Add a New Company to an Existing Project

Overview

Occasionally, you may need to add an additional company to an existing Jet Analytics project. In this article, I will go over how to add companies to NAV/BC, Microsoft Dynamics AX, and GP projects. I will go over each separately as the terminology differs slightly depending on ERP.

• NAV/BC
• Microsoft Dynamics AX
• GP

NAV/BC

1. Once you have your existing project open, open the Business Units section to find the Data Sources and expand it to find the name of your existing data source(s).

   

2. Once you find the name of your NAV/BC data source, right click it and in the context menu, select Set up Accounts

   When you select this option, a list of "accounts" or NAV/BC companies will show up.

   

3. The new company should be shown, but not selected in the Use column.  To add the company, place a check mark in that column next to your new company.

   

   Adding consolidation companies to your Jet Analytics project should be avoided due to data redundancy concerns.

4. Once you have added the new companies, click the OK button.

   This will close the window and show the Jet Data Manager again.

   The company is added in the list, but the data from that company does not exist within the project yet. In order to bring in the data from the newly added company, a full deploy and execute of the project needs to take place.  This can be accomplished by right clicking your project name in the Solution Explorer and selecting Deploy and Execute.

   

Once the deploy and execute process completes, your new company will be available everywhere in your project.

Microsoft Dynamics AX

1. Once you have your existing project open, open the Business Units section to find the Data Sources and expand it to find the name of your existing data source(s).

   

2. Once you find the name of your AX data source, right click it and in the context menu, select Set up Accounts.

   

   When you select this option, a list of "accounts" or AX companies will show up.

   

3. The new company should be shown, but not selected in the Use column.  To add the company, place a check mark in that column next to your new company.

   

   Adding consolidation companies to your Jet Analytics project should be avoided due to data redundancy concerns.

4. Once you have added the new companies, click the OK button.

   This will close the window and show the Jet Data Manager again.

   The company is added in the list, but the data from that company does not exist within the project yet. In order to bring in the data from the newly added company, a full deploy and execute of the project needs to take place.  This can be accomplished by right clicking your project name in the Solution Explorer and selecting Deploy and Execute.

   

Once the deploy and execute process completes, your new company will be available everywhere in your project.

GP

1. Once you have your existing project open, open the Business Units section to find the Data Sources and expand it to find the name of your existing data source(s).  In the base GP CubeStore project, there are 'GP' and a 'GPSQL' databases.  To add/remove companies, we will deal with the 'GP' data source.

   

2. Once you find your GP data source, right click it and in the context menu, select Synchronize Dynamics GP Companies.

   

   When you select this option, a 'Company Synchronization Options' window appears.  This is set to 'By Company Name' by default.  You can leave these settings default and click Synchronize.

   

3. The new company should be shown, but not selected in the Use column.  To add the company, place a check mark in that column next to your new company.

   Adding consolidation companies to your Jet Analytics project should be avoided due to data redundancy concerns.

   

4. Once you have added the new companies, click the OK button.

   This will close the window and show the Jet Data Manager again.

   The company is added in the list, but the data from that company does not exist within the project yet. In order to bring in the data from the newly added company, a full deploy and execute of the project needs to take place.  This can be accomplished by right clicking your project name in the Solution Explorer and selecting Deploy and Execute.

   

Once the deploy and execute process completes, your new company will be available everywhere in your project.