© 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.
© 2013. All rights reserved.
Find Perspectives In
AOT
All of the cubes can be accessed through AOT in the Perspectives area.
© 2013. All rights reserved.
Create A New
Perspective
To create a new reporting cube, just create a new Perspective.
© 2013. All rights reserved.
Configure The
Perspective
We will give the Perspective a name, label, and change the Usage to OLAP.
© 2013. All rights reserved.
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.
© 2013. All rights reserved.
Add Tables To
Perspective
And also we will add the CustPatmentModeTable table to the Perspective.
© 2013. All rights reserved.
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.
© 2013. All rights reserved.
Configure
CustTransTotalSales
View
Now change the defaults for a few of the fields… start with AmountMST…
© 2013. All rights reserved.
Configure
CustTransTotalSales
View
Then TransType…
© 2013. All rights reserved.
Configure
CustTransTotalSales
View
And TransDate.
© 2013. All rights reserved.
Configure
CustTableCube View
Now we will change the field defaults in the CustTableCube, starting with AccountNum…
© 2013. All rights reserved.
Configure
CustTableCube View
Then Blocked…
© 2013. All rights reserved.
Configure
CustTableCube View
GroupName…
© 2013. All rights reserved.
Configure
CustTableCube View
City…
© 2013. All rights reserved.
Configure
CustTableCube View
Country…
© 2013. All rights reserved.
Configure
CustTableCube View
Name…
© 2013. All rights reserved.
Configure
CustTableCube View
State…
© 2013. All rights reserved.
Configure
CustTableCube View
And MainContractor.
© 2013. All rights reserved.
Configure
CustPaymModeTabl
e
Finally we need to tweak the CustPaymtModeTable… Start with the Name…
© 2013. All rights reserved.
Configure
CustPaymModeTabl
e
Then PaymMode…
© 2013. All rights reserved.
Configure
CustPaymModeTabl
e
TypeOfDraft…
© 2013. All rights reserved.
Configure
CustPaymModeTabl
e
And AccountType.
© 2013. All rights reserved.
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.
© 2013. All rights reserved.
Create A New
Analysis Services
Project
This will start up the configure and deployment wizard.
© 2013. All rights reserved.
Create A New
Analysis Services
Project
Choose the Create option and give the project a new name.
© 2013. All rights reserved.
Create A New
Analysis Services
Project
From the Perspectives, select the new perspective that we just created.
© 2013. All rights reserved.
Create A New
Analysis Services
Project
Skip the dimensions...
© 2013. All rights reserved.
Create A New
Analysis Services
Project
Copy the Date dimension into the project.
© 2013. All rights reserved.
Create A New
Analysis Services
Project
And choose the translation languages that you want to deploy with.
© 2013. All rights reserved.
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…
© 2013. All rights reserved.
Create A New
Analysis Services
Project
And we can now generate the project.
© 2013. All rights reserved.
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.
© 2013. All rights reserved.
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.
© 2013. All rights reserved.
Deploy & Process
Analysis Services
Cube
After a few minutes your cube will be deployed…
© 2013. All rights reserved.
All Done
And you are done.
© 2013. All rights reserved.
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.
© 2013. All rights reserved.
Connect To New
Cube Through Excel
When we change the default cube, the new Perspective that we created will show up.
© 2013. All rights reserved.
Sales Analysis Data
Now Available
After we attach the cube, then reporting becomes a no-brainer…
This is too cool.
About
Murray Fife