needs to be enthusiastically governed to a state of truth and reliability, and this is a big job.  So big in fact, that attempting a global data governance initiative can cost so much time and energy as to obliterate the initiatives it was designed to support in the first place.

If your company has an urgent need to manage to 3 or 4 KPI’s around inventory, the 6 months that it might take to understand your inventory data and make sure it is correct is a very long time.

But there is an even bigger risk.  Think about how you find out that you have bad data.  It is almost never by putting data into a system.  You only find out about bad data when you try to get data out.  So this begs the question – if you are going to embark on a data governance initiative before you roll out BI, what exactly are you going to govern?  How do you know what to fix, if you can’t see that it is broken?

Nothing highlights inconsistencies in your data like trying to build a dashboard against it.  Nothing will focus data governance and cleaning efforts like clearly understanding the numbers you need to drive your business.  Not just the numbers themselves, but what are the components of those numbers?  What were the transactions that placed those numbers into the system?  What are the processes around those transactions? Are they contributing to accuracy, or is there something buried in there that is making the numbers faulty?

There is magic in seeing those imperfect numbers appear in an analysis because now you have a clue about what data is broken. BI will give you an effective data governance roadmap, with the starting point in the form of numbers that your subject matter experts and other stakeholders will recognize as wrong.  It is the BI environment itself that makes your numbers accessible.  And with that accessibility, data quality issues become glaring and the root causes behind them become easier to trace.

Implementing BI typically comes in the form of setting priorities:  ‘we need to gain visibility and control over our AR balances first.’  ‘Next we need to tackle inventory, then sales.’  It is an iterative approach to requirements gathering and BI artifact delivery where you see the data flowing out of the system in report form, so you know what to tackle, piece by piece, in terms of data quality.

When companies install a BI solution, they should be prepared to discover that it will highlight all the inconsistencies in their data.  A common one is sales orders that are posted without being attributed to either a customer or a salesperson – revenue is unaccounted for.

‘How can this be?!!” is the usual refrain.  ‘We have business rules around posting invoices that are supposed to prevent this from happening.’

Whether it was an innocent work-around or a full-on policy breach, something, somewhere caused those business rules to be violated.  What once was a hard-to-unravel mystery is now easy to spot, and easy to solve.

These types of discoveries are very hard to make otherwise, where the tendency is to look at data governance as a whole and try to fix the data in the same holistic way.  That becomes an overwhelming project that can stop other initiatives in their tracks.

To read more about how Business Intelligence can help drive data governance take a look at our whitepaper; Implementing Business Intelligence – Why You Should Build BI Before You Clean Your Data. In it we share 4 steps on how to conduct a Data Governance initiative, and highlight one of our favorite management tools – the RACI matrix.

Author:

Jonathan Oesch

Loves ERP, Loves Data. Loves what happens when data from a transaction processing system gets turned into usable information that people can rely on; “It’s like that chemistry lab in college where you walk in with your raw supplies and leave with a perfectly round rubber ball.”

VP of Business Intelligence Sales at Jet Reports. Speaks, writes, blogs and tweets about BI strategy – sometimes in his sleep.

jono@jetreports.com

New Buzzword! Data Warehouse Automation

Jon Oesch, VP, Business Intelligence Sales

A survey by IDC and DM Review gives us these scary statistics:

  • 17 months is the average implementation time for a BI project
  • 5 months needed on average to deploy the first usable BI artifact
  • $1.1m is the mean, annual expenditure on a BI project for companies with more than 1,000 employees
  • 31% of BI projects are declared successful
  • 36% confidence rate that the right data is available to the right people at the right time

Those numbers seem unrealistically horrible, yet as a company that builds and deploys BI environments for hundreds of companies each year, we see IT groups and business users facing them all the time. That is why Data Warehouse Automation (DWA) is such an exciting concept. (more…)

Business Intelligence Education Series

Brandon Boyd

The Jet Reports Business Intelligence Education Series is back by popular demand. Join Jet Reports’ own Business Intelligence experts, Brian Petersen and Lars Rasmussen, and fellow Microsoft Dynamics Users for 30 minute, informative webinars to learn and collaborate on the latest topics in BI.

Our Director of Business Intelligence, Brian Petersen will lead the US webinars. Brian has been with Jet Reports for almost 9 years and manages our team of BI consultants. Lars Rasmussen, Jet Reports Senior BI Analyst, is based out of our European office and he will lead the webinars in the UK time zone. (more…)

Happy Holidays!

Brandon Boyd

Happy holidays from your friends at Jet Reports! It’s been a great year, thanks to our wonderful customers and partners. Please enjoy this holiday animation we created for you.

