ssrs in ax2012
TRANSCRIPT
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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.
Estimated time: 45 minutes
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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.
Estimated time: 45 minutes
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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.
Estimated time: 60 minutes
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
Estimated time: 100 minutes
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