Reporting in AX2012
Transcript of Reporting in AX2012
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Microsoft DynamicsMicrosoft Dynamics® AX 2012 AX 2012
Reporting
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Introductions
• Name• Company• Job role• Experience with product• Favorite hobby/activity
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Things You Need to Know
• Class Information• Starting time• Ending time• Breaks• Lunch
• Facilities• Restrooms• Telephones
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Virtual Machine Log On Information
Virtual Machines Log On Information:
User name Administrator
Password Pa$$w0rd
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Chapter Overview
• Chapter 1: Overview• Chapter 2: SQL Server Reporting Services• Chapter 3: SQL Server Analysis Services• Chapter 4: Enterprise Portal and Role Centers
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Chapter 1: Overview
Objectives• Identify available reporting features in Microsoft
Dynamics AX 2012• Explain how reporting features are used in Microsoft
Dynamics AX 2012• Explain how Role Centers use other reporting features in
Microsoft Dynamics AX 2012
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Development Tools
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SSRS Report
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Role Center
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Chapter 2: SQL Server Reporting Services
Objectives• Describe the installation procedure and prerequisites• Describe the tools that are used to develop and deploy
reports for Microsoft Dynamics AX 2012• Describe the process for developing reports by using
Visual Studio• Describe three options for deploying reports• Describe how SSRS reports can be used within
Microsoft Dynamics AX 2012
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Microsoft Dynamics AX 2012 Reporting Framework
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Reporting Services Extensions Installation
Prerequisites for installation of Reporting Services Extensions include:
• Microsoft SQL Server 2008 Reporting Services • If you are using Microsoft SQL Server 2008 R2,
Cumulative Update 3 or later is required • Windows PowerShell 2.0
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Report Development Tools
Report Development Tools:• MorphX and the Application Object Tree• Visual Studio 2008 with Business Intelligence
Development Studio• Visual Studio 2010• SQL Server Reporting Services• SQL Server Analysis Services
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Report Development Process
• Create a reporting project• Define data source• Define dataset• Define data region• Define filter and sort parameters• Build the reporting project• Deploy the report• Display the report
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Demonstration: Create New Report
This demonstration shows how to create a new report by using Visual Studio 2010
20 min20 min
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Lab 2.1: Create a Simple Report
Lab Scenario
Develop a report to expose customer transaction data
Estimated time: 45 minutes
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Lab 2.1: Create a Simple Report
• Exercise 1: Create a Microsoft Dynamics AX query• Exercise 2: Create a new report in Visual Studio• Exercise 3: Apply Layout template• Exercise 4: Add Column sorting• Exercise 5: Group report data• Exercise 6: Filter report data• Exercise 7: Add a dynamic parameter• Exercise 8: Save and deploy the report• Exercise 9: View the report in Microsoft Dynamics AX
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Lab 2.2: Create a Report With X++ Business Logic
Lab Scenario
Develop a report to display customer data with parameters for account number, account statement and whether to include tax.
Estimated time: 45 minutes
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Lab 2.2: Create a Report With X++ Business Logic
• Exercise 1: Create a Temporary Table• Exercise 2: Define a Report Provider Class• Exercise 3: Define a Data Contract Class• Exercise 4: Define a Data Contract Method• Exercise 5: Define a Method to Return the Data to
Reporting Services• Exercise 6: Add Business Logic for the Report• Exercise 7: Create a Reporting Project• Exercise 8: Bind a Report to a Report Data Provider Class
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Summary : SQL Server Reporting Services
• Installation requirements• Reporting framework• Report development tools• Create a simple report
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Chapter 3: SQL Server Analysis Services
Objectives•Review SQL Server Analysis Services features and capabilities•Describe the SQL Server Analysis Services installation procedure and prerequisites•Describe the process for developing cubes by using Business Intelligence Development Studio•Show how SQL Server Analysis Services can be used to display data in a Role Center web part•Define the process for creating a report in Microsoft Dynamics AX 2012 that uses data from a SQL Server Analysis Services cube•Explain the options for analyzing cube data
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Cube Structure
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Cube Structure
• Perspectives – subset of cube data• Measures – fields or columns of data to analyze• Attributes – fields or columns that are used as
parameters to categorize Measures• Dimensions – group of Attributes• KPI – Key Performance Indicator; a collection of
calculations that are used to measure business performance
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Configuration Prerequisites
Prerequisites for configuring SQL Server Analysis Services:•Microsoft SQL Server 2008 Analysis Services•SQL Server Management Studio •SQL Server Business Intelligence Development Studio
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Cube Development Process
• Create perspective• Specify measures and attributes• Generate Analysis Services project• Deploy cube
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Demonstration: Develop a Cube Using Sales Data
This demonstration shows how to develop a cube by using Sales data.
20 min.20 min.
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Lab 3.1: Create a Report Using Cube Data
Lab Scenario
Display a bar graph of sales on a role center page by using cube data.
Estimated time: 45 minutes
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Summary : SQL Server Analysis Services
• Understand Installation sequence and requirements• Deploy default cubes• Create new cubes• Develop reports using cube data
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Chapter 4: Enterprise Portal and Role Centers
Objectives• Describe Enterprise Portal improvements• Explain how to install Enterprise Portal and role centers• Modify existing role centers• Create new role centers• Add new reports to role centers
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Enterprise Portal and Role Center
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Enterprise Portal and Role Center
• Shared Version vs. Personal Version• Web parts
• Action Pane• Business Overview• Report• Cues• Infolog• Navigation• Connect• Quick Launch• Quick Links
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Demonstration: Modify a Role Center
This demonstration shows how to modify the personal version of a role center.
20 min20 min
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Lab 4.1: Create a Report to Display in a Role Center
Lab Scenario
Develop a new CAO Role Center page.
Estimated time: 60 minutes
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Lab 4.1: Create a Report to Display in a Role Center
• Exercise 1: Define a Query• Exercise 2: Create a Reporting Project• Exercise 3: Create a Report• Exercise 4: Configure Report Parameters• Exercise 5: Apply Layout and Style Templates• Exercise 6: Create a Menu Item• Exercise 7: Create a Role Center• Exercise 8: Add a Report to Role Center
Estimated time: 100 minutes
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Summary : Enterprise Portal and Role Centers
• Installation Requirements• Personal vs. Shared pages• Role Center Profiles• Creating new Role Centers• Adding reports to Role Centers