We wish you a prosperous 2015 filled with new insight and endless possibility.

 

Thinking About Upgrading to NAV 2015? Checkout This New eBook for a Definitive Guide

Janice Taylor, Jet Reports Canada

Catapult, a Microsoft Dynamics NAV partner, has teamed with Jet Reports and other industry experts to create a resource for companies that are looking to upgrade their Dynamics NAV systems to NAV 2015, and want some guidance about where to start and how to manage the process.

Free to download on the Catapult website, the eBook, titled “Planning Your Upgrade to Dynamics NAV 2015: The Definitive Guide” provides a comprehensive framework for completing a successful NAV upgrade. (more…)

Jet Reports 2015 Certifications Accepting New Members Now

Sarah Kloser, Services Manager

Prove your knowledge

If getting to the next level in your career is part of your plans, here’s something that has helped others become the go-to reporting expert in their companies and beyond.

The Jet Reports Certification program is a skills-based program designed by our in-house experts to help you learn and validate your expertise across the spectrum of reporting and Business Intelligence.

A series of tests help you track your knowledge in every aspect of the Jet Reports portfolio of solutions with the backing of a company that is well-respected in the Microsoft Dynamics community.

To make this as easy as possible for you certification is free. (more…)

Taking Business Analytics beyond the Golf Course: What it Really Means to “Go Mobile”

Tara Grant, Director of Worldwide Sales

It shouldn’t come as any shock that the era of running businesses or departments by being chained to a desk is quickly fading. But what you might not see is how the concept of “remote” is expanding beyond the capability of working from a different location than the headquarter office. What you will see is the evolution of “Going Mobile”. (more…)

The ‘Amazon Effect’: Why Companies who Need Marketing also Need BI

Tara Grant, Director of Worldwide Sales

According to Gartner, by the year 2017 CMOs will outspend CIOs in IT investments. That is a staggering prediction about the evolution of business: you can’t survive today without knowing your customers. Intimately. (more…)

Jet Enterprise 2014 Service Release 1 (SR1)

Brian Petersen, Director of Business Intelligence Solutions

As both the largest and fastest growing Business Intelligence (BI) and Reporting provider in the Microsoft Dynamics ecosystem, Jet Reports is proud to announce the global release of Jet Enterprise 2014 Service Release 1 (SR1). A number of valuable new features and substantial performance improvements have been added to our flagship BI platform. (more…)

Meet us in St. Louis!

Diane L. Saeger, Vice President of Marketing

Join Jet Reports and thousands of Microsoft Dynamics® users at Summit 2014, October 14-17, in St. Louis, MO. Jet Reports is excited to partner with Summit to offer learning opportunities on a variety of topics from Excel to Business Intelligence. Check out our full session schedule to find out where to catch us. After sessions, come meet the Jet team at our booth #1017 and get a live demo of Jet Mobile, an interactive enterprise Business Intelligence application for mobile devices, and Jet Express for Word, a free document reporting solution for Microsoft Dynamics® NAV. (more…)

Jet Reports Releases Jet Essentials 2015

Diane L. Saeger, Vice President of Marketing

Jet Essentials 2015 introduces compatibility for Microsoft Dynamics NAV 2015, OAuth authentication and reporting performance improvements.

Jet Essentials 2015 is fully compatible with Microsoft Dynamics NAV 2015. This version introduces OAuth authentication for NAV 2015 data sources. OAuth is an authorization method commonly used to log into third-party websites using Office 365, Facebook or Twitter accounts, allowing users to not worry about their access credentials being compromised. (more…)

Jet Reports Releases Jet Mobile for Jet Enterprise

Diane L. Saeger, Vice President of Marketing

Jet Mobile gives Jet Enterprise users the freedom to access Business Intelligence on mobile devices

Portland OR – October 8, 2014 – Jet Reports is pleased to announce the release of Jet Mobile, an interactive enterprise Business Intelligence application for mobile devices. Designed to meet the demands of the modern mobile workforce, Jet Mobile gives you the power to access your Jet Enterprise Business Intelligence data where you need it, when you need it. With a touch of your fingertips, your company’s key performance data can be accessed at home, in a lunch meeting, or on the golf course. (more…)

From Reporting to Analytics: 5 Eye-Opening Examples of How Business Intelligence Fuels Profitable Change

Tara Grant, Director of Worldwide Sales

There comes a time for every growing business when reporting alone can’t provide the deeper insight needed to make decisions that build a better future.

