Reporting in AX2012

Microsoft Dynamics AX 2012Reporting

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IntroductionsNameCompanyJob roleExperience with productFavorite hobby/activity

Things You Need to KnowClass InformationStarting timeEnding timeBreaksLunchFacilitiesRestroomsTelephones

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Chapter OverviewChapter 1: OverviewChapter 2: SQL Server Reporting ServicesChapter 3: SQL Server Analysis ServicesChapter 4: Enterprise Portal and Role Centers

Chapter 1: Overview

ObjectivesIdentify available reporting features in Microsoft Dynamics AX 2012Explain how reporting features are used in Microsoft Dynamics AX 2012Explain how Role Centers use other reporting features in Microsoft Dynamics AX 2012

Development Tools

SSRS Report

Role Center

Chapter 2: SQL Server Reporting Services

ObjectivesDescribe the installation procedure and prerequisitesDescribe the tools that are used to develop and deploy reports for Microsoft Dynamics AX 2012Describe the process for developing reports by using Visual StudioDescribe three options for deploying reportsDescribe how SSRS reports can be used within Microsoft Dynamics AX 2012

Microsoft Dynamics AX 2012 Reporting Framework

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

Report Development Tools

Report Development Tools:MorphX and the Application Object TreeVisual Studio 2008 with Business Intelligence Development StudioVisual Studio 2010SQL Server Reporting ServicesSQL Server Analysis Services

Report Development ProcessCreate a reporting projectDefine data sourceDefine datasetDefine data regionDefine filter and sort parametersBuild the reporting projectDeploy the reportDisplay the report

Demonstration: Create New ReportThis demonstration shows how to create a new report by using Visual Studio 2010

Lab 2.1: Create a Simple ReportLab ScenarioDevelop a report to expose customer transaction dataEstimated time: 45 minutes

Lab 2.1: Create a Simple ReportExercise 1: Create a Microsoft Dynamics AX queryExercise 2: Create a new report in Visual StudioExercise 3: Apply Layout templateExercise 4: Add Column sortingExercise 5: Group report dataExercise 6: Filter report dataExercise 7: Add a dynamic parameterExercise 8: Save and deploy the reportExercise 9: View the report in Microsoft Dynamics AX

Lab 2.2: Create a Report With X++ Business LogicLab ScenarioDevelop a report to display customer data with parameters for account number, account statement and whether to include tax.Estimated time: 45 minutes

Lab 2.2: Create a Report With X++ Business LogicExercise 1: Create a Temporary TableExercise 2: Define a Report Provider ClassExercise 3: Define a Data Contract ClassExercise 4: Define a Data Contract MethodExercise 5: Define a Method to Return the Data to Reporting ServicesExercise 6: Add Business Logic for the ReportExercise 7: Create a Reporting ProjectExercise 8: Bind a Report to a Report Data Provider Class

Summary : SQL Server Reporting ServicesInstallation requirementsReporting frameworkReport development toolsCreate a simple report

Chapter 3: SQL Server Analysis ServicesObjectivesReview SQL Server Analysis Services features and capabilitiesDescribe the SQL Server Analysis Services installation procedure and prerequisitesDescribe the process for developing cubes by using Business Intelligence Development StudioShow how SQL Server Analysis Services can be used to display data in a Role Center web partDefine the process for creating a report in Microsoft Dynamics AX 2012 that uses data from a SQL Server Analysis Services cubeExplain the options for analyzing cube data

Cube Structure

Cube StructurePerspectives subset of cube dataMeasures fields or columns of data to analyzeAttributes fields or columns that are used as parameters to categorize MeasuresDimensions group of AttributesKPI Key Performance Indicator; a collection of calculations that are used to measure business performance

Configuration PrerequisitesPrerequisites for configuring SQL Server Analysis Services:Microsoft SQL Server 2008 Analysis ServicesSQL Server Management Studio SQL Server Business Intelligence Development Studio

Cube Development ProcessCreate perspectiveSpecify measures and attributesGenerate Analysis Services projectDeploy cube

Demonstration: Develop a Cube Using Sales DataThis demonstration shows how to develop a cube by using Sales data.

Lab 3.1: Create a Report Using Cube DataLab ScenarioDisplay a bar graph of sales on a role center page by using cube data.Estimated time: 45 minutes

Summary : SQL Server Analysis ServicesUnderstand Installation sequence and requirementsDeploy default cubesCreate new cubesDevelop reports using cube data

Chapter 4: Enterprise Portal and Role Centers

ObjectivesDescribe Enterprise Portal improvementsExplain how to install Enterprise Portal and role centersModify existing role centersCreate new role centersAdd new reports to role centers

Enterprise Portal and Role Center

Enterprise Portal and Role Center

Shared Version vs. Personal VersionWeb partsAction PaneBusiness OverviewReportCuesInfologNavigationConnectQuick LaunchQuick Links

Demonstration: Modify a Role CenterThis demonstration shows how to modify the personal version of a role center.

