creating an analysis services cube for dynamics ax 2012 in aot

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© 2013. All rights reserved. CREATING A REPORTING CUBE IN AOT Dynamics AX | Business Intelligence | MSSQL Who say’s that you need to be a Data Warehousing guru in order to create new reporting cubes for Dynamics AX. Not me (any more). The following walkthrough is completely plagiarized of the following Microsoft TechNet article: http://technet.microsoft.com/en-us/library/cc622026.aspx and shows how easy it is to create your own reporting cubes against the AX 2012 database, without even setting foot in MSSQL Enterprise Manager, or BIDS. This is very cool.

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Who say’s that you need to be a Data Warehousing guru in order to create new reporting cubes for Dynamics AX. Not me (any more).The following walkthrough is completely plagiarized of the following Microsoft TechNet article: http://technet.microsoft.com/en-us/library/cc622026.aspx and shows how easy it is to create your own reporting cubes against the AX 2012 database, without even setting foot in MSSQL Enterprise Manager, or BIDS.This is very cool.

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Page 1: Creating An Analysis Services Cube For Dynamics AX 2012 in AOT

© 2013. All rights reserved.

CREATING A REPORTING CUBE IN AOT

Dynamics AX | Business Intelligence | MSSQL

Who say’s that you need to be a Data Warehousing guru in order to create new reporting cubes for Dynamics AX. Not me (any more).

The following walkthrough is completely plagiarized of the following Microsoft TechNet article: http://technet.microsoft.com/en-us/library/cc622026.aspx and shows how easy it is to create your own reporting cubes against the AX 2012 database, without even setting foot in MSSQL Enterprise Manager, or BIDS.

This is very cool.

Page 2: Creating An Analysis Services Cube For Dynamics AX 2012 in AOT

© 2013. All rights reserved.

Find Perspectives In

AOT

All of the cubes can be accessed through AOT in the Perspectives area.

Page 3: Creating An Analysis Services Cube For Dynamics AX 2012 in AOT

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Create A New

Perspective

To create a new reporting cube, just create a new Perspective.

Page 4: Creating An Analysis Services Cube For Dynamics AX 2012 in AOT

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Configure The

Perspective

We will give the Perspective a name, label, and change the Usage to OLAP.

Page 5: Creating An Analysis Services Cube For Dynamics AX 2012 in AOT

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Add Views To New

Perspective

Now we will add a few views and tables to the perspective. In this case we will add CustTableCube, and CustTransTotalSales views so that we have transaction history in the cube.

Page 6: Creating An Analysis Services Cube For Dynamics AX 2012 in AOT

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Add Tables To

Perspective

And also we will add the CustPatmentModeTable table to the Perspective.

Page 7: Creating An Analysis Services Cube For Dynamics AX 2012 in AOT

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Configure

CustTransTotalSales

View

Now we need to tweak some of the perspective properties for the views and fields that we added. With the CustTransTotalSales table, change the AnalysisDimensionType to Transaction, and the AnalysisDimensionLabel to Sales Type.

Page 8: Creating An Analysis Services Cube For Dynamics AX 2012 in AOT

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Configure

CustTransTotalSales

View

Now change the defaults for a few of the fields… start with AmountMST…

Page 9: Creating An Analysis Services Cube For Dynamics AX 2012 in AOT

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Configure

CustTransTotalSales

View

Then TransType…

Page 10: Creating An Analysis Services Cube For Dynamics AX 2012 in AOT

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Configure

CustTransTotalSales

View

And TransDate.

Page 11: Creating An Analysis Services Cube For Dynamics AX 2012 in AOT

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Configure

CustTableCube View

Now we will change the field defaults in the CustTableCube, starting with AccountNum…

Page 12: Creating An Analysis Services Cube For Dynamics AX 2012 in AOT

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Configure

CustTableCube View

Then Blocked…

Page 13: Creating An Analysis Services Cube For Dynamics AX 2012 in AOT

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Configure

CustTableCube View

GroupName…

Page 14: Creating An Analysis Services Cube For Dynamics AX 2012 in AOT

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Configure

CustTableCube View

City…

Page 15: Creating An Analysis Services Cube For Dynamics AX 2012 in AOT

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Configure

CustTableCube View

Country…

Page 16: Creating An Analysis Services Cube For Dynamics AX 2012 in AOT

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Configure

CustTableCube View

Name…

Page 17: Creating An Analysis Services Cube For Dynamics AX 2012 in AOT

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Configure

CustTableCube View

State…

Page 18: Creating An Analysis Services Cube For Dynamics AX 2012 in AOT

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Configure

CustTableCube View

And MainContractor.