The journey from reporting to Business Intelligence (BI) is an evolution. As your business grows, reports raise questions about underlying causes that are no longer simple to track down. BI empowers users to find correlations, patterns and outliers. As your organization matures, BI provides new perspectives that can fine tune operations and uncover new opportunities – to fuel profitable change. (more…)

Announcing: The Free Document Reporting Solution for Microsoft Dynamics NAV

Diane L. Saeger, Vice President of Marketing

Portland OR – October 1, 2014 – Jet Reports is pleased to announce the release of Jet Express for Word, a free document reporting solution available in partnership with Microsoft.

Jet Express for Word is a new feature available to Microsoft Dynamics users which makes it easy for end users to design documents in Microsoft Word. This feature is part of Jet Express for Microsoft Dynamics NAV and is available to Microsoft Dynamics NAV 2015 users.

Modify Reports in Microsoft Word
Make changes to an invoice or credit memo in Microsoft Word — no programming required. You can use document templates that we provide, templates from the Office Store, or create a document from scratch. Add company logos, change fonts, modify fields and customize for multiple regions easily. (more…)

Business Intelligence Education Series

Paul Hollcraft, Global Partner Manager

Join Jet Reports’ own Business Intelligence expert, Lars Rasmussen, and fellow Microsoft Dynamics users for these short, informative webinars on the latest topics in Business Intelligence.

Webinars:

Consolidating Data Systems
September 30, 2:00 PM – 2:30 PM BST
Learn how bringing disparate information into a single place with a Business Intelligence solution can lower data analysis costs, decrease upgrade expenses and lead to happier users.

Register Now

Link between ERP and BI
October 28, 2:00 PM – 2:30 PM BST
Why is it hard to get data out of your ERP system? And what can you do about it? Deep dive into why business systems are designed to provide optimum value with a Business Intelligence solution built to leverage their data in order to make it easily accessible and consumable for users.

Register Now (more…)

Five Steps for a Stronger Password

Diane L. Saeger, Vice President of Marketing

Let’s face it – with so many software products and apps, it’s hard to keep passwords straight, not to mention secure. And the information changes. Passwords that worked yesterday don’t always work  well with today’s security risks. Password crackers and methods are more sophisticated than ever before. To help you stay current, here are a few tips, outlined by Hubspot that can help you write a stronger password that may be a little easier to remember as well.

1. Different account? Different password

A research study of over 300 college students found that nearly 75% reused at least one password. What’s the big deal? When you reuse a password, and a hacker accesses one of your accounts, the others fall like dominos. Many websites ask you to login with your email address, giving you the same username across multiple accounts, which amplifies the problem. (more…)

Why Do We Need Business Intelligence?

Brian Petersen, Director of Business Intelligence Solutions

What if you found yourself needing to present a solid case in front of your boss for why you want to purchase a Business Intelligence solution? What would you say? Anything that involves asking your boss to spend money might cause you to begin to sweat.

You may never have to face this situation but, frankly, this scenario is making me nervous. So to help us both feel better, I’ve laid out a few points to help you understand a few advantages of BI.

A streamlined structure for reporting and analytics

Having a Business Intelligence solution with a data warehouse and cubes generally presents a very streamlined way for our users to get access to data. It’s widely known that ERP systems are designed and optimized for inputting information, but they are not built with the end-user in mind for getting information back out in an intuitive or user-friendly manner. A Business Intelligence solution helps ease the process of getting the data out, making it very, very easy to create stunning reports and dashboards. And most importantly, we can structure the data in a way that makes sense for the end users.

(more…)

Jet Mobile – Video Preview

Steve Little, Product Manager

Coming soon – a new way to access the power of Jet Enterprise Business Intelligence where you need it, when you need it. With Jet Mobile, you’ll be able to access your data at home, in a lunch meeting, or on the golf course all at the touch of your fingers. Get a glimpse now:

OLAP Cubes 101

Steve Little, Product Manager

What are Cubes?

Let me start by stating what cubes are NOT…Cubes are not relational databases. Microsoft Dynamics NAV, AX, GP, and SQL are all examples of relational databases. Relational databases include tables and fields which are joined together by keys. Relational databases are great – we couldn’t run our businesses without them. They are optimized to get information into a system in a cohesive manner. But frankly, they aren’t optimized for getting the information out of the system.

To demonstrate the issue, here’s a hypothetical question that I like to pose:

“How much profit did we make selling Sno-cones to Icelanders last year?”

(more…)

Here’s a quick way to create the unique reports every finance department needs to deliver.

Paul Hollcraft, Global Partner Manager

Financial Dashboard

Finance in the modern enterprise has brought about a need for improved technology to meet a unique set of requirements. Too often, companies already have a Business Intelligence system in place but many of these systems aren’t designed with the needs of the finance department in mind.  If you’re in finance and considering your own solution, here are a few things we’re hearing from financial professionals in the enterprise:

Typically, financial professionals are focused on producing accurate management reports quickly to meet critical deadlines. (more…)

Secret Sessions at Convergence 2014

Emiley Oster, VP of US Sales

Everyone knows about the keynotes and sessions on the conference agenda but what if we told you that you can become the ultimate insider at Convergence this year?

