Microsoft DynamicsMicrosoft Dynamics® AX 2012 AX 2012

Reporting

Introductions

• Name• Company• Job role• Experience with product• Favorite hobby/activity

Things You Need to Know

• Class Information• Starting time• Ending time• Breaks• Lunch

• Facilities• Restrooms• Telephones

Virtual Machine Log On Information

Virtual Machines Log On Information:

User name Administrator

Password Pa$$w0rd

Chapter Overview

• Chapter 1: Overview• Chapter 2: SQL Server Reporting Services• Chapter 3: SQL Server Analysis Services• Chapter 4: Enterprise Portal and Role Centers

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

Development Tools

SSRS Report

Role Center

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

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 Tree• Visual Studio 2008 with Business Intelligence

Development Studio• Visual Studio 2010• SQL Server Reporting Services• SQL Server Analysis Services

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

Demonstration: Create New Report

This demonstration shows how to create a new report by using Visual Studio 2010

20 min20 min

Lab 2.1: Create a Simple Report

Lab Scenario

Develop a report to expose customer transaction data

Estimated time: 45 minutes

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

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

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

Summary : SQL Server Reporting Services

• Installation requirements• Reporting framework• Report development tools• Create a simple report

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

Cube Structure

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

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

Cube Development Process

• Create perspective• Specify measures and attributes• Generate Analysis Services project• Deploy cube

Demonstration: Develop a Cube Using Sales Data

This demonstration shows how to develop a cube by using Sales data.

20 min.20 min.

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

Summary : SQL Server Analysis Services

• Understand Installation sequence and requirements• Deploy default cubes• Create new cubes• Develop reports using cube data

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

Enterprise Portal and Role Center

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

Demonstration: Modify a Role Center

This demonstration shows how to modify the personal version of a role center.

20 min20 min

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

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

Summary : Enterprise Portal and Role Centers

• Installation Requirements• Personal vs. Shared pages• Role Center Profiles• Creating new Role Centers• Adding reports to Role Centers