Lab 4.1: Create a Report to Display in a Role CenterLab ScenarioDevelop a new CAO Role Center page.Estimated time: 60 minutes

Lab 4.1: Create a Report to Display in a Role CenterExercise 1: Define a QueryExercise 2: Create a Reporting ProjectExercise 3: Create a ReportExercise 4: Configure Report ParametersExercise 5: Apply Layout and Style TemplatesExercise 6: Create a Menu ItemExercise 7: Create a Role CenterExercise 8: Add a Report to Role Center

Estimated time: 100 minutes

Summary : Enterprise Portal and Role CentersInstallation RequirementsPersonal vs. Shared pagesRole Center ProfilesCreating new Role CentersAdding reports to Role Centers

Notes Page Over-flow Slide. Do Not Print Slide. See Notes pane.

This course examines Important: We recommend that you use Microsoft PowerPoint 2003 or a later version to display the slides for this course. If you use PowerPoint Viewer or an earlier version of PowerPoint, all the features of the slides might not display correctly.

Preparation tasksPerform the following tasks to prepare for this course:Read all of the materials for this course.Practice performing the demonstrations and lab exercises.Work through the Test Your Knowledge section and determine how you will use this section to reinforce participant learning and promote knowledge transfer to on-the-job performance.

*There are several tasks that instructors should complete to ensure a smooth start-up to the class. These tasks include, but are not limited to the following:Contact training center in advance contact the training center several days prior to the beginning of class and verify the following:That the center has correct Hyper-V imageThe image will be installed prior to your arrivalTraining room has white boards, markers, flip charts, and the audiovisual equipment that are required to help you deliver the classConfirm the date and time that you want to arrive at the centerCheck the training room before class go to the training center and check your room the day before class starts. Verify that equipment is available and images are loaded. Always test the image during this inspection visit. This is also the time to set out participant materials at the participant desks, prepare name cards, prepare white boards and flip charts for use, and to test audiovisual equipment.Arrive early the first day of class allow time to take care of last minute details, such as starting up your instructor machine, opening the PowerPoint slide deck, and preparing your notes. Prepare a parking lot we strongly encourage you to designate a flip chart page or a section of a white board as a parking lot for unanswered questions. This will enable you to set aside questions that cannot be immediately answered or that require answers that might take longer than the class timeline will allow. Display the Welcome slide the Welcome slide is the first slide in each class slide deck. This slide should be on display as participants enter the room. Ensure participant sign-in ensure that participants sign the class roster that is provided by the training center as they enter the training roomCheck on PartnerSource to see if there is a training extension that goes with this course. The extension is to be used in conjunction with the courseware, not as stand-alone training manual. You can download the extension from PartnerSource: https://mbs.microsoft.com/partnersource , then go to Communities > Training > Training materials. Make sure to provide the course participants with the extension as part of the student materials. Besides the training manuals, the extensions also include Syllabus and Instructor Notes to help the instructor prepare for the training.

*Post-Class TasksPost-class tasks can vary depending on the class delivered and the training center used, and generally include the following:Evaluations: administer any evaluations that are required for the class, including the standard Microsoft Dynamics post-class evaluation. We recommend that you direct the participants to the evaluations in the middle of the last day of class so participants have time to thoughtfully fill out the evaluation.Parking lot: write down any remaining parking lot issues and determine how answers will be distributed to participants. Obtaining participant email addresses and sending out a group email with follow-up answers is often a simple solution.Closure with training center: make a final visit to the training center contact person to ensure that the training center knows that the class is complete and any final issues can be addressed.

IntroductionsThe beginning of class is guided by the first few slides of the PowerPoint slide deck. Display this slide and introduce yourself using the bullets on the slide. Include information about the qualifications that you have to teach the class.Allow participants time to introduce themselves using these same bullets.

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Class LogisticsDisplay this slide and go through the logistics of times, breaks, and restrooms. This is also a good time to start setting expectations for participation: class will start on time and participants are expected to shut off mobile phones and email at that time

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*Introduce the Class: This slide introduces the class table of contents. We recommend that you have participants open the training manual and browse the table of contents while you review the topics that will be covered in class.

Chapter 1: Overview: provides an overview of the Microsoft Dynamics AX 2012 reporting features, capabilities, and development tools.Chapter 2: SQL Server Reporting Services: provides an overview of the reporting framework. It lists the installation requirements, explains the available development tools, describes the report deployment options, and demonstrates the development process.

Chapter 3: SQL Server Analysis Services: describes the cube structure, lists installation requirements, describes the cube deployment options, and demonstrates the development process.

Chapter 4: Enterprise Portal and Role Centers: describes the Enterprise Portal improvements, explains the installation process, describes the purpose of role centers, and then demonstrates the development process for creating and editing Role Center pages and Enterprise Portal web parts.

*Duration: 120 minutes

Key message: Microsoft is integrating their existing technology stack with Microsoft Dynamics AX 2012 to make development and use of Reporting and Business Intelligence efficient and straightforward.

Benefits: This chapter will describe the reporting and business intelligence features that are available in Microsoft Dynamics AX 2012, and it will identify the tools and applications that are required to develop and use the features.

NOTE:

Discuss the Development Tools and resulting reporting options that are available in Microsoft Dynamics AX 2012.Microsoft Dynamics AX 2012 AOTVisual Studio 2010 Primary development environment for SSRS reports, integration with Microsoft Dynamics AX 2012Visual Studio 2008 and Business Intelligence Development Studio in VS2008 this is required to develop KPIs in AX2012, but is not installed on the demonstration imagesSQL Server 2008 integration with Microsoft Dynamics AX 2012, SSRS extensions

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Discuss SSRS as a default reporting tool in Microsoft Dynamics AX 2012*

Discuss Role Center and available web parts (KPIs, Cues, work lists, and so on).

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*Duration: 180 minutes

Key message: SSRS is the default reporting option for Microsoft Dynamics AX 2012

Benefits: Standard reporting tool is widely known; it allows reports to display in mutliple clients (Microsoft Dynamics AX client, Enterprise Portal, batch jobs, individual reports, Report manager, and so on).

NOTE:

Microsoft Dynamics AX 2012 Reporting Framework

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*In this demonstration, you will show how to create a new report using Visual Studio

Duration: 20 minutes

Demonstration Steps : Develop Reports page 2-8

NOTE:

*Before students begin the lab, read the scenarios associated with the class.This lab will demonstrate how to develop a report to expose customer data. The estimated duration is 30 minutes.Before students begin the lab. Review the scenario.

*Add notes, if applicable.

*Before students begin the lab, read the scenarios associated with the class.This lab will demonstrate how to develop a report to expose customer data. The estimated duration is 30 minutes.Before students begin the lab. Review the scenario.



*Duration: 3 hours

Key message: This chapter focuses on developing cubes to provide data for KPIs or reports and displaying results in a Role Center page.

Benefits: This chapter provides tools to develop more graphical and interactive reports and KPIs

NOTE:

Describe cube structure*

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SQL Server Analysis Services is installed as part of the SQL Server installation.Separately, the installation wizard for Microsoft Dynamics AX 2012 will configure SQL Server Analysis Services to work with Microsoft Dynamics AX 2012.These prerequisites are for the SSAS configuration part of the Microsoft Dynamics AX 2012 installation.

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*In this demonstration, you will show how to create a cube


Demonstration Steps : Develop Cubes demonstration from page 3-6

NOTE:

*Before students begin the lab, read the associated scenarios to the class.This lab will demonstrate how to develop a cube and display results on a role center web page.Before students begin the lab, review the scenario.


*Duration: 3 hours

Key message: This chapter focuses on listing Enterprise Portal improvements, explaining installation requirements, describing role center profiles, and explaining the process for developing new role centers, Enterprise Portal pages, and adding reports and KPIs to web parts.

Benefits: This chapter will help students use the development processes that were discussed in previous chapters to create content to display in role centers and in the Enterprise Portal.

NOTE:

Add screenshots to the powerpoint for illustration purposes, if applicable. This slide is just an example.

TASK PAGE USER CONTROLS:

1 - All forms open in a Modal Window2 - Close Button3 - FastTab4 - Two-column Layout5 - FactBox

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*Explain the difference between editing the Shared version of an Enterprise Portal page versus editing the Personal version of a page.

*In this demonstration, you will show how to modify the personal version of an existing role center page.


Demonstration Steps : Exercise 4.1 on page 4-16

NOTE:

*Before students begin the lab, read the associated scenarios to the class.This lab will demonstrate how create a new role center page.Before students begin the lab, review the scenario.



*Post-class tasks can vary depending on the class delivered and the training center used, but generally includes the following:Evaluations administer any evaluations that are required for the class, including the standard Microsoft Dynamics post-class evaluation. It is a good idea to direct the participants to the evaluations in the middle of the last day of class so participants have time to thoughtfully fill out the evaluation.Parking lot take down any remaining parking lot issues and determine how answers will be distributed to participants. Obtaining participant email addresses and sending out a group email with follow-up answers is often a simple solution.Closure with training center make a final visit to the training center contact person to ensure that the training center knows that the class is complete and any final issues can be addressed.

Reporting in AX2012

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