Atlas for Microsoft Dynamics AX
Revolutionize the way you access your Dynamics AX data
Your data is the bedrock of your business, but spending time chasing it down to create reports shouldn’t be. Atlas empowers users to build financial and operational reports with drill-down capability in Excel. With Atlas, easily consume, visualize and react to your data throughout Excel, Office 365, and Power BI, and save valuable time and resources by eliminating cumbersome re-keying or downloading of data into the spreadsheet.
Pre-configured Microsoft Excel Add-in for financial and operational reporting across ERP platforms
- Easily create accurate reports in seconds
Say goodbye to re-keying data. With Atlas, easily create dynamic reports that can be refreshed on demand, or when the value in a linked cell is changed – regardless of data source.
- Do everything from one app
Report, change, upload. You can transform your business information by using Atlas that Combine reporting and upload features to close the feedback loop.
- Seamlessly blend business data with your Microsoft O¬ce documents
Atlas is completely integrated with the O¬ce environment. Use Atlas to insert live data from Microsoft Dynamics in every type of documents you are working on. Used in financial reporting, contracts, PowerPoint presentations, letters and emails.
- Mash up your report with merged data sources
Have data in multiple locations? Atlas allows you to bring together data from a number of enterprise data sources into a single report.
- Up-to-the-second data
Refresh one or more Atlas workbooks in the background and continue using Excel without interruptions.
- Access your data anytime, anywhere
Publish your existing Atlas reports to O¬ce 365, OneDrive, and Power BI so that you can get the information you need, anytime, anywhere.
Make better decisions in less time using the Atlas Sidebar
The Atlas Sidebar provides an experience that’s sophisticated, not complicated. The Sidebar allows you to tailor reports to meet the needs of any project, and drill down to the fine-tuned details. Choose between a sidebar or a full visualization canvas to express the detailed figures behind what you see.
Save templates, save time
Frequently used report definitions can be saved as templates and reused later. Then, boost productivity by saving these snippet templates into libraries that can be shared with other team members.
Organize a workflow
Prioritize tasks and form a batch, and execute templates in the order specified. You can use this feature to automate dependent workflows without changing permissions already set by the host system.
Leverage powerful journal features
Atlas provides a journal feature to simplify interaction with your Microsoft Dynamics system. Journals are validated and inserted using the same mechanisms you’d use in AX directly. As with table upload, a template describes the entities involved with the transactions and these can be included in batches to automate particular activities. Use the Atlas journal function to:
- Load opening balances, open sales and purchasing orders, and view asset balances
- Load budget transactions into a new model
- Load data from an external system and enter it in Microsoft Dynamics AX
- Use with other Atlas functions to generate cross-tabular reports
Complement your Power BI Experience
Seamlessly connect Atlas with Power BI to streamline your experience with both. Atlas features a dedicated Power BI dashboard that can display data across various systems, giving users a consolidated interface without juggling multiple reports. From there, easily visualize your reports, and gain the flexibility to import the fields you need.
Atlas is used by customers all over the world...
|PC Minimum Software||Recommended|
|Excel 2007 (32-bit)||Excel 2016 (32-bit or 64-bit)|
|Windows 7 (32-bit)||Windows 10 (32-bit or 64-bit)|
|Microsoft Visual Studio Tools for Office|
|Microsoft Access Database Engine 2010|
|Application Database: Windows Server 2008 SR2 SP2||Windows Server 2012 and R2|
|Microsoft Dynamics AX4, AX2009 and AX 2012 R1-R3 AX7|
|Processor: 2x Processor Cores||4x Processor Cores|
|8GB RAM or Above|
|Monitor: 1080p, 1920x1080 is the best solution|
|Network Bandwidth: 100 Mbps|
|Network Latency: Less than 5 milliseconds|
|Microsoft VTSO Package - Latest Version|
|Microsoft .NET 4.6.1|
|Cube Service - SASS (if needed)|
|DB Service (if needed)|
|LLBLGen for Database Service (64-bit)|
Citrix and Terminal Server Installation
Processor 8x Processor Cores
RAM 16GB RAM or above
Restriction It is recommended that no more than 20x users are using Atlas and Excel on each Citrix/Terminal Server concurrent.
Frequently Asked Questions
Case Studies & Articles
View a listing of Technical Requirements for Atlas for Microsoft Dynamics AX.