If you’re like us, you spend 10-16 hours a day at a conference, not counting the off-time you spend tackling the work that’s piling up while you’re gone. You feel like you need to make the most out of the limited time you have to spare.

Don’t waste my time, you’re thinking. It’s an investment to come to an event like Convergence!

We’d like to offer more value than you bargained for with Jet Reports Secret Sessions. (more…)

What Every CIO Ought to Know About Data Discovery and Business Intelligence (And Probably Does)

Joe Little, President

Executives in every industry and sector are increasingly being asked to help make strategic IT decisions. A commonly asked question is “how can we use technology to strengthen our competitive advantage?”

Two popular technologies being used by companies today are data discovery and business intelligence. Both technologies are used to turn raw data into useful information. Both can help strengthen a competitive advantage— but each serves a unique purpose.

Although these technologies are related, it’s important to note that data discovery is not business intelligence. Data discovery tools are very popular today because they extend the capability of individuals to contribute by identifying trends and patterns that lead to new discoveries about the world. These discoveries can be very valuable. (more…)

How to beat the competition with Business Intelligence

Jim P. Andrews, Vice President of Sales

Competitive advantage means a company has or does something uniquely excellent. This is important because as you are reading this, your industry is changing and shifting under your feet. Competitors are watching how you evolve and are copying your products and services. Do you have flat rate shipping? They’ve got free. Released a new product? They’re working on the next version. The only way to do something uniquely excellent is to constantly push the envelope through continuous improvement.

In chess, the best of the best; the Grandmasters think many moves ahead for both sides. They know what will happen before it happens. More important than this, they are skilled at evaluating possible decisions before they take action. The most successful Grandmasters notate their games, collecting data from each round. They can then learn from, and leverage the data from thousands of games in order to beat their opponents. Intuition is valuable, but intuition based on data wins every time.

“Intuition is valuable, but intuition based on data wins every time.”

The good news is, your company likely already has the data it needs to make a bigger impact in the marketplace. You have valuable information to help you make better decisions. Think financials, customer databases and sales pipeline data, just to start. The question is: can you use this data to outperform the competition? (more…)

Jet Reports Forms Strategic Partnership with LS Retail

Brian Petersen, Director of Business Intelligence Solutions

We are happy to announce a new partnership created to benefit Dynamics NAV retail customers across the globe.

We have joined forces with LS Retail, the leader in retail for Microsoft Dynamics, to create a complete retail reporting and Business Intelligence platform for LS Retail clients.

So what does this mean? Together, we’ve built a Business Intelligence solution covering all major facets of the retail organization that enables LS Retail customers to analyze retail sales across stores, item variant profitability, loss prevention statistics, and make informed decisions based on their member management information. These are just a few of the things that we have collaborated on. It is this functionality that will help our retail customers make sense of the vast amounts of data available to them. (more…)

A partner perspective on why Business Intelligence matters

Jon Oesch, VP, Business Intelligence Sales

Hi Folks – today we have a guest blog from a well-known Microsoft re-seller and Jet Reports partner on why BI matters and how to think about it in the context of your ERP development. Aside from the sparkling writing by Andi Conti, this will link you to a web site with tons of good content on everything from Cost Accounting to Supply Chain optimization. Read more.

Happy Reading!

Jon

Jet Mobility

Joe Little, President

Jet mobility is getting ready to pilot and I thought I’d take a few minutes to talk about it. First of all, mobility is probably a pretty terrible name for this feature set, but perhaps our marketing group will square this away by the time that we start the pilot in September.

Mobility describes some of the endpoints of the new features, but a better description of the next version is a 3-tier architecture extension of the solution stack.

That’s not a very snappy feature name, so in development we’ve been using mobility as a reasonably accurate shorthand name.

If you aren’t familiar with Jet Reports, here’s a quick summary. (more…)

Data Discovery: sometimes you don’t know what you don’t know

Jon Oesch, VP, Business Intelligence Sales

I once had a boss who would start his regular interrogations of me by saying: “Look, I don’t know what I don’t know on this. You need to help me come up with some smart questions.”

It used to drive me crazy, but now I understand the wisdom behind that statement: “I don’t know what I don’t know.”

Some things you know. For example: you know you have receivables at your company.

You sometimes know what you don’t know. For example: I need to know (but I don’t) what the final receivables number was for last month.

This is typically what the standard reports in your company are designed to tell you–the things you already know you should know. (more…)

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