Budget plan cube (BudgetPlanCube) for Microsoft Dynamics AX 2012 R2 and R3
Important
This content is archived and is not being updated. For the latest documentation, see Microsoft Dynamics 365 product documentation. For the latest release plans, see Dynamics 365 and Microsoft Power Platform release plans.
Applies To: Microsoft Dynamics AX 2012 R3, Microsoft Dynamics AX 2012 R2
The Budget plan cube for Microsoft Dynamics AX is used to analyze data from the budget plan documents. Analysis of budget planning data is required for organizations to effectively manage their budget planning process and make decisions based on accurate information. This article provides details about the cube.
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Deployment Configuration keys Tables and views Measures Calculated measures Key performance indicators Security |
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Analytics in Microsoft Dynamics AX Cube and KPI reference for Microsoft Dynamics AX 2012 R2 and R3 Cube and KPI reference for Microsoft Dynamics AX 2012 and Microsoft Dynamics AX 2012 Feature Pack |
Deployment
The Budget plan cube is included in the Dynamics AX project. For information about how deploy the Dynamics AX project—and the cubes that it contains—see Deploy the default cubes.
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 |
Associated dimensions |
|---|---|---|---|---|
| Amount |
BudgetPlanCube.PlanCurrencyAmount |
Sum |
The sum of field Amount from budget plan lines in the selected data set. |
Company Responsibility center Budget plan header Budget planning process Budget planning stage Budget plan priorities Budget plan proposed asset Budget plan proposed project Budget plan scenario Budget cycle Units User group information Fixed assets Forecast positions Worker Ledger derived financial attribute value combinations Projects Budget plan lines Budget plan header (parent budget plan) Date (effective date) |
| Quantity |
BudgetPlanCube.Quantity |
Sum |
The sum of field Quantity from budget plan lines in the selected data set. |
Budget plan header
This measure group is based on the BudgetPlanHeader view and includes the following measures.
| Measure |
Measure field name |
Aggregation |
Description |
Associated dimensions |
|---|---|---|---|---|
| Number of budget plans |
BudgetPlanHeaderView.DocumentNumber |
Count |
The number of budget plan documents in the selected data set. |
Responsibility center Budget plan header Budget planning process Budget planning stage Budget plan priorities Budget cycle User group information Worker Budget plan header (parent budget plan) |
Calculated measures
The Budget plan cube contains the following calculated measures.
Calculated measure |
Aggregation |
Associated measure group |
Description |
|---|---|---|---|
Budget net income |
Budgeted revenues minus budgeted expenses. |
Budget plan lines |
Defines budgeted profitability of the selected budget plan document lines. A total budget net income is calculated as a total of budget plan line field Amount. Budget amount for the expense accounts is stored in the budget plan document line as a positive number. Budget amount for the revenue accounts is stored as a negative number. |
Percentage of plans completed |
Count of budget plans with document status of Finalized, divided by count of all budget plans. |
Budget plan header |
Defines the progress of budget planning processes. This percentage is calculated based on the total number of budget plan documents, and the number of budget plan documents that have a status of Finalized. |
Key performance indicators
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
Accounting supervisor
Budget manager
Chief executive officer
Chief financial officer
Compliance manager
Financial controller