ssrs in ax2012

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Microsoft Dynamics ® 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 usingVisual 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 ServicesExtensions 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 byusing Visual Studio 2010

20 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.


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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 toReporting 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 andcapabilities

• Describe the SQL Server Analysis Services installation

procedure and prerequisites

•

Describe the process for developing cubes by usingBusiness 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 MicrosoftDynamics 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 DevelopmentStudio

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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 usingSales data.

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.


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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 personalversion of a role center.

20 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.


L b 4 1 C t R t t Di l i R l C t

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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


S E t i P t l d R l C t

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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

ssrs in ax2012

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