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.

Deployment Configuration keys Tables and views Measures Calculated measures Key performance indicators Security

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