Page 19: Creating An Analysis Services Cube For Dynamics AX 2012 in AOT

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Configure

CustPaymModeTabl

e

Finally we need to tweak the CustPaymtModeTable… Start with the Name…

Page 20: Creating An Analysis Services Cube For Dynamics AX 2012 in AOT

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Configure

CustPaymModeTabl

e

Then PaymMode…

Page 21: Creating An Analysis Services Cube For Dynamics AX 2012 in AOT

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Configure

CustPaymModeTabl

e

TypeOfDraft…

Page 22: Creating An Analysis Services Cube For Dynamics AX 2012 in AOT

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Configure

CustPaymModeTabl

e

And AccountType.

Page 23: Creating An Analysis Services Cube For Dynamics AX 2012 in AOT

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Create A New

Analysis Services

Project

Now that we have all of the tables and views configured, we can open up the SQL Server Analysis Services Project Wizard from the Tools menu.

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Create A New

Analysis Services

Project

This will start up the configure and deployment wizard.

Page 25: Creating An Analysis Services Cube For Dynamics AX 2012 in AOT

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Create A New

Analysis Services

Project

Choose the Create option and give the project a new name.

Page 26: Creating An Analysis Services Cube For Dynamics AX 2012 in AOT

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Create A New

Analysis Services

Project

From the Perspectives, select the new perspective that we just created.

Page 27: Creating An Analysis Services Cube For Dynamics AX 2012 in AOT

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Create A New

Analysis Services

Project

Skip the dimensions...

Page 28: Creating An Analysis Services Cube For Dynamics AX 2012 in AOT

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Create A New

Analysis Services

Project

Copy the Date dimension into the project.

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Create A New

Analysis Services

Project

And choose the translation languages that you want to deploy with.

Page 30: Creating An Analysis Services Cube For Dynamics AX 2012 in AOT

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Create A New

Analysis Services

Project

If you want to map the currency conversions, then you can do it in this stage. For our example we will just bypass this…

Page 31: Creating An Analysis Services Cube For Dynamics AX 2012 in AOT

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Create A New

Analysis Services

Project

And we can now generate the project.

Page 32: Creating An Analysis Services Cube For Dynamics AX 2012 in AOT

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Save Analysis

Services Project

Now that the project is created, lets deploy it to the AOT so that we can reuse it in other environments.

Page 33: Creating An Analysis Services Cube For Dynamics AX 2012 in AOT

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Deploy & Process

Analysis Services

Cube

Finally we will want to deploy the Perspective to MSSQL. In this case we will separate out the Perspective into it’s very own cube.

Page 34: Creating An Analysis Services Cube For Dynamics AX 2012 in AOT

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Deploy & Process

Analysis Services

Cube

After a few minutes your cube will be deployed…

Page 35: Creating An Analysis Services Cube For Dynamics AX 2012 in AOT

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All Done

And you are done.

Page 36: Creating An Analysis Services Cube For Dynamics AX 2012 in AOT

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Connect To New

Cube Through Excel

To test the cube we will just use Excel and connect to the Analysis Services server that now has the new cube.

Page 37: Creating An Analysis Services Cube For Dynamics AX 2012 in AOT

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Connect To New

Cube Through Excel

When we change the default cube, the new Perspective that we created will show up.

Page 38: Creating An Analysis Services Cube For Dynamics AX 2012 in AOT

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Sales Analysis Data

Now Available

After we attach the cube, then reporting becomes a no-brainer…

This is too cool.

Page 39: Creating An Analysis Services Cube For Dynamics AX 2012 in AOT

About

Murray Fife

Page 40: Creating An Analysis Services Cube For Dynamics AX 2012 